$ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes
Backtest results
Metrics
1Y · since Oct 2025$ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes | |
|---|---|
| Total Return | +1.84% |
| CAGR | +1.86% |
| Sharpe | 0.20 |
| Calmar | 0.18 |
| Max DD | -10.52% |
| Volatility | 14.73% |
| Win Rate | 56.2% |
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 yet defensive, the strategy mainly holds energy (VDE) or clean-tech (QCLN) and short-term bonds (BSV) when they lead recent returns. It switches to leveraged tech (QLD) or volatility (VXX) on sharp trend shifts, and moves into gold (GLD), dollar (USDU) or short-bond (SHY) when markets turn bearish, protecting against drawdowns.
Current allocation
What the rules select as of Oct 30, 2026.
- TQQQ22.5%
ProShares UltraPro QQQ
- GLD18.8%
SPDR Gold Trust, SPDR Gold Shares
- BTAL11.3%
AGF U.S. Market Neutral Anti-Beta Fund
- TMF11.3%
Direxion Daily 20+ Year Treasury Bull 3X ETF
- XLP11.3%
State Street Consumer Staples Select Sector SPDR ETF
- OILK7.5%
ProShares K-1 Free Crude Oil ETF
- PDBC7.5%
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
- VDE6%
Vanguard Energy ETF
- XLU4%
State Street Utilities Select Sector SPDR ETF
Frequently asked questions
What is $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes?
Aggressive yet defensive, the strategy mainly holds energy (VDE) or clean-tech (QCLN) and short-term bonds (BSV) when they lead recent returns. It switches to leveraged tech (QLD) or volatility (VXX) on sharp trend shifts, and moves into gold (GLD), dollar (USDU) or short-bond (SHY) when markets turn bearish, protecting against drawdowns.
What is $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes holding today?
As of Oct 30, 2026, $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes allocates to TQQQ 22.5%, GLD 18.8%, BTAL 11.3%, TMF 11.3%, XLP 11.3%, OILK 7.5%, PDBC 7.5%, VDE 6%, XLU 4%.
How has $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes returned +2.2% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes in a hypothetical backtest was -10.5%.
How do I use $ Retirement Fund: Aggressive 1.1 (no K-1 edition) see notes?
Open $ Retirement Fund: Aggressive 1.1 (no K-1 edition) 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.