Wednesday, August 21st at 1:00 PDT / 4:00 EST: Join Rick for the iQuant Portfolio Optimizer Demo
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Click below for the most recent iQUANT.pro Model Selections, Weekly Performance Summary, and Pre-Built iQUANT.pro investment portfolios.
Model Returns (as of 7/31/2019)*
Below are the performance figures for each model as of 7/31/2019. Be sure to check out the performance of our pre-built portfolios.
|iQuant Model||1-Month||YTD||1-Year||3-Year||5-Year||10 Year||20 Year||30 Year|
|iQ Small Growth||9.43||6.79||(17.21)||7.07||8.02||22.49||18.99|
|iQ Mid Growth||5.72||22.98||14.40||15.64||14.82||18.14||15.87|
|iQ Small Value||10.55||32.37||21.90||19.38||19.53||23.85||30.81|
|iQ All Cap Share Buyback||4.48||21.45||11.77||17.38||16.71||22.17||17.56||19.43|
|iQ S&P 500 Defensive Sector (UIT) Model||7.05||12.10||6.19||10.87||11.59||18.33||13.36||15.67|
|iQ Leveraged ETF Market Timing||10.85||12.71||14.55||20.95||19.04||21.52|
|iQ ETF Monthly Market Timing||4.18||6.23||3.32||12.62||10.22||13.68|
|iQ Sector Rotation - ETFs||6.80||11.07||7.46||14.00||9.94||13.43|
|iQ S&P 500 Efficiency (UIT) Model||9.71||17.10||8.10||18.23||13.26||19.03||13.10||14.35|
|iQ Total Real Estate||3.56||22.13||11.03||10.38||10.21||17.16|
|iQ Large Cap Share Buyback||4.35||24.78||14.28||15.08||15.00||17.90||13.49||16.18|
|iQ Sector Rotation||6.02||12.97||(7.99)||5.11||9.85||17.84||16.53||21.29|
|iQ Large Cap High Yield||7.35||12.09||(4.22)||9.37||2.05||9.35||9.76||14.46|
|iQ Risk On / Risk Off - ETFs||3.03||9.95||2.13||10.41||10.42||15.77|
|iQ All Cap Smart Beta||3.59||17.44||(2.35)||6.25||10.60||17.27||14.01||16.82|
|iQ All Cap High yield||4.92||19.12||(4.37)||4.09||2.06||14.62||12.70||15.58|
|iQ International Income||2.16||12.12||5.95||11.61||6.97||10.23|
|iQ Monthly Risk On / Risk Off||2.37||12.81||5.92||13.01||12.63||16.82||14.63||17.63|
|iQ All Assets Hedge||2.06||2.18||(1.90)||9.48||5.76||9.93||10.62||12.34|
|iQ Domestic Income||2.48||16.28||12.33||11.95||12.19||17.11|
|iQ All Assets - ETFs||3.73||10.44||19.35||11.80||10.37||11.10|
|iQ International Buyback & Dividend||3.82||1.45||(17.58)||9.88||5.89||14.23||13.47||13.47|
|iQ Seasonal Hedge||1.17||28.98||15.72||7.98||8.25||16.97||21.43||23.20|
|iQ Large Value||11.50||13.51||(5.83)||11.50||7.89||16.00||16.39||21.02|
|iQ Mid Value||7.35||10.73||(7.47)||18.20||14.56||18.82||14.86|
|iQ Large Growth||6.03||14.79||8.01||13.82||11.43||17.57||13.81||16.69|
FOR INVESTMENT PROFESSIONAL USE ONLY
*HISTORICAL MODEL PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. THE RETURNS PRESENTED REPRESENT SIMULATED MODEL RETURNS WHICH ARE HYPOTHETICAL, MEANING THEY DO NOT REPRESENT ACTUAL TRADING, AND, THUS, MAY NOT REFLECT MATERIAL ECONOMIC AND MARKET FACTORS, SUCH AS LIQUIDITY CONSTRAINTS, THAT MAY HAVE HAD AN IMPACT ON ACTUAL DECISION MAKING. THE HYPOTHETICAL PERFORMANCE REFLECTS THE RETROACTIVE APPLICATION OF THE MODEL WITH THE FULL BENEFIT OF HINDSIGHT.
Actual performance may result in lower or higher returns than the hypothetical Model performance presented. If actual portfolios had been managed, there can be no guarantee such portfolios would have achieved results similar to those portrayed.
Model returns reflect a 0.50% annual trading expense on total portfolio value – which may be higher or lower than actual trading costs. Actual performance will vary from that of investing in the Model because it may not be fully invested at all times. Hypothetical model returns in certain years were significantly higher than the returns of the S&P 500 Index. It is important to note that models may underperform in certain years and may produce negative results. Investments in models should be made with an understanding of the risks involved with owning common stocks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market. An investment in a portfolio containing equity securities of foreign issuers is subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange restrictions impacting foreign issuers. The value of the securities selected by the Model may be subject to steep declines or increased volatility or perception of the issuers.
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