Pearl Capital Advisors, LLC : Tactical Growth Need help with terms? Snapshot Strategy Charts Statistics & Ratios Performance Tables Badges Show All Year-to-Date 6.97% Dec Performance 1.50% Min Investment $ 500k Mgmt. Fee 1.50% Perf. Fee 20.00% Annualized Vol 10.50% Sharpe (RFR=1%) 2.53 CAROR - Assets $ 8.1M Worst DD -0.25 S&P Correlation 0.98 Add Alert Add to Blender Add to Portfolio Add to Watchlist Print Page 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 Dec Qtr 2020 1yr 3yr 5yr 10yr Since10/2020 Tactical Growth 1.50 6.97 6.97 - - - - 6.97 S&P 500 3.71 11.69 16.26 - - - - 14.87 +/- S&P 500 -2.21 -4.72 -9.29 - - - - -7.90 Strategy Description SummaryThe Tactical Growth strategy is designed to beat the S&P 500 Index by reducing downside risk and capturing market upside—all with less volatility. The Program is built to be the first and core component of your equity portfolio. Through balancing its positions to express a directional... Read More Account & Fees Type Managed Account Minimum Investment $ 500k Trading Level Incremental Increase $ 0k CTA Max Funding Factor 3.00 Management Fee 1.50% Performance Fee 20.00% Average Commission Available to US Investors Yes Subscriptions High Water Mark Yes Subscription Frequency Daily Redemption Frequency Daily Investor Requirements QEP Lock-up Period 0 Trading Trading Frequency 800 RT/YR/$M Avg. Margin-to-Equity 15% 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 0% Intraday 0% Decision-Making Discretionary 0% Systematic 100.00% Strategy Momentum 100.00% Composition Stock Indices 50.00% VIX 50.00% SummaryThe Tactical Growth strategy is designed to beat the S&P 500 Index by reducing downside risk and capturing market upside—all with less volatility. The Program is built to be the first and core component of your equity portfolio. Through balancing its positions to express a directional view on the market, the Program may be able to capitalize on both moments of volatility as well as rising markets. The Program seeks to capture “risk-on” opportunities by maintaining a synthetic long exposure to equity markets during rising market conditions. During inflection points and transitions to "risk-off", the Tactical Growth is designed to quickly adjust to synthetic short positions via directionally long exposure to VIX Futures. Through its positions, Tactical Growth is built to capture rising market conditions and also convert equity market volatility episodes from liabilities to be endured into profit centers. In fulfilling its designed mandate, Tactical Growth may compound capital at a significantly higher rate than long-only equity exposure. Hence, the Program is designed to be your first and core equity holding. Compare to: {{result.name}} {{result.description}} Index: Chart Type: AUM & Cumulative Returns Cumulative Returns Distribution Rolling Past performance is not necessarily indicative of future results. The risk of loss in trading commodity futures, options, and foreign exchange ("forex") is substantial. Compare to: Index: Select an Index Hang Seng Russell 2000 DAX FTSE 100 S&P 500 Index 10-Year Note VIX S&P 500 Monthly Annual 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 -0.25 1 1 1/1/0001 10/1/2020 Show More Consecutive Gains Run-up Length (Mos.) Start End 7.23 2 11/1/2020 12/1/2020 Show More Consecutive Losses Run-up Length (Mos.) Start End -0.25 1 10/1/2020 10/1/2020 Show More Time Windows Analysis 1 Month Number of Periods3.00 Percent Profitable66.67 Average Period Return2.30 Average Gain3.58 Average Loss-0.25 Best Period5.65 Worst Period-0.25 Standard Deviation3.03 Gain Standard Deviation2.93 Loss Standard Deviation Sharpe Ratio (1%)0.73 Average Gain / Average Loss14.30 Profit / Loss Ratio28.60 Downside Deviation (10%)0.38 Downside Deviation (5%)0.19 Downside Deviation (0%)0.14 Sortino Ratio (10%)4.99 Sortino Ratio (5%)11.53 Sortino Ratio (0%)15.93 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. x {{title}} x {{title}} Add Cancel