Side-by-side comparison

Compare investment strategies

Classic Moderately Aggressive Allocation (IRA) vs Defensive Sector/Bond Switch with SPY-QQQ Offense

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.

17.8%Best

0.0%

8.4%

11.2%Best

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2.9%

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3.90

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-0.8%

Fee

0.25%

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Minimum investment

$50

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Each source uses its own scale

4(1-5 risk profile (SoFi))

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Inception

2021-01-01

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Holdings

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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)

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bonds/cash, defensive sectors, leverage overlay, managed futures, risk-on/risk-off, tactical allocation, trend-following

Asset classes / instruments

equity, fixed income

equities

ESG / responsible flag

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Holdings

Asset-class allocation

cash: 1.0% · bonds: 14.0% · stocks: 83.0% · alternatives: 2.0%

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Equity allocation

83.00%

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Market-relative

Benchmark (methodology text)

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

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Benchmark return, 1 year

16.64%

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Benchmark return, 3 years (annualized)

13.90%

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Benchmark return, 5 years (annualized)

7.84%

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Benchmark return, since inception (annualized)

8.07%

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Benchmark return, year to date

-2.83%

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Risk metrics

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

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14.66

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

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-0.77%

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

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3.90

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

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2.89%

Cost & access

Management / advisory fee

0.25%

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Minimum investment

$50

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Construction

Rebalance frequency

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daily

Rebalancing (methodology text)

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

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Returns

Return, 1 year (client composite)

17.77%

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Return, 3 years (annualized) (client composite)

14.81%

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Return, 5 years (annualized) (client composite)

7.98%

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

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11.23%

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

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0.81%

Return, since inception (annualized) (client composite)

8.36%

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

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0.00%

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 (client composite)

-2.22%

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Risk score

Risk profile (SoFi)

Moderately Aggressive

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Risk profile rank 1-5 (SoFi)

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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