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Sector Rotation

Balanced Elite

11 SPDR sector ETFs (XLF, XLK, XLE, XLV, XLI, XLB, XLY, XLP, XLU, XLRE, XLC). Monthly rotation.

+1.33%
CAGR (Annualized)
0.19
Sharpe Ratio
28.8%
Max Drawdown
+32%
Total Return
$132.249
$100K Today

NAV Trajectory (21 years)

Strategy Profile

Risk ModeBalanced
Subscription TierElite
Backtest Window21 years
Track Days5333

Validation Results

SPY Benchmark CAGR+14.05%
vs SPY (CAGR delta)-12.72pp
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 28.8% 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.