RoundlyX Global Arms Race and Conflict Fund
An annually-rebalancing strategy consisting of US defense, energy, and commodity securities.
Fund
167.34%
vs
Benchmark
113.31%
*Vertical reference line denotes the end of simulated backtest data and the start of live performance data.
** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
Fund Holdings
Fund details
Stats
3.32/5
Risk score
Max draw down (of range)
Daily Sharpe (of range)
Daily Volatility (of range)
Monthly Volatility (of range)
56.00%
Correlation to S&P (total)
Description
The world is entering an era of geopolitical instability as the post World War II order devolves. This strategy invests in companies and commodities that could benefit from a structurally more adversarial world. More defense spending, more energy volatility, and more currency instability. This strategy rebalances annually.
Key Considerations
This portfolio was co-created with our partner, RoundlyX, a venture-backed firm making round-ups into digital and real assets easy.
Most publicly-traded gun manufacturers are small on the market cap scale, and don't influence sector or broad market ETFs.
Some ETF managers, especially those running ESG (environmental, social and governance) funds, regularly screen our controversial companies like those in the firearms/civilian defense space.
A portion of the companies in this fund are small-cap, and therefore may have higher volatility than the S&P 500.