QEVOX vs. QBDSX
Compare and contrast key facts about Quantified Evolution Plus Fund (QEVOX) and Quantified Managed Income Fund (QBDSX).
QEVOX is managed by Advisors Preferred. It was launched on Sep 29, 2019. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
QEVOX vs. QBDSX - Performance Comparison
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QEVOX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QEVOX Quantified Evolution Plus Fund | 40.30% | 8.67% | 14.79% | 1.22% | -24.02% | 14.49% | -1.82% | -1.96% |
QBDSX Quantified Managed Income Fund | -0.38% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 1.23% |
Returns By Period
In the year-to-date period, QEVOX achieves a 40.30% return, which is significantly higher than QBDSX's -0.38% return.
QEVOX
- 1D
- 1.26%
- 1M
- 10.59%
- YTD
- 40.30%
- 6M
- 53.48%
- 1Y
- 32.43%
- 3Y*
- 19.90%
- 5Y*
- 9.72%
- 10Y*
- —
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%
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QEVOX vs. QBDSX - Expense Ratio Comparison
QEVOX has a 1.56% expense ratio, which is higher than QBDSX's 1.31% expense ratio.
Return for Risk
QEVOX vs. QBDSX — Risk / Return Rank
QEVOX
QBDSX
QEVOX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Quantified Evolution Plus Fund (QEVOX) and Quantified Managed Income Fund (QBDSX). 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.
| QEVOX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.60 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.63 | 0.87 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.11 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 0.89 | +0.74 |
Martin ratioReturn relative to average drawdown | 2.43 | 3.43 | -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
| QEVOX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.60 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.21 | +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 | 0.29 | 0.15 | +0.13 |
Correlation
The correlation between QEVOX and QBDSX 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
QEVOX vs. QBDSX - Dividend Comparison
QEVOX's dividend yield for the trailing twelve months is around 47.28%, more than QBDSX's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
QEVOX vs. QBDSX - Drawdown Comparison
The maximum QEVOX drawdown since its inception was -28.47%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for QEVOX and QBDSX.
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Drawdown Indicators
| QEVOX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.47% | -18.38% | -10.09% |
Max Drawdown (1Y)Largest decline over 1 year | -20.43% | -3.09% | -17.34% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -7.40% | -20.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.38% | — |
Current DrawdownCurrent decline from peak | -1.74% | -8.41% | +6.67% |
Average DrawdownAverage peak-to-trough decline | -14.18% | -6.83% | -7.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.76% | 0.80% | +12.96% |
Volatility
QEVOX vs. QBDSX - Volatility Comparison
Quantified Evolution Plus Fund (QEVOX) has a higher volatility of 9.49% compared to Quantified Managed Income Fund (QBDSX) at 1.40%. This indicates that QEVOX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QEVOX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.49% | 1.40% | +8.09% |
Volatility (6M)Calculated over the trailing 6-month period | 21.94% | 2.77% | +19.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.13% | 3.77% | +22.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.08% | 4.32% | +15.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.70% | 5.26% | +16.44% |