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ESG / Sustainable

Balanced Elite

ESG-screened US equity + clean energy ETFs (ESGU, ESGV, ICLN, TAN, FAN, QCLN).

+0.69%
CAGR (Annualized)
0.14
Sharpe Ratio
30.7%
Max Drawdown
+14%
Total Return
$114.035
$100K Today

NAV Trajectory (19 years)

Strategy Profile

Risk ModeBalanced
Subscription TierElite
Backtest Window19 years
Track Days4801

Validation Results

SPY Benchmark CAGR+14.05%
vs SPY (CAGR delta)-13.36pp
Survivorship Coverage~96%
Live Paper TradingSince 2026-05-02

Subscribe to Elite

Get daily directional signals (algorithmic outputs) from this Strategy Pack — execute on your own brokerage.

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Important Disclosure: Past performance does not guarantee future results. Backtest results are computed on the historical S&P 500 universe (~96% coverage); some delisted tickers are missing, which may cause a 2-5% over-estimation of returns. Maximum drawdown of 30.7% means your portfolio may lose that proportion of value before recovery. Aksoy Capital provides educational algorithmic signals only — not investment advice, no asset custody, no trade execution. You execute on your own brokerage. Walk-forward + 3-month live paper test results in methodology.