News

Quantified Funds 8/10/26

Mon, 10 Aug 2026 12:22:00 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 3.59%, the NASDAQ Composite gained 5.19%, and the Dow Jones Industrial Average increased 2.96%. Eight of the 11 sectors were up last week; Information Technology, which posted the best return, increased 7.22%. Nine of the 12 Quantified Funds were up last week: the Quantified STF Fund (QSTFX) went up 6.77%, the Quantified Market Leaders Fund (QMLFX) increased 5.03%, the Quantified Pattern Recognition Fund (QSPMX) rose 4.34%, the Quantified Rising Dividend Tactical Fund (QRDTX) was up 3.22%, the Quantified Evolution Plus Fund (QEVOX) increased 2.96%, the Quantified Common Ground Fund (QCGDX) was up 1.93%, the Quantified Tactical Sectors Fund (QTSSX) rose 0.94%, the Quantified Alternative Investment Fund (QALTX) was up 0.75%, the Quantified Managed Income Fund (QBDSX) gained 0.25%, the Quantified Government Income Tactical Fund (QGITX) returned 0%, the Quantified Global Fund (QGBLX) was down 0.12%, and the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) lost 0.89%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Large-Cap / S&P 500 (7.18%), Mid-Cap Value (32.30%), Small-Cap Value (25.94%), Small-Cap Growth (6.34%), 2X S&P 500 and 2X NASDAQ 100 exposure (25.00%), Energy (7.18%), Financials (14.36%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund decreased by 1.34% last week (18.54%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the State Street DoubleLine Short Duration Total Return Tactical ETF (STOT, 3.98%) increased by 1.25%, while allocation to the VanEck Agribusiness ETF (MOO, 1.3%) decreased by 1.3%. Last week, the funds were up 0.19% and down 0.76%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 4% net long exposure. On Tuesday, the position moved to a 3% net long exposure. On Wednesday, the position reallocated to a 2% net long exposure. On Friday, the position switched to a 3% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 100% net long exposure. On Wednesday, the position reallocated to a 200% net long exposure. On Friday, the position changed to a 100% net long exposure. The Quantified STF Fund (QSTFX) increased 6.77% for the week, compared to a gain of 5.12% for the NASDAQ 100 Index (NDX) and a gain of 5.1% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30%), the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 6.8%), the WisdomTree U.S. LargeCap Dividend Fund (DLN, 6.8%), the Invesco Emerging Markets Sovereign Debt ETF (PCY, 6.8%), and the Schwab Short-Term U.S. Treasury ETF (SCHO, 6.8%). Last week, the securities were up 0.21%, 2.18%, 2.1%, 1.67%, and 0.17%, respectively. The cash allocation was at 18.41%.

The 10-Year U.S. Treasury closed the week down 1.9%. The capital allocation to 30-Year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini Futures held a 0% net long exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 130% net long exposure. On Monday, the position switched to a 90% net long exposure. On Tuesday, the position shifted to a 70% net short exposure. On Wednesday, the position shifted to a 130% net short exposure. On Thursday, the position shifted to a 20% net short exposure. On Friday, the position reallocated to a 120% net long exposure.

The Quantified Government Income Tactical Fund (QGITX) started the week with an 8.8% net short exposure to Treasurys. On Monday, the position reallocated to a 3.9% net long exposure to Treasurys. On Tuesday, the position changed to an 8.8% net short exposure to Treasurys. On Friday, the position shifted to a 35.1% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 64% in commodities, 24% in the S&P 500, 6% in the NASDAQ 100, and 6% in emerging markets.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Broadcom Inc (AVGO, 6.71%) and Costco Wholesale Corp (COST, 6.16%). Last week, the securities were up 9.88% and down 0.43%, respectively. The cash allocation was at 2.5%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 19.5%) and Haleon PLC (HLN, 6.04%). Last week, the securities were up 3.51% and 1.62%, respectively. The cash allocation was at 2.5%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the State Street Energy Select Sector SPDR ETF (XLE, 39%), the State Street Financial Select Sector SPDR ETF (XLF, 39%), the Vanguard Financials ETF (VFH, 39%), and the State Street SPDR S&P 500 ETF Trust (SPY, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (6/30/26)

Year-To-Date Ending (6/30/26)

1 Year Ending (6/30/26)

3 Years Ending (6/30/26)

5 Years Ending (6/30/26)

10 Years Ending (6/30/26)

Since * Inception Ending (6/30/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

(14.37%)

(7.22%)

19.34%

24.96%

14.55%

8.69%

6.87%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

(0.76%)

(0.12%)

2.52%

0.60%

0.54%

0.69%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

22.13%

20.41%

31.42%

11.69%

1.96%

10.45%

8.47%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

0.38%

4.52%

14.81%

7.68%

3.76%

4.19%

3.63%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

42.48%

25.73%

42.64%

20.69%

10.55%

19.44%

16.07%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

8.58%

14.65%

19.25%

11.45%

8.34%

N/A

10.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

6.91%

50.00%

69.20%

21.76%

9.13%

N/A

6.87%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

2.73%

(4.65%)

15.19%

10.28%

7.33%

N/A

10.58%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

22.28%

17.32%

29.78%

11.43%

(1.97%)

N/A

(0.84%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

14.70%

12.37%

19.43%

13.02%

2.42%

N/A

2.79%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(3.49%)

(4.87%)

(2.64%)

(2.55%)

(5.58%)

N/A

(5.20%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(2.41%)

1.45%

7.99%

N/A

11.80%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

3.25%

(2.21%)

(7.51%)

N/A

(10.69%)

1.72%

* Performance for periods of greater than one year are annualized.

As of the most recent prospectus, the expense ratios for the Quantified Gold Futures Tracking Fund are as follows: Investors’ Class (No Load), 1.50%; Class A, 1.50%; Class C, 2.10%. The maximum sales charge imposed on Class A share purchases (as percentage of offering price) is 5.75%. An additional 2% redemption fee applies to all share classes, including Investors’ Class, when shares are redeemed within 7 days of purchase.

The performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate and an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. To obtain performance data current to the most recent month-end please call 1-855-647-8268.

Risks associated with the Quantified Funds include active frequent trading risk, aggressive investment techniques, small and mid-cap companies risk, counter party risk, depository receipt risk, derivatives risk, equity securities risk, foreign securities risk, holding cash risk, limited history of operations risk, lower quality debt securities risk, convertible bond risk, non-diversification risk, investing in other investment companies (including ETFs) risk, shorting risk, asset backed securities risk, commodity risk, credit risk, interest risk, prepayment risk, mortgage backed securities risk, hedging and leverage risk, preferred stock risk, and MLP and REIT risks. For detailed information relating to these risks, please see prospectus.

The principal risks of investing in The Quantified Gold Futures Tracking Fund are Risks of the Sub-advisor’s Investment Strategy, Risks of Aggressive Investment Techniques, High Portfolio Turnover, Risk of Investing in Derivatives, Risks of Investing in ETFs, Risks of Investing in Other Investment Companies, Leverage Risk, Taxation Risk, Concentration Risk, Gold Risk, Wholly-owned Corporation Risk, Risk of Non-Diversification and interest rate risk. “Gold Risk” includes volatility, price fluctuations over short periods, risks associated with global monetary, economic, social and political conditions and developments, currency devaluation and revaluation and restrictions, trading and transactional restrictions.

An investor should carefully consider the investment objectives, risks, charges and expenses of the funds before investing. This and other information can be found in the funds’ prospectus and summary prospectus, which can be obtained by calling 1-855-650-7453. The prospectus should be read carefully before investing. There is no guarantee that any of the Quantified Funds or Quantified Gold Futures Tracking Fund will achieve their investment objectives.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 8/3/26

Mon, 03 Aug 2026 19:27:17 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.06%, the NASDAQ Composite rose 1.60%, and the Dow Jones Industrial Average advanced 1.04%.

Four of the 11 sectors were up last week, led by Consumer Discretionary, which gained 8.30%.

Six of the 12 Quantified Funds were up last week: The Quantified Global Fund (QGBLX) increased by 1.87%, the Quantified Pattern Recognition Fund (QSPMX) gained 1.84%, the Quantified Tactical Sectors Fund (QTSSX) rose 1.31%, the Quantified STF Fund (QSTFX) added 0.67%, the Quantified Rising Dividend Tactical Fund (QRDTX) increased by 0.63%, the Quantified Market Leaders Fund (QMLFX) advanced 0.40%, the Quantified Managed Income Fund (QBDSX) returned 0%, the Quantified Alternative Investment Fund (QALTX) fell 0.19%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) decreased by 0.76%, the Quantified Evolution Plus Fund (QEVOX) fell 1.03%, the Quantified Government Income Tactical Fund (QGITX) declined 1.05%, and the Quantified Common Ground Fund (QCGDX) lost 1.19%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Large-Cap/S&P 500 (7.18%), Mid-Cap Value (32.30%), Small-Cap Value (25.94%), Small-Cap Growth (6.34%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Energy (7.18%), Financials (14.36%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund decreased by 2.80% last week (19.88%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the State Street DoubleLine Short Duration Total Return Tactical ETF (STOT, 2.73%) increased by 1.47%, while allocation to the First Trust Alternative Absolute Return Strategy ETF (FAAR, 2.55%) decreased by 1.18%. Last week, the funds were up 0.15% and down 0.03%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 6% net long exposure. On Wednesday, the position shifted to a 7% net long exposure. On Thursday, the position reallocated to a 6% net long exposure. On Friday, the position reallocated to a 4% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 0% net long exposure. On Monday, the position changed to a 12% net long exposure. On Friday, the position reallocated to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 0% net long exposure. On Monday, the position shifted to a 100% net long exposure. The Quantified STF Fund (QSTFX) was up 0.67% for the week, compared to a gain of 0.53% for the NASDAQ 100 Index (NDX) and a gain of 0.50% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30%), the Alerian MLP ETF (AMLP, 6.80%), the Invesco Emerging Markets Sovereign Debt ETF (PCY, 6.80%), the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 6.80%), and the WisdomTree US LargeCap Dividend Fund (DLN, 6.80%). Last week, the securities were up 0.18%, up 0.60%, down 0.24%, up 0.36%, and up 0.33%, respectively. The cash allocation was at 18.41%.

The 10-year U.S. Treasury closed the week up 1.24%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 0% net long exposure. On Monday, the position reallocated to an 18% net long exposure. On Friday, the position shifted to a 15% net short exposure. The S&P 500 E-mini futures held a 0% net long exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 200% net long exposure. On Friday, the position moved to a 130% net long exposure.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 36.40% net long exposure to Treasurys. On Monday, the position reallocated to a 75.40% net long exposure to Treasurys. On Tuesday, the position shifted to a 62.40% net long exposure to Treasurys. On Thursday, the position changed to a 75.40% net long exposure to Treasurys. On Friday, the position reallocated to an 8.80% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 51% in real estate, 37% in the S&P 500, 7% in emerging markets, and 5% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Costco Wholesale Corp. (COST, 8.89%) and Broadcom Inc. (AVGO, 8.61%). Last week, the securities were up 1.80% and 1.93%, respectively. The cash allocation was at 6.40%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 28.76%) and the Invesco QQQ Trust Series 1 (QQQ, 9.75%). Last week, the securities were up 1.10% and 0.55%, respectively. The cash allocation was at 2.99%.

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (6/30/26)

Year-To-Date Ending (6/30/26)

1 Year Ending (6/30/26)

3 Years Ending (6/30/26)

5 Years Ending (6/30/26)

10 Years Ending (6/30/26)

Since * Inception Ending (6/30/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

(14.37%)

(7.22%)

19.34%

24.96%

14.55%

8.69%

6.87%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

(0.76%)

(0.12%)

2.52%

0.60%

0.54%

0.69%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

22.13%

20.41%

31.42%

11.69%

1.96%

10.45%

8.47%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

0.38%

4.52%

14.81%

7.68%

3.76%

4.19%

3.63%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

42.48%

25.73%

42.64%

20.69%

10.55%

19.44%

16.07%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

8.58%

14.65%

19.25%

11.45%

8.34%

N/A

10.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

6.91%

50.00%

69.20%

21.76%

9.13%

N/A

6.87%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

2.73%

(4.65%)

15.19%

10.28%

7.33%

N/A

10.58%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

22.28%

17.32%

29.78%

11.43%

(1.97%)

N/A

(0.84%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

14.70%

12.37%

19.43%

13.02%

2.42%

N/A

2.79%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(3.49%)

(4.87%)

(2.64%)

(2.55%)

(5.58%)

N/A

(5.20%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(2.41%)

1.45%

7.99%

N/A

11.80%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

3.25%

(2.21%)

(7.51%)

N/A

(10.69%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 7/27/26

Mon, 27 Jul 2026 16:14:00 GMT

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 0.60%, the NASDAQ Composite lost 2.13%, and the Dow Jones Industrial Average declined 0.35%.

Eight of the 11 sectors were up last week, led by Energy, which gained 3.76%.

Eight of the 12 Quantified Funds were up last week: The Quantified Tactical Sectors Fund (QTSSX) increased by 0.84%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) rose 0.76%, the Quantified Alternative Investment Fund (QALTX) gained 0.66%, the Quantified Common Ground Fund (QCGDX) added 0.66%, the Quantified Global Fund (QGBLX) rose 0.63%, the Quantified Evolution Plus Fund (QEVOX) gained 0.52%, the Quantified Managed Income Fund (QBDSX) advanced 0.13%, the Quantified Rising Dividend Tactical Fund (QRDTX) rose 0.09%, the Quantified Government Income Tactical Fund (QGITX) fell 0.45%, the Quantified Market Leaders Fund (QMLFX) lost 1.03%, the Quantified Pattern Recognition Fund (QSPMX) decreased by 1.24%, and the Quantified STF Fund (QSTFX) declined 1.92%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Large-Cap Value (12.88%), S&P 500 (7.18%), Mid-Cap Value (19.42%), Small-Cap Value (25.94%), Small-Cap Growth (6.34%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Energy (7.18%), Financials (14.36%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund decreased by 3.03% last week (22.67%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the State Street DoubleLine Short Duration Total Return Tactical ETF (STOT, 1.25%) increased by 1.25%, while allocation to the First Trust Alternative Absolute Return Strategy ETF (FAAR, 3.72%) decreased by 1.20%. Last week, the funds were down 0.24% and 0.28%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures held a 6% net long exposure throughout the week.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Thursday, the position moved to a 0% net long exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 200% net long exposure. On Thursday, the position changed to a 100% net long exposure. On Friday, the position moved to a 0% net long exposure. The Quantified STF Fund (QSTFX) was down 1.92% for the week, compared to a loss of 1.62% for the NASDAQ 100 Index (NDX) and a loss of 1.65% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30.41%), the Alerian MLP ETF (AMLP, 6.80%), the Invesco Emerging Markets Sovereign Debt ETF (PCY, 6.80%), the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 6.80%), and the WisdomTree US LargeCap Dividend Fund (DLN, 6.80%). Last week, the securities were down 0.17%, up 1.78%, down 1.29%, down 0.01%, and up 0.61%, respectively. The cash allocation was at 17.60%.

The 10-year U.S. Treasury closed the week up 2.84%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Thursday, the position reallocated to a 0% net long exposure. The S&P 500 E-mini futures held a 0% net long exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) held a 200% net long exposure throughout the week.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 35.10% net long exposure to Treasurys. On Tuesday, the position changed to a 22.10% net long exposure to Treasurys. On Wednesday, the position changed to a 35.10% net long exposure to Treasurys. On Thursday, the position shifted to a 67.60% net long exposure to Treasurys. On Friday, the position moved to a 36.40% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 51% in real estate, 37% in the S&P 500, 7% in emerging markets, and 5% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Costco Wholesale Corp. (COST, 8.89%) and Broadcom Inc. (AVGO, 8.61%). Last week, the securities were down 0.46% and up 2.99%, respectively. The cash allocation was at 6.40%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 28.76%) and the Invesco QQQ Trust Series 1 (QQQ, 9.75%). Last week, the securities were down 0.59% and 1.60%, respectively. The cash allocation was at 2.99%.

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (6/30/26)

Year-To-Date Ending (6/30/26)

1 Year Ending (6/30/26)

3 Years Ending (6/30/26)

5 Years Ending (6/30/26)

10 Years Ending (6/30/26)

Since * Inception Ending (6/30/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

(14.37%)

(7.22%)

19.34%

24.96%

14.55%

8.69%

6.87%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

(0.76%)

(0.12%)

2.52%

0.60%

0.54%

0.69%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

22.13%

20.41%

31.42%

11.69%

1.96%

10.45%

8.47%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

0.38%

4.52%

14.81%

7.68%

3.76%

4.19%

3.63%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

42.48%

25.73%

42.64%

20.69%

10.55%

19.44%

16.07%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

8.58%

14.65%

19.25%

11.45%

8.34%

N/A

10.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

6.91%

50.00%

69.20%

21.76%

9.13%

N/A

6.87%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

2.73%

(4.65%)

15.19%

10.28%

7.33%

N/A

10.58%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

22.28%

17.32%

29.78%

11.43%

(1.97%)

N/A

(0.84%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

14.70%

12.37%

19.43%

13.02%

2.42%

N/A

2.79%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(3.49%)

(4.87%)

(2.64%)

(2.55%)

(5.58%)

N/A

(5.20%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(2.41%)

1.45%

7.99%

N/A

11.80%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

3.25%

(2.21%)

(7.51%)

N/A

(10.69%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 7/20/26

Mon, 20 Jul 2026 16:18:00 GMT

U.S. equity markets posted losses in all three indexes last week. The S&P 500 fell 1.55%, the NASDAQ Composite lost 2.90%, and the Dow Jones Industrial Average declined 0.93%.

Five of the 11 sectors were up last week, led by Energy, which gained 4.99%.

Two of the 12 Quantified Funds were up last week: The Quantified Global Fund (QGBLX) was up 0.63%, the Quantified Government Income Tactical Fund (QGITX) rose 0.15%, the Quantified Managed Income Fund (QBDSX) returned 0%, the Quantified Alternative Investment Fund (QALTX) was down 0.19%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) fell 0.38%, the Quantified Rising Dividend Tactical Fund (QRDTX) lost 0.89%, the Quantified Common Ground Fund (QCGDX) declined 2.46%, the Quantified Pattern Recognition Fund (QSPMX) dropped 3.23%, the Quantified Tactical Sectors Fund (QTSSX) fell 4.04%, the Quantified Evolution Plus Fund (QEVOX) lost 4.15%, the Quantified Market Leaders Fund (QMLFX) declined 4.90%, and the Quantified STF Fund (QSTFX) lost 8.34%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Mid-Cap Value (6.34%), Small-Cap Value (12.88%), Small-Cap Growth (25.94%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Industrials (7.18%), Info Technology (7.18%), Emerging Markets (19.42%), Technology (7.18%), Financials (7.18%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund decreased by 1.43% last week (25.70%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the iShares Global Energy ETF (IXC, 1.90%) increased by 1.06%, while allocation to the iShares International Select Dividend ETF (IDV, 2.70%) decreased by 0.58%. Last week, the funds were up 4.84% and 2.21%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 5% net long exposure. On Thursday, the position shifted to a 6% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 200% net long exposure. On Tuesday, the position reallocated to a 100% net long exposure. On Wednesday, the position moved to a 200% net long exposure. The Quantified STF Fund (QSTFX) was down 8.34% for the week, compared to a loss of 4.13% for the NASDAQ 100 Index (NDX) and a loss of 4.17% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 28.41%) and the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 6.80%). Last week, the securities were up 0.13% and down 3.56%, respectively. The cash allocation was at 15.20%.

The 10-year U.S. Treasury closed the week down 0.28%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini futures held a 0% net long exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) held a 200% net long exposure throughout the week.

The Quantified Government Income Tactical Fund (QGITX) started the week with an 8.80% net short exposure to Treasurys. On Monday, the position reallocated to a 35.10% net long exposure to Treasurys. On Tuesday, the position moved to a 3.90% net long exposure to Treasurys. On Wednesday, the position shifted to a 22.10% net long exposure to Treasurys. On Friday, the position changed to a 35.10% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in the S&P 500, 17% in the Russell 2000, 14% in emerging markets, and 4% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Costco Wholesale Corp. (COST, 8.89%) and Broadcom Inc. (AVGO, 8.61%). Last week, the securities were up 2.69% and down 7.29%, respectively. The cash allocation was at 6.40%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.74%) and the Invesco QQQ Trust Series 1 (QQQ, 11.44%). Last week, the securities were down 1.54% and 4.16%, respectively. The cash allocation was at 2.99%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Financial Select Sector SPDR ETF (XLF, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the Vanguard Information Technology ETF (VGT, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (6/30/26)

Year-To-Date Ending (6/30/26)

1 Year Ending (6/30/26)

3 Years Ending (6/30/26)

5 Years Ending (6/30/26)

10 Years Ending (6/30/26)

Since * Inception Ending (6/30/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

(14.37%)

(7.22%)

19.34%

24.96%

14.55%

8.69%

6.87%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

(0.76%)

(0.12%)

2.52%

0.60%

0.54%

0.69%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

22.13%

20.41%

31.42%

11.69%

1.96%

10.45%

8.47%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

0.38%

4.52%

14.81%

7.68%

3.76%

4.19%

3.63%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

42.48%

25.73%

42.64%

20.69%

10.55%

19.44%

16.07%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

8.58%

14.65%

19.25%

11.45%

8.34%

N/A

10.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

6.91%

50.00%

69.20%

21.76%

9.13%

N/A

6.87%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

2.73%

(4.65%)

15.19%

10.28%

7.33%

N/A

10.58%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

22.28%

17.32%

29.78%

11.43%

(1.97%)

N/A

(0.84%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

14.70%

12.37%

19.43%

13.02%

2.42%

N/A

2.79%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(3.49%)

(4.87%)

(2.64%)

(2.55%)

(5.58%)

N/A

(5.20%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(2.41%)

1.45%

7.99%

N/A

11.80%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

3.25%

(2.21%)

(7.51%)

N/A

(10.69%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 7/13/26

Mon, 13 Jul 2026 16:27:00 GMT

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 gained 1.26%, the NASDAQ Composite advanced 1.74%, and the Dow Jones Industrial Average fell 0.48%.

Five of the 11 sectors were up last week, led by Information Technology, which gained 3.43%.

Eight of the 12 Quantified Funds were up last week: The Quantified STF Fund (QSTFX) rose 3.43%, the Quantified Global Fund (QGBLX) gained 2.59%, the Quantified Pattern Recognition Fund (QSPMX) added 2.52%, the Quantified Evolution Plus Fund (QEVOX) increased by 2.20%, the Quantified Common Ground Fund (QCGDX) rose 2.15%, the Quantified Market Leaders Fund (QMLFX) gained 1.22%, the Quantified Tactical Sectors Fund (QTSSX) advanced 0.93%, and the Quantified Alternative Investment Fund (QALTX) increased by 0.76%. The Quantified Managed Income Fund (QBDSX), the Quantified Government Income Tactical Fund (QGITX), the Quantified Rising Dividend Tactical Fund (QRDTX), and the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) all returned 0%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Mid-Cap Value (6.34%), Small-Cap Value (12.88%), Small-Cap Growth (25.94%), 2X S&P 500 and 2X NASDAQ 100 exposure (25.00%), Industrials (7.18%), Info Technology (7.18%), Emerging Markets (19.42%), Technology (7.18%), Financials (7.18%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund decreased by 1.66% last week (27.13%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the VanEck Agribusiness ETF (MOO, 1.30%) increased by 1.30%, while allocation to the VanEck Natural Resources ETF (HAP, 3.61%) decreased by 0.51%. Last week, the funds were up 0.07% and down 0.29%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 4% net long exposure. On Monday, the position changed to a 3% net long exposure. On Tuesday, the position shifted to a 4% net long exposure. On Thursday, the position moved to a 5% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Tuesday, the position switched to a 12% net long exposure. On Wednesday, the position switched to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 200% net long exposure throughout the week. The Quantified STF Fund (QSTFX) was up 3.43% for the week, compared to a gain of 1.70% for the NASDAQ 100 Index (NDX) and a gain of 1.67% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 27.20%) and the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 6.80%). Last week, the securities were down 0.07% and up 0.82%, respectively. The cash allocation was at 14.41%.

The 10-year U.S. Treasury closed the week up 1.72%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Tuesday, the position shifted to an 18% net long exposure. On Wednesday, the position switched to a 15% net short exposure. The S&P 500 E-mini futures held a 0% net long exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) held a 200% net long exposure throughout the week.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 62.40% net long exposure to Treasurys. On Monday, the position switched to a 1.10% net short exposure to Treasurys. On Tuesday, the position switched to a 62.40% net long exposure to Treasurys. On Wednesday, the position shifted to a 3.90% net long exposure to Treasurys. On Friday, the position shifted to an 8.80% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 66% in the S&P 500, 16% in the Russell 2000, 15% in emerging markets, and 3% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Costco Wholesale Corp. (COST, 8.89%) and Broadcom Inc. (AVGO, 8.61%). Last week, the securities were down 3.72% and up 10.96%, respectively. The cash allocation was at 6.40%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.74%) and the Invesco QQQ Trust Series 1 (QQQ, 11.44%). Last week, the securities were up 1.37% and 1.81%, respectively. The cash allocation was at 2.99%.

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (6/30/26)

Year-To-Date Ending (6/30/26)

1 Year Ending (6/30/26)

3 Years Ending (6/30/26)

5 Years Ending (6/30/26)

10 Years Ending (6/30/26)

Since * Inception Ending (6/30/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

(14.37%)

(7.22%)

19.34%

24.96%

14.55%

8.69%

6.87%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

(0.76%)

(0.12%)

2.52%

0.60%

0.54%

0.69%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

22.13%

20.41%

31.42%

11.69%

1.96%

10.45%

8.47%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

0.38%

4.52%

14.81%

7.68%

3.76%

4.19%

3.63%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

42.48%

25.73%

42.64%

20.69%

10.55%

19.44%

16.07%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

8.58%

14.65%

19.25%

11.45%

8.34%

N/A

10.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

6.91%

50.00%

69.20%

21.76%

9.13%

N/A

6.87%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

2.73%

(4.65%)

15.19%

10.28%

7.33%

N/A

10.58%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

22.28%

17.32%

29.78%

11.43%

(1.97%)

N/A

(0.84%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

14.70%

12.37%

19.43%

13.02%

2.42%

N/A

2.79%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(3.49%)

(4.87%)

(2.64%)

(2.55%)

(5.58%)

N/A

(5.20%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(2.41%)

1.45%

7.99%

N/A

11.80%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

3.25%

(2.21%)

(7.51%)

N/A

(10.69%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 7/6/26

Mon, 06 Jul 2026 19:18:02 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 1.78%, the NASDAQ Composite increased by 2.12%, and the Dow Jones Industrial Average rose 1.99%.

Eight of the 11 sectors were up last week, led by Communication Services, which gained 4.97%.

Six of the 12 Quantified Funds were up last week: The Quantified Pattern Recognition Fund (QSPMX) rose 3.43%, the Quantified Tactical Sectors Fund (QTSSX) was up 3%, the Quantified Rising Dividend Tactical Fund (QRDTX) gained 2.38%, the Quantified Evolution Plus Fund (QEVOX) added 1.55%, the Quantified Global Fund (QGBLX) rose 1.31%, the Quantified Market Leaders Fund (QMLFX) advanced 0.08%, the Quantified Managed Income Fund (QBDSX) returned 0%, the Quantified Alternative Investment Fund (QALTX) lost 0.19%, the Quantified Government Income Tactical Fund (QGITX) fell 0.30%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) decreased by 0.88%, the Quantified Common Ground Fund (QCGDX) fell 1.18%, and the Quantified STF Fund (QSTFX) declined 3.12%.

The cash level within the Quantified Alternative Investment Fund increased by 0.56% last week (28.79%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the VanEck Natural Resources ETF (HAP, 4.11%) increased by 0.86%, while allocation to the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR, 0%) decreased by 0.94%. Last week, the funds were up 1.14% and 1.01%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 2% net long exposure. On Monday, the position switched to a 3% net long exposure. On Thursday, the position changed to a 4% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 12% net long exposure. On Tuesday, the position changed to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 0% net long exposure. On Wednesday, the position shifted to a 200% net long exposure. The Quantified STF Fund (QSTFX) lost 3.12% for the week, compared to a gain of 0.73% for the NASDAQ 100 Index (NDX) and a gain of 0.71% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 26.80%) and the Alerian MLP ETF (AMLP, 6.80%). Last week, the securities were down 0.01% and up 1.21%, respectively. The cash allocation was at 14.41%.

The 10-year U.S. Treasury closed the week up 2.61%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with an 18% net long exposure. On Tuesday, the position moved to a 15% net short exposure. The S&P 500 E-mini futures started the week with a 1.50% net short exposure. On Thursday, the position switched to a 0% net long exposure.

The Quantified Pattern Recognition Fund (QSPMX) held a 200% net long exposure throughout the week.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 39% net long exposure to Treasurys. On Tuesday, the position reallocated to a 50.70% net long exposure to Treasurys. On Wednesday, the position switched to a 33% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in the S&P 500, 16% in the Russell 2000, 16% in emerging markets, and 3% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Costco Wholesale Corp. (COST, 8.89%) and Broadcom Inc. (AVGO, 8.61%). Last week, the securities were down 0.09% and 1.25%, respectively. The cash allocation was at 6.40%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.74%) and the Invesco QQQ Trust Series 1 (QQQ, 11.44%). Last week, the securities were up 2.17% and 0.86%, respectively. The cash allocation was at 2.99%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Invesco S&P 500 Equal Weight ETF (RSP, 56%), the State Street Technology Select Sector SPDR ETF (XLK, 25%), the State Street Financial Select Sector SPDR ETF (XLF, 25%), the State Street Industrial Select Sector SPDR ETF (XLI, 25%), and the Vanguard Information Technology ETF (VGT, 25%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (6/30/26)

Year-To-Date Ending (6/30/26)

1 Year Ending (6/30/26)

3 Years Ending (6/30/26)

5 Years Ending (6/30/26)

10 Years Ending (6/30/26)

Since * Inception Ending (6/30/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

(14.37%)

(7.22%)

19.34%

24.96%

14.55%

8.69%

6.87%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

(0.76%)

(0.12%)

2.52%

0.60%

0.54%

0.69%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

22.13%

20.41%

31.42%

11.69%

1.96%

10.45%

8.47%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

0.38%

4.52%

14.81%

7.68%

3.76%

4.19%

3.63%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

42.48%

25.73%

42.64%

20.69%

10.55%

19.44%

16.07%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

8.58%

14.65%

19.25%

11.45%

8.34%

N/A

10.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

6.91%

50.00%

69.20%

21.76%

9.13%

N/A

6.87%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

2.73%

(4.65%)

15.19%

10.28%

7.33%

N/A

10.58%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

22.28%

17.32%

29.78%

11.43%

(1.97%)

N/A

(0.84%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

14.70%

12.37%

19.43%

13.02%

2.42%

N/A

2.79%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(3.49%)

(4.87%)

(2.64%)

(2.55%)

(5.58%)

N/A

(5.20%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(2.41%)

1.45%

7.99%

N/A

11.80%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

3.25%

(2.21%)

(7.51%)

N/A

(10.69%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 6/29/26

Mon, 29 Jun 2026 18:51:51 GMT

U.S. equity markets posted gains in only one of the three indexes last week. The S&P 500 lost 1.94%, the NASDAQ Composite fell 4.59%, and the Dow Jones Industrial Average gained 0.60%.

Seven of the 11 sectors were up last week, led by Health Care, which gained 7.92%.

Two of the 12 Quantified Funds were up last week: The Quantified Rising Dividend Tactical Fund (QRDTX) rose 0.37%, the Quantified Managed Income Fund (QBDSX) was up 0.13%, the Quantified STF Fund (QSTFX) fell 0.20%, the Quantified Government Income Tactical Fund (QGITX) declined 0.30%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) lost 1.36%, the Quantified Tactical Sectors Fund (QTSSX) decreased by 1.88%, the Quantified Alternative Investment Fund (QALTX) fell 1.95%, the Quantified Pattern Recognition Fund (QSPMX) was down 2.19%, the Quantified Global Fund (QGBLX) dipped 3.06%, the Quantified Common Ground Fund (QCGDX) lost 3.70%, the Quantified Market Leaders Fund (QMLFX) declined 4.10%, and the Quantified Evolution Plus Fund (QEVOX) fell 4.75%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Mid-Cap Value (6.34%), Small-Cap Value (12.88%), Small-Cap Growth (25.94%), 2X S&P 500 and 2X NASDAQ 100 exposure (25.00%), Industrials (7.18%), Info Technology (7.18%), Emerging Markets (19.42%), Technology (7.18%), Financials (7.18%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund increased by 0.41% last week (28.23%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the First Trust NASDAQ Technology Dividend Index Fund (TDIV, 1.27%) increased by 0.51%, while allocation to the iShares International Select Dividend ETF (IDV, 3.38%) decreased by 0.57%. Last week, the funds were down 4.54% and 1.83%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 1% net long exposure. On Monday, the position reallocated to a 0% net long exposure. On Tuesday, the position switched to a 2% net long exposure. On Wednesday, the position moved to a 1% net long exposure. On Thursday, the position reallocated to a 2% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Wednesday, the position shifted to a 12% net long exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) went down 0.20% for the week, compared to a loss of 4.23% for the NASDAQ 100 Index (NDX) and a loss of 4.26% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 27.20%) and the Alerian MLP ETF (AMLP, 6.80%). Last week, the securities were up 0.24% and 1.52%, respectively. The cash allocation was at 14%.

