Side-by-side comparison

Compare investment strategies

Classic Aggressive Allocation (IRA) vs AutoSignals TQQQ vs SH Trend Switch

At a glance

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

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

19.9%Best

0.0%

10.1%

147.3%Best

—

14.3%

—

6.68

—

-0.9%

Fee

0.25%

—

Minimum investment

$50

—

Each source uses its own scale

5(1-5 risk profile (SoFi))

—

Inception

2021-01-01

—

Holdings

—

73%Best

40%

Every published figureShow 31 attributes

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

Classification

AI categories (Composer)

—

daily rebalancing, leveraged etfs, momentum (rsi), risk-on/risk-off, tactical allocation, trend-following

Asset classes / instruments

equity, fixed income

equities

ESG / responsible flag

—

Holdings

Asset-class allocation

cash: 1.0% · stocks: 99.0%

—

Equity allocation

99.00%

—

Market-relative

Benchmark (methodology text)

Committee compares against "static benchmarks for each strategy" (not named)

—

Benchmark return, 1 year

19.72%

—

Benchmark return, 3 years (annualized)

16.51%

—

Benchmark return, 5 years (annualized)

9.67%

—

Benchmark return, since inception (annualized)

10.14%

—

Benchmark return, year to date

-3.52%

—

Risk metrics

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

—

173.27

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

—

-0.85%

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

—

6.68

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

—

14.34%

Cost & access

Management / advisory fee

0.25%

—

Minimum investment

$50

—

Construction

Rebalance frequency

—

daily

Rebalancing (methodology text)

Rebalances when a holding drifts about 5% from target (Form ADV)

—

Returns

Return, 1 year (client composite)

19.90%

—

Return, 3 years (annualized) (client composite)

17.17%

—

Return, 5 years (annualized) (client composite)

9.49%

—

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

—

147.30%

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

—

8.62%

Return, since inception (annualized) (client composite)

10.09%

—

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

—

8.61%

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

—

0.00%

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

—

0.00%

Return, year to date (client composite)

-2.57%

—

Risk score

Risk profile (SoFi)

Aggressive

—

Risk profile rank 1-5 (SoFi)

—

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