Beste CAGR
28.9%
Trend Following
Beste Sharpe Ratio
1.18
Trend Following
Laagste Max Drawdown
-36.5%
Dividend Aristocrats
Strategieën Overzicht
Strategie CAGR Sharpe Sortino Max DD Calmar Alpha Beta Volatiliteit Info Ratio
Conservative Investment 22.3% 0.94 1.25 -47.0% 0.47 11.81% 0.89 21.9% 0.77
Dividend Aristocrats 9.6% 0.51 0.67 -36.5% 0.26 -0.75% 0.78 16.8% -0.36
Factor Momentum 18.9% 0.76 0.94 -56.7% 0.33 9.36% 0.89 23.9% 0.51
Low Volatility 6.1% 0.47 0.48 -36.6% 0.17 1.81% 0.37 9.3% -0.43
Momentum 17.0% 0.69 0.88 -52.9% 0.32 6.70% 0.99 24.2% 0.46
Multi-Factor 13.2% 0.72 0.89 -42.7% 0.31 5.27% 0.71 16.5% 0.16
Quality 20.4% 0.93 1.21 -43.9% 0.46 9.72% 0.90 20.1% 0.85
Small Cap 14.1% 0.61 0.80 -52.3% 0.27 3.94% 0.98 22.7% 0.30
Trend Following 28.9% 1.18 1.52 -44.1% 0.65 17.18% 0.88 21.9% 1.11
Value 15.3% 0.68 0.84 -56.9% 0.27 5.03% 0.95 21.6% 0.40