[1][1] Long Term
Backtest results
Metrics
1Y · since Oct 2025[1][1] Long Term | |
|---|---|
| Total Return | +6.37% |
| CAGR | +6.43% |
| Sharpe | 0.71 |
| Calmar | 1.25 |
| Max DD | -5.16% |
| Volatility | 9.40% |
| Win Rate | 55.8% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic and defensive, the strategy mainly holds broad equity funds such as VTI, VOO and VWO while it switches into leveraged tech (TQQQ, QLD) or defensive assets (SHY, BIL, GLD) when volatility rises or bonds underperform. It protects itself by moving into dollar-hedged or inverse funds (USDU, SQQQ) and gold when market stress or bond drawdowns appear.
Current allocation
What the rules select as of Oct 30, 2026.
- TMF14.9%
Direxion Daily 20+ Year Treasury Bull 3X ETF
- AVUV10%
Avantis U.S. Small Cap Value ETF
- VOO10%
Vanguard S&P 500 ETF
- TYD9.9%
Direxion Daily 7-10 Year Treasury Bull 3X ETF
- PDBC6.8%
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
- QLD6.8%
ProShares Ultra QQQ
- SSO6.8%
ProShares Ultra S&P500
- AVDV4%
Avantis International Small Cap Value ETF
- DGS4%
WisdomTree Emerging Markets SmallCap Dividend Fund
- EDV4%
Vanguard World Funds Extended Duration ETF
- VEA4%
Vanguard FTSE Developed Markets ETF
- VWO4%
Vanguard FTSE Emerging Markets ETF
- GLD3%
SPDR Gold Trust, SPDR Gold Shares
- SHY3%
iShares 1-3 Year Treasury Bond ETF
- TLH3%
iShares 10-20 Year Treasury Bond ETF
- VBR3%
Vanguard Morningstar Small-Cap Value ETF
- VTI3%
Vanguard Morningstar Total Stock Market ETF
Frequently asked questions
What is [1][1] Long Term?
Dynamic and defensive, the strategy mainly holds broad equity funds such as VTI, VOO and VWO while it switches into leveraged tech (TQQQ, QLD) or defensive assets (SHY, BIL, GLD) when volatility rises or bonds underperform. It protects itself by moving into dollar-hedged or inverse funds (USDU, SQQQ) and gold when market stress or bond drawdowns appear.
What is [1][1] Long Term holding today?
As of Oct 30, 2026, [1][1] Long Term allocates to TMF 14.9%, AVUV 10%, VOO 10%, TYD 9.9%, PDBC 6.8%, QLD 6.8%, SSO 6.8%, AVDV 4%, DGS 4%, EDV 4%, VEA 4%, VWO 4%, GLD 3%, SHY 3%, TLH 3%, VBR 3%, VTI 3%.
How has [1][1] Long Term performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, [1][1] Long Term returned +6.6% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of [1][1] Long Term?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of [1][1] Long Term in a hypothetical backtest was -5.2%.
How do I use [1][1] Long Term?
Open [1][1] Long Term in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.