SPY For The Long Term
Backtest results
Metrics
1Y · since Oct 2025SPY For The Long Term | |
|---|---|
| Total Return | +21.68% |
| CAGR | +21.87% |
| Sharpe | 1.17 |
| Calmar | 1.99 |
| Max DD | -10.96% |
| Volatility | 18.38% |
| Win Rate | 52.6% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
Dynamic and defensive, the strategy mainly holds the broad market ETF (SPY) when the S&P 500 is above its 200-day average or when short-term momentum is neutral. It switches to the volatility hedge (VIXY) on extreme overbought conditions, to the leveraged tech fund (TECL) when the Nasdaq is oversold, to bonds (BND) or the short S&P 500 (SH) when the market falls below its 30-day average, protecting itself by moving into safer assets when risk signals rise.
Current allocation
What the rules select as of Oct 30, 2026.
- SPY100%
State Street SPDR S&P 500 ETF Trust
Frequently asked questions
What is SPY For The Long Term?
Dynamic and defensive, the strategy mainly holds the broad market ETF (SPY) when the S&P 500 is above its 200-day average or when short-term momentum is neutral. It switches to the volatility hedge (VIXY) on extreme overbought conditions, to the leveraged tech fund (TECL) when the Nasdaq is oversold, to bonds (BND) or the short S&P 500 (SH) when the market falls below its 30-day average, protecting itself by moving into safer assets when risk signals rise.
What is SPY For The Long Term holding today?
As of Oct 30, 2026, SPY For The Long Term allocates to SPY 100%.
How has SPY For The Long Term performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, SPY For The Long Term returned +22% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of SPY For The Long Term?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of SPY For The Long Term in a hypothetical backtest was -11%.
How do I use SPY For The Long Term?
Open SPY For The Long Term 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.