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QBDAX: QUANTIFIED MANAGED INCOME FUND QUANTIFIED MANAGED INCOME FUND ADVISOR CLASS SHARES (MUTUAL FUND)
Basic Info 8.33 0(0.0%) December 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 03/21/2016 |
| Last Dividend Date: | 12/26/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.55% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | -0.5 | -1.9 | -2.0 | -1.6 | -0.5 | -4.7 | -1.2 | -9.8 | 9.3 | -3.8 | 4.4 | 3.7 |
| SR | NA | -1.39 | -1.73 | -0.95 | -0.48 | -0.3 | -1.31 | -0.34 | -0.89 | 1.97 | -1.1 | 1.37 | 1.07 |
| DD(%) | NA | 3.2 | 3.9 | 8.4 | 18.6 | 18.6 | 6.4 | 2.9 | 18.5 | 2.0 | 6.0 | 1.8 | 3.1 |
| SD(%) | NA | 3.5 | 3.5 | 4.0 | 6.2 | 5.5 | 4.7 | 3.8 | 11.3 | 4.0 | 4.6 | 2.7 | 4.2 |
| TR | NA | -0.54 | -0.69 | -0.56 | -0.21 | -0.11 | -1.54 | -0.1 | -0.51 | 0.5 | -0.23 | 0.14 | 0.2 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 | -0.06 | 0.01 | -0.02 | -0.01 | 0.0 |
| Beta | NA | 0.09 | 0.09 | 0.07 | 0.14 | 0.15 | 0.04 | 0.13 | 0.2 | 0.16 | 0.22 | 0.28 | 0.23 |
| RS | NA | 0.13 | 0.13 | 0.09 | 0.25 | 0.29 | 0.04 | 0.23 | 0.38 | 0.25 | 0.66 | 0.5 | 0.36 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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