Side-by-side comparison

Compare investment strategies

Stoken Tactical Adaptive Asset Allocation vs D-Fence Trend Switch: SPY or T-Bills with Hedges

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Live, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

9.4%Best

0.0%

9.1%

40.0%Best

11.9%

10.0%Best

0.52

3.57Best

-8.4%

-1.4%Best

Fee

0.75%

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Minimum investment

$500

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Each source uses its own scale

1(1-5 (Interactive Advisors))

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Inception

2018-12-26

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64%Best

40%

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Stoken Tactical Adaptive Asset AllocationLiveup 45.6%
S&P 500 ETFup 79.9%

No published history to chart: D-Fence Trend Switch: SPY or T-Bills with Hedges.

Every published figureShow 46 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, defensive, inverse-hedge, managed futures, risk-on/off, t-bills, tactical, trend-following

Asset classes / instruments

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equities

Composition (ETFs / Stocks / Mixed)

ETFS

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ESG / responsible flag

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Smart beta flag

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Theme keywords (Interactive Advisors)

Across a whole market cycle, Active

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Returns

Annualized return since inception (Lighthorse, daily, live)

9.04%

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Return since inception (annualized) (live account)

9.10%

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Return since inception (cumulative) (live account)

96.90%

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Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

6.25%

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Return, last 30 days (live account)

-1.60%

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Return, last 365 days (Lighthorse, daily, live)

6.62%

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Return, last 365 days (live account)

9.40%

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Return, last 5 years (cumulative) (live account)

53.40%

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Return, last 90 days (live account)

2.40%

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

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40.01%

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

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2.98%

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

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2.98%

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

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0.00%

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

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2.82%

Return, year to date (live account)

5.50%

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Market-relative

Benchmark (methodology text)

Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally

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Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

0.84

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

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28.47

Maximum drawdown since inception (Lighthorse, daily, live)

-15.72%

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Maximum drawdown, last 365 days (Lighthorse, daily, live)

-8.35%

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Maximum drawdown, last 365 days (live account)

-8.40%

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

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-1.41%

Sharpe ratio since inception (Lighthorse, daily, live)

0.70

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Sharpe ratio, last 365 days (Lighthorse, daily, live)

0.27

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Sharpe ratio, last 365 days (live account)

0.52

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

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3.57

Sortino ratio, last 365 days (Lighthorse, daily, live)

0.36

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Sortino ratio, last 365 days (live account)

0.60

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

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10.03%

Value-at-risk 95% 1-week, last 365 days (live account)

-2.80%

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Volatility since inception (Lighthorse, daily, live)

8.53%

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Volatility, last 365 days (Lighthorse, daily, live)

11.60%

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Volatility, last 365 days (live account)

11.90%

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Cost & access

Management / advisory fee

0.75%

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Minimum investment

$500

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Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalance frequency

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daily

Rebalancing (methodology text)

Mirrors manager trades via co-trading; IA may make adjustment trades

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Risk score

Risk label (Interactive Advisors)

Cautious

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Risk score 1-5 (Interactive Advisors)

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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