Side-by-side comparison

Compare investment strategies

Advanced Aerospace Space, Defense & Aviation Thematic vs ERX, Refiners and Gold Miners Inverse-Volatility Mix

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Live, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

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0.0%

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138.6%

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22.9%

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4.29

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-2.7%

Fee

0.20%

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Minimum investment

$100

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Each source uses its own scale

4(1-5 (Interactive Advisors))

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Inception

2026-06-11

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82%Best

40%

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Advanced Aerospace Space, Defense & Aviation ThematicLivedown -22.7%
S&P 500 ETFup 2.9%

No published history to chart: ERX, Refiners and Gold Miners Inverse-Volatility Mix.

Every published figureShow 28 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

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commodities, energy, gold miners, inverse-vol weighting, leveraged etfs, oil refiners, risk-balanced

Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

STOCKS

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Curated collections (Interactive Advisors)

Recently launched portfolios

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ESG / responsible flag

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Smart beta flag

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Theme keywords (Interactive Advisors)

Electric aviation, Satellite technology, Space exploration

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Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

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51.98

Maximum drawdown, out-of-sample period (out-of-sample)

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-2.67%

Sharpe ratio, out-of-sample period (out-of-sample)

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4.29

Standard deviation, out-of-sample period (out-of-sample)

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22.88%

Cost & access

Management / advisory fee

0.20%

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Minimum investment

$100

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Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalance corridor width

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10.00%

Rebalance frequency

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none

Rebalancing (methodology text)

rebalanced quarterly

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Returns

Return since inception (cumulative) (live account)

-15.60%

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Return, last 30 days (live account)

-7.50%

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Return, last 90 days (live account)

-10.40%

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Return, out-of-sample period (annualized) (out-of-sample)

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138.64%

Return, out-of-sample period (cumulative) (out-of-sample)

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3.87%

Return, trailing 1 month (out-of-sample)

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8.12%

Return, trailing 1 year (out-of-sample)

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0.00%

Return, trailing 3 months (out-of-sample)

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0.00%

Return, year to date (live account)

-15.60%

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Risk score

Risk label (Interactive Advisors)

Aggressive

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Risk score 1-5 (Interactive Advisors)

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Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources