V2 Retirement Income Low Volatility | DereckN
Backtest results
Metrics
1Y · since Oct 2025V2 Retirement Income Low Volatility | DereckN | |
|---|---|
| Total Return | +7.16% |
| CAGR | +7.22% |
| Sharpe | 1.14 |
| Calmar | 1.34 |
| Max DD | -5.41% |
| Volatility | 6.29% |
| Win Rate | 55.8% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A steady-beat portfolio that keeps a core of broad equity (QQQ, SPY, DIA) when the S&P 500 is above its 200-day trend, but shifts to defensive assets - bonds (IEI), consumer staples (XLP) and gold (GLD) - when the market turns lower or the Nasdaq shows weakness. It protects itself by moving into inverse or low-risk funds (IEI, XLP, GLD) whenever the Nasdaq falls below its 20-day average or the S&P 500 drops sharply, ensuring a quick retreat from risk when conditions turn adverse.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is V2 Retirement Income Low Volatility | DereckN?
A steady-beat portfolio that keeps a core of broad equity (QQQ, SPY, DIA) when the S&P 500 is above its 200-day trend, but shifts to defensive assets - bonds (IEI), consumer staples (XLP) and gold (GLD) - when the market turns lower or the Nasdaq shows weakness. It protects itself by moving into inverse or low-risk funds (IEI, XLP, GLD) whenever the Nasdaq falls below its 20-day average or the S&P 500 drops sharply, ensuring a quick retreat from risk when conditions turn adverse.
What is V2 Retirement Income Low Volatility | DereckN holding today?
As of Oct 30, 2026, V2 Retirement Income Low Volatility | DereckN allocates to IEI 55%, XLP 16%, GLD 10%, DIA 6.3%, QQQ 6.3%, SPY 6.3%.
How has V2 Retirement Income Low Volatility | DereckN performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, V2 Retirement Income Low Volatility | DereckN returned +7.1% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of V2 Retirement Income Low Volatility | DereckN?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of V2 Retirement Income Low Volatility | DereckN in a hypothetical backtest was -5.4%.
How do I use V2 Retirement Income Low Volatility | DereckN?
Open V2 Retirement Income Low Volatility | DereckN 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.