Nasdaq - Delayed Quote USD

Quantified Rising Dvd Tcl Investor (QRDTX)

8.84
-0.04
(-0.45%)
At close: 6:07:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.52%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (May 20, 2025) 15.39%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 15.39%
Worst 3Y Total Return -3.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QRDTX
Category
YTD
-10.71%
5.31%
1-Month
-10.05%
-4.19%
3-Month
-14.14%
3.90%
1-Year
0.71%
20.31%
3-Year
-3.59%
6.48%
5-Year
0.00%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
21.45%
25.56%
Last Bear Market
-17.89%
-15.11%

Annual Total Return (%) History

Year
QRDTX
Category
2025
--
--
2024
15.39%
--
2023
13.12%
22.32%
2022
-31.87%
-16.96%
2021
--
26.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.74% -- -- --
2024 9.21% -1.55% 11.39% -3.64%
2023 0.00% 5.59% -6.45% 14.52%
2022 -5.52% -17.89% -9.79% -2.65%
2021 -0.39% 8.96% -- --

Rank in Category (By Total Return)

YTD 99
1-Month 100
3-Month 99
1-Year 98
3-Year 100
5-Year --

Load Adjusted Returns

1-Year 0.71%
3-Year -3.59%
5-Year --
10-Year --

Performance & Risk

YTD Return -4.52%
5y Average Return 0.00%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Advisors Preferred
Net Assets 17.22M
YTD Return -10.71%
Yield 0.00%
Morningstar Rating
Inception Date Apr 14, 2021

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in ETFs, closed-end funds and mutual funds and stocks that pay a dividend. The advisor anticipates investing primarily in domestic and foreign large-cap and mid-cap equities, directly or through underlying funds. To a lesser extent, the fund may invest in underlying funds that invest primarily in investment grade fixed income securities of any maturity.

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