Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QFITX (Quantified Tactical Fixed Income Fund Investor Class Shares) | -4.10% | -5.89% | -5.96% | -7.97% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QFITX (Quantified Tactical Fixed Income Fund Investor Class Shares) | 09/19/2019 | 06/04/2026 |
| 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 (%) | -0.18 | -5.89 | -5.96 | -7.97 | NA | NA | NA | … | … | -4.10 | -7.64 | -1.03 | -6.54 | -22.98 | -2.99 | 10.36 | -0.18 |
| Sharpe Ratio | NA | -1.45 | -0.96 | -0.97 | NA | NA | NA | … | … | -1.83 | -1.76 | -0.52 | -0.81 | -1.60 | -0.30 | 0.47 | -0.49 |
| Standard Deviation(%) | NA | 5.49 | 8.63 | 10.79 | NA | NA | NA | … | … | 6.48 | 6.00 | 8.89 | 12.72 | 15.27 | 10.01 | 21.20 | 3.59 |
| Draw Down(%) | NA | 8.67 | 20.64 | 38.99 | NA | NA | NA | … | … | 5.61 | 9.69 | 4.85 | 13.33 | 23.64 | 10.52 | 19.13 | 2.14 |
| Yield(%) | 0.00 | 11.07 | 4.28 | 2.04 | 1.43 | 0.95 | 0.72 | … | … | 0.00 | 10.41 | 3.52 | 0.08 | 0.00 | 0.00 | 2.29 | 2.09 |
Data as of 06/04/2026, Common starting date is 09/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QFITX (Quantified Tactical Fixed Income Fund Investor Class Shares) |
-11.50%
Nov 2020 – Nov 2023 |
-8.69%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QFITX (Quantified Tactical Fixed Income Fund Investor Class Shares) |
-3.86%
Feb 2023 – Feb 2026 |
-4.44%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart