Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QEVOX (Quantified Evolution Plus Fund Investor Class Shares) | -4.77% | -1.49% | -0.20% | -0.94% | NA | NA | NA | -1.52% |
Data as of 08/01/2025, AR inception is 09/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QEVOX (Quantified Evolution Plus Fund Investor Class Shares) | 09/30/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | -1.49 | -0.20 | -0.94 | NA | NA | NA | -1.52 | -4.77 | 14.80 | 1.22 | -24.02 | 14.49 | -1.82 | -1.96 |
| Sharpe Ratio | NA | -0.20 | -0.20 | -0.16 | NA | NA | NA | -0.15 | -0.51 | 0.50 | -0.19 | -1.80 | 0.58 | -0.08 | -0.49 |
| Standard Deviation(%) | NA | 22.85 | 18.32 | 20.35 | NA | NA | NA | 21.03 | 22.02 | 22.14 | 12.90 | 14.17 | 24.78 | 27.38 | 17.59 |
| Draw Down(%) | NA | 21.21 | 21.21 | 27.41 | NA | NA | NA | 28.47 | 21.21 | 15.01 | 10.46 | 24.02 | 13.38 | 28.47 | 7.92 |
| Yield(%) | 0.00 | 9.71 | 8.59 | 7.34 | 3.58 | 2.38 | 1.79 | 7.15 | 0.00 | 11.00 | 19.62 | 0.05 | 13.55 | 2.17 | 0.14 |
Data as of 08/01/2025, AR inception 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) |
4.07%
Mar 2022 - Mar 2025 |
6.38%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart