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.
“investing primarily in components of the Hypatia Women CEO Index”
2 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%)
No funds · not identified: WCEO 100%
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 0% · 2026-10-20
0.0% of weight in (SPY: 0%)
Fewer than 70% of the holdings could be identified, so there’s no verdict. : 0% · 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.
5 missing
The text the rules are quoted from, with where it came from.
an actively managed U.S. equity ETF on NYSE Arca that seeks capital appreciation by investing primarily in components of the Hypatia Women CEO Index—public companies led by female Chief Executive Officers.
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) | 10.84% | ||
| Total return (Surmount tracking) (model tracking) | 47.29% |
| Maximum drawdown (Surmount tracking) (model tracking) | -26.52% |
| Risk score (Surmount) | 2.33 | 2026-10-20 |
