RoundlyX Global Arms Race and Conflict Fund
An annually-rebalancing strategy consisting of US defense, energy, and commodity securities.
Fund
29.24%
vs
Benchmark
46.19%
* 1-year, 5-year, and 10-year performance shown below is a rolling measure, dynamically updated weekly. For example, 1-year performance reflects returns over the last 365 days, measured from the right-most datapoint in graph. Since inception reflects returns from left-most datapoint on graph.

** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
Fund Holdings
Fund details
Stats
3.35/5
Risk score
Max draw down (of range)
Daily Sharpe (of range)
Daily Volatility (of range)
Monthly Volatility (of range)
57.00%
Correlation to SPY (total)
20.95%
1-year performance
N/A
5-year performance
N/A
10-year performance
29.24%
Inception performance
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. This strategy invests in fractional shares when available. When not available, it will invest in the nearest (lower) whole number of shares. Please note that this number may be 0 if your investment in this strategy is sufficiently low, meaning our investment strategy advertised returns will be different from your returns.