QSTFX vs. PDX

Last updated Apr 2, 2026

Compare and contrast key facts about Quantified STF Fund (QSTFX) and PIMCO Dynamic Income Strategy Fund (PDX).

QSTFX is managed by Advisors Preferred. It was launched on Nov 12, 2015. PDX is an actively managed fund by PIMCO. It was launched on Feb 1, 2019.

Performance

QSTFX vs. PDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quantified STF Fund (QSTFX) and PIMCO Dynamic Income Strategy Fund (PDX). The values are adjusted to include any dividend payments, if applicable.

QSTFX vs. PDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
QSTFX Quantified STF Fund	-11.76%	-2.48%	29.94%	61.87%	-46.15%	28.79%	78.20%	21.40%
PDX PIMCO Dynamic Income Strategy Fund	16.74%	-10.59%	36.99%	44.51%	23.02%	68.79%	-44.20%	-10.78%

Returns By Period

In the year-to-date period, QSTFX achieves a -11.76% return, which is significantly lower than PDX's 16.74% return.

QSTFX

• 1D: 0.29%
• 1M: -7.73%
• YTD: -11.76%
• 6M: -14.62%
• 1Y: 15.58%
• 3Y*: 16.90%
• 5Y*: 4.88%
• 10Y*: 13.98%

PDX

• 1D: -2.58%
• 1M: 5.62%
• YTD: 16.74%
• 6M: 3.64%
• 1Y: 7.88%
• 3Y*: 27.73%
• 5Y*: 26.67%
• 10Y*: —

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

QSTFX vs. PDX - Expense Ratio Comparison

QSTFX has a 1.55% expense ratio, which is lower than PDX's 2.31% expense ratio.

PDX

PIMCO Dynamic Income Strategy Fund

QSTFX

Quantified STF Fund

Return for Risk

QSTFX vs. PDX — Risk / Return Rank

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

QSTFX

QSTFX Risk / Return Rank: 22
QSTFX Sharpe Ratio Rank: 21
QSTFX Sortino Ratio Rank: 21
QSTFX Omega Ratio Rank: 21
QSTFX Calmar Ratio Rank: 25
QSTFX Martin Ratio Rank: 20

PDX

PDX Risk / Return Rank: 13
PDX Sharpe Ratio Rank: 12
PDX Sortino Ratio Rank: 11
PDX Omega Ratio Rank: 14
PDX Calmar Ratio Rank: 15
PDX Martin Ratio Rank: 12

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.

QSTFX vs. PDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quantified STF Fund (QSTFX) and PIMCO Dynamic Income Strategy Fund (PDX). 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.

	QSTFX	PDX	Difference
Sharpe ratio Return per unit of total volatility	0.65	0.35	+0.31
Sortino ratio Return per unit of downside risk	0.99	0.59	+0.40
Omega ratio Gain probability vs. loss probability	1.14	1.10	+0.05
Calmar ratio Return relative to maximum drawdown	0.88	0.46	+0.41
Martin ratio Return relative to average drawdown	2.61	1.13	+1.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QSTFX vs. PDX - Sharpe Ratio Comparison

The current QSTFX Sharpe Ratio is 0.65, which is higher than the PDX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of QSTFX and PDX, 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

	QSTFX	PDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.65	0.35	+0.31
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	1.04	-0.86
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.46	0.30	+0.16

Correlation

The correlation between QSTFX and PDX is 0.18, 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

QSTFX vs. PDX - Dividend Comparison

QSTFX's dividend yield for the trailing twelve months is around 12.07%, less than PDX's 21.27% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
QSTFX Quantified STF Fund	12.07%	10.65%	5.12%	1.03%	0.00%	21.93%	20.82%	0.52%	2.57%	39.11%	0.01%
PDX PIMCO Dynamic Income Strategy Fund	21.27%	24.34%	6.31%	4.30%	5.89%	5.28%	14.11%	9.58%	0.00%	0.00%	0.00%

Drawdowns

QSTFX vs. PDX - Drawdown Comparison

The maximum QSTFX drawdown since its inception was -49.03%, smaller than the maximum PDX drawdown of -80.63%. Use the drawdown chart below to compare losses from any high point for QSTFX and PDX.

Drawdown Indicators

	QSTFX	PDX	Difference
Max Drawdown Largest peak-to-trough decline	-49.03%	-80.63%	+31.60%
Max Drawdown (1Y) Largest decline over 1 year	-17.87%	-20.21%	+2.34%
Max Drawdown (5Y) Largest decline over 5 years	-49.03%	-37.24%	-11.79%
Max Drawdown (10Y) Largest decline over 10 years	-49.03%	—	—
Current Drawdown Current decline from peak	-19.73%	-15.21%	-4.52%
Average Drawdown Average peak-to-trough decline	-15.63%	-18.92%	+3.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.99%	8.25%	-2.26%

Volatility

QSTFX vs. PDX - Volatility Comparison

Quantified STF Fund (QSTFX) has a higher volatility of 6.32% compared to PIMCO Dynamic Income Strategy Fund (PDX) at 5.49%. This indicates that QSTFX's price experiences larger fluctuations and is considered to be riskier than PDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QSTFX	PDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.32%	5.49%	+0.83%
Volatility (6M) Calculated over the trailing 6-month period	19.30%	11.47%	+7.83%
Volatility (1Y) Calculated over the trailing 1-year period	24.06%	22.80%	+1.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.23%	25.81%	+1.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.70%	36.86%	-9.16%