Investment Strategies
Strategies suitable for a long-term horizon. Read more about our approach here.
| Strategy | Start year | Annual Return | Max Drawdown | Sharpe Ratio | Sortino Ratio | Beta | Alpha | YTD | MTD |
|---|---|---|---|---|---|---|---|---|---|
| αc Compound Portfolio Comb | 2008 | 36.8% | -28.6% | 1.74 | 2.53 | - | - | 58% | 0.3% |
| αc Compound Portfolio I | 2007 | 21.3% | -38.3% | 1.15 | 1.65 | - | - | 4.6% | 1.2% |
| αc Compound Portfolio II | 2008 | 40.3% | -31.9% | 1.72 | 2.52 | - | - | 41.8% | 0.1% |
| αc Compound Portfolio III | 2008 | 38.6% | -32.4% | 1.69 | 2.44 | - | - | 45% | 0.6% |
| αc Compound Portfolio IV | 1997 | 33.7% | -44.1% | 1.34 | 2.01 | - | - | 77.1% | 0% |
| αc Developed Markets | 1970 | 14.7% | -23.5% | 1 | 1.51 | - | - | 29.2% | 1.8% |
| αc Funds of Funds I | 1976 | 13.2% | -16.6% | 1.37 | 2.11 | - | - | 12.7% | -0.1% |
| αc Funds of Funds I (CH) | 1979 | 16.3% | -20.6% | 1.34 | 2.06 | - | - | 9.5% | -0.1% |
| αc Funds of Funds II | 1976 | 10% | -12% | 1.46 | 2.57 | - | - | 8.8% | -0.3% |
| αc Funds of Funds III | 1976 | 15.1% | -17.9% | 1.31 | 2 | - | - | 11.8% | 0% |
| αc Funds of Funds IV | 2009 | 20.1% | -23.1% | 1.61 | 2.29 | - | - | 22.8% | 0.2% |
| αc Funds of Funds IX | 1977 | 15.9% | -14% | 1.52 | 2.43 | - | - | 26.2% | 1.7% |
| αc Funds of Funds IX (CH) | 1979 | 19% | -15% | 1.48 | 2.36 | - | - | 22.6% | 1.7% |
| αc Funds of Funds V | 2009 | 18.4% | -20.9% | 1.74 | 2.47 | - | - | 17.9% | -0.5% |
| αc Funds of Funds V (CH) | 2010 | 20.3% | -22.3% | 1.61 | 2.32 | - | - | 14.5% | -0.5% |
| αc Funds of Funds VI | 2009 | 17.3% | -20% | 1.66 | 2.37 | - | - | 20.7% | 0.1% |
| αc Funds of Funds VI (CH) | 2010 | 19.2% | -21.4% | 1.56 | 2.25 | - | - | 17.2% | 0.1% |
| αc Funds of Funds VII | 1977 | 15.6% | -15.1% | 1.53 | 2.47 | - | - | 8.8% | -0.1% |
| αc Funds of Funds VIII | 1977 | 15.4% | -14.8% | 1.49 | 2.39 | - | - | 29.4% | 1.9% |
| αc Funds of Funds VIII (CH) | 1979 | 18.3% | -15.6% | 1.44 | 2.3 | - | - | 25.7% | 1.9% |
| αc International Equities | 1997 | 13.1% | -34.1% | 0.84 | 1.28 | - | - | -11.8% | 1.2% |
| αc International Equities II | 1996 | 12.3% | -19.2% | 0.97 | 1.46 | - | - | 11.1% | 1.2% |
| αc International Equities III | 1970 | 11.6% | -21.9% | 0.96 | 1.49 | - | - | 11.1% | 1.2% |
| αc Multi-Asset Defensive | 2004 | 14.4% | -15.3% | 1.01 | 1.48 | - | - | 14.1% | 0.4% |
| αc Multi-Asset Defensive II | 1977 | 16.4% | -14.9% | 1.4 | 2.27 | - | - | 23.3% | 1.7% |
| αc Multi-Asset Opportunities | 1976 | 13.6% | -28.2% | 0.98 | 1.46 | - | - | -5.4% | -2.4% |
| αc Multi-Asset Opportunities II | 1976 | 14.2% | -22.6% | 1.18 | 1.83 | - | - | -5.7% | -2.4% |
| αc Multi-Asset Opportunities III | 1976 | 12.3% | -23% | 1.11 | 1.81 | - | - | -4.2% | -0.6% |
| αc Multi-Asset Opportunities IV | 1976 | 13.8% | -16.3% | 1.3 | 2.01 | - | - | 35.4% | 2% |
| αc Multi-Asset Opportunities IV Slow/Fast | 1976 | 15% | -17.9% | 1.32 | 2.02 | - | - | 29.1% | 1.7% |
| αc Multi-Asset Opportunities IV Slow/Fast (BIM) | 1976 | 14.6% | -18.1% | 1.29 | 1.96 | - | - | 32.7% | 1.4% |
| αc U.S. Equities | 1987 | 13.3% | -33.2% | 0.9 | 1.25 | - | - | 25.9% | 1.3% |
| αc U.S. Equities II | 1971 | 14.7% | -33.3% | 1.05 | 1.5 | - | - | 36.9% | 1.3% |
| αc UI Global Flexible | 1996 | 9.1% | -10.7% | 1.36 | 2.29 | - | - | 5.3% | -0.4% |
Last updated on December 2, 2020. Returns are exclusive of transaction fees and taxes.