Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR
Backtest results
Metrics
1Y · since Oct 2025Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR | |
|---|---|
| Total Return | -17.89% |
| CAGR | -18.02% |
| Sharpe | -0.21 |
| Calmar | -0.59 |
| Max DD | -30.50% |
| Volatility | 45.51% |
| Win Rate | 50.2% |
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 a mix of dollar (UUP), gold (GLD) and consumer staples (XLP) when markets are steady or trending up. It switches to leveraged equity funds (UPRO, TQQQ) after sharp gains or when volatility is low, and moves to long-term Treasury (TMF) or short-term bonds (SHY) when drawdowns exceed 10% or when the S&P 500 shows a sharp decline, protecting the portfolio from downside risk.
Current allocation
What the rules select as of Oct 30, 2026.
- TQQQ100%
ProShares UltraPro QQQ
Frequently asked questions
What is Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR?
Dynamic and defensive, the strategy mainly holds a mix of dollar (UUP), gold (GLD) and consumer staples (XLP) when markets are steady or trending up. It switches to leveraged equity funds (UPRO, TQQQ) after sharp gains or when volatility is low, and moves to long-term Treasury (TMF) or short-term bonds (SHY) when drawdowns exceed 10% or when the S&P 500 shows a sharp decline, protecting the portfolio from downside risk.
What is Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR holding today?
As of Oct 30, 2026, Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR allocates to TQQQ 100%.
How has Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR returned -17.9% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR in a hypothetical backtest was -30.5%.
How do I use Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR?
Open Fund Surfing + V1.1 Bear BUYDIPS, Bull HFEAR 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.