Retirement Fund: Aggressive v1.01 see notes
Backtest results
Metrics
1Y · since Oct 2025Retirement Fund: Aggressive v1.01 see notes | |
|---|---|
| Total Return | +2.94% |
| CAGR | +2.96% |
| Sharpe | 0.27 |
| Calmar | 0.37 |
| Max DD | -8.09% |
| Volatility | 15.07% |
| Win Rate | 53.8% |
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, trend-driven, it mainly holds energy (VDE) and clean-energy (QCLN) while the market is bullish, switching to a mix of short-term bonds (BSV) and utilities (XLU) when the S&P 500 falls below its 200-day average or when the VIX spikes. It protects itself by moving into gold (GLD), short-gold (GLL) or short-oil (SCO) when commodity prices turn bearish, and by adding a dollar-hedge (UUP) or a 3× Treasury bull (TMF) when long-term bonds trend lower.
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
- DBA7.5%
Invesco DB Agriculture Fund
- DBC7.5%
Invesco DB Commodity Index Tracking Fund
- VDE6%
Vanguard Energy ETF
- XLU4%
State Street Utilities Select Sector SPDR ETF
Frequently asked questions
What is Retirement Fund: Aggressive v1.01 see notes?
Aggressive, trend-driven, it mainly holds energy (VDE) and clean-energy (QCLN) while the market is bullish, switching to a mix of short-term bonds (BSV) and utilities (XLU) when the S&P 500 falls below its 200-day average or when the VIX spikes. It protects itself by moving into gold (GLD), short-gold (GLL) or short-oil (SCO) when commodity prices turn bearish, and by adding a dollar-hedge (UUP) or a 3× Treasury bull (TMF) when long-term bonds trend lower.
What is Retirement Fund: Aggressive v1.01 see notes holding today?
As of Oct 30, 2026, Retirement Fund: Aggressive v1.01 see notes allocates to TQQQ 22.5%, GLD 18.8%, BTAL 11.3%, TMF 11.3%, XLP 11.3%, DBA 7.5%, DBC 7.5%, VDE 6%, XLU 4%.
How has Retirement Fund: Aggressive v1.01 see notes performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Retirement Fund: Aggressive v1.01 see notes returned +3.5% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Retirement Fund: Aggressive v1.01 see notes?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Retirement Fund: Aggressive v1.01 see notes in a hypothetical backtest was -8.1%.
How do I use Retirement Fund: Aggressive v1.01 see notes?
Open Retirement Fund: Aggressive v1.01 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.