Side-by-side comparison

Compare investment strategies

Schwab Connection Fixed Income and Bond Ladders vs VIXM Volatility Scaling Hedge with SHV Cash

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

Asset classes / instruments

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equities

Risk metrics

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

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128.91

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

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-0.03%

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

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10.69

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

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0.35%

Cost & access

Minimum investment

$250k

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Construction

Rebalance corridor width

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10.00%

Rebalance frequency

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none

Returns

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

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3.45%

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

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0.13%

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%

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