Slow Grower - Megacaps
Backtest results
Metrics
1Y · since Oct 2025Slow Grower - Megacaps | |
|---|---|
| Total Return | +14.97% |
| CAGR | +15.10% |
| Sharpe | 1.07 |
| Calmar | 1.56 |
| Max DD | -9.67% |
| Volatility | 14.11% |
| Win Rate | 53.0% |
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 steady, equal-weight mix of nine large-cap staples - Walmart (WMT), McDonald's (MCD), Home Depot (HD), Procter & Gamble (PG), Pfizer (PFE), Johnson & Johnson (JNJ), UnitedHealth (UNH), Costco (COST) and PepsiCo (PEP) - provides broad, defensive exposure to consumer and healthcare sectors. The portfolio stays fixed, rebalancing only to maintain equal weights, offering a simple, low-turnover approach to long-term growth.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Slow Grower - Megacaps?
A steady, equal-weight mix of nine large-cap staples - Walmart (WMT), McDonald's (MCD), Home Depot (HD), Procter & Gamble (PG), Pfizer (PFE), Johnson & Johnson (JNJ), UnitedHealth (UNH), Costco (COST) and PepsiCo (PEP) - provides broad, defensive exposure to consumer and healthcare sectors. The portfolio stays fixed, rebalancing only to maintain equal weights, offering a simple, low-turnover approach to long-term growth.
What is Slow Grower - Megacaps holding today?
As of Oct 30, 2026, Slow Grower - Megacaps allocates to COST 11.1%, HD 11.1%, JNJ 11.1%, MCD 11.1%, PEP 11.1%, PFE 11.1%, PG 11.1%, UNH 11.1%, WMT 11.1%.
How has Slow Grower - Megacaps performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Slow Grower - Megacaps returned +13.8% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Slow Grower - Megacaps?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Slow Grower - Megacaps in a hypothetical backtest was -9.7%.
How do I use Slow Grower - Megacaps?
Open Slow Grower - Megacaps 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.