Performance

Unhedged was founded by a strong team with a passion for equities. Since its recent inception the underlying algorithms used in the fund have managed to prove themselves during the worst stock market conditions seen in 50 years. All three investment options (algorithms) outperformed their respective benchmarks (SPY & AOR) in the first half of the year, and 2 of the 3 have continued to do so since.

Take a look at a breakdown of each algorithm’s performance below.

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Sector
Rotation

Sector Rotation follows its namesake and rotates between sectors. Its benchmark is the iShares Core Growth Allocation ETF.

Key Details:

Leverage: None

Strategy Type: Long only

Max drawdown since inception: -11.13%

Sector Rotation

Industrial
Activity

Industrial Activity trades on signals from metals, such as gold and copper, to determine the direction of the market and which ETFs and bonds to invest in. The SPDR S&P 500 Trust ETF (which tracks the S&P 500) is its benchmark.

Key Details:

Leverage: Can use leverage via ETFs

Strategy Type: Long only

Max drawdown since inception: -17%

Industrial Activity

Momentum

Momentum trades on lagging indicators. It selects the stocks that have the highest chance of going up given their recent momentum. The SPDR S&P 500 Trust ETF (which tracks the S&P 500) is its benchmark.

Key Details:

Leverage: None

Strategy Type: Long only

Max drawdown since inception: -19.32%

Momentum Chart

Past performance is not indicative of future performance. The information in this report has been compiled from sources we believe are reliable and we make no warranty in respect of its accuracy.