Joseph Story Fund
Backtest results
Metrics
1Y · since Oct 2025Joseph Story Fund | |
|---|---|
| Total Return | -9.18% |
| CAGR | -9.25% |
| Sharpe | -0.36 |
| Calmar | -0.51 |
| Max DD | -18.13% |
| Volatility | 21.02% |
| 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
A balanced mix of nine major tech and consumer stocks, the Joseph Story Fund allocates a fixed percentage to each ticker - Amazon, Netflix, Microsoft, Alphabet, Adobe, Salesforce, Apple, Berkshire Hathaway, and Crocs - rebalancing only on a set schedule. The portfolio stays invested in these individual names, avoiding market timing or volatility hedges, and relies on the stability of large-cap growth companies to deliver steady exposure.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Joseph Story Fund?
A balanced mix of nine major tech and consumer stocks, the Joseph Story Fund allocates a fixed percentage to each ticker - Amazon, Netflix, Microsoft, Alphabet, Adobe, Salesforce, Apple, Berkshire Hathaway, and Crocs - rebalancing only on a set schedule. The portfolio stays invested in these individual names, avoiding market timing or volatility hedges, and relies on the stability of large-cap growth companies to deliver steady exposure.
What is Joseph Story Fund holding today?
As of Oct 30, 2026, Joseph Story Fund allocates to AMZN 33%, NFLX 21%, MSFT 13%, GOOG 12%, ADBE 6%, AAPL 5%, CRM 5%, BRK.B 3%, CROX 2%.
How has Joseph Story Fund performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Joseph Story Fund returned -5% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Joseph Story Fund?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Joseph Story Fund in a hypothetical backtest was -18.1%.
How do I use Joseph Story Fund?
Open Joseph Story Fund 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.