Strategy
Value
US

US Value Performance Update

14 Jul 2020
By
This is a monthly update of our US Value Strategy. All performance information is taken from a live model account that follows all advice as per the strategy but doesn't include brokerage. As this is a US strategy, returns are based on US dollar returns and do not assume any hedging of the currency. Those who hedge out currency exposure will need to account for that separately.

Last Updated : 14 July 2020

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
US Value Strategy15.29%3.74%1.06%
S&P 500 Index1.99%7.51%7.53%

Annual Returns

201820192020
US Value Strategy-10.85%28.24%-11.94%
S&P 500 Index-9.07%31.48%-3.08%

Monthly Returns

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2018-4.02%4.44%1.53%-1.64%-4.82%3.13%-9.27%-10.85%
201915.84%2.70%0.13%0.72%-12.72%4.92%2.02%-4.85%6.10%8.78%4.70%0.81%28.24%
2020-0.52%-8.86%-28.21%13.44%3.45%15.29%-11.94%

Rivkin does not ever provide financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.

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