BX/Adaptive Growth-Value Rotation Strategy
INDEX
11.99 %
12 months
SPY
14.57 %
12 months
2025-12-17 21:00:00 UTC
1173.19
-2.04%
Alpha-Seeking strategy 100% allocated to either the growth style or the value style, dictated by Adaptive's proprietary Growth/Value Indicator(GVI).
| Name | BX/Adaptive Growth-Value Rotation Strategy |
| Stage | live |
| Calculation Frequency | realtime |
| Bloomberg Ticker | |
| FIGI | |
| Start Time | 2015-12-31 21:00:00 |
| End Time | |
| Created At | 2025-03-10 19:42:28 |
| Base Currency | local |
| Weighting Constraints | None |
| Adjustments | Dividend Split |
80.15 %
2.69 %
2.60 %
2.39 %
1.95 %
1.88 %
1.79 %
1.79 %
1.68 %
1.57 %
Top 10 Constituents
Top 10 Industries
Returns
| 7d | 30d | ytd | |
|---|---|---|---|
| returns | -4.13% | 0.71% | 11.97% |
Risk
| 7d | 30d | ytd | |
|---|---|---|---|
| sharpe | -5.35 | 0.60 | 0.66 |
| volatility | 17.24% | 15.51% | 18.93% |
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