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Public Treasury Ladder Account (3 and 5 Year) vs Better Than a CD: Tech Trend with T-Bill Defense

Every published figureShow 14 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

Risk metrics

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

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9.16

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

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-0.53%

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

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3.47

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

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1.37%

Cost & access

Minimum investment

$1,000

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Construction

Rebalance frequency

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daily

Rebalancing (methodology text)

Not automatically rebalanced; deposits, withdrawals and optional reinvestment of maturity/coupon proceeds move holdings toward target allocation

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Returns

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%

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