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MoneyChoice Balanced Ultra-Stable

Jan 19, 2021 → Jul 17, 2026 · 5.5 yrs

Balanced — 50% long sleeve + 50% short sleeve

Annualized return · CAGR
+2.3%

Compound annual growth rate over this track — the headline pace at which capital grew.

+13% Total return
·
5.5 Years
·
$113.3K Ending capital
3.86 Sharpe · annualized Return per unit of monthly risk (higher is better). Rough guide: above ~1 is solid; above ~2 is strong on this track.
−0.5% Max drawdown · full track
86% Positive months Share of calendar months where the fund’s month-end value finished higher than the month before. Example: 70% means about 7 in 10 months ended up.

Capital path

50% long sleeve + 50% short sleeve

Monthly returns

Month-end mark change (%)

Open long sleeve → Open short sleeve → ← All strategies

Balanced = equal capital in the long and short books for this tier. Switch sleeves to compare. CAGR and Sharpe are annualized; max DD covers the full track. Past results do not guarantee future performance.