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 | 36.7% | -28.6% | 1.74 | 2.53 | - | - | -1.7% | -1.7% |
| αc Compound Portfolio I | 2007 | 21.3% | -38.3% | 1.15 | 1.65 | - | - | 0.5% | 0.5% |
| αc Compound Portfolio II | 2008 | 39.9% | -31.9% | 1.71 | 2.5 | - | - | -3.4% | -3.4% |
| αc Compound Portfolio III | 2008 | 38.1% | -32.4% | 1.68 | 2.43 | - | - | -2.7% | -2.7% |
| αc Compound Portfolio IV | 1997 | 33.8% | -44.1% | 1.34 | 2.02 | - | - | -1.1% | -1.1% |
| αc Developed Markets | 1970 | 14.8% | -23.5% | 1 | 1.51 | - | - | 1.7% | 1.7% |
| αc Funds of Funds I | 1976 | 13.1% | -16.6% | 1.36 | 2.08 | - | - | -0.7% | -0.7% |
| αc Funds of Funds I (CH) | 1979 | 16.1% | -21.1% | 1.33 | 2.04 | - | - | -0.7% | -0.7% |
| αc Funds of Funds II | 1976 | 9.9% | -12% | 1.45 | 2.55 | - | - | -0.8% | -0.8% |
| αc Funds of Funds III | 1976 | 14.9% | -17.9% | 1.29 | 1.97 | - | - | -0.1% | -0.1% |
| αc Funds of Funds IV | 2009 | 19.4% | -23.1% | 1.56 | 2.21 | - | - | -1.1% | -1.1% |
| αc Funds of Funds IX | 1977 | 16.1% | -14.1% | 1.53 | 2.45 | - | - | 2.2% | 2.2% |
| αc Funds of Funds IX (CH) | 1979 | 19.2% | -16.9% | 1.49 | 2.37 | - | - | 2.2% | 2.2% |
| αc Funds of Funds IX (RA) | 2013 | 14.1% | -14% | 1.43 | 2.08 | - | - | 2.2% | 2.2% |
| αc Funds of Funds V | 2009 | 17.6% | -20.9% | 1.67 | 2.36 | - | - | -2.4% | -2.4% |
| αc Funds of Funds V (CH) | 2010 | 19.6% | -22.3% | 1.57 | 2.25 | - | - | -0.9% | -0.9% |
| αc Funds of Funds VI | 2009 | 16.7% | -20% | 1.62 | 2.3 | - | - | -1.3% | -1.3% |
| αc Funds of Funds VI (CH) | 2010 | 18.8% | -21.4% | 1.54 | 2.21 | - | - | -0.1% | -0.1% |
| αc Funds of Funds VII | 1977 | 15.5% | -15.1% | 1.52 | 2.43 | - | - | 0.5% | 0.5% |
| αc Funds of Funds VIII | 1977 | 15.4% | -14.8% | 1.48 | 2.37 | - | - | 3.3% | 3.3% |
| αc Funds of Funds VIII (CH) | 1979 | 18.3% | -16.6% | 1.44 | 2.29 | - | - | 3.3% | 3.3% |
| αc International Equities | 1997 | 13.5% | -34.1% | 0.86 | 1.32 | - | - | 4.3% | 4.3% |
| αc International Equities II | 1996 | 12.4% | -19.6% | 0.97 | 1.45 | - | - | 1% | 1% |
| αc International Equities III | 1970 | 11.8% | -21.9% | 0.97 | 1.5 | - | - | 1% | 1% |
| αc Multi-Asset Defensive | 2004 | 14.7% | -15.3% | 1.03 | 1.51 | - | - | 4.4% | 4.4% |
| αc Multi-Asset Defensive II | 1977 | 16.6% | -14.9% | 1.4 | 2.27 | - | - | 3.1% | 3.1% |
| αc Multi-Asset Defensive II (RA) | 2013 | 15% | -14.8% | 1.3 | 1.93 | - | - | 3.1% | 3.1% |
| αc Multi-Asset Opportunities | 1976 | 13.7% | -28.2% | 0.98 | 1.46 | - | - | 0.1% | 0.1% |
| αc Multi-Asset Opportunities II | 1976 | 13.6% | -22.6% | 1.15 | 1.77 | - | - | -2.2% | -2.2% |
| αc Multi-Asset Opportunities III | 1976 | 11.9% | -23% | 1.07 | 1.73 | - | - | -0.8% | -0.8% |
| αc Multi-Asset Opportunities IV | 1976 | 13.6% | -16.3% | 1.28 | 1.97 | - | - | 3.4% | 3.4% |
| αc Multi-Asset Opportunities IV Slow/Fast | 1976 | 15.2% | -17.9% | 1.34 | 2.04 | - | - | 1.4% | 1.4% |
| αc Multi-Asset Opportunities IV Slow/Fast (BIM) | 1976 | 14.9% | -18.5% | 1.32 | 2 | - | - | 1.9% | 1.9% |
| αc Multi-Asset Opportunities IV Slow/Fast (RA) | 2006 | 15% | -13.7% | 1.24 | 1.81 | - | - | 1.4% | 1.4% |
| αc U.S. Equities | 1987 | 13.4% | -33.2% | 0.9 | 1.26 | - | - | 1.1% | 1.1% |
| αc U.S. Equities II | 1971 | 14.7% | -33.3% | 1.05 | 1.5 | - | - | 1.2% | 1.2% |
| αc UI Global Flexible | 1996 | 9.2% | -10.7% | 1.38 | 2.31 | - | - | 2.3% | 2.3% |
Last updated on January 15, 2021. Returns are exclusive of transaction fees and taxes.