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Schwab SMP-MF Aggressive Growth Fund Portfolio vs 50/50 Hedged Rotation and TQQQ Dip-Buy

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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leveraged etfs, macro regime, mean-reversion, sector rotation, tactical allocation, trend-following, volatility hedging

Asset classes / instruments

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equities

Risk metrics

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

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331.36

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

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-0.01%

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

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18.06

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

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0.20%

Cost & access

Minimum investment

$25k

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Construction

Rebalance corridor width

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9.00%

Rebalance frequency

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none

Returns

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

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3.62%

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

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2.81%

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

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0.34%

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

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86.44%

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

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0.95%

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