Side-by-side comparison

Compare investment strategies

Core Anti-Volatility Inflation vs Defensive Switch vs VIXM Volatility Scaling Hedge with SHV Cash

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Hedge / defensive overlay: Gold / precious metals

—

Hedge / defensive overlay: Volatility products (VIX)

—

Rebalance schedule

—

Trading signal

—

Trading signal: Relative strength vs another asset

—

Trading signal: Trend (moving averages)

—

Weighting scheme

—

Every published figureShow 13 attributes

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

Classification

AI categories (Composer)

cross-asset rotation, daily rebalance, etfs, leveraged/inverse etfs, macro regime, trend + mean reversion, volatility hedging

risk management, tactical allocation, treasuries, vix futures, volatility hedge

Asset classes / instruments

equities

Risk metrics

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

5.99

128.91

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

-1.98%

-0.03%

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

1.65

10.69

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

7.15%

0.35%

Construction

Rebalance corridor width

—

10.00%

Rebalance frequency

daily

none

Returns

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

11.86%

3.45%

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

1.52%

0.13%

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

2.41%

0.00%

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

0.00%

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

0.00%

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