JEPI-DBMF-TQQQ | Simple Monthly | Jefe
Backtest results
Metrics
1Y · since Oct 2025JEPI-DBMF-TQQQ | Simple Monthly | Jefe | |
|---|---|
| Total Return | +11.09% |
| CAGR | +11.19% |
| Sharpe | 0.79 |
| Calmar | 1.84 |
| Max DD | -6.07% |
| Volatility | 14.98% |
| Win Rate | 54.2% |
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 risk-on strategy that keeps a steady income core of JEPI and DBMF, but jumps into leveraged Nasdaq (TQQQ) when the 20-day moving average of QQQ rises above its 150-day average, signaling an uptrend. When the trend weakens it reverts to a balanced mix of JEPI and DBMF to protect against downside.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is JEPI-DBMF-TQQQ | Simple Monthly | Jefe?
Dynamic risk-on strategy that keeps a steady income core of JEPI and DBMF, but jumps into leveraged Nasdaq (TQQQ) when the 20-day moving average of QQQ rises above its 150-day average, signaling an uptrend. When the trend weakens it reverts to a balanced mix of JEPI and DBMF to protect against downside.
What is JEPI-DBMF-TQQQ | Simple Monthly | Jefe holding today?
As of Oct 30, 2026, JEPI-DBMF-TQQQ | Simple Monthly | Jefe allocates to DBMF 40%, JEPI 40%, TQQQ 20%.
How has JEPI-DBMF-TQQQ | Simple Monthly | Jefe performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, JEPI-DBMF-TQQQ | Simple Monthly | Jefe returned +11.6% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of JEPI-DBMF-TQQQ | Simple Monthly | Jefe?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of JEPI-DBMF-TQQQ | Simple Monthly | Jefe in a hypothetical backtest was -6.1%.
How do I use JEPI-DBMF-TQQQ | Simple Monthly | Jefe?
Open JEPI-DBMF-TQQQ | Simple Monthly | Jefe 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.