Side-by-side comparison

Compare investment strategies

Schwab Guided Portfolios Mutual Fund Wrap Strategies vs Weekly Momentum Allocator: ETFs, Blue Chips and Growth

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)

—

ballast (cash/dividends/gold/tips/energy), blue chips, growth/ai tilt, multi-asset rotation, recent-winner selection, weekly rebalance

Asset classes / instruments

—

equities

Risk metrics

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

—

64.30

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

—

-1.60%

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

—

6.66

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

—

11.42%

Cost & access

Minimum investment

$25k

—

Construction

Rebalance frequency

—

weekly

Returns

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

—

103.09%

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

—

4.90%

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

—

-4.41%

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