Composer · investment strategy
by Composer Technologies · via Composer
A simple buy-and-hold: invest 100% in VOO (Vanguard S&P 500 ETF) for broad U.S. large-cap exposure, with a quick annual check to stay fully invested. No timing, no indicators—just the S&P 500 at low cost.
Description from Composer
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.
No rules extracted from this strategy’s text yet.
No published holdings for this strategy.
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.
No holdings on file, so nothing to test.
Strategies that share its Index tracker label, from other sources first, strongest risk-adjusted return first.
Interactive Advisors
Quantbase
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.
6 missing
The text the rules are quoted from, with where it came from.
All the money goes into VOO (Vanguard S&P 500 ETF), which tracks the 500 biggest U.S. companies. There’s no timing or complex signals—just hold VOO. Once a year it checks the account and reinvests any cash/dividends to keep the portfolio 100% in VOO.
A simple buy-and-hold: invest 100% in VOO (Vanguard S&P 500 ETF) for broad U.S. large-cap exposure, with a quick annual check to stay fully invested. No timing, no indicators—just the S&P 500 at low cost.
Low-cost S&P 500 core via VOO. Out-of-sample: annualized return ≈19.73% vs 19.65% for the index, drawdown ≈8.9%, and stronger risk-adjusted metrics (Sharpe ≈1.53, Calmar ≈2.22).
(Created with Composer AI)
Every value on file, each labelled with its calculation basis and as-of date.
| AI categories (Composer) | buy-and-hold, index etf, passive, s&p 500, us large-cap equities | ||
| Asset classes / instruments | equities |
| Rebalance frequency | yearly |
| Return, out-of-sample period (annualized) (out-of-sample) | 19.73% | ||
| Return, out-of-sample period (cumulative) (out-of-sample) | 24.53% | ||
| Return, trailing 1 month (out-of-sample) | 2.36% | ||
| Return, trailing 1 year (out-of-sample) | 17.30% | ||
| Return, trailing 3 months (out-of-sample) | 3.87% |
| Calmar ratio, out-of-sample period (out-of-sample) | 2.22 | ||
| Maximum drawdown, out-of-sample period (out-of-sample) | -8.90% | ||
| Sharpe ratio, out-of-sample period (out-of-sample) | 1.53 | ||
| Standard deviation, out-of-sample period (out-of-sample) | 12.32% |
Composer Technologies · Composer
Composer Technologies · Composer
