About QEVOX
The Quantified Evolution Plus Fund Investor Class is an actively managed mutual fund that pursues capital appreciation by employing a tactical allocation strategy across a broad spectrum of asset classes. Its approach seeks to generate strong absolute risk-adjusted returns, investing dynamically in categories such as equities, debt instruments, gold, and other commodities. This fund employs a proprietary strategy that evaluates asset classes based on price momentum, volatility, correlation with other asset classes, and the persistence of positive trends. Notably, the fund can shift its allocations to favor equities during strong market periods or move into other asset classes, including short-term fixed income, during times of uncertainty or market distress. Up to 25% of its assets may be invested in a wholly owned subsidiary to gain exposure to gold, commodities, and bitcoin-related instruments, while adhering to U.S. tax requirements. The fund is characterized by aggressive management and typically experiences high portfolio turnover, aiming to adapt swiftly to changing market environments. Since its inception in 2019, it has positioned itself as a diversified and flexible vehicle for risk-aware capital growth within the allocation tactical allocation segment.
Fund Family Advisors Preferred
Category Tactical Allocation
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol QEVOX
Share Class Investor Class Shares
Index S&P 500 TR
QEVOX had a total return of 66.48% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.30%.
