PortfoliosLab logoPortfoliosLab logo
QALTX vs. QSTFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QALTX vs. QSTFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quantified Alternative Investment Fund (QALTX) and Quantified STF Fund (QSTFX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

QALTX vs. QSTFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QALTX
Quantified Alternative Investment Fund
3.15%14.31%4.11%2.76%-8.13%11.76%1.01%9.88%-8.90%15.53%
QSTFX
Quantified STF Fund
-12.01%-2.48%29.94%61.87%-46.15%28.79%78.20%16.43%-6.86%68.46%

Returns By Period

In the year-to-date period, QALTX achieves a 3.15% return, which is significantly higher than QSTFX's -12.01% return. Over the past 10 years, QALTX has underperformed QSTFX with an annualized return of 4.21%, while QSTFX has yielded a comparatively higher 13.95% annualized return.


QALTX

1D
-0.10%
1M
-2.78%
YTD
3.15%
6M
5.51%
1Y
17.90%
3Y*
8.53%
5Y*
4.13%
10Y*
4.21%

QSTFX

1D
0.00%
1M
-8.06%
YTD
-12.01%
6M
-14.00%
1Y
15.33%
3Y*
16.79%
5Y*
5.19%
10Y*
13.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


QALTX vs. QSTFX - Expense Ratio Comparison

QALTX has a 1.33% expense ratio, which is lower than QSTFX's 1.55% expense ratio.


Return for Risk

QALTX vs. QSTFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QALTX
QALTX Risk / Return Rank: 9090
Overall Rank
QALTX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
QALTX Sortino Ratio Rank: 8787
Sortino Ratio Rank
QALTX Omega Ratio Rank: 8787
Omega Ratio Rank
QALTX Calmar Ratio Rank: 9393
Calmar Ratio Rank
QALTX Martin Ratio Rank: 9494
Martin Ratio Rank

QSTFX
QSTFX Risk / Return Rank: 2323
Overall Rank
QSTFX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
QSTFX Sortino Ratio Rank: 2525
Sortino Ratio Rank
QSTFX Omega Ratio Rank: 2525
Omega Ratio Rank
QSTFX Calmar Ratio Rank: 2222
Calmar Ratio Rank
QSTFX Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QALTX vs. QSTFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quantified Alternative Investment Fund (QALTX) and Quantified STF Fund (QSTFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


QALTXQSTFXDifference

Sharpe ratio

Return per unit of total volatility

1.78

0.64

+1.14

Sortino ratio

Return per unit of downside risk

2.35

0.98

+1.37

Omega ratio

Gain probability vs. loss probability

1.37

1.14

+0.23

Calmar ratio

Return relative to maximum drawdown

2.83

0.65

+2.18

Martin ratio

Return relative to average drawdown

12.72

1.98

+10.74

QALTX vs. QSTFX - Sharpe Ratio Comparison

The current QALTX Sharpe Ratio is 1.78, which is higher than the QSTFX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of QALTX and QSTFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


QALTXQSTFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

0.64

+1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.19

+0.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.51

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.46

-0.14

Correlation

The correlation between QALTX and QSTFX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

QALTX vs. QSTFX - Dividend Comparison

QALTX's dividend yield for the trailing twelve months is around 2.35%, less than QSTFX's 12.10% yield.


TTM20252024202320222021202020192018201720162015
QALTX
Quantified Alternative Investment Fund
2.35%2.42%1.61%3.55%1.73%12.79%0.00%1.44%0.07%3.12%0.04%0.84%
QSTFX
Quantified STF Fund
12.10%10.65%5.12%1.03%0.00%21.93%20.82%0.52%2.57%39.11%0.01%0.00%

Drawdowns

QALTX vs. QSTFX - Drawdown Comparison

The maximum QALTX drawdown since its inception was -24.22%, smaller than the maximum QSTFX drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for QALTX and QSTFX.


Loading graphics...

Drawdown Indicators


QALTXQSTFXDifference

Max Drawdown

Largest peak-to-trough decline

-24.22%

-49.03%

+24.81%

Max Drawdown (1Y)

Largest decline over 1 year

-6.46%

-17.87%

+11.41%

Max Drawdown (5Y)

Largest decline over 5 years

-13.17%

-49.03%

+35.86%

Max Drawdown (10Y)

Largest decline over 10 years

-24.22%

-49.03%

+24.81%

Current Drawdown

Current decline from peak

-2.96%

-19.96%

+17.00%

Average Drawdown

Average peak-to-trough decline

-6.14%

-15.63%

+9.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.44%

5.89%

-4.45%

Volatility

QALTX vs. QSTFX - Volatility Comparison

The current volatility for Quantified Alternative Investment Fund (QALTX) is 2.53%, while Quantified STF Fund (QSTFX) has a volatility of 6.29%. This indicates that QALTX experiences smaller price fluctuations and is considered to be less risky than QSTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


QALTXQSTFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.53%

6.29%

-3.76%

Volatility (6M)

Calculated over the trailing 6-month period

7.76%

19.32%

-11.56%

Volatility (1Y)

Calculated over the trailing 1-year period

10.49%

24.11%

-13.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.94%

27.24%

-18.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.89%

27.70%

-17.81%