QFITX vs. OTRFX

Last updated Aug 1, 2026

QFITX (Quantified Tactical Fixed Income Fund) and OTRFX (OnTrack Core Fund) are both mutual funds - QFITX is a Nontraditional Bonds fund managed by Advisors Preferred, while OTRFX is a Tactical Allocation fund managed by Advisors Preferred. Their 0.16 correlation means their historical movements had little consistent relationship. QFITX charges 1.56%/yr vs 2.58%/yr for OTRFX.

Performance

QFITX vs. OTRFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quantified Tactical Fixed Income Fund (QFITX) and OnTrack Core Fund (OTRFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

QFITX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

OTRFX

• 1D: 0.10%
• 1M: -0.10%
• 6M: 1.36%
• YTD: 4.93%
• 1Y: 9.39%
• 3Y*: 5.76%
• 5Y*: 1.79%
• 10Y*: 5.20%
• ALL TIME*: 4.35%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OTRFX OnTrack Core Fund	$0.00	$0.00	$0.00

QFITX vs. OTRFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
QFITX Quantified Tactical Fixed Income Fund	-4.59%	-7.64%	-1.03%	-6.54%	-22.87%	36.77%	10.36%	2.31%
OTRFX OnTrack Core Fund	4.93%	6.12%	-0.12%	5.37%	-5.82%	3.94%	29.03%	2.34%

Correlation

The correlation between QFITX and OTRFX is 0.22, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.22
Correlation (3Y) Balances recent behavior with more history.	0.30
Correlation (5Y) Shows whether the relationship held over a longer period.	0.22
Correlation (All Time) Calculated using the full available price history since Sep 18, 2019	0.16

The correlation between QFITX and OTRFX shifts across timeframes, from 0.16 (all time) to 0.30 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

QFITX vs. OTRFX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

QFITX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

OTRFX

OTRFX Risk / Return Rank: 81
OTRFX Sharpe Ratio Rank: 90
OTRFX Sortino Ratio Rank: 86
OTRFX Omega Ratio Rank: 94
OTRFX Calmar Ratio Rank: 88
OTRFX Martin Ratio Rank: 47

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

QFITX vs. OTRFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quantified Tactical Fixed Income Fund (QFITX) and OnTrack Core Fund (OTRFX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	QFITX	OTRFX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.27	—
Sortino ratio: Return per unit of downside risk	—	3.09	—
Omega ratio: Gain probability vs. loss probability	—	1.56	—
Calmar ratio: Return relative to maximum drawdown	—	3.11	—
Martin ratio: Return relative to average drawdown	—	6.54	—

Drawdowns

Drawdown Indicators

	QFITX	OTRFX	Difference
Max Drawdown Largest peak-to-trough decline	—	-9.73%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-3.02%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-5.76%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-9.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-9.51%	—
Current Drawdown Current decline from peak	—	-1.21%	—
Average Drawdown Average peak-to-trough decline	—	-2.95%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.43%	—

Volatility

Volatility by Period

	QFITX	OTRFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.29%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	4.15%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	3.07%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	3.56%	—

QFITX vs. OTRFX - Expense Ratio Comparison

QFITX has a 1.56% expense ratio, which is lower than OTRFX's 2.58% expense ratio.

Dividends

QFITX vs. OTRFX - Dividend Comparison

QFITX's dividend yield for the trailing twelve months is around 16.08%, more than OTRFX's 12.43% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OTRFX OnTrack Core Fund	12.43%	13.04%	8.01%	0.14%	1.39%	7.10%	2.36%	1.38%	7.15%	2.69%	7.05%	6.15%
QFITX Quantified Tactical Fixed Income Fund	16.08%	12.72%	3.70%	0.08%	0.15%	29.15%	2.12%	4.28%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both QFITX and OTRFX in my portfolio?

QFITX and OTRFX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.