The 10-year U.S. Treasury closed the week down 1.89%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Wednesday, the position moved to an 18% net long exposure. The S&P 500 E-mini futures started the week with a 2.50% net short exposure. On Thursday, the position shifted to a 1.50% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 110% net long exposure. On Monday, the position shifted to an 80% net long exposure. On Wednesday, the position reallocated to a 120% net long exposure. On Thursday, the position switched to a 200% net long exposure.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 20.90% net short exposure to Treasurys. On Monday, the position switched to a 33% net short exposure to Treasurys. On Tuesday, the position changed to a 20.90% net short exposure to Treasurys. On Wednesday, the position switched to a 50.70% net long exposure to Treasurys. On Thursday, the position reallocated to a 39% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 63% in the S&P 500, 19% in emerging markets, 14% in the Russell 2000, and 4% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Broadcom Inc. (AVGO, 10.80%) and Darling Ingredients Inc. (DAR, 7.37%). Last week, the securities were down 11.12% and 2.20%, respectively. The cash allocation was at 2.86%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.63%) and the Invesco QQQ Trust Series 1 (QQQ, 14.14%). Last week, the securities were down 2.38% and 4.50%, respectively. The cash allocation was at 2.50%.

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 6/22/26

Mon, 22 Jun 2026 13:47:00 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 0.96%, the NASDAQ Composite rose 2.44%, and the Dow Jones Industrial Average advanced 0.75%.

Six of the 11 sectors were up last week, led by Information Technology, which gained 3.06%.

Seven of the 12 Quantified Funds were up last week: The Quantified STF Fund (QSTFX) gained 4.96%, the Quantified Evolution Plus Fund (QEVOX) rose 3.39%, the Quantified Market Leaders Fund (QMLFX) added 3.33%, the Quantified Common Ground Fund (QCGDX) went up 2.21%, the Quantified Pattern Recognition Fund (QSPMX) rose 1.03%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) advanced 0.88%, the Quantified Tactical Sectors Fund (QTSSX) gained 0.47%, the Quantified Managed Income Fund (QBDSX) decreased by 0.25%, the Quantified Government Income Tactical Fund (QGITX) fell 0.30%, the Quantified Alternative Investment Fund (QALTX) declined 0.46%, the Quantified Rising Dividend Tactical Fund (QRDTX) lost 0.55%, and the Quantified Global Fund (QGBLX) decreased by 2%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Mid-Cap Value (12.88%), Small-Cap Value (25.94%), Small-Cap Growth (6.34%), Large-Cap Growth (14.36%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Technology (7.18%), Info Technology (7.18%), Emerging Markets (19.42%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund decreased by 0.98% last week (27.83%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the First Trust Alternative Absolute Return Strategy ETF (FAAR, 3.50%) increased by 1.18%, while allocation to the iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY, 0.60%) decreased by 0.60%. Last week, the funds were down 1.93% and 1.78%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 1% net long exposure. On Tuesday, the position shifted to a 0% net long exposure. On Thursday, the position shifted to a 1% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 200% net long exposure. On Thursday, the position shifted to a 0% net long exposure. The Quantified STF Fund (QSTFX) rose 4.96% for the week, compared to a gain of 2.61% for the NASDAQ 100 Index (NDX) and a gain of 2.58% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 28.80%) and the Alerian MLP ETF (AMLP, 6.80%). Last week, the securities were down 0.10% and 2.80%, respectively. The cash allocation was at 15.60%.

The 10-year U.S. Treasury closed the week down 0.58%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini futures started the week with a 3% net short exposure. On Thursday, the position changed to a 2.50% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with an 80% net long exposure. On Monday, the position moved to a 70% net long exposure. On Thursday, the position switched to a 110% net long exposure.

The Quantified Government Income Tactical Fund (QGITX) started the week with an 11% net short exposure to Treasurys. On Monday, the position changed to a 33% net short exposure to Treasurys. On Thursday, the position moved to a 20.90% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 35% in the Russell 2000, 26% in gold, 17% in the NASDAQ 100, 15% in emerging markets, and 7% in cash.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Broadcom Inc. (AVGO, 10.80%) and Darling Ingredients Inc. (DAR, 7.37%). Last week, the securities were up 7.66% and down 5.81%, respectively. The cash allocation was at 2.86%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.63%) and the Invesco QQQ Trust Series 1 (QQQ, 14.14%). Last week, the securities were up 0.93% and 2.67%, respectively. The cash allocation was at 2.50%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Invesco S&P 500 Equal Weight ETF (RSP, 96%), the State Street Technology Select Sector SPDR ETF (XLK, 30%), and the State Street SPDR S&P 500 ETF Trust (SPY, 30%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 6/15/26

Mon, 15 Jun 2026 19:11:01 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 0.66%, the NASDAQ Composite added 0.71%, and the Dow Jones Industrial Average advanced 0.68%.

Nine of the 11 sectors were up last week, led by Materials, which gained 3%.

Nine of the 12 Quantified Funds were up last week: The Quantified Market Leaders Fund (QMLFX) gained 4.92%, the Quantified Evolution Plus Fund (QEVOX) was up 2.79%, the Quantified Common Ground Fund (QCGDX) rose 2.51%, the Quantified Rising Dividend Tactical Fund (QRDTX) climbed 2.05%, the Quantified Pattern Recognition Fund (QSPMX) increased by 1.42%, the Quantified Global Fund (QGBLX) gained 1.26%, the Quantified Tactical Sectors Fund (QTSSX) advanced 0.84%, the Quantified Alternative Investment Fund (QALTX) rose 0.65%, the Quantified STF Fund (QSTFX) added 0.37%, the Quantified Managed Income Fund (QBDSX) returned 0%, the Quantified Government Income Tactical Fund (QGITX) fell 0.30%, and the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) lost 0.62%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Mid-Cap Value (12.88%), Small-Cap Value (25.94%), Small-Cap Growth (6.34%), Large-Cap Growth (14.36%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Technology (7.18%), Info Technology (7.18%), Emerging Markets (19.42%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund increased by 5.07% last week (28.80%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the NYLI Hedge Multi-Strategy Tracker ETF (QAI, 3%) increased by 3%, while allocation to the WisdomTree US LargeCap Dividend Fund (DLN, 0%) decreased by 3%. Last week, the funds were up 1.28% and 1.12%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with an 8% net long exposure. On Monday, the position changed to a 1% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Tuesday, the position reallocated to a 12% net long exposure. On Wednesday, the position changed to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 0% net long exposure. On Friday, the position moved to a 200% net long exposure. The Quantified STF Fund (QSTFX) rose 0.37% for the week, compared to a gain of 2.35% for the NASDAQ 100 Index (NDX) and a gain of 2.33% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 31.21%) and the Alerian MLP ETF (AMLP, 6.80%). Last week, the securities were up 0.26% and down 1.21%, respectively. The cash allocation was at 16%.

The 10-year U.S. Treasury closed the week down 1.10%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Tuesday, the position moved to an 18% net long exposure. On Wednesday, the position changed to a 15% net short exposure. The S&P 500 E-mini futures started the week with a 5% net short exposure. On Thursday, the position changed to a 3% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 20% net long exposure. On Monday, the position moved to a 30% net long exposure. On Tuesday, the position switched to a 10% net long exposure. On Wednesday, the position switched to a 50% net long exposure. On Thursday, the position reallocated to a 110% net long exposure. On Friday, the position shifted to an 80% net long exposure.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 33% net short exposure to Treasurys. On Monday, the position moved to a 20.90% net short exposure to Treasurys. On Tuesday, the position shifted to a 39% net long exposure to Treasurys. On Wednesday, the position shifted to a 33% net short exposure to Treasurys. On Thursday, the position switched to an 11% net short exposure to Treasurys. On Friday, the position reallocated to a 33% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 33% in the Russell 2000, 27% in gold, 18% in the NASDAQ 100, 15% in emerging markets, and 7% in cash.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Broadcom Inc. (AVGO, 10.80%) and Darling Ingredients Inc. (DAR, 7.37%). Last week, the securities were down 0.95% and 4.14%, respectively. The cash allocation was at 2.86%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.63%) and the Invesco QQQ Trust Series 1 (QQQ, 14.14%). Last week, the securities were up 0.57% and 2.31%, respectively. The cash allocation was at 2.50%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 40.64%), the State Street Technology Select Sector SPDR ETF (XLK, 20.32%), and the State Street SPDR S&P 500 ETF Trust (SPY, 20.32%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 6/8/26

Mon, 08 Jun 2026 19:59:14 GMT

U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 2.55%, the NASDAQ Composite declined 4.65%, and the Dow Jones Industrial Average fell 0.21%.

Six of the 11 sectors were up last week, led by Energy, which gained 2.49%.

Only one of the 13 Quantified Funds posted gains last week: The Quantified STF Fund (QSTFX) rose 0.53%, the Quantified Government Income Tactical Fund (QGITX) returned 0%, the Quantified Managed Income Fund (QBDSX) lost 0.25%, the Quantified Pattern Recognition Fund (QSPMX) was down 0.52%, the Quantified Tactical Fixed Income Fund (QFITX) fell 0.80%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) declined 0.98%, the Quantified Rising Dividend Tactical Fund (QRDTX) lost 1.01%, the Quantified Tactical Sectors Fund (QTSSX) was down 1.18%, the Quantified Global Fund (QGBLX) decreased by 2.22%, the Quantified Alternative Investment Fund (QALTX) fell 2.36%, the Quantified Common Ground Fund (QCGDX) declined 4.17%, the Quantified Market Leaders Fund (QMLFX) fell 5.48%, and the Quantified Evolution Plus Fund (QEVOX) decreased by 9.61%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Mid-Cap Value (12.88%), Small-Cap Value (25.94%), Small-Cap Growth (6.34%), Large-Cap Growth (14.36%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Technology (7.18%), Info Technology (7.18%), Emerging Markets (19.42%), and single-stock ETFs (2X or -1X) (5%).

The cash level within the Quantified Alternative Investment Fund increased by 1.80% last week (23.74%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR, 1.23%) increased by 1.23%, while allocation to the State Street SPDR S&P Global Natural Resources ETF (GNR, 2.68%) decreased by 0.67%. Last week, the funds were down 2.86% and 2.22%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 3% net long exposure. On Monday, the position changed to a 4% net long exposure. On Tuesday, the position changed to a 6% net long exposure. On Thursday, the position shifted to a 7% net long exposure. On Friday, the position switched to an 8% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) rose 0.53% for the week, compared to a loss of 4.50% for the NASDAQ 100 Index (NDX) and a loss of 4.53% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the Alerian MLP ETF (AMLP, 13.61%) and the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 13.60%). Last week, the securities were up 2.27% and down 2.52%, respectively. The cash allocation was at 10%.

The 10-year U.S. Treasury closed the week up 2.12%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini futures held a 5% net short exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 30% net long exposure. On Tuesday, the position moved to a 50% net long exposure. On Wednesday, the position moved to a 60% net long exposure. On Thursday, the position shifted to a 10% net long exposure. On Friday, the position moved to a 20% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 200% net long exposure to high-yield bonds. On Monday, the position switched to a 100% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 22% net short exposure to Treasurys. On Tuesday, the position switched to a 9.90% net short exposure to Treasurys. On Wednesday, the position reallocated to a 22% net short exposure to Treasurys. On Thursday, the position shifted to an 11% net short exposure to Treasurys. On Friday, the position changed to a 33% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in the S&P 500, 17% in gold, 12% in emerging markets, and 6% in the NASDAQ 100.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Broadcom Inc. (AVGO, 10.80%) and Darling Ingredients Inc. (DAR, 7.37%). Last week, the securities were down 13.66% and up 0.59%, respectively. The cash allocation was at 2.86%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 33.63%) and the Invesco QQQ Trust Series 1 (QQQ, 14.14%). Last week, the securities were down 2.50% and 4.50%, respectively. The cash allocation was at 2.50%.

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 6/1/26

Mon, 01 Jun 2026 19:15:19 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 1.44%, the NASDAQ Composite gained 2.39%, and the Dow Jones Industrial Average was up 0.91%.

Four of the 11 sectors were up last week, led by Information Technology, which gained 4.56%.

Eight of the 13 Quantified Funds were up last week: The Quantified Market Leaders Fund (QMLFX) gained 3.42%, the Quantified Tactical Sectors Fund (QTSSX) rose 2.42%, the Quantified Rising Dividend Tactical Fund (QRDTX) went up 0.65%, the Quantified STF Fund (QSTFX) advanced 0.37%, the Quantified Common Ground Fund (QCGDX) added 0.29%, the Quantified Alternative Investment Fund (QALTX) gained 0.27%, the Quantified Tactical Fixed Income Fund (QFITX) rose 0.18%, the Quantified Government Income Tactical Fund (QGITX) increased by 0.15%, the Quantified Managed Income Fund (QBDSX) fell 0.13%, the Quantified Pattern Recognition Fund (QSPMX) lost 0.22%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) decreased by 0.37%, the Quantified Global Fund (QGBLX) fell 0.98%, and the Quantified Evolution Plus Fund (QEVOX) declined 2.31%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (26.56%), Mid-Cap Value (13.50%), Small-Cap Growth (6.96%), Large-Cap Growth (7.80%), 2X S&P 500 and 2X NASDAQ 100 exposure (25%), Energy (7.80%), Technology (7.80%), Info Technology (7.80%), Emerging Markets (20.04%), and single-stock ETFs (2X or -1X) (2.50%).

The cash level within the Quantified Alternative Investment Fund increased by 0.96% last week (21.94%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the VanEck Natural Resources ETF (HAP, 3.95%) increased by 1.23%, while allocation to the First Trust Global Wind Energy ETF (FAN, 0%) decreased by 1.67%. Last week, the funds were down 0.53% and up 0.19%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 2% net long exposure. On Tuesday, the position moved to a 3% net long exposure. On Wednesday, the position moved to a 2% net long exposure. On Thursday, the position moved to a 3% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Tuesday, the position changed to a 12% net long exposure. On Friday, the position changed to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) increased 0.37% for the week, compared to a gain of 2.89% for the NASDAQ 100 Index (NDX) and a gain of 2.86% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 15.20%) and the Alerian MLP ETF (AMLP, 6%). Last week, the securities were up 0.22% and down 5.36%, respectively. The cash allocation was at 25.61%.

The 10-year U.S. Treasury closed the week down 2.68%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Tuesday, the position switched to an 18% net long exposure. On Friday, the position changed to a 15% net short exposure. The S&P 500 E-mini futures held a 5% net short exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 50% net long exposure. On Tuesday, the position switched to a 0% net long exposure. On Wednesday, the position shifted to a 70% net long exposure. On Thursday, the position changed to a 90% net long exposure. On Friday, the position moved to a 30% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 100% net long exposure to high-yield bonds. On Tuesday, the position moved to a 200% net long exposure to high-yield bonds. On Thursday, the position reallocated to a 100% net long exposure to high-yield bonds. On Friday, the position switched to a 200% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 49.40% net long exposure to Treasurys. On Friday, the position switched to a 22% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in real estate, 15% in the NASDAQ 100, 10% in gold, and 10% in emerging markets.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Catalyst Pharmaceuticals Inc. (CPRX, 7.40%) and Kodiak Gas Services Inc. (KGS, 4.73%). Last week, the securities were down 0.10% and 9.31%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 9.88%) and Eni SpA (E, 8.28%). Last week, the securities were down 5.46% and 4.10%, respectively. The cash allocation was at 6.89%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Energy Select Sector SPDR ETF (XLE, 39%), and the State Street SPDR S&P 500 ETF Trust (SPY, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 5/26/26

Tue, 26 May 2026 14:16:00 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 0.91%, the NASDAQ Composite added 0.48%, and the Dow Jones Industrial Average increased by 2.18%.

Eight of the 11 sectors were up last week, led by Utilities, which gained 3.41%.

Ten of the 13 Quantified Funds were up last week: The Quantified Rising Dividend Tactical Fund (QRDTX) gained 2.87%, the Quantified Market Leaders Fund (QMLFX) rose 2.14%, the Quantified Tactical Sectors Fund (QTSSX) advanced 1.85%, the Quantified Common Ground Fund (QCGDX) increased by 0.75%, the Quantified Global Fund (QGBLX) gained 0.62%, the Quantified Pattern Recognition Fund (QSPMX) added 0.60%, the Quantified Managed Income Fund (QBDSX) increased by 0.38%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) rose 0.25%, the Quantified Alternative Investment Fund (QALTX) advanced 0.18%, the Quantified STF Fund (QSTFX) gained 0.16%, the Quantified Government Income Tactical Fund (QGITX) decreased by 0.15%, the Quantified Tactical Fixed Income Fund (QFITX) fell 0.18%, and the Quantified Evolution Plus Fund (QEVOX) lost 2.40%.

The cash level within the Quantified Alternative Investment Fund decreased by 4.51% last week (16.15%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the VanEck Natural Resources ETF (HAP, 2.73%) increased by 1.23%, while allocation to the First Trust Alternative Absolute Return Strategy ETF (FAAR, 3.50%) decreased by 0.92%. Last week, the funds were down 0.65% and 0.67%, respectively.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) gained 0.16% for the week, compared to a gain of 1.25% for the NASDAQ 100 Index (NDX) and a gain of 1.22% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30.41%) and the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 7.20%). Last week, the securities were up 0.07% and 1.10%, respectively. The cash allocation was at 14.40%.

The 10-year U.S. Treasury closed the week down 0.76%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini futures held a 5% net short exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 0% net long exposure. On Monday, the position changed to a 20% net long exposure. On Wednesday, the position shifted to a 80% net long exposure. On Thursday, the position reallocated to a 50% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 100% net short exposure to high-yield bonds. On Monday, the position changed to a 100% net long exposure to high-yield bonds. On Tuesday, the position changed to 0% exposure to Treasurys or high-yield bonds. On Wednesday, the position shifted to a 100% net long exposure to high-yield bonds. On Thursday, the position reallocated to 0% exposure to Treasurys or high-yield bonds. On Friday, the position changed to a 100% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 36.40% net long exposure to Treasurys. On Monday, the position reallocated to a 11% net short exposure to Treasurys. On Thursday, the position switched to a 22% net short exposure to Treasurys. On Friday, the position reallocated to a 49.40% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 64% in commodities, 16% in the NASDAQ 100, 12% in emerging markets, and 8% in gold.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Catalyst Pharmaceuticals Inc. (CPRX, 7.40%) and Kodiak Gas Services Inc. (KGS, 4.73%). Last week, the securities were up 0.26% and 0.95%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 9.88%) and Eni SpA (E, 8.28%). Last week, the securities were up 0.41% and down 0.87%, respectively. The cash allocation was at 6.89%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the State Street Materials Select Sector SPDR ETF (XLB, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 5/18/26

Mon, 18 May 2026 10:08:00 GMT

U.S. equity markets posted gains in one of the three indexes last week. The S&P 500 increased by 0.17%, the NASDAQ Composite lost 0.06%, and the Dow Jones Industrial Average went down 0.11%.

Four of the 11 sectors were up last week, led by Energy, which gained 7.03%.

Five of the 13 Quantified Funds were up last week: The Quantified Evolution Plus Fund (QEVOX) gained 1.99%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) went up 0.49%, the Quantified STF Fund (QSTFX) rose 0.38%, the Quantified Alternative Investment Fund (QALTX) advanced 0.37%, the Quantified Pattern Recognition Fund (QSPMX) increased by 0.22%, the Quantified Managed Income Fund (QBDSX) went down 0.38%, the Quantified Common Ground Fund (QCGDX) fell 0.92%, the Quantified Rising Dividend Tactical Fund (QRDTX) decreased by 0.95%, the Quantified Global Fund (QGBLX) fell 0.98%, the Quantified Tactical Sectors Fund (QTSSX) declined 1.33%, the Quantified Government Income Tactical Fund (QGITX) fell 1.61%, the Quantified Tactical Fixed Income Fund (QFITX) lost 1.75%, and the Quantified Market Leaders Fund (QMLFX) declined 2.63%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (31.20%), Mid-Cap Value (15.60%), Small-Cap Growth (7.80%), and Emerging Markets (23.40%). Total sector ETF weightings were at 78%, holding exposures to Technology, Industrials, Materials, and Info Technology.

The cash level within the Quantified Alternative Investment Fund decreased by 0.44% last week (20.65%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the Convergence Long/short Equity ETF (CLSE, 0.90%) increased by 0.90%, while allocation to the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR, 1.23%) decreased by 0.90%. Last week, the funds were down 0.09% and up 0.24%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 3% net long exposure. On Monday, the position switched to a 2% net long exposure. On Wednesday, the position changed to a 3% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Monday, the position reallocated to a 12% net long exposure. On Tuesday, the position changed to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 200% net long exposure. On Monday, the position switched to a 0% net long exposure. The Quantified STF Fund (QSTFX) increased by 0.38% for the week, compared to a loss of 0.35% for the NASDAQ 100 Index (NDX) and a loss of 0.38% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the Alerian MLP ETF (AMLP, 12.01%) and the State Street SPDR Bloomberg Convertible Securities ETF (CWB, 10.40%). Last week, the securities were up 3.64% and down 0.17%, respectively. The cash allocation was at 10%.

The 10-year U.S. Treasury closed the week up 5.49%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Monday, the position moved to an 18% net long exposure. On Tuesday, the position moved to a 15% net short exposure. The S&P 500 E-mini futures held a 5% net short exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 20% net long exposure. On Monday, the position switched to a 0% net long exposure. On Wednesday, the position reallocated to a 20% net long exposure. On Thursday, the position shifted to a 0% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 100% net long exposure to high-yield bonds. On Monday, the position moved to a 200% net long exposure to high-yield bonds. On Tuesday, the position switched to a 100% net long exposure to high-yield bonds. On Wednesday, the position changed to a 200% net long exposure to high-yield bonds. On Friday, the position moved to a 100% net short exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 48.10% net long exposure to Treasurys. On Monday, the position shifted to a 107.90% net long exposure to Treasurys. On Tuesday, the position shifted to a 48.10% net long exposure to Treasurys. On Thursday, the position moved to a 36.40% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in commodities, 14% in the NASDAQ 100, 13% in emerging markets, and 8% in gold.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Catalyst Pharmaceuticals Inc. (CPRX, 7.40%) and Kodiak Gas Services Inc. (KGS, 4.73%). Last week, the securities were up 0.10% and 5.51%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 9.88%) and Eni SpA (E, 8.28%). Last week, the securities were up 11.68% and 3.86%, respectively. The cash allocation was at 6.89%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the State Street Materials Select Sector SPDR ETF (XLB, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

As of the most recent prospectus, the expense ratios for the Gold Bullion Strategy Fund are as follows: Investors’ Class (No Load), 1.50%; Class A, 1.50%; Class C, 2.10%. The maximum sales charge imposed on Class A share purchases (as percentage of offering price) is 5.75%. An additional 2% redemption fee applies to all share classes, including Investors’ Class, when shares are redeemed within 7 days of purchase.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 5/11/26

Mon, 11 May 2026 18:56:33 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 2.36%, the NASDAQ Composite rose 4.52%, and the Dow Jones Industrial Average gained 0.25%.

Six of the 11 sectors were up last week, led by Information Technology, which gained 7.02%.

All 13 Quantified Funds were up last week: The Quantified STF Fund (QSTFX) was up 10.70%, the Quantified Tactical Sectors Fund (QTSSX) gained 6.32%, the Quantified Market Leaders Fund (QMLFX) rose 5.11%, the Quantified Evolution Plus Fund (QEVOX) added 1.24%, the Quantified Pattern Recognition Fund (QSPMX) advanced 0.98%, the Quantified Rising Dividend Tactical Fund (QRDTX) gained 0.86%, the Quantified Global Fund (QGBLX) increased by 0.49%, the Quantified Alternative Investment Fund (QALTX) rose 0.46%, the Quantified Government Income Tactical Fund (QGITX) added 0.29%, the Quantified Common Ground Fund (QCGDX) increased by 0.29%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) was up 0.25%, the Quantified Tactical Fixed Income Fund (QFITX) rose 0.18%, and the Quantified Managed Income Fund (QBDSX) gained 0.13%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (31.20%), Mid-Cap Value (15.60%), Small-Cap Growth (7.80%), and Emerging Markets (23.40%). Total sector ETF weightings were at 78%, holding exposures to Technology, Industrials, Materials, and Info Technology.

The cash level within the Quantified Alternative Investment Fund decreased by 1.80% last week (21.09%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the State Street SPDR S&P Global Natural Resources ETF (GNR, 4.63%) increased by 0.95%, while allocation to the FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR, 2.13%) decreased by 0.90%. Last week, the funds were down 0.04% and 0.29%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 2% net long exposure. On Tuesday, the position moved to a 3% net long exposure. On Thursday, the position moved to a 2% net long exposure. On Friday, the position moved to a 3% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 200% net long exposure throughout the week. The Quantified STF Fund (QSTFX) increased by 10.70% for the week, compared to a gain of 5.52% for the NASDAQ 100 Index (NDX) and a gain of 5.49% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 8.40%). Last week, the securities were up 0.06% and 0.23%, respectively. The cash allocation was at 11.61%.

The 10-year U.S. Treasury closed the week down 0.37%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini futures started the week with a 4.50% net short exposure. On Thursday, the position shifted to a 5% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 0% net long exposure. On Tuesday, the position shifted to a 50% net long exposure. On Friday, the position shifted to a 20% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 0% net long exposure to high-yield bonds. On Monday, the position moved to a 100% net long exposure to high-yield bonds. On Tuesday, the position shifted to a 200% net long exposure to high-yield bonds. On Thursday, the position moved to a 100% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 22% net short exposure to Treasurys. On Tuesday, the position shifted to a 11% net short exposure to Treasurys. On Wednesday, the position shifted to a 22% net short exposure to Treasurys. On Thursday, the position shifted to a 36.40% net long exposure to Treasurys. On Friday, the position reallocated to a 48.10% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in commodities, 27% in real estate, and 8% in emerging markets.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Catalyst Pharmaceuticals Inc. (CPRX, 7.40%) and Kodiak Gas Services Inc. (KGS, 4.73%). Last week, the securities were up 8.39% and 1.62%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 9.88%) and Eni SpA (E, 8.28%). Last week, the securities were down 0.73% and 4.86%, respectively. The cash allocation was at 6.89%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the State Street Materials Select Sector SPDR ETF (XLB, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 5/4/26

Mon, 04 May 2026 17:55:00 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 increased by 0.92%, the NASDAQ Composite rose 1.12%, and the Dow Jones Industrial Average gained 0.55%.

Ten of the 11 sectors were up last week, led by Communication Services, which gained 4.54%.

Ten of the 13 Quantified Funds were up last week: The Quantified Evolution Plus Fund (QEVOX) rose 4.71%, the Quantified STF Fund (QSTFX) added 2.94%, the Quantified Common Ground Fund (QCGDX) gained 1.69%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) was up 1%, the Quantified Alternative Investment Fund (QALTX) increased by 0.84%, the Quantified Rising Dividend Tactical Fund (QRDTX) advanced 0.77%, the Quantified Market Leaders Fund (QMLFX) rose 0.57%, the Quantified Pattern Recognition Fund (QSPMX) gained 0.53%, the Quantified Tactical Sectors Fund (QTSSX) added 0.26%, the Quantified Global Fund (QGBLX) advanced 0.25%, the Quantified Managed Income Fund (QBDSX) fell 0.25%, the Quantified Tactical Fixed Income Fund (QFITX) decreased by 0.52%, and the Quantified Government Income Tactical Fund (QGITX) lost 1.16%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (31.20%), Mid-Cap Value (15.60%), Small-Cap Growth (7.80%), and Emerging Markets (23.40%). Total sector ETF weightings were at 78%, holding exposures to Technology, Industrials, Basic Materials, and Info Technology.

The cash level within the Quantified Alternative Investment Fund decreased by 0.43% last week (22.89%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the Capital Group Dividend Value ETF (CGDV, 1.45%) increased by 0.48%, while allocation to the VanEck Natural Resources ETF (HAP, 1.70%) decreased by 0.83%. Last week, the funds were up 0.87% and 0.75%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 3% net long exposure. On Tuesday, the position moved to a 2% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 12% net long exposure. On Thursday, the position shifted to a 10% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 200% net long exposure throughout the week. The Quantified STF Fund (QSTFX) increased by 2.94% for the week, compared to a gain of 1.50% for the NASDAQ 100 Index (NDX) and a gain of 1.47% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 8.80%). Last week, the securities were down 0.09% and 0.53%, respectively. The cash allocation was at 11.20%.

The 10-year U.S. Treasury closed the week up 1.60%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with an 18% net long exposure. On Thursday, the position shifted to a 15% net short exposure. The S&P 500 E-mini futures started the week with a 5% net short exposure. On Thursday, the position shifted to a 4.50% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with an 80% net long exposure. On Monday, the position moved to a 70% net long exposure. On Tuesday, the position changed to a 50% net long exposure. On Wednesday, the position changed to a 70% net long exposure. On Thursday, the position reallocated to a 0% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 100% net long exposure to high-yield bonds. On Monday, the position shifted to a 200% net long exposure to high-yield bonds. On Tuesday, the position shifted to a 100% net short position to high-yield bonds. On Friday, the position shifted to a 0% net long position to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 61.10% net long exposure to Treasurys. On Monday, the position changed to a 49.40% net long exposure to Treasurys. On Tuesday, the position reallocated to a 107.90% net long exposure to Treasurys. On Wednesday, the position shifted to a 61.10% net long exposure to Treasurys. On Thursday, the position reallocated to a 11% net short exposure to Treasurys. On Friday, the position changed to a 22% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in commodities, 27% in real estate, and 8% in emerging markets.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Catalyst Pharmaceuticals Inc. (CPRX, 7.40%) and Kodiak Gas Services Inc. (KGS, 4.73%). Last week, the securities were up 5.01% and 3.88%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 9.88%) and Eni SpA (E, 8.28%). Last week, the securities were up 1.07% and 3.79%, respectively. The cash allocation was at 6.89%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the State Street Materials Select Sector SPDR ETF (XLB, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 4/27/26

Mon, 27 Apr 2026 18:02:00 GMT

U.S. equity markets posted gains in two of the three indexes last week. The S&P 500 gained 0.56%, the NASDAQ Composite rose 1.51%, and the Dow Jones Industrial Average fell 0.41%.

Five of the 11 sectors were up last week, led by Energy, which gained 3.22%.

Seven of the 13 Quantified Funds were up last week: The Quantified Evolution Plus Fund (QEVOX) rose 6.57%, the Quantified STF Fund (QSTFX) gained 4.88%, the Quantified Tactical Sectors Fund (QTSSX) increased by 1.71%, the Quantified Common Ground Fund (QCGDX) advanced 1.66%, the Quantified Market Leaders Fund (QMLFX) gained 1.16%, the Quantified Pattern Recognition Fund (QSPMX) added 0.84%, the Quantified Alternative Investment Fund (QALTX) rose 0.65%, the Quantified Government Income Tactical Fund (QGITX) and Quantified Eckhardt Managed Futures Strategy Fund (QETCX) returned 0%, the Quantified Managed Income Fund (QBDSX) lost 0.25%, the Quantified Tactical Fixed Income Fund (QFITX) fell 0.52%, the Quantified Rising Dividend Tactical Fund (QRDTX) declined 0.76%, and the Quantified Global Fund (QGBLX) decreased by 2.16%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (31.20%), Mid-Cap Value (15.60%), Small-Cap Growth (7.80%), and Emerging Markets (23.40%). Total sector ETF weightings were at 78%, holding exposures to Technology, Industrials, Basic Materials, and Info Technology.

The cash level within the Quantified Alternative Investment Fund decreased by 2.66% last week (23.31%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the iShares International Select Dividend ETF (IDV, 5.08%) increased by 5.08%, while allocation to the iShares Short Duration Bond Active ETF (NEAR, 0%) decreased by 3.75%. Last week, the funds were down 0.75% and 0.08%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 3% net long exposure. On Monday, the position reallocated to a 4% net long exposure. On Tuesday, the position switched to a 3% net long exposure. On Wednesday, the position reallocated to a 2% net long exposure. On Thursday, the position moved to a 4% net long exposure. On Friday, the position reallocated to a 3% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund started the week with a 10% net short exposure. On Friday, the position moved to a 12% net long exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 200% net long exposure throughout the week. The Quantified STF Fund (QSTFX) went up 4.88% for the week, compared to a gain of 2.37% for the NASDAQ 100 Index (NDX) and a gain of 2.34% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 30.40%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 8.80%). Last week, the securities were down 0.08% and 0.39%, respectively. The cash allocation was at 10.80%.

The 10-year U.S. Treasury closed the week up 1.22%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Friday, the position changed to an 18% net long exposure. The S&P 500 E-mini futures started the week with a 4.50% net short exposure. On Thursday, the position switched to a 5% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 90% net short exposure. On Monday, the position shifted to a 110% net short exposure. On Tuesday, the position changed to a 90% net short exposure. On Wednesday, the position shifted to a 120% net short exposure. On Thursday, the position changed to a 170% net short exposure. On Friday, the position reallocated to a 150% net short exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 200% net long exposure to high-yield bonds. On Monday, the position changed to a 100% net long exposure to high-yield bonds. On Wednesday, the position shifted to a 200% net long exposure to high-yield bonds. On Thursday, the position changed to a 100% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 11% net short exposure to Treasurys. On Monday, the position changed to a 22% net short exposure to Treasurys. On Tuesday, the position changed to a 11% net short exposure to Treasurys. On Thursday, the position moved to a 10.40% net long exposure to Treasurys. On Friday, the position shifted to a 61.10% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 67% in commodities, 24% in real estate, and 9% in emerging markets.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Darling Ingredients Inc. (DAR, 7.26%) and Casey's General Stores Inc. (CASY, 5.85%). Last week, the securities were up 3.85% and 5.94%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 11.08%) and National Grid PLC ( NGG, 8.88%). Last week, the securities were up 2.49% and 0.58%, respectively. The cash allocation was at 7.86%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the Vanguard Information Technology ETF (VGT, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the State Street Materials Select Sector SPDR ETF (XLB, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 4/20/26

Mon, 20 Apr 2026 18:30:06 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 gained 4.55%, the NASDAQ Composite rose 6.84%, and the Dow Jones Industrial Average added 3.19%.

Seven of the 11 sectors were up last week, led by Information Technology, which gained 8.09%.

Eleven of the 13 Quantified Funds were up last week: The Quantified STF Fund (QSTFX) increased by 11.37%, the Quantified Market Leaders Fund (QMLFX) rose 5.21%, the Quantified Tactical Sectors Fund (QTSSX) added 5.12%, the Quantified Rising Dividend Tactical Fund (QRDTX) gained 4.59%, the Quantified Common Ground Fund (QCGDX) advanced 2.43%, the Quantified Evolution Plus Fund (QEVOX) gained 1.58%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) increased by 0.88%, the Quantified Tactical Fixed Income Fund (QFITX) rose 0.70%, the Quantified Alternative Investment Fund (QALTX) added 0.38%, the Quantified Government Income Tactical Fund (QGITX) increased by 0.14%, the Quantified Managed Income Fund (QBDSX) advanced 0.13%, the Quantified Global Fund (QGBLX) returned 0%, and the Quantified Pattern Recognition Fund (QSPMX) decreased by 5.16%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (31.20%), Mid-Cap Value (15.60%), Large-Cap Value (7.80%), and Large-Cap Blend (19.50%). Total sector ETF weightings were at 81.9%, holding exposures to Emerging Markets, Technology, Industrials, and Basic Materials.

The cash level within the Quantified Alternative Investment Fund decreased by 0.17% last week (25.98%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the NYLI Hedge Multi-Strategy Tracker ETF (QAI, 1.60%) increased by 1.28%, while allocation to the Invesco Variable Rate Preferred ETF (VRP, 0.58%) decreased by 1.30%. Last week, the funds were up 1.63% and 0.21%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 1% net short exposure. On Monday, the position shifted to a 0% net long exposure. On Tuesday, the position switched to a 1% net long exposure. On Thursday, the position switched to a 3% net long exposure.

The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Alternative Investment Fund held a 10% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) started the week with a 0% net long exposure. On Monday, the position switched to a 200% net long exposure. The Quantified STF Fund (QSTFX) went up 11.37% for the week, compared to a gain of 6.20% for the NASDAQ 100 Index (NDX) and a gain of 6.16% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 60.81%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 17.60%). Last week, the securities were up 0.28% and 0.69%, respectively. The cash allocation was at 11.60%.

The 10-year U.S. Treasury closed the week down 1.60%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund held a 15% net short exposure throughout the week. The S&P 500 E-mini futures started the week with a 5% net short exposure. On Thursday, the position changed to a 4.50% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 90% net short exposure. On Monday, the position changed to a 110% net short exposure. On Tuesday, the position shifted to a 90% net short exposure. On Wednesday, the position reallocated to a 120% net short exposure. On Thursday, the position switched to a 170% net short exposure. On Friday, the position reallocated to a 150% net short exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 0% net long exposure to Treasurys and a 200% net long exposure to high-yield bonds. On Monday, the position switched to a 100% net long exposure to high-yield bonds. On Tuesday, the position moved to a 200% net long exposure to high-yield bonds. On Thursday, the position shifted to a 100% net long exposure to high-yield bonds. On Friday, the position switched to a 200% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 22% net short exposure to Treasurys. On Monday, the position moved to a 11% net short exposure to Treasurys. On Tuesday, the position switched to a 22% net short exposure to Treasurys. On Thursday, the position changed to a 11% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 67% in commodities, 24% in real estate, and 9% in emerging markets.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Darling Ingredients Inc. (DAR, 7.26%) and Casey's General Stores Inc. (CASY, 5.85%). Last week, the securities were down 5.42% and up 2.24%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 11.08%) and National Grid PLC ( NGG, 8.88%). Last week, the securities were down 3.62% and 3.73%, respectively. The cash allocation was at 7.86%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the State Street SPDR S&P 500 ETF Trust (SPY, 39%), the State Street Technology Select Sector SPDR ETF (XLK, 39%), the State Street Industrial Select Sector SPDR ETF (XLI, 39%), and the State Street Materials Select Sector SPDR ETF (XLB, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 4/13/26

Mon, 13 Apr 2026 19:13:45 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 3.58%, the NASDAQ Composite gained 4.68%, and the Dow Jones Industrial Average increased by 3.07%.

Ten of the 11 sectors were up last week, led by Communication Services, which gained 5.89%.

Twelve of the 13 Quantified Funds were up last week: The Quantified Global Fund (QGBLX) gained 4.26%, the Quantified Market Leaders Fund (QMLFX) rose 2.77%, the Quantified Rising Dividend Tactical Fund (QRDTX) increased by 2.66%, the Quantified Tactical Sectors Fund (QTSSX) advanced 2.12%, the Quantified Common Ground Fund (QCGDX) gained 1.92%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) added 1.67%, the Quantified Alternative Investment Fund (QALTX) was up 0.57%, the Quantified Tactical Fixed Income Fund (QFITX) rose 0.53%, the Quantified Managed Income Fund (QBDSX) increased by 0.50%, the Quantified Pattern Recognition Fund (QSPMX) gained 0.22%, the Quantified Government Income Tactical Fund (QGITX) advanced 0.15%, the Quantified STF Fund (QSTFX) was up 0.14%, and the Quantified Evolution Plus Fund (QEVOX) decreased by 0.87%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (15.60%), Mid-Cap Value (7.80%), Large-Cap Value (3.90%), and Large-Cap Blend (57%). Total sector ETF weightings were at 15.70%, holding exposures to Emerging Markets and Technology.

The cash level within the Quantified Alternative Investment Fund decreased by 1.59% last week (26.15%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the First Trust Global Wind Energy ETF (FAN, 3.75%) increased by 1.31%, while allocation to the Invesco Variable Rate Preferred ETF (VRP, 1.87%) decreased by 1.30%. Last week, the funds were up 3.78% and 1.08%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures held a 1% net short exposure throughout the week.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) increased 0.14% for the week, compared to a gain of 4.46% for the NASDAQ 100 Index (NDX) and a gain of 4.43% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 60.81%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 17.60%). Last week, the securities were up 0.06% and 0.01%, respectively. The cash allocation was at 11.60%.

The 10-year U.S. Treasury closed the week up 0.28%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Tuesday, the position reallocated to an 18% net long exposure. On Wednesday, the position reallocated to a 15% net short exposure. The S&P 500 E-mini futures held a 5% net short exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 60% net long exposure. On Tuesday, the position shifted to a 10% net long exposure. On Thursday, the position reallocated to a 40% net short exposure. On Friday, the position switched to a 90% net short exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 200% net short exposure to high-yield bonds. On Tuesday, the position shifted to a 100% net long exposure to high-yield bonds. On Wednesday, the position shifted to a 200% net long exposure to high-yield bonds. On Thursday, the position shifted to a 100% net long exposure to high-yield bonds. On Friday, the position shifted to a 200% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 49.40% net long exposure to Treasurys. On Monday, the position changed to a 36.40% net long exposure to Treasurys. On Tuesday, the position moved to a 49.40% net long exposure to Treasurys. On Wednesday, the position switched to a 11% net short exposure to Treasurys. On Thursday, the position changed to a 22% net short exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in commodities, 19% in international equities, 11% in emerging markets, and 5% in gold.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Darling Ingredients Inc. (DAR, 7.26%) and Casey's General Stores Inc. (CASY, 5.85%). Last week, the securities were down 5.23% and 0.71%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 11.08%) and National Grid PLC ( NGG, 8.88%). Last week, the securities were up 0.91% and 2.61%, respectively. The cash allocation was at 7.86%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the State Street SPDR S&P 500 ETF Trust (SPY, 75%), and the State Street Energy Select Sector SPDR ETF (XLE, 25%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 4/6/26

Mon, 06 Apr 2026 18:21:20 GMT

U.S. equity markets posted gains in all three indexes last week. The S&P 500 rose 3.38%, the NASDAQ Composite gained 4.46%, and the Dow Jones Industrial Average increased by 2.98%.

Ten of the 11 sectors were up last week, led by Communication Services, which gained 6.41%.

All 13 Quantified Funds were up last week: The Quantified Rising Dividend Tactical Fund (QRDTX) gained 4.05%, the Quantified Common Ground Fund (QCGDX) was up 3.93%, the Quantified Pattern Recognition Fund (QSPMX) rose 3.78%, the Quantified Global Fund (QGBLX) increased by 3.64%, the Quantified Evolution Plus Fund (QEVOX) added 3.24%, the Quantified Market Leaders Fund (QMLFX) gained 2%, the Quantified Government Income Tactical Fund (QGITX) advanced 1.77%, the Quantified Tactical Fixed Income Fund (QFITX) rose 1.42%, the Quantified Managed Income Fund (QBDSX) increased by 1.02%, the Quantified Tactical Sectors Fund (QTSSX) added 1%, the Quantified Alternative Investment Fund (QALTX) was up 0.95%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) increased by 0.52%, and the Quantified STF Fund (QSTFX) rose 0.36%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (3.60%), Mid-Cap Value (7.80%), Large-Cap Value (3.90%), and Large-Cap Blend (69%). Total sector ETF weightings were at 15.70%, holding exposures to Emerging Markets and Energy.

The cash level within the Quantified Alternative Investment Fund decreased by 1.96% last week (27.74%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the First Trust Global Wind Energy ETF (FAN, 2.44%) increased by 1.26%, while allocation to the Direxion Auspice Broad Commodity Strategy ETF (COM, 0.15%) decreased by 1.13%. Last week, the funds were up 5.25% and down 0.48%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 1% net long exposure. On Wednesday, the position reallocated to a 1% net short exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) gained 0.36% for the week, compared to a gain of 3.97% for the NASDAQ 100 Index (NDX) and a gain of 3.95% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 29.61%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 9.60%). Last week, the securities were up 0.26% and 1.03%, respectively. The cash allocation was at 10.80%.

The 10-year U.S. Treasury closed the week down 2.78%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with an 18% net long exposure. On Tuesday, the position moved to a 15% net short exposure. The S&P 500 E-mini futures held a 5% net short exposure throughout the week.

The Quantified Pattern Recognition Fund (QSPMX) started the week with an 80% net long exposure. On Monday, the position reallocated to a 90% net long exposure. On Tuesday, the position moved to a 190% net long exposure. On Wednesday, the position reallocated to a 130% net long exposure. On Thursday, the position switched to a 60% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 100% net short exposure to high-yield bonds. On Monday, the position moved to a 100% net long exposure to high-yield bonds. On Tuesday, the position shifted to a 60% net long exposure to Treasurys and a 200% net long exposure to high-yield bonds. On Wednesday, the position shifted to a 200% net long exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 101.40% net long exposure to Treasurys. On Monday, the position shifted to a 130% net long exposure to Treasurys. On Tuesday, the position reallocated to a 105.30% net long exposure to Treasurys. On Wednesday, the position shifted to a 29.90% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in commodities, 19% in international equities, 11% in emerging markets, and 5% in gold.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Darling Ingredients Inc. (DAR, 7.26%) and Casey's General Stores Inc. (CASY, 5.85%). Last week, the securities were up 9.06% and 4.09%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were British American Tobacco PLC (BTI, 11.08%) and National Grid PLC (NGG, 8.88%). Last week, the securities were up 0.83% and 7.41%, respectively. The cash allocation was at 7.86%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the State Street SPDR S&P 500 ETF Trust (SPY, 75%) and the State Street Energy Select Sector SPDR ETF (XLE, 25%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (3/31/26)

Year-To-Date Ending (3/31/26)

1 Year Ending (3/31/26)

3 Years Ending (3/31/26)

5 Years Ending (3/31/26)

10 Years Ending (3/31/26)

Since * Inception Ending (3/31/26)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

8.35%

46.22%

30.13%

18.91%

11.21%

8.33%

1.50%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.38%)

2.25%

2.73%

0.97%

0.89%

0.73%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.41%)

11.53%

8.66%

(1.17%)

8.43%

6.94%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

4.13%

19.02%

8.87%

4.32%

4.34%

3.67%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(11.76%)

15.68%

16.90%

5.28%

14.11%

12.58%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

5.59%

8.85%

10.05%

7.55%

N/A

9.75%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

40.30%

31.13%

19.39%

10.01%

N/A

6.05%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

(7.18%)

21.32%

13.11%

9.28%

N/A

10.55%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(3.08%)

(10.35%)

(5.62%)

(7.38%)

N/A

(5.47%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(4.19%)

12.68%

9.47%

(4.91%)

N/A

(4.73%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

(2.03%)

2.58%

9.95%

N/A

0.13%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(1.43%)

1.31%

(1.64%)

N/A

(4.78%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

3.95%

20.20%

N/A

14.32%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(5.29%)

(16.60%)

N/A

(14.30%)

1.72%

* Performance for periods of greater than one year are annualized.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.

Quantified Funds 3/30/26

Mon, 30 Mar 2026 19:32:23 GMT

U.S. equity markets posted losses in all three indexes last week. The S&P 500 decreased by 2.10%, the NASDAQ Composite lost 3.22%, and the Dow Jones Industrial Average fell 0.90%.

Four of the 11 sectors finished higher for the week, led by Energy, which gained 6.22%.

Six of the 13 Quantified Funds were up last week: The Quantified Common Ground Fund (QCGDX) gained 1.37%, the Quantified Global Fund (QGBLX) rose 0.65%, the Quantified Evolution Plus Fund (QEVOX) advanced 0.36%, the Quantified Tactical Fixed Income Fund (QFITX) increased by 0.36%, the Quantified Alternative Investment Fund (QALTX) gained 0.29%, the Quantified Market Leaders Fund (QMLFX) added 0.09%, the Quantified Eckhardt Managed Futures Strategy Fund (QETCX) returned 0%, the Quantified STF Fund (QSTFX) declined 0.07%, the Quantified Tactical Sectors Fund (QTSSX) lost 0.28%, the Quantified Managed Income Fund (QBDSX) decreased by 0.88%, the Quantified Rising Dividend Tactical Fund (QRDTX) fell 1.16%, the Quantified Government Income Tactical Fund (QGITX) lost 1.17%, and the Quantified Pattern Recognition Fund (QSPMX) was down 2.79%.

The Market Environment Indicator (MEI) was bullish Friday morning last week. Equity asset-class allocations in the Quantified Market Leaders Fund were the following: Small-Cap Value (7.20%), Mid-Cap Value (15.60%), Large-Cap Value (7.80%), and Large-Cap Blend (58.50%). Total sector ETF weightings were at 24.90%, holding exposures to Emerging Markets and Energy.

The cash level within the Quantified Alternative Investment Fund decreased by 0.26% last week (29.69%). The largest allocation increase and decrease, respectively, within the Quantified Alternative Investment Fund (QALTX) last week were the following: Allocation to the iShares Short Duration Bond Active ETF (NEAR, 1.25%) increased by 1.25%, while allocation to the Direxion Auspice Broad Commodity Strategy ETF (COM, 0%) decreased by 1.63%. Last week, the funds were flat and up 0.30%, respectively.

The capital allocation of the volatility-based systematic trading of NASDAQ 100 Index futures started the week with a 2% net long exposure. On Thursday, the position reallocated to a 1% net long exposure.

The QFC Self-adjusting Trend Following strategy's signal of exposure in the NASDAQ 100 Index (NDX) held a 0% net long exposure throughout the week. The Quantified STF Fund (QSTFX) went down 0.07% for the week, compared to a loss of 3.19% for the NASDAQ 100 Index (NDX) and a loss of 3.23% for the Rydex Series NASDAQ 100 Fund (RYHOX), a current potential holding of the STF strategy.

The Quantified Managed Income Fund's (QBDSX) largest ETF allocations were the iShares 1-3 Year Treasury Bond ETF (SHY, 21.61%) and the iShares 7-10 Year Treasury Bond ETF (IEF, 9.20%). Last week, the securities were up 0.10% and down 0.30%, respectively. The cash allocation was at 5.60%.

The 10-year U.S. Treasury closed the week up 1.10%. The capital allocation to 30-year U.S. Treasury bond futures in the Quantified Managed Income Fund started the week with a 15% net short exposure. On Wednesday, the position shifted to an 18% net long exposure. The S&P 500 E-mini futures started the week with a 4% net short exposure. On Thursday, the position switched to a 5% net short exposure.

The Quantified Pattern Recognition Fund (QSPMX) started the week with a 70% net long exposure. On Monday, the position changed to a 130% net long exposure. On Tuesday, the position changed to a 100% net long exposure. On Friday, the position changed to a 80% net long exposure.

The Quantified Tactical Fixed Income Fund (QFITX) started the week with a 200% net long exposure to high-yield bonds. On Monday, the position reallocated to a 100% net long exposure to high-yield bonds. On Tuesday, the position switched to a 100% net short exposure to high-yield bonds. On Wednesday, the position shifted to a 100% net long exposure to high-yield bonds. On Thursday, the position moved to a 100% net short exposure to high-yield bonds.

The Quantified Government Income Tactical Fund (QGITX) started the week with a 33.80% net long exposure to Treasurys. On Tuesday, the position reallocated to a 29.90% net long exposure to Treasurys. On Wednesday, the position switched to a 105.30% net long exposure to Treasurys. On Thursday, the position reallocated to a 101.40% net long exposure to Treasurys. On Friday, the position moved to a 130% net long exposure to Treasurys.

The Quantified Evolution Plus Fund (QEVOX) had the following allocations at the end of last week: 65% in commodities, 15% in emerging markets, 10% in the NASDAQ 100, 9% in gold, and 1% in cash.

The Quantified Common Ground Fund's (QCGDX) largest allocations were Catalyst Pharmaceuticals Inc. (CPRX, 7.76%) and Broadcom Inc. (AVGO, 6.03%). Last week, the securities were up 2.68% and down 2.97%, respectively. The cash allocation was at 2.50%.

The Quantified Global Fund's (QGBLX) largest allocations were the State Street SPDR S&P 500 ETF Trust (SPY, 10.21%) and Toyota Motor Corp. (TM, 6.05%). Last week, the securities were down 2.23% and up 0.83%, respectively. The cash allocation was at 6.89%.

The Quantified Tactical Sectors Fund (QTSSX) had the following allocations last Friday: the State Street SPDR S&P 500 ETF Trust (SPY, 117%) and the State Street Energy Select Sector SPDR ETF (XLE, 39%).

The Quantified Rising Dividend Fund (QRDTX) was bullish at the end of last week.

Total Return

Fund (Inception)

Symbol

Qtr Ending (12/31/25)

Year-To-Date Ending (12/31/25)

1 Year Ending (12/31/25)

3 Years Ending (12/31/25)

5 Years Ending (12/31/25)

10 Years Ending (12/31/25)

Since * Inception Ending (12/31/25)

Annual Expense Ratio

Quantified Gold Futures Tracking Fund (7/9/13)

QGLDX

11.02%

59.85%

29.88%

14.39%

12.04%

7.83%

1.46%

Quantified Managed Income Fund (8/9/13)

QBDSX

(0.80%)

5.11%

2.78%

0.68%

1.13%

0.78%

1.60%

Quantified Market Leaders Fund (8/9/13)

QMLFX

(1.79%)

0.98%

8.85%

2.23%

8.76%

7.21%

1.53%

Quantified Alternative Investment Fund (8/9/13)

QALTX

2.29%

14.30%

6.93%

4.65%

3.84%

3.41%

2.41%

Quantified STF Fund

(11/13/15)

QSTFX

(2.25%)

(2.47%)

27.06%

7.34%

14.73%

14.31%

1.73%

Quantified Common Ground Fund

(12/27/19)

QCGDX

1.57%

1.02%

8.39%

8.12%

N/A

9.18%

1.61%

Quantified Evolution Plus Fund

(9/30/19)

QEVOX

8.86%

7.61%

7.63%

1.64%

N/A

0.69%

1.83%

Quantified Pattern Recognition Fund

(8/30/19)

QSPMX

9.97%

27.23%

19.82%

13.42%

N/A

12.30%

1.79%

Quantified Tactical Fixed Income Fund

(9/13/19)

QFITX

(2.58%)

(7.63%)

(5.11%)

(8.59%)

N/A

(5.21%)

1.79%

Quantified Tactical Sectors Fund (3/3/21)

QTSSX

(2.07%)

4.10%

10.54%

N/A

(4.12%)

1.72%

Quantified Rising Dividend Tactical Fund (4/14/21)

QRDTX

1.07%

3.93%

10.70%

N/A

0.57%

1.81%

Quantified Government Income Tactical Fund (4/15/21)

QGITX

(0.51%)

5.52%

(1.76%)

N/A

(4.73%)

1.81%

Quantified Global Fund (11/29/23)

QGBLX

(0.29%)

18.67%

N/A

14.03%

1.69%

Quantified Eckhardt Managed Futures Strategy (10/26/24)

QETCX

(2.79%)

(16.57%)

N/A

(13.14%)

1.72%

* Performance for periods of greater than one year are annualized.

As of the most recent prospectus, the expense ratios for the Quantified Gold Futures Tracking Fund are as follows: Investors’ Class (No Load), 1.46%; Class A, 1.46%; Class C, 2.05%. The maximum sales charge imposed on Class A share purchases (as percentage of offering price) is 5.75%. An additional 2% redemption fee applies to all share classes, including Investors’ Class, when shares are redeemed within 7 days of purchase.

Flexible Plan Investments, Ltd., serves as investment sub-advisor to The Gold Futures Tracking Fund and Quantified Funds. Advisors Preferred, LLC serves is the Funds’ investment advisor.