Nasdaq - Delayed Quote USD
Quantified STF Investor (QSTFX)
As of 8:05 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 23.25% |
| 5y Average Return | 23.35% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 31, 2024) | 77.44% |
| Worst 1Y Total Return (Oct 31, 2024) | -- |
| Best 3Y Total Return | 77.44% |
| Worst 3Y Total Return | 3.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QSTFX
Category
- YTD
- 24.15%
- 9.69%
- 1-Month
- -0.22%
- 0.97%
- 3-Month
- -1.91%
- 5.21%
- 1-Year
- 52.31%
- 27.45%
- 3-Year
- 8.15%
- 8.85%
- 5-Year
- 24.21%
- 8.56%
- 10-Year
- 0.00%
- 5.61%
- Last Bull Market
- 43.94%
- 10.63%
- Last Bear Market
- -9.00%
- -12.05%
Annual Total Return (%) History
Year
QSTFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 14.67% | 10.38% | -1.91% | -- |
| 2023 | 13.30% | 29.45% | -10.05% | 22.68% |
| 2022 | -24.36% | -9.00% | -11.45% | -11.66% |
| 2021 | -2.79% | 11.60% | 1.69% | 16.91% |
| 2020 | -2.04% | 29.41% | 20.53% | 16.13% |
| 2019 | 3.88% | -1.45% | -4.73% | 19.38% |
| 2018 | -8.71% | 7.72% | 16.32% | -18.64% |
| 2017 | 24.82% | 7.27% | 11.41% | 13.24% |
| 2016 | -6.83% | -9.74% | 9.33% | -7.09% |
Rank in Category (By Total Return)
| YTD | 1 |
| 1-Month | 92 |
| 3-Month | 92 |
| 1-Year | 1 |
| 3-Year | 7 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 52.31% |
| 3-Year | 8.15% |
| 5-Year | 24.21% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 23.25% |
| 5y Average Return | 23.35% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Advisors Preferred |
| Net Assets | 214.53M |
| YTD Return | 24.15% |
| Yield | 0.83% |
| Morningstar Rating | |
| Inception Date | Nov 13, 2015 |
Fund Summary
The fund's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend following Strategy.
Related Tickers
PRUQX PGIM Jennison Utility R6
16.65
+1.52%
FUGAX Fidelity Advisor Utilities A
46.67
+1.50%
FAUFX Fidelity Advisor Utilities Fund
46.83
+1.50%
FSUTX Fidelity Select Utilities
126.47
+1.49%
FIKIX Fidelity Advisor Utilities Z
47.86
+1.48%
PCUFX PGIM Jennison Utility Fund
16.43
+1.48%
FUGCX Fidelity Advisor Utilities C
45.45
+1.47%
JDURX PGIM Jennison Utility Fund
16.57
+1.47%
PRUAX PGIM Jennison Utility A
16.59
+1.47%
FUGIX Fidelity Advisor Utilities I
47.88
+1.46%
PRUZX PGIM Jennison Utility Z
16.68
+1.46%
FIUIX Fidelity Telecom and Utilities
34.79
+1.46%
ENPIX ProFunds UltraSector Energy Fund
42.64
+1.07%
ENPSX ProFunds UltraSector Energy Fund
36.05
+1.07%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
15.54
+0.71%
VLPCX Virtus Duff & Phelps Sel MLP & Engy C
15.57
+0.71%
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
15.72
+0.70%
NFRFX Nuveen Floating Rate Income R6
18.26
+0.64%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
34.97
+0.63%
NFRIX Nuveen Floating Rate Income I
18.18
+0.63%
LSHUX Kinetics Spin-Off and Corp Rest Instl
35.31
+0.63%
LSHEX Kinetics Spin-Off and Corp Rest No Load
36.96
+0.63%
NFRAX Nuveen Floating Rate Income A
18.16
+0.61%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
31.40
+0.61%
NFFCX Nuveen Floating Rate Income C
18.16
+0.55%
BIVIX Invenomic Institutional
17.51
+0.52%
BIVSX Invenomic Super Institutional
17.79
+0.51%
BIVRX Invenomic Investor
17.09
+0.47%
TORCX Tortoise Energy Infrastructure TR C
17.44
+0.46%
TORTX Tortoise Energy Infrastructure TR A
17.98
+0.45%
TORIX Tortoise Energy Infrastructure TR Ins
18.30
+0.44%
KNPYX Kinetics Paradigm Instl
141.03
+0.40%
WWNPX Kinetics Paradigm No Load
138.96
+0.40%
KNPAX Kinetics Paradigm Adv A
132.00
+0.40%
KNPCX Kinetics Paradigm Adv C
117.76
+0.39%
EIPFX EIP Growth and Income Investor
18.09
+0.39%
FMPFX Nuveen Small Cap Growth Opp R6
34.62
-1.28%
NPSRX Nuveen Preferred Secs & Inc I
15.64
+0.36%
EIPIX EIP Growth and Income I
18.14
+0.33%
BESIX William Blair Emerging Markets Small Cap Growth Fund
21.52
+0.33%
KSCYX Kinetics Small Cap Opportunities Inst
184.87
+0.32%
KSOAX Kinetics Small Cap Opportunities Adv A
172.54
+0.32%
KSCOX Kinetics Small Cap Opportunities No Load
180.22
+0.32%
KSOCX Kinetics Small Cap Opportunities Adv C
161.34
+0.32%
NPSFX Nuveen Preferred Secs & Inc R6
15.67
+0.30%
WESNX William Blair Emerg Mkts Sm Cp Gr N
21.15
+0.28%
WESJX William Blair Emerg Mkts Sm Cp Gr R6
21.58
+0.28%
NPSAX Nuveen Preferred Secs & Inc A
15.62
+0.28%
FSENX Fidelity Select Energy Portfolio
58.48
+0.27%
FANAX Fidelity Advisor Energy A
44.82
+0.27%
FAGNX Fidelity Advisor Energy M
46.05
+0.26%
FIKAX Fidelity Advisor Energy Z
47.60
+0.25%
FANIX Fidelity Advisor Energy I
47.64
+0.25%
FNRCX Fidelity Advisor Energy C
40.72
+0.25%
NPSCX Nuveen Preferred Secs & Inc C
15.63
+0.21%
GMCDX GMO Emerging Country Debt Fund
20.68
-0.34%
FLCEX Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
20.97
+0.14%
BGRSX The RBB Fund, Inc. - Boston Partners Global Long/Short Fund
15.12
+0.13%
BGLSX The RBB Fund, Inc. - Boston Partners Global Long/Short Fund
15.43
+0.13%
RMLPX Recurrent MLP & Infrastructure Class I
24.22
+0.12%
FCIVX Frontier MFG Core Infrastructure Service
18.10
+0.11%
OFVIX O'Shaughnessy Market Leaders Value I
21.79
+0.09%
FNARX Fidelity Natural Resources Fund
45.09
+0.07%
FMGIX Frontier MFG Core Infrastructure Instl
18.07
+0.06%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
PTCOX Performance Trust Total Return Bd C
19.69
+0.05%
PTAOX Performance Trust Total Return Bd A
19.78
+0.05%
PTIAX Performance Trust Total Return Bd Inst
19.79
+0.05%
HFSAX Hundredfold Select Alternative Inv
24.27
-0.70%
CCAOX Columbia Strat CA Muncpl Inc C
27.07
+0.04%
CLMPX Columbia Strat CA Muncpl Inc A
27.07
+0.04%
CCAZX Columbia Strat CA Muncpl Inc Inst
27.08
+0.04%
CCARX Columbia Strat CA Muncpl Inc Adv
27.09
+0.04%
CCAUX Columbia Strat CA Muncpl Inc Inst2
27.12
+0.04%
CCXYX Columbia Strategic California Municipal Income Fund
27.23
+0.04%
GMOLX GMO Opportunistic Income Fund
24.14
+0.04%
GMODX GMO Opportunistic Income Fund
24.19
+0.01%
GAAAX GMO Opportunistic Income R6
24.10
+0.01%
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.78
0.00%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.78
0.00%
GILHX Guggenheim Limited Duration Instl
24.40
0.00%
LIPAX BlackRock LifePath Index 2050 Fund
23.49
0.00%
BSPIX iShares S&P 500 Index Institutional
668.58
0.00%
CLONX Columbia Minnesota Tax-Exempt Adv
19.63
0.00%
BSPPX iShares S&P 500 Index Investor P
667.68
0.00%
CNYRX Columbia Strat New York Muncpl Inc Inst2
26.31
0.00%
CVISX Causeway International Small Cap Inv
15.13
0.00%
FABLX Fidelity Advisor Balanced A
29.21
0.00%
CDSIX Calvert Short Duration Income Fund
15.73
0.00%
BSPAX iShares S&P 500 Index Investor A
668.33
0.00%
LPHIX BlackRock LifePath Dyn 2045 Instl
19.05
0.00%
RMTCX Columbia Minnesota Tax-Exempt C
19.64
0.00%
LPHAX BlackRock LifePath Dyn 2045 Investor A
18.92
0.00%
LPHCX BlackRock LifePath Dyn 2045 Investor C
18.34
0.00%
WFSPX iShares S&P 500 Index K
668.79
0.00%
LPRPX BlackRock LifePath Dyn 2050 R
24.12
0.00%
LIVIX BlackRock LifePath Index 2055 Instl
24.38
0.00%
CDSRX Calvert Short Duration Income R6
15.73
0.00%
CNYZX Columbia Strat New York Muncpl Inc Inst
26.37
0.00%