Buckingham Global Advisors, LLC : Accel Equities Long/Short

Year-to-Date
2.28%
May Performance
-0.81%
Min Investment
$ 100k
Mgmt. Fee
2.00%
Perf. Fee
20.00%
Annualized Vol
6.24%
Sharpe (RFR=1%)
0.70
CAROR
-
Assets
$ 500k
Worst DD
-4.00
S&P Correlation
0.06

Growth of 1,000 - VAMI

Monthly Performance

Export Data
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD DD

Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial.

Period Returns

Program / Index May Qtr YTD 1yr 3yr 5yr 10yr Since
5/2020
Accel Equities Long/Short -0.81 -3.71 -2.28 5.26 - - - 5.74
S&P 500 0.55 10.31 15.56 42.58 - - - 42.58
+/- S&P 500 -1.36 -14.02 -17.84 -37.32 - - - -36.84

Strategy Description

Investment Strategy

The program contains multiple signals that trigger at various times during upward trending, downward trending, and sideways markets. Therefore, the signals allow the program to find favorable setups in any market. Positions are held from as short as overnight to as long... Read More

Account & Fees

Type Managed Account
Minimum Investment $ 100k
Trading Level Incremental Increase $ 0k
CTA Max Funding Factor
Management Fee 2.00%
Performance Fee 20.00%
Average Commission
Available to US Investors Yes

Subscriptions

High Water Mark Yes
Subscription Frequency Daily
Redemption Frequency Daily
Investor Requirements Any Investor
Lock-up Period 0

Trading

Trading Frequency 1000 RT/YR/$M
Avg. Margin-to-Equity 10%
Targeted Worst DD
Worst Peak-to-Trough
Sector Focus Stock Index Traders

Holding Periods

Over 12 Months 0%
4-12 Months 0%
1-3 Months 0%
1-30 Days 90.00%
Intraday 10.00%

Decision-Making

Discretionary 10.00%
Systematic 90.00%

Strategy

Counter-trend
20.00%
Trend-following
80.00%
Strategy Pie Chart

Composition

Stock Indices
100.00%
Composition Pie Chart

Investment Strategy

The program contains multiple signals that trigger at various times during upward trending, downward trending, and sideways markets. Therefore, the signals allow the program to find favorable setups in any market. Positions are held from as short as overnight to as long as a few weeks.

   

Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial.

Reward
Average RoR:
Max Gain:
Gain Frequency:
Average Gain:
Gain Deviation:
Risk
Standard Deviation:
Worst Loss:
Loss Frequency:
Average Loss:
Loss Deviation:
Reward/Risk
Sharpe Ratio: (RF=1%)
Skewness:
Kurtosis:
Reward
Compound RoR:
Average RoR:
Max Gain:
Gain Frequency:
Average Gain:
Gain Deviation:
Risk
Standard Deviation:
Worst Loss:
Loss Frequency:
Average Loss:
Loss Deviation:
Reward/Risk
Sharpe Ratio: (RF=1%)
Skewness:
Kurtosis:

Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial.

Note: Figures shown in the Monthly column are the greatest figures (or worst for losses/drawdowns) for any particular month. The Annual figures are the greatest for any calendar year.

Drawdown Report

Depth Length (Mos.) Recovery (Mos.) Peak Valley
-4.00 1 - 2/1/2021 3/1/2021
-1.83 1 2 9/1/2020 10/1/2020
Show More

Consecutive Gains

Run-up Length (Mos.) Start End
7.90 5 5/1/2020 9/1/2020
3.68 4 11/1/2020 2/1/2021
1.12 1 4/1/2021 4/1/2021
Show More

Consecutive Losses

Run-up Length (Mos.) Start End
-4.00 1 3/1/2021 3/1/2021
-1.83 1 10/1/2020 10/1/2020
-0.81 1 5/1/2021 5/1/2021
Show More

Top Performer Badges

Index Award Type Rank Performance Period

Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial.