Strategy: αc Funds of Funds IX (RA)

Investment Objective

Aggressive Long-Term Capital Appreciation

Annualized Return

13.6%

Time
Horizon

5+ years

Rebalancing Frequency

N/A

About

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

Period: December 2013 - April 2021.

Compare with
SPDR S&P 500 ETF Trust (SPY)
  • 🚀 Performance

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    αc Funds of Funds IX (RA)
    • Annualized Return: 13.6%
    • Sharpe: 1.37
    • Sortino: 2
    SPDR S&P 500 ETF Trust
    • Annualized Return: 13.9%
    • Sharpe: 0.84
    • Sortino: 1.16
  • 📉 Downturns

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    αc Funds of Funds IX (RA)
    • Max Drawdown: -14.04%
    • Average recovery time of large downturns: 8 months
    SPDR S&P 500 ETF Trust
    • Max Drawdown: -33.7%
    • Average recovery time of large downturns: 6 months
  • 📊 Historical annual returns

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    αc Funds of Funds IX (RA)
    • Positive year ratio: 88%
    • Outperformance ratio (vs. benchmark): 38%
    SPDR S&P 500 ETF Trust
    • Positive year ratio: 88%
  • 📅 Historical monthly returns

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