Retirement Fund: Aggressive 1.03 see notes
Backtest results
Metrics
1Y · since Oct 2025Retirement Fund: Aggressive 1.03 see notes | |
|---|---|
| Total Return | -2.15% |
| CAGR | -2.17% |
| Sharpe | -0.08 |
| Calmar | -0.14 |
| Max DD | -15.33% |
| Volatility | 14.51% |
| Win Rate | 52.2% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Aggressive and opportunistic, the strategy mainly holds leveraged Nasdaq (TQQQ) and S&P 500 (UPRO) when the markets trend upward and are overbought, then switches to volatility (UVXY) or short-hedge (PSQ) when momentum wanes or risk spikes. It protects itself by moving into short-bond (SHY) or dollar (UUP) when Treasury yields rise or the 20-day average turns negative, keeping a defensive stance during downturns.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Retirement Fund: Aggressive 1.03 see notes?
Aggressive and opportunistic, the strategy mainly holds leveraged Nasdaq (TQQQ) and S&P 500 (UPRO) when the markets trend upward and are overbought, then switches to volatility (UVXY) or short-hedge (PSQ) when momentum wanes or risk spikes. It protects itself by moving into short-bond (SHY) or dollar (UUP) when Treasury yields rise or the 20-day average turns negative, keeping a defensive stance during downturns.
What is Retirement Fund: Aggressive 1.03 see notes holding today?
As of Oct 30, 2026, Retirement Fund: Aggressive 1.03 see notes allocates to TQQQ 25%, BTAL 16.7%, TMF 16.7%, XLP 16.7%, DBA 12.5%, DBC 12.5%.
How has Retirement Fund: Aggressive 1.03 see notes performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Retirement Fund: Aggressive 1.03 see notes returned -1.6% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Retirement Fund: Aggressive 1.03 see notes?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Retirement Fund: Aggressive 1.03 see notes in a hypothetical backtest was -15.3%.
How do I use Retirement Fund: Aggressive 1.03 see notes?
Open Retirement Fund: Aggressive 1.03 see notes 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.