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Home / Performance / Annual reports / 2016
Levered trending · Annual report
2016
Levered trending performance across the full 2016 calendar.
Annual return · 6% tier
+37.3%
vs. S&P 500: +12.0%
Select risk tier
+37.3%
Annual return
−6.8%
Max drawdown
13.2%
Ann. volatility
1.64×
Avg exposure
9 of 12
Positive months
Monthly returns · 6% tier

9 of 12 months finished positive at the 6% tier.

Real monthly returns for each tier, from that tier's own 2016 daily backtest equity curve. Each tier's own risk-unit sizing and deleveraging path, not scaled from another tier.

Jan
+5.0%
Feb
+0.5%
Mar
+4.2%
Apr
+1.3%
May
-2.1%
Jun
+4.9%
Jul
+11.9%
Aug
-2.7%
Sep
+5.1%
Oct
+3.3%
Nov
-0.6%
Dec
+2.1%
Return intensity:
Low positive
Strong positive
Negative

The drawdown-deleveraging mechanism in 2016

At the 6% risk tier, the strategy spent 29 trading days in a reduced-exposure state, stepping the risk budget down as drawdown deepened past the 5% / 10% / 15% / 20% thresholds. This is the mechanism's core purpose: capital preservation during uncertainty, full deployment when the trend is clear.

−6.8%
Worst drawdown · 6% tier
29
Days deleveraged
+37.3%
Full year return · 6% tier
Cumulative equity · 2016 · 6% tier

How returns compounded through the year.

Indexed to 0% at the start of 2016, shown at the 6% tier. Real daily equity curve, resampled to monthly.

0% 15% 31% 46% Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Cumulative return · Jan–Dec 2016 · Levered trending 6% tier · Real backtest

All six tiers · 2016

The same year at every risk level.

The signal was identical across all tiers in 2016. What changed was how much exposure the system took at each risk level.

Risk tier2016 returnMax drawdownAvg exposureReturn bar
1%+5.5%−1.8%0.44×
2%+11.2%−3.2%0.84×
3%+18.8%−3.9%1.12×
4%+25.7%−5.0%1.35×
5%+33.6%−6.1%1.54×
6%+37.3%−6.8%1.64×
Market context

What was happening. How the signal responded.

Editorial commentary for 2016 is being finalized and will appear here shortly.

— narrative write-up pending —
Strategy vs. benchmark

2016 vs. the S&P 500.

Sophus Quant · Levered trending 6%
+37.3%
Risk-sized exposure at the 6% tier, 1.64× average gross.
Annual return
S&P 500
+12.0%
Buy-and-hold benchmark for the same calendar year.
Annual return
All years · Levered trending · 6% tier

Select any year to view its annual report.

2014
+38.3%
2015
+1.4%
2016
+37.3%
2017
+35.7%
2018
+8.8%
2019
+43.5%
2020
+34.7%
2021
+37.0%
2022
+26.6%
2023
+33.0%
2024
+37.2%
2025
+56.0%
2026
+10.8%

Six risk tiers. Twelve years of annual reports. Every trend documented.

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