Strategy
Value
US

US Value Performance Update

5 Feb 2021
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: 05 February 2021

Rolling Returns

One MonthTwelve MonthsSince Inception (p.a.)
US Value Strategy1.73%3.06%6.03%
S&P 500 Index-1.11%15.15%11.58%

Annual Returns

201820192020
US Value Strategy-10.85%28.24%-1.32%
S&P 500 Index-9.07%31.48%16.26%

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%3.24%0.23%0.36%-6.40%7.95%6.96%-1.32%
20211.73%1.73%

Important Notice:

Performance data shown represents past performance. Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.

In our calculation, we are using $11USD minimum per trade as cost of trading.  Depending on the product and the provider your actual trading costs can be higher or lower than this.  Please check your trading costs with your provider.

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