DJ Safety for Wash Sales
Backtest results
Metrics
1Y · since Oct 2025DJ Safety for Wash Sales | |
|---|---|
| Total Return | +13.31% |
| CAGR | +13.43% |
| Sharpe | 2.92 |
| Calmar | 4.20 |
| Max DD | -3.20% |
| Volatility | 4.37% |
| 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
A steady, equal-weighted mix of short-term bonds (BSV), dividend-focused equity (SCHD) and corporate bonds (VCSH) forms a balanced core. The portfolio stays fixed, rebalancing only to maintain the 33-percent split, offering a blend of income and low-volatility protection.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is DJ Safety for Wash Sales?
A steady, equal-weighted mix of short-term bonds (BSV), dividend-focused equity (SCHD) and corporate bonds (VCSH) forms a balanced core. The portfolio stays fixed, rebalancing only to maintain the 33-percent split, offering a blend of income and low-volatility protection.
What is DJ Safety for Wash Sales holding today?
As of Oct 30, 2026, DJ Safety for Wash Sales allocates to BSV 33.3%, SCHD 33.3%, VCSH 33.3%.
How has DJ Safety for Wash Sales performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, DJ Safety for Wash Sales returned +13% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of DJ Safety for Wash Sales?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of DJ Safety for Wash Sales in a hypothetical backtest was -3.2%.
How do I use DJ Safety for Wash Sales?
Open DJ Safety for Wash Sales 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.