Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QBDSX (QUANTIFIED MANAGED INCOME FUND QUANTIFIED MANAGED INCOME FUND INVESTOR CLASS SHARES) | 4.69% | 4.22% | 1.38% | 0.15% | 0.94% | NA | NA | 0.84% |
Data as of 08/01/2025, AR inception is 08/12/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBDSX (QUANTIFIED MANAGED INCOME FUND QUANTIFIED MANAGED INCOME FUND INVESTOR CLASS SHARES) | 08/12/2013 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.22 | 1.38 | 0.15 | 0.94 | NA | NA | 0.84 | 4.69 | 1.02 | 2.26 | -4.08 | -0.66 | -9.21 | 10.49 | -3.16 | 5.04 | 5.99 | -3.40 | 2.00 | -0.15 |
| Sharpe Ratio | NA | 0.22 | -0.44 | -0.46 | -0.09 | NA | NA | -0.09 | 1.34 | -1.05 | -0.52 | -1.17 | -0.18 | -0.84 | 2.42 | -0.98 | 1.61 | 1.48 | -0.93 | 0.73 | -0.14 |
| Standard Deviation(%) | NA | 4.77 | 4.50 | 4.28 | 5.27 | NA | NA | 4.98 | 3.86 | 5.31 | 3.86 | 4.69 | 3.72 | 11.26 | 3.76 | 4.59 | 2.76 | 3.92 | 3.67 | 2.72 | 2.89 |
| Draw Down(%) | NA | 3.76 | 6.13 | 8.70 | 18.38 | NA | NA | 18.38 | 1.48 | 3.76 | 2.97 | 5.92 | 2.82 | 18.38 | 2.00 | 5.43 | 1.68 | 3.03 | 6.81 | 2.62 | 1.50 |
| Yield(%) | 0.00 | 3.81 | 2.79 | 1.90 | 2.08 | 1.71 | 1.28 | 2.33 | 0.00 | 3.88 | 4.41 | 0.51 | 0.70 | 0.78 | 2.44 | 1.94 | 2.57 | 1.05 | 3.59 | 5.40 | 0.85 |
Data as of 08/01/2025, AR inception is 08/12/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBDSX (QUANTIFIED MANAGED INCOME FUND QUANTIFIED MANAGED INCOME FUND INVESTOR CLASS SHARES) |
-4.97%
Jan 2020 - Jan 2023 |
-2.22%
Dec 2019 - Dec 2024 |
-0.05%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBDSX (QUANTIFIED MANAGED INCOME FUND QUANTIFIED MANAGED INCOME FUND INVESTOR CLASS SHARES) |
4.14%
Jan 2017 - Jan 2020 |
2.85%
Dec 2014 - Dec 2019 |
0.97%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart