Performance Overview
Historical returns across different time periods, providing insight into strategy consistency and risk-adjusted performance.
| Year | 1-Year Return | 3-Year Annualized | 5-Year Annualized | Since Inception |
|---|
Performance Visualization
Interactive charts showing performance trends and comparisons across different metrics.
Risk & Return Metrics
Comprehensive risk-adjusted performance indicators to evaluate strategy effectiveness.
Performance Analysis
Our flagship strategy has demonstrated consistent performance across various market conditions. The 10.1% annualized return since inception reflects a balanced approach to risk and reward, with volatility management being a key focus.
Key highlights include strong performance during the 2021 bull market (+18.3%) and resilient positioning during the challenging 2022 market environment. The strategy's ability to maintain positive long-term returns while managing downside risk demonstrates effective portfolio construction and risk management.
The Sharpe ratio of 1.24 indicates superior risk-adjusted returns, while the maximum drawdown of -8.7% shows effective downside protection compared to broader market indices during volatile periods.