Validea's risk managed portfolios use proven strategies to capture market upside while limiting risk during drawdowns.
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Portfolio | Return | 60/40 Portfolio |
---|---|---|
Factor Rotation - Momentum with Trend | 14.3% | 9.5% |
Factor Rotation - Composite with Trend | 14.0% | 9.5% |
Factor Rotation - Momentum | 13.0% | 9.5% |
Factor Rotation - Composite | 12.2% | 9.5% |
Factor Rotation - Value with Trend | 11.8% | 9.5% |
Factor Rotation - Value | 11.0% | 9.5% |
Factor Rotation - Macro with Trend | 11.0% | 9.5% |
Factor Rotation - Macro | 8.8% | 9.5% |
Portfolio | Return | S&P 500 |
---|---|---|
Sector Rotation - Value | 10.8% | 9.5% |
Sector Rotation - Momentum | 10.2% | 9.5% |
Sector Rotation - Macro | 9.9% | 9.5% |
Sector Rotation - Composite | 9.4% | 9.5% |
Sector Rotation - Value with Trend | 9.4% | 9.5% |
Sector Rotation - Momentum with Trend | 9.1% | 9.5% |
Sector Rotation - Macro with Trend | 8.2% | 9.5% |
Sector Rotation - Composite with Trend | 8.1% | 9.5% |
Portfolio | Return | 60/40 Portfolio |
---|---|---|
Protective Asset Allocation | 8.4% | 7.7% |
Modified All Weather Portfolio | 7.6% | 7.7% |
Custom Cosmos Portfolio | 7.6% | 7.7% |
Modified Permanent Portfolio | 7.5% | 7.7% |
All Weather Portfolio | 7.3% | 7.7% |
Permanent Portfolio | 7.0% | 7.7% |
Generalized Protective Momentum | 6.5% | 7.7% |
Robust Asset Allocation | 5.3% | 7.7% |