2014 was a turbulent year for investors, with markets outside of U.S. large cap equities experiencing large losses