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Atlas Global Defensive Equity (Bear-Market Avoidance) vs Better Than a CD: Tech Trend with T-Bill Defense

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.

14.0%Best

6.3%

8.3%Best

4.8%

12.8%

1.4%Best

0.82

3.47Best

-8.8%

-0.5%Best

Fee

0.75%

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Minimum investment

$20k

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Each source uses its own scale

2(1-5 (Interactive Advisors))

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Inception

2021-10-26

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73%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.

Atlas Global Defensive Equity (Bear-Market Avoidance)Liveup 63.4%
S&P 500 ETFup 79.9%

No published history to chart: Better Than a CD: Tech Trend with T-Bill Defense.

Every published figureShow 45 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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bonds/gold, inverse/short, leveraged etfs, mean reversion, sector rotation, tactical asset allocation, trend-following, volatility hedged

Asset classes / instruments

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equities

Composition (ETFs / Stocks / Mixed)

ETFS

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ESG / responsible flag

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Smart beta flag

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Theme keywords (Interactive Advisors)

Global equity, Risk management focus

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Returns

Annualized return since inception (Lighthorse, daily, live)

7.92%

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Return since inception (annualized) (live account)

8.30%

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Return since inception (cumulative) (live account)

48.50%

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Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

-0.88%

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Return, last 30 days (live account)

-1.10%

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Return, last 365 days (Lighthorse, daily, live)

13.34%

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Return, last 365 days (live account)

14.00%

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Return, last 90 days (live account)

0.60%

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

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4.85%

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

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4.53%

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

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0.38%

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

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6.30%

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

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1.75%

Return, year to date (live account)

12.10%

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Market-relative

Benchmark (methodology text)

The aim of the Atlas Global Defensive Equity Strategy (the Strategy) is to outperform the global equity index through a favorable selection of countries and sectors and a loss avoidance strategy during severe bear markets. The benchmark for the Strategy is the FTSE Global All Cap Net Tax (US Regulated Investment Company) Index. (3) Allocation decision: Index and economic assessments lead to decision on equity weight in strategy (usually 100%) (4) Portfolio Weighting: Within the equity allocation of the Strategy, the weight to countries and sectors is set relative to the market capitalization w

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Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

0.89

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

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9.16

Maximum drawdown since inception (Lighthorse, daily, live)

-19.28%

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Maximum drawdown, last 365 days (Lighthorse, daily, live)

-8.75%

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Maximum drawdown, last 365 days (live account)

-8.80%

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

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-0.53%

Sharpe ratio since inception (Lighthorse, daily, live)

0.34

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Sharpe ratio, last 365 days (Lighthorse, daily, live)

0.74

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Sharpe ratio, last 365 days (live account)

0.82

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

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3.47

Sortino ratio, last 365 days (Lighthorse, daily, live)

1.08

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Sortino ratio, last 365 days (live account)

1.23

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

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1.37%

Value-at-risk 95% 1-week, last 365 days (live account)

-3.00%

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Volatility since inception (Lighthorse, daily, live)

12.81%

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Volatility, last 365 days (Lighthorse, daily, live)

12.39%

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Volatility, last 365 days (live account)

12.80%

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Cost & access

Management / advisory fee

0.75%

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Minimum investment

$20k

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Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalance frequency

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daily

Rebalancing (methodology text)

rebalanced monthly

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Risk score

Risk label (Interactive Advisors)

Growth

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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