Strategy: αc Funds of Funds V

Investment Objective

Aggressive Long-Term Capital Appreciation

Annualized Return

17.2%

Time
Horizon

5+ years

Rebalancing Frequency

N/A

About

This strategy combines the best of all αc's strategies.

Period: December 2009 - March 2021.

Compare with
S&P 500 (US Large Cap) (SP500.X)
  • 🚀 Performance

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    αc Funds of Funds V
    • Annualized Return: 17.21%
    • Sharpe: 1.63
    • Sortino: 2.31
    S&P 500 (US Large Cap)
    • Annualized Return: 13.85%
    • Sharpe: 0.84
    • Sortino: 1.17
  • 📉 Downturns

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    αc Funds of Funds V
    • Max Drawdown: -20.91%
    • Average recovery time of large downturns: 5 months
    S&P 500 (US Large Cap)
    • Max Drawdown: -33.7%
    • Average recovery time of large downturns: 7 months
  • 📊 Historical annual returns

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    αc Funds of Funds V
    • Positive year ratio: 92%
    • Outperformance ratio (vs. benchmark): 83%
    S&P 500 (US Large Cap)
    • Positive year ratio: 92%
  • 📅 Historical monthly returns

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