Surmount · investment strategy
by Quantbase · via Surmount
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“The strategy may shift toward short-duration Treasury exposure during periods of elevated market stress or weakening trends.”
“It dynamically adapts exposure based on macroeconomic inflation regimes and market momentum conditions.”
3 positions as of 2026-10-20
by the source.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
0.0% of weight in (IVV: 3.0%)
2 funds (SEC N-PORT, as of 2026-05-31)
No stated fossil-fuel rule; the exposure is shown for reference. : 100% · 2026-10-20
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 100% · 2026-10-20
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
4 missing
The text the rules are quoted from, with where it came from.
FixedIncome500 is a dynamic multi-asset fixed income strategy designed to seek stable long-term capital growth with controlled downside risk. The strategy allocates across government bonds, corporate credit, inflation-protected securities, short-duration cash instruments, and gold. It dynamically adapts exposure based on macroeconomic inflation regimes and market momentum conditions. The investment process emphasizes risk management, diversification, and defensive capital preservation during adverse environments. The strategy may shift toward short-duration Treasury exposure during periods of elevated market stress or weakening trends. Asset selection incorporates quantitative trend, momentum, and volatility analysis. Primary traded assets include TLT, IEF, LQD, TIP, HYG, SHY, BIL, and GLD. The strategy is intended for investors seeking an actively managed alternative to traditional passive bond portfolios. Target investor profile: moderate-risk investors seeking diversified fixed income exposure with adaptive downside controls.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equity | 2026-10-20 |
| Minimum investment | $100 | 2026-10-20 |
| Industry weights (Surmount) | Financial Services: 100.0% | 2026-10-20 |
| Investors following (Surmount) | 0 | 2026-10-20 |
| Annual return (Surmount tracking) (model tracking) | 0.57% | ||
| Total return (Surmount tracking) (model tracking) | 2.90% |
| Maximum drawdown (Surmount tracking) (model tracking) | -11.74% |
| Risk score (Surmount) | 2.17 | 2026-10-20 |
