MODEL NAME
data as of —Investment Objective
Nasdaq-100 Enhanced Strategy invests at least 90% of its total assets in the securities that comprise the underlying index and employs an adaptive-leverage overlay—selectively increasing exposure during periods in which quantitative signals indicate higher confidence. This approach aims to capture additional upside in favorable conditions while maintaining disciplined risk control across market cycles.
Statistics
Daily-derived metrics. CAGR, drawdown, and volatility are calculated from the full daily strategy series, while charts and tables display month-end snapshots. Intramonth highs or lows can therefore drive these metrics beyond what adjacent month-end values imply.
Return Comparison
| Index | 1M | 1Q | 2Q | YTD | 1Y | 3Y | 5Y | 10Y |
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Beta uses 5 years of monthly data. Sharpe uses 5 years of monthly data.
Drawdown Comparison
| Index | 1M | 1Q | 2Q | YTD | 1Y | 3Y | 5Y | 10Y |
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Volatility Comparison
| Index | 1Y | 2Y | 3Y | 4Y | 5Y |
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