Side-by-side comparison

Compare investment strategies

SoFi 529 College Savings Digital Advice Tool vs Leveraged Tech Trend with KMLM Diversifier (Wash Sale)

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)

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leveraged etfs, managed futures, risk-on/risk-off, tactical allocation, tax-loss harvesting, trend-following, volatility targeting

Asset classes / instruments

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equities

Risk metrics

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

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0.24

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

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-4.46%

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

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0.15

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

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18.78%

Construction

Rebalance frequency

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daily

Rebalancing (methodology text)

None; no ongoing monitoring after the session

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Returns

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

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1.06%

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

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0.11%

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

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-0.13%

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

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55.89%

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

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15.05%

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