Side-by-side comparison

Compare investment strategies

Monte Balanced Equities Fund with Thematic Overlay vs Crabtree Science & Technology Long-Only Stocks

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, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

20.1%

29.3%Best

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17.6%

16.0%Best

22.7%

1.41Best

1.16

-12.3%

-11.1%Best

Fee

1.00%

0.75%Best

Minimum investment

—

$30k

Each source uses its own scale

2.46(0-5 (Quantbase))

4(1-5 (Interactive Advisors))

Inception

2025-05-15

2011-10-04

Holdings

—

73%

82%Best

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.

Monte Balanced Equities Fund with Thematic OverlayCompositeup 41.8%
Crabtree Science & Technology Long-Only StocksLiveup 47.6%
S&P 500 ETFup 28.5%

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

Exclude screen

—

Include screen

—

Include screen: Dividends / yield

—

Include screen: Financial strength / cash flow

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Include screen: Growth

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Include screen: Market share / competitive position

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Include screen: Value

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Number of holdings

—

Rebalance schedule

—

Universe / index

—

Weighting scheme

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Every published figureShow 65 attributes

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

Returns

Annual return (Quantbase data field) (basis not stated)

28.58%

—

Annualized return since inception (Lighthorse, daily, composite)

28.54%

—

Annualized return since inception (Lighthorse, daily, live)

—

17.17%

Backtest end date (Quantbase data field)

2025-05-15

—

Return since chart start (cumulative) (client composite)

41.79%

—

Return since inception (annualized) (live account)

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17.60%

Return since inception (cumulative) (live account)

—

1036%

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

—

21.88%

Return, last 30 days (live account)

—

2.00%

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

21.74%

—

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

—

25.22%

Return, last 365 days (live account)

—

29.30%

Return, last 5 years (cumulative) (live account)

—

82.70%

Return, last 90 days (live account)

—

0.20%

Return, rolling 1 year (client composite)

20.08%

—

Return, year to date (live account)

—

33.40%

Classification

Asset classes / instruments

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equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Portfolios with the best risk adjusted returns, Top performing portfolios

ESG / responsible flag

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Smart beta flag

—

Theme keywords (Interactive Advisors)

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Fundamental analysis, Science and technology

Market-relative

Benchmark (methodology text)

—

It seeks to outperform the NYSE Arca Technology 100 Index.

Correlation to SPY (full history) (client composite)

0.72

—

Correlation to SPY (Quantbase data field) (basis not stated)

0.72

—

Risk metrics

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

—

0.84

Daily volatility over the chart range (client composite)

1.01%

—

Max drawdown over the chart range (client composite)

-12.27%

—

Maximum drawdown since inception (Lighthorse, daily, composite)

-12.27%

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-39.71%

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

-12.27%

—

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

—

-11.05%

Maximum drawdown, last 365 days (live account)

—

-11.10%

Monthly volatility over the chart range (client composite)

5.07%

—

Sharpe ratio from daily returns over the chart range (client composite)

1.41

—

Sharpe ratio since inception (Lighthorse, daily, composite)

1.19

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.74

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

0.85

—

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

—

0.92

Sharpe ratio, last 365 days (live account)

—

1.16

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

1.22

—

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

—

1.38

Sortino ratio, last 365 days (live account)

—

1.98

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

—

-5.30%

Volatility over the chart range, annualized from daily (×√252) (client composite)

16.03%

—

Volatility since inception (Lighthorse, daily, composite)

18.96%

—

Volatility since inception (Lighthorse, daily, live)

—

21.62%

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

20.55%

—

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

—

22.33%

Volatility, last 365 days (live account)

—

22.70%

Cost & access

Brokerage / custodian

Alpaca

—

Management / advisory fee

1.00%

0.75%

Minimum investment

—

$30k

Suitability

Experience minimum: bonds

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Experience minimum: crypto

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Experience minimum: equity

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Experience minimum: leverage

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Experience minimum: options

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Construction

Last rebalance date

2026-10-08

—

Rebalancing (methodology text)

—

rebalanced roughly every six months

Disclosure

Metrics calculated through

2026-10-05

2026-10-09

Risk score

Qualitative risk score (Quantbase data field)

—

Risk label (Interactive Advisors)

—

Aggressive

Risk score 0-5 (Quantbase)

2.46

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Risk score 1-5 (Interactive Advisors)

—

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