Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QEVOX (Quantified Evolution Plus Fund Investor Class Shares) | 42.79% | 64.66% | 20.39% | 7.39% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QEVOX (Quantified Evolution Plus Fund Investor Class Shares) | 09/30/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.61 | 64.66 | 20.39 | 7.39 | NA | NA | NA | … | … | 42.79 | 8.68 | 14.80 | 1.22 | -24.02 | 14.49 | -1.82 | -1.96 |
| Sharpe Ratio | NA | 3.26 | 0.95 | 0.39 | NA | NA | NA | … | … | 6.34 | 0.27 | 0.50 | -0.19 | -1.80 | 0.58 | -0.08 | -0.49 |
| Standard Deviation(%) | NA | 24.91 | 22.49 | 20.13 | NA | NA | NA | … | … | 32.08 | 21.57 | 22.14 | 12.90 | 14.17 | 24.78 | 27.38 | 17.59 |
| Draw Down(%) | NA | 12.69 | 21.21 | 27.41 | NA | NA | NA | … | … | 12.69 | 21.21 | 15.01 | 10.46 | 24.02 | 13.38 | 28.47 | 7.92 |
| Yield(%) | 0.00 | 46.54 | 21.20 | 11.66 | 6.24 | 4.16 | 3.12 | … | … | 0.00 | 43.58 | 11.00 | 19.62 | 0.05 | 13.55 | 2.17 | 0.14 |
Data as of 06/05/2026, Common starting date is 09/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QEVOX (Quantified Evolution Plus Fund Investor Class Shares) |
-6.39%
Jan 2020 – Jan 2023 |
-1.17%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QEVOX (Quantified Evolution Plus Fund Investor Class Shares) |
25.97%
Apr 2023 – Apr 2026 |
11.13%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart