Strategy: αc Funds of Funds VI

Investment Objective

Aggressive Long-Term Capital Appreciation

Annualized Return

16.5%

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

    View all
    αc Funds of Funds VI
    • Annualized Return: 16.52%
    • Sharpe: 1.59
    • Sortino: 2.26
    S&P 500 (US Large Cap)
    • Annualized Return: 13.85%
    • Sharpe: 0.84
    • Sortino: 1.17
  • 📉 Downturns

    View all
    αc Funds of Funds VI
    • Max Drawdown: -20.01%
    • 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

    View all
    αc Funds of Funds VI
    • Positive year ratio: 92%
    • Outperformance ratio (vs. benchmark): 75%
    S&P 500 (US Large Cap)
    • Positive year ratio: 92%
  • 📅 Historical monthly returns

    View all