RDMIX vs. QALTX
RDMIX (Rational/ReSolve Adaptive Asset Allocation Fund) and QALTX (Quantified Alternative Investment Fund) are both mutual funds - RDMIX is a Tactical Allocation fund managed by Rational Funds, while QALTX is a Multistrategy fund managed by Advisors Preferred. Over the past 10 years, RDMIX returned 4.32%/yr vs 3.90%/yr for QALTX. Their 0.36 correlation means their historical movements had little consistent relationship. RDMIX charges 1.97%/yr vs 1.33%/yr for QALTX.
Performance
RDMIX vs. QALTX - Performance Comparison
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Returns By Period
In the year-to-date period, RDMIX achieves a 11.95% return, which is significantly higher than QALTX's 4.62% return. Over the past 10 years, RDMIX has outperformed QALTX with an annualized return of 4.32%, while QALTX has yielded a comparatively lower 3.90% annualized return.
RDMIX
- 1D
- -0.34%
- 1M
- 0.30%
- 6M
- 13.61%
- YTD
- 11.95%
- 1Y
- 20.41%
- 3Y*
- 8.62%
- 5Y*
- 4.52%
- 10Y*
- 4.32%
- ALL TIME*
- 5.62%
QALTX
- 1D
- 0.00%
- 1M
- 1.04%
- 6M
- 0.09%
- YTD
- 4.62%
- 1Y
- 13.37%
- 3Y*
- 7.57%
- 5Y*
- 3.94%
- 10Y*
- 3.90%
- ALL TIME*
- 3.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RDMIX vs. QALTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDMIX Rational/ReSolve Adaptive Asset Allocation Fund | 11.95% | 5.07% | 9.88% | -0.52% | -3.06% | 11.18% | 0.65% | 18.24% | -7.65% | 3.85% |
QALTX Quantified Alternative Investment Fund | 4.62% | 14.31% | 4.11% | 2.76% | -8.13% | 11.76% | 1.01% | 9.88% | -8.90% | 15.53% |
Correlation
The correlation between RDMIX and QALTX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.32 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.36 |
The correlation between RDMIX and QALTX shifts across timeframes, from 0.29 (3 years) to 0.51 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
RDMIX vs. QALTX — Risk / Return Rank
RDMIX
QALTX
RDMIX vs. QALTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) and Quantified Alternative Investment Fund (QALTX). 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.
| RDMIX | QALTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.29 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 2.75 | +0.77 |
| Martin ratioReturn relative to average drawdown | 9.55 | 7.02 | +2.53 |
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Drawdowns
RDMIX vs. QALTX - Drawdown Comparison
The maximum RDMIX drawdown since its inception was -31.57%, which is greater than QALTX's maximum drawdown of -24.22%. Use the drawdown chart below to compare losses from any high point for RDMIX and QALTX.
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Drawdown Indicators
| RDMIX | QALTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.57% | -24.22% | -7.35% |
Max Drawdown (1Y)Largest decline over 1 year | -6.10% | -5.22% | -0.88% |
Max Drawdown (3Y)Largest decline over 3 years | -16.54% | -11.47% | -5.07% |
Max Drawdown (5Y)Largest decline over 5 years | -19.96% | -13.17% | -6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -21.92% | -24.22% | +2.30% |
Current DrawdownCurrent decline from peak | -1.86% | -4.23% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -8.28% | -6.03% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.25% | 2.04% | +0.21% |
Volatility
RDMIX vs. QALTX - Volatility Comparison
Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) has a higher volatility of 2.70% compared to Quantified Alternative Investment Fund (QALTX) at 1.88%. This indicates that RDMIX's price experiences larger fluctuations and is considered to be riskier than QALTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RDMIX | QALTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 1.88% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 6.38% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.22% | 9.50% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.12% | 8.84% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.19% | 9.89% | +1.30% |
RDMIX vs. QALTX - Expense Ratio Comparison
RDMIX has a 1.97% expense ratio, which is higher than QALTX's 1.33% expense ratio.
Dividends
RDMIX vs. QALTX - Dividend Comparison
RDMIX's dividend yield for the trailing twelve months is around 0.81%, less than QALTX's 2.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QALTX Quantified Alternative Investment Fund | 2.31% | 2.42% | 1.61% | 3.55% | 1.73% | 12.79% | 0.00% | 1.44% | 0.07% | 3.12% | 0.04% | 0.84% |
RDMIX Rational/ReSolve Adaptive Asset Allocation Fund | 0.81% | 0.90% | 6.81% | 10.63% | 0.39% | 16.40% | 0.47% | 15.46% | 0.94% | 0.07% | 0.00% | 0.00% |
Frequently Asked Questions
RDMIX and QALTX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RDMIX has higher volatility (2.70%) compared to QALTX (1.88%). In terms of maximum drawdown, RDMIX dropped -31.57% vs QALTX's -24.22%.
RDMIX currently has the higher Sharpe Ratio (1.92 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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