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Nasdaq - Delayed Quote USD

Quantified Market Leaders Investor (QMLFX)

9.14
0.00
(0.00%)
At close: 8:02:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -19.54%
5y Average Return 5.28%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 37.94%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 37.94%
Worst 3Y Total Return -0.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QMLFX
Category
YTD
-10.74%
9.69%
1-Month
-7.23%
0.97%
3-Month
-10.74%
5.21%
1-Year
-11.05%
27.45%
3-Year
-0.32%
8.85%
5-Year
9.06%
8.56%
10-Year
6.22%
5.61%
Last Bull Market
14.65%
10.63%
Last Bear Market
-12.64%
-12.05%

Annual Total Return (%) History

Year
QMLFX
Category
2025
--
--
2024
11.05%
--
2023
15.02%
--
2022
-23.59%
--
2021
13.29%
--
2020
37.94%
9.83%
2019
26.08%
14.61%
2018
-13.46%
-7.70%

2017
16.83%
12.63%
2016
18.00%
5.99%
2015
-6.35%
-5.93%
2014
2.70%
2.41%
2013
--
8.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.74% -- -- --
2024 11.44% -0.96% -3.45% 4.22%
2023 -0.88% 12.46% -9.30% 13.77%
2022 -12.05% -12.64% -2.96% 2.49%
2021 16.72% 4.52% -9.20% 2.28%
2020 -11.76% 18.49% 7.62% 22.58%
2019 11.96% 0.21% -2.13% 14.81%
2018 1.07% 2.39% 6.48% -21.47%
2017 1.21% 0.09% 9.11% 5.70%
2016 1.61% 1.59% 5.11% 8.75%

2015 4.86% -3.41% -6.17% -1.47%
2014 0.86% 4.62% -6.04% 3.58%
2013 6.99% -- -- --

Rank in Category (By Total Return)

YTD 98
1-Month 90
3-Month 98
1-Year 98
3-Year 83
5-Year 30

Load Adjusted Returns

1-Year -11.05%
3-Year -0.32%
5-Year 9.06%
10-Year 6.22%

Performance & Risk

YTD Return -19.54%
5y Average Return 5.28%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Advisors Preferred
Net Assets 102.12M
YTD Return -10.74%
Yield 0.00%
Morningstar Rating
Inception Date Mar 18, 2016

Fund Summary

The fund will typically invest primarily in equity (common and preferred stocks) or investment grade fixed income securities either directly through individual stocks and American Depositary Receipts (a security that trades in the U.S. financial markets representing a security of a non-U.S. company) ("ADRs") or indirectly through exchange-traded funds ("ETFs") and other investment companies. It invests in fixed-income securities without any restriction on maturity.

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