QBDSX vs. GWPAX
Compare and contrast key facts about Quantified Managed Income Fund (QBDSX) and American Funds Growth Portfolio Class A (GWPAX).
QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
QBDSX vs. GWPAX - Performance Comparison
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QBDSX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QBDSX Quantified Managed Income Fund | -0.38% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 25.12% |
Returns By Period
In the year-to-date period, QBDSX achieves a -0.38% return, which is significantly higher than GWPAX's -5.63% return. Over the past 10 years, QBDSX has underperformed GWPAX with an annualized return of 0.87%, while GWPAX has yielded a comparatively higher 11.87% annualized return.
QBDSX
- 1D
- 0.38%
- 1M
- -2.35%
- YTD
- -0.38%
- 6M
- -1.53%
- 1Y
- 2.25%
- 3Y*
- 2.73%
- 5Y*
- 0.90%
- 10Y*
- 0.87%
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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QBDSX vs. GWPAX - Expense Ratio Comparison
QBDSX has a 1.31% expense ratio, which is higher than GWPAX's 0.73% expense ratio.
Return for Risk
QBDSX vs. GWPAX — Risk / Return Rank
QBDSX
GWPAX
QBDSX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Quantified Managed Income Fund (QBDSX) and American Funds Growth Portfolio Class A (GWPAX). 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.
| QBDSX | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.05 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.60 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.65 | -0.76 |
Martin ratioReturn relative to average drawdown | 3.43 | 6.68 | -3.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QBDSX | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.05 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.42 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.66 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.68 | -0.53 |
Correlation
The correlation between QBDSX and GWPAX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
QBDSX vs. GWPAX - Dividend Comparison
QBDSX's dividend yield for the trailing twelve months is around 4.49%, less than GWPAX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
QBDSX vs. GWPAX - Drawdown Comparison
The maximum QBDSX drawdown since its inception was -18.38%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for QBDSX and GWPAX.
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Drawdown Indicators
| QBDSX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -34.15% | +15.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -11.78% | +8.69% |
Max Drawdown (5Y)Largest decline over 5 years | -7.40% | -34.15% | +26.75% |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | -34.15% | +15.77% |
Current DrawdownCurrent decline from peak | -8.41% | -8.81% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -5.77% | -1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 2.91% | -2.11% |
Volatility
QBDSX vs. GWPAX - Volatility Comparison
The current volatility for Quantified Managed Income Fund (QBDSX) is 1.40%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.61%. This indicates that QBDSX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QBDSX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 6.61% | -5.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 11.28% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.77% | 18.89% | -15.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.32% | 18.17% | -13.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 17.95% | -12.69% |