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% | -28.5% | 1.72 | 2.49 | - | - | -3.4% | -1.9% |
| αc Compound Portfolio I | 2007 | 21.4% | -38.2% | 1.16 | 1.67 | - | - | 4.6% | 1.9% |
| αc Compound Portfolio II | 2008 | 39.2% | -31.9% | 1.69 | 2.47 | - | - | -3.9% | -0.9% |
| αc Compound Portfolio III | 2008 | 37.6% | -32.4% | 1.66 | 2.4 | - | - | -3% | -0.7% |
| αc Compound Portfolio IV | 1997 | 33% | -44.1% | 1.32 | 1.98 | - | - | -5.6% | -3.2% |
| αc Developed Markets | 1970 | 14.2% | -27.1% | 0.96 | 1.44 | - | - | 3.1% | 1.4% |
| αc Funds of Funds I | 1976 | 12.6% | -17.8% | 1.32 | 2.01 | - | - | -2.7% | -0.1% |
| αc Funds of Funds I (CH) | 1979 | 15.6% | -21.5% | 1.29 | 1.98 | - | - | -2.7% | -0.1% |
| αc Funds of Funds II | 1976 | 9.3% | -12% | 1.38 | 2.41 | - | - | -2.8% | -0.4% |
| αc Funds of Funds III | 1976 | 14.4% | -18.2% | 1.26 | 1.9 | - | - | -1% | 0.3% |
| αc Funds of Funds IV | 2009 | 19.2% | -23.1% | 1.54 | 2.18 | - | - | -1.8% | -0.1% |
| αc Funds of Funds IX | 1977 | 15.1% | -18.4% | 1.46 | 2.29 | - | - | 1.9% | 0.3% |
| αc Funds of Funds IX (CH) | 1979 | 18.2% | -18.3% | 1.44 | 2.26 | - | - | 1.9% | 0.3% |
| αc Funds of Funds IX (M) | 1977 | 14.9% | -18.4% | 1.46 | 2.29 | - | - | 1.9% | 0.3% |
| αc Funds of Funds IX (RA) | 2013 | 13.9% | -14% | 1.39 | 2.03 | - | - | 1.9% | 0.3% |
| αc Funds of Funds V | 2009 | 17.2% | -20.9% | 1.63 | 2.31 | - | - | -4.8% | -0.9% |
| αc Funds of Funds V (CH) | 2010 | 19% | -22.2% | 1.52 | 2.18 | - | - | -4.8% | -0.9% |
| αc Funds of Funds VI | 2009 | 16.5% | -20% | 1.59 | 2.26 | - | - | -2.8% | -0.3% |
| αc Funds of Funds VI (CH) | 2010 | 18.3% | -21.3% | 1.5 | 2.16 | - | - | -2.8% | -0.3% |
| αc Funds of Funds VII | 1977 | 14.5% | -21% | 1.45 | 2.28 | - | - | -1.5% | -0.4% |
| αc Funds of Funds VIII | 1977 | 14.5% | -18.6% | 1.42 | 2.24 | - | - | 3.9% | 0.5% |
| αc Funds of Funds VIII (CH) | 1979 | 17.5% | -16.5% | 1.39 | 2.19 | - | - | 3.9% | 0.5% |
| αc International Equities | 1997 | 13.6% | -33.7% | 0.87 | 1.33 | - | - | 8.2% | 0.9% |
| αc International Equities II | 1996 | 12.3% | -19.6% | 0.97 | 1.43 | - | - | 2.1% | 0.5% |
| αc International Equities III | 1970 | 11.5% | -22.1% | 0.95 | 1.45 | - | - | 2.1% | 0.5% |
| αc Multi-Asset Defensive | 2004 | 15% | -15.3% | 1.05 | 1.52 | - | - | 6.6% | -0% |
| αc Multi-Asset Defensive II | 1977 | 15% | -20.8% | 1.3 | 2.04 | - | - | 2.4% | 0% |
| αc Multi-Asset Defensive II (RA) | 2013 | 14.7% | -14.8% | 1.25 | 1.88 | - | - | 2.4% | 0% |
| αc Multi-Asset Defensive III | 1977 | 15.8% | -21.9% | 1.2 | 1.89 | - | - | 4.2% | 1% |
| αc Multi-Asset Defensive III (CH) | 1979 | 19.5% | -21.9% | 1.26 | 2 | - | - | 4.2% | 1% |
| αc Multi-Asset Defensive III (RA) | 2013 | 12.3% | -19.4% | 0.9 | 1.29 | - | - | 4.2% | 1% |
| αc Multi-Asset Opportunities | 1976 | 13.6% | -28.2% | 0.99 | 1.46 | - | - | -0.8% | -0.6% |
| αc Multi-Asset Opportunities II | 1976 | 13.5% | -22.6% | 1.14 | 1.76 | - | - | -5.5% | -0.9% |
| αc Multi-Asset Opportunities III | 1976 | 11.7% | -23% | 1.06 | 1.72 | - | - | -2.2% | -0.2% |
| αc Multi-Asset Opportunities IV | 1976 | 13.5% | -16.2% | 1.28 | 1.98 | - | - | 5.4% | 0.9% |
| αc Multi-Asset Opportunities IV Slow/Fast | 1976 | 14.7% | -18% | 1.31 | 2 | - | - | 1.4% | 0.6% |
| αc Multi-Asset Opportunities IV Slow/Fast (BIM) | 1976 | 14.6% | -18.1% | 1.31 | 1.98 | - | - | 3% | 0.6% |
| αc Multi-Asset Opportunities IV Slow/Fast (RA) | 2006 | 15% | -13.7% | 1.25 | 1.83 | - | - | 1.4% | 0.6% |
| αc U.S. Equities | 1987 | 13.2% | -33.2% | 0.89 | 1.24 | - | - | 2% | -0% |
| αc U.S. Equities II | 1971 | 14.4% | -35.6% | 1.02 | 1.46 | - | - | 1.4% | -0.6% |
| αc UI Global Flexible | 1996 | 9.1% | -10.7% | 1.37 | 2.31 | - | - | 2.2% | 1.2% |
Last updated on March 3, 2021. Returns are exclusive of transaction fees and taxes.