QBDSX vs. MTD

Last updated Apr 2, 2026

Compare and contrast key facts about Quantified Managed Income Fund (QBDSX) and Mettler-Toledo International Inc. (MTD).

QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.

Performance

QBDSX vs. MTD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quantified Managed Income Fund (QBDSX) and Mettler-Toledo International Inc. (MTD). The values are adjusted to include any dividend payments, if applicable.

QBDSX vs. MTD - 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%
MTD Mettler-Toledo International Inc.	-8.62%	13.93%	0.88%	-16.08%	-14.83%	48.92%	43.67%	40.26%	-8.71%	48.01%

Returns By Period

In the year-to-date period, QBDSX achieves a -0.38% return, which is significantly higher than MTD's -8.62% return. Over the past 10 years, QBDSX has underperformed MTD with an annualized return of 0.87%, while MTD has yielded a comparatively higher 13.80% 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%

MTD

• 1D: 1.02%
• 1M: -3.85%
• YTD: -8.62%
• 6M: -1.22%
• 1Y: 10.18%
• 3Y*: -5.92%
• 5Y*: 1.63%
• 10Y*: 13.80%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

QBDSX vs. MTD — Risk / Return Rank

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

QBDSX

QBDSX Risk / Return Rank: 19
QBDSX Sharpe Ratio Rank: 18
QBDSX Sortino Ratio Rank: 15
QBDSX Omega Ratio Rank: 13
QBDSX Calmar Ratio Rank: 22
QBDSX Martin Ratio Rank: 25

MTD

MTD Risk / Return Rank: 49
MTD Sharpe Ratio Rank: 51
MTD Sortino Ratio Rank: 46
MTD Omega Ratio Rank: 44
MTD Calmar Ratio Rank: 50
MTD Martin Ratio Rank: 52

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.

QBDSX vs. MTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quantified Managed Income Fund (QBDSX) and Mettler-Toledo International Inc. (MTD). 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	MTD	Difference
Sharpe ratio Return per unit of total volatility	0.60	0.30	+0.30
Sortino ratio Return per unit of downside risk	0.87	0.67	+0.19
Omega ratio Gain probability vs. loss probability	1.11	1.08	+0.03
Calmar ratio Return relative to maximum drawdown	0.89	0.35	+0.54
Martin ratio Return relative to average drawdown	3.43	1.03	+2.39
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QBDSX vs. MTD - Sharpe Ratio Comparison

The current QBDSX Sharpe Ratio is 0.60, which is higher than the MTD Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of QBDSX and MTD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	QBDSX	MTD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.60	0.30	+0.30
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.21	0.05	+0.16
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.17	0.47	-0.31
Sharpe Ratio (All Time) Calculated using the full available price history	0.15	0.54	-0.39

Correlation

The correlation between QBDSX and MTD is 0.26, 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. MTD - Dividend Comparison

QBDSX's dividend yield for the trailing twelve months is around 4.49%, while MTD has not paid dividends to shareholders.

	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%
MTD Mettler-Toledo International Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

QBDSX vs. MTD - Drawdown Comparison

The maximum QBDSX drawdown since its inception was -18.38%, smaller than the maximum MTD drawdown of -61.43%. Use the drawdown chart below to compare losses from any high point for QBDSX and MTD.

Drawdown Indicators

	QBDSX	MTD	Difference
Max Drawdown Largest peak-to-trough decline	-18.38%	-61.43%	+43.05%
Max Drawdown (1Y) Largest decline over 1 year	-3.09%	-22.44%	+19.35%
Max Drawdown (5Y) Largest decline over 5 years	-7.40%	-43.47%	+36.07%
Max Drawdown (10Y) Largest decline over 10 years	-18.38%	-43.47%	+25.09%
Current Drawdown Current decline from peak	-8.41%	-25.17%	+16.76%
Average Drawdown Average peak-to-trough decline	-6.83%	-13.58%	+6.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.80%	7.62%	-6.82%

Volatility

QBDSX vs. MTD - Volatility Comparison

The current volatility for Quantified Managed Income Fund (QBDSX) is 1.40%, while Mettler-Toledo International Inc. (MTD) has a volatility of 10.11%. This indicates that QBDSX experiences smaller price fluctuations and is considered to be less risky than MTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QBDSX	MTD	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.40%	10.11%	-8.71%
Volatility (6M) Calculated over the trailing 6-month period	2.77%	19.01%	-16.24%
Volatility (1Y) Calculated over the trailing 1-year period	3.77%	34.01%	-30.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.32%	31.02%	-26.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.26%	29.13%	-23.87%