Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBDSX (QUANTIFIED MANAGED INCOME FUND QUANTIFIED MANAGED INCOME FUND INVESTOR CLASS SHARES) | -0.25% | 1.62% | 2.86% | 0.65% | 0.76% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date 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 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 1.62 | 2.86 | 0.65 | 0.76 | NA | NA | … | … | -0.25 | 5.10 | 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 | -0.28 | -0.09 | -0.43 | -0.17 | NA | NA | … | … | -0.89 | 0.58 | -0.49 | -0.37 | -1.18 | -0.18 | -0.84 | 2.40 | -0.99 | 1.60 | 1.48 | -0.93 | 0.73 | -0.14 |
| Standard Deviation(%) | NA | 3.64 | 4.40 | 4.32 | 5.30 | NA | NA | … | … | 3.48 | 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 | 3.09 | 3.76 | 7.40 | 18.38 | NA | NA | … | … | 3.09 | 2.15 | 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 | 4.36 | 4.18 | 2.59 | 2.13 | 1.95 | 1.46 | … | … | 0.00 | 4.49 | 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 06/05/2026, Common starting date 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 |
1.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart