Side-by-side comparison

Compare investment strategies

Global Growth Leaders vs Top-16 Blue Chips by 1-Year Momentum

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Backtest, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

17.1%

34.2%Best

17.1%

98.1%Best

21.2%

12.8%Best

0.72

5.75Best

-32.6%

-2.5%Best

Minimum investment

$100

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Each source uses its own scale

4(1-5 risk tolerance (AInvest))

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Holdings

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80%Best

40%

Every published figureShow 39 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

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concentrated (16 stocks), equal‑weight, global equities, large‑cap blue chips, momentum (12‑month), monthly rebalance, rule‑based

Asset classes / instruments

equities, fixed income

equities

Investment purpose (AInvest)

long-term-wealth-accumulation

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Section on AInvest's ETF portfolio page

Popular

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Tags (AInvest)

balanced, global

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Scores

AInvest cost score (0-100)

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AInvest diversification score (0-100)

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AInvest momentum score (0-100)

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AInvest overall score (0-100)

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AInvest return score (0-100)

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AInvest risk score (0-100)

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Returns

Best and worst calendar year (AInvest)

best: [object Object] · worst: [object Object]

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Return, backtest period (annualized) (backtest)

16.61%

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Return, last 30 days (backtest)

1.07%

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Return, last 365 days (backtest)

17.12%

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Return, last 90 days (backtest)

-0.07%

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Return, out-of-sample period (annualized) (out-of-sample)

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98.10%

Return, out-of-sample period (cumulative) (out-of-sample)

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4.72%

Return, trailing 1 month (out-of-sample)

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-6.75%

Return, trailing 1 year (out-of-sample)

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34.18%

Return, trailing 3 months (out-of-sample)

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0.98%

Return, whole backtest (annualized) (backtest)

17.08%

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Return, whole backtest (cumulative) (backtest)

243.04%

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Return, year to date (backtest)

18.94%

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Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

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39.39

Maximum drawdown period (AInvest)

peak: 2021-10 · months: 11 · trough: 2022-09

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Maximum drawdown, backtest period (backtest)

-25.43%

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Maximum drawdown, out-of-sample period (out-of-sample)

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-2.49%

Maximum drawdown, whole backtest (backtest)

-32.61%

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Sharpe ratio, backtest period (backtest)

0.65

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Sharpe ratio, out-of-sample period (out-of-sample)

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5.75

Sharpe ratio, whole backtest (backtest)

0.72

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Sortino ratio, whole backtest (backtest)

1.00

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Standard deviation, out-of-sample period (out-of-sample)

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12.78%

Volatility, whole backtest (backtest)

21.16%

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Cost & access

Minimum investment

$100

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Construction

Rebalance frequency

monthly

Risk score

Risk tolerance (AInvest)

moderate-aggressive

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Risk tolerance 1-5 (AInvest)

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Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources