Performance
Our Backtest Portfolio Track Record Speaks for Itself
In the rapidly fluctuating world of investment, consistency and performance are the true hallmarks of excellence. StockChart investment strategy, underpinned by meticulous research and proactive market analysis, has consistently outperformed benchmarks and expectations. Below, we detail some performance statistics that showcase StockChart commitment.
122% return since 2015
Four times the MSCI World Index
The InvestGlobal portfolio not only exemplifies exceptional performance and long-term reliability but also follows a strategic focus on investing in large, high-volume companies.
Since 2015, the backtest-porfolio has achieved a remarkable 122.42% return, quadrupling the MSCI World Index’s growth. This portfolio exclusively targets companies belonging to the composite index of the MSCI World Index, ensuring a focus on substantial firms with significant market presence.
Our yearly performance table, tracing back to 1998, reveals that InvestGlobal has outperformed the index 20 times and underperformed just 7 times. This consistent track record affirms our portfolio’s adeptness in global market navigation and the effectiveness of our investment strategy.
Additionally, an impressive average annual return of 16.53% since 1996 highlights the long-term strength and reliability of InvestGlobal, demonstrating our commitment to delivering outstanding and sustainable results for you.
62% return since 2015
Vastly outperforming the BEL20
Our Brussels Model Portfolio, powered by our meticulously developed algorithm, has demonstrated exceptional performance with an 62% return since 2015, far surpassing the BEL20.
The chart, where our portfolio’s success is depicted in green against the blue of the BEL20, showcases the effectiveness of our algorithmic approach. With a strategic cap at 10 positions, this portfolio exemplifies our algorithm’s proficiency in the Belgian market.
It offers a unique investment avenue, balancing a focused portfolio structure with robust returns.
This backtest-portfolio success is a testament to the algorithm’s design and capability, providing investors a sophisticated, yet simplified, avenue to engage with the Belgian market.
63.57% return since 2015
Double the DAX’s performance
The Frankfurt Backtest-Portfolio Model exemplifies our commitment to your performance and transparency. Achieving a remarkable 63.57% return since 2015, it has doubled the DAX’s performance.
Emphasizing our dedication to transparency, you gain access to a detailed record of all algorithm-driven transactions conducted over the past 25 years. This unique feature not only highlights our serious approach to algorithmic investing but also allows you to fully review the comprehensive history of these robo transactions.
By clicking the ‘Show All Transactions’ button, you gain an unparalleled insight into the detailed workings of our investment strategies, offering you a level of openness and reliability that is rare in the world of algorithmic investment.
