QBDSX vs. QEVOX
Compare and contrast key facts about Quantified Managed Income Fund (QBDSX) and Quantified Evolution Plus Fund (QEVOX).
QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013. QEVOX is managed by Advisors Preferred. It was launched on Sep 29, 2019.
Performance
QBDSX vs. QEVOX - Performance Comparison
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QBDSX vs. QEVOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QBDSX Quantified Managed Income Fund | -0.38% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 1.23% |
QEVOX Quantified Evolution Plus Fund | 40.30% | 8.67% | 14.79% | 1.22% | -24.02% | 14.49% | -1.82% | -1.96% |
Returns By Period
In the year-to-date period, QBDSX achieves a -0.38% return, which is significantly lower than QEVOX's 40.30% 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%
QEVOX
- 1D
- 1.26%
- 1M
- 10.59%
- YTD
- 40.30%
- 6M
- 53.48%
- 1Y
- 32.43%
- 3Y*
- 19.90%
- 5Y*
- 9.72%
- 10Y*
- —
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QBDSX vs. QEVOX - Expense Ratio Comparison
QBDSX has a 1.31% expense ratio, which is lower than QEVOX's 1.56% expense ratio.
Return for Risk
QBDSX vs. QEVOX — Risk / Return Rank
QBDSX
QEVOX
QBDSX vs. QEVOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Quantified Managed Income Fund (QBDSX) and Quantified Evolution Plus Fund (QEVOX). 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 | QEVOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.25 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.87 | 1.63 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.63 | -0.74 |
Martin ratioReturn relative to average drawdown | 3.43 | 2.43 | +1.00 |
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 | QEVOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.25 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.49 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.29 | -0.13 |
Correlation
The correlation between QBDSX and QEVOX is 0.39, 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. QEVOX - Dividend Comparison
QBDSX's dividend yield for the trailing twelve months is around 4.49%, less than QEVOX's 47.28% 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% |
QEVOX Quantified Evolution Plus Fund | 47.28% | 66.34% | 10.32% | 24.53% | 0.07% | 13.55% | 2.29% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QBDSX vs. QEVOX - Drawdown Comparison
The maximum QBDSX drawdown since its inception was -18.38%, smaller than the maximum QEVOX drawdown of -28.47%. Use the drawdown chart below to compare losses from any high point for QBDSX and QEVOX.
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Drawdown Indicators
| QBDSX | QEVOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.38% | -28.47% | +10.09% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -20.43% | +17.34% |
Max Drawdown (5Y)Largest decline over 5 years | -7.40% | -27.40% | +20.00% |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | — | — |
Current DrawdownCurrent decline from peak | -8.41% | -1.74% | -6.67% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -14.18% | +7.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 13.76% | -12.96% |
Volatility
QBDSX vs. QEVOX - Volatility Comparison
The current volatility for Quantified Managed Income Fund (QBDSX) is 1.40%, while Quantified Evolution Plus Fund (QEVOX) has a volatility of 9.49%. This indicates that QBDSX experiences smaller price fluctuations and is considered to be less risky than QEVOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QBDSX | QEVOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 9.49% | -8.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 21.94% | -19.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.77% | 26.13% | -22.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.32% | 20.08% | -15.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.26% | 21.70% | -16.44% |