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 | 36.6% | -28.5% | 1.74 | 2.53 | - | - | 6.1% | 7.1% |
| αc Compound Portfolio I | 2007 | 22.1% | -38.2% | 1.19 | 1.72 | - | - | 15.4% | 5.5% |
| αc Compound Portfolio II | 2008 | 39.9% | -31.9% | 1.71 | 2.51 | - | - | 5.8% | 6.5% |
| αc Compound Portfolio III | 2008 | 38.4% | -32.4% | 1.69 | 2.44 | - | - | 8% | 7.4% |
| αc Compound Portfolio IV | 1997 | 33.3% | -44.1% | 1.33 | 1.99 | - | - | 2.6% | 7.5% |
| αc Developed Markets | 1970 | 15.9% | -26.2% | 1.23 | 1.79 | - | - | 10.9% | 5.6% |
| αc Funds of Funds I | 1976 | 13.2% | -18.3% | 1.52 | 2.23 | - | - | 2.8% | 4.6% |
| αc Funds of Funds I (CH) | 1980 | 17% | -21.5% | 1.62 | 2.39 | - | - | 2.8% | 4.6% |
| αc Funds of Funds II | 1976 | 9.7% | -12% | 1.77 | 2.62 | - | - | 0.1% | 2.7% |
| αc Funds of Funds III | 1976 | 15.3% | -19.8% | 1.48 | 2.17 | - | - | 5.4% | 5.1% |
| αc Funds of Funds IV | 2009 | 19.8% | -23.1% | 1.59 | 2.25 | - | - | 6.1% | 5.9% |
| αc Funds of Funds IX | 1977 | 16% | -20.9% | 1.69 | 2.56 | - | - | 4.4% | 2.2% |
| αc Funds of Funds IX (CH) | 1980 | 20% | -18.4% | 1.8 | 2.74 | - | - | 4.4% | 2.2% |
| αc Funds of Funds IX (M) | 1977 | 15.9% | -20.9% | 1.69 | 2.56 | - | - | 4.4% | 2.2% |
| αc Funds of Funds IX (RA) | 2013 | 13.6% | -14% | 1.37 | 2 | - | - | 4.4% | 2.2% |
| αc Funds of Funds V | 2009 | 17.8% | -20.9% | 1.67 | 2.37 | - | - | 1.7% | 5.3% |
| αc Funds of Funds V (CH) | 2010 | 19.7% | -21.9% | 1.57 | 2.26 | - | - | 1.7% | 5.3% |
| αc Funds of Funds VI | 2009 | 17.1% | -20.1% | 1.63 | 2.33 | - | - | 4% | 5.4% |
| αc Funds of Funds VI (CH) | 2010 | 19.1% | -21% | 1.55 | 2.24 | - | - | 4% | 5.4% |
| αc Funds of Funds VII | 1977 | 15.3% | -23.8% | 1.69 | 2.53 | - | - | 1.5% | 2.7% |
| αc Funds of Funds VIII | 1977 | 16% | -18.9% | 1.69 | 2.58 | - | - | 7.2% | 2.3% |
| αc Funds of Funds VIII (CH) | 1980 | 19.8% | -16.5% | 1.8 | 2.75 | - | - | 7.2% | 2.3% |
| αc Funds of Funds X | 1977 | 15.8% | -20.9% | 1.62 | 2.43 | - | - | 8.3% | 4.6% |
| αc International Equities | 1997 | 13.1% | -33.7% | 1 | 1.4 | - | - | 15.5% | 5.5% |
| αc International Equities II | 1996 | 12.2% | -21% | 1.04 | 1.46 | - | - | 11% | 5.3% |
| αc International Equities III | 1970 | 12.2% | -22.2% | 1.21 | 1.72 | - | - | 11% | 5.3% |
| αc Multi-Asset Defensive | 2004 | 14.8% | -15.3% | 1.04 | 1.52 | - | - | 6.7% | 0% |
| αc Multi-Asset Defensive II | 1977 | 16.3% | -22.8% | 1.55 | 2.36 | - | - | 3.1% | 0.8% |
| αc Multi-Asset Defensive II (RA) | 2013 | 14.6% | -14.8% | 1.25 | 1.87 | - | - | 3.1% | 0.8% |
| αc Multi-Asset Defensive III | 1977 | 16.3% | -21% | 1.45 | 2.15 | - | - | 11.1% | 5.6% |
| αc Multi-Asset Defensive III (CH) | 1980 | 21.2% | -21% | 1.61 | 2.42 | - | - | 10.7% | 5.2% |
| αc Multi-Asset Defensive III (RA) | 2013 | 13% | -19.4% | 0.94 | 1.35 | - | - | 11.1% | 5.6% |
| αc Multi-Asset Defensive IV | 1977 | 15.9% | -22.8% | 1.46 | 2.19 | - | - | 11.1% | 5.6% |
| αc Multi-Asset Defensive IV (CH) | 1980 | 20.3% | -16% | 1.63 | 2.46 | - | - | 11.1% | 5.6% |
| αc Multi-Asset Defensive IV (CSH) | 1977 | 14.6% | -22.8% | 1.34 | 2.01 | - | - | 11.1% | 5.6% |
| αc Multi-Asset Defensive IV (RA) | 2013 | 14.1% | -14.8% | 1.16 | 1.7 | - | - | 11.1% | 5.6% |
| αc Multi-Asset Opportunities | 1976 | 15.5% | -28.3% | 1.21 | 1.74 | - | - | 6% | 4.8% |
| αc Multi-Asset Opportunities II | 1976 | 13.6% | -27.4% | 1.28 | 1.85 | - | - | -0.4% | 4.7% |
| αc Multi-Asset Opportunities III | 1976 | 12% | -24.7% | 1.25 | 1.8 | - | - | 3% | 4% |
| αc Multi-Asset Opportunities IV | 1976 | 15.1% | -14.9% | 1.56 | 2.32 | - | - | 11.2% | 3.6% |
| αc Multi-Asset Opportunities IV Slow/Fast | 1976 | 15.2% | -18.8% | 1.47 | 2.17 | - | - | 5.6% | 3.6% |
| αc Multi-Asset Opportunities IV Slow/Fast (BIM) | 1976 | 15.4% | -17.9% | 1.5 | 2.21 | - | - | 6.9% | 3.2% |
| αc Multi-Asset Opportunities IV Slow/Fast (RA) | 2006 | 14.8% | -13.7% | 1.23 | 1.8 | - | - | 5.6% | 3.6% |
| αc U.S. Equities | 1987 | 13.4% | -33.2% | 0.9 | 1.26 | - | - | 10.2% | 5.6% |
| αc U.S. Equities II | 1971 | 14.6% | -33.3% | 1.05 | 1.48 | - | - | 10.4% | 5.7% |
| αc UI Global Flexible | 1996 | 9% | -11.8% | 1.34 | 2.25 | - | - | 6.2% | 1.4% |
Last updated on April 16, 2021. Returns are exclusive of transaction fees and taxes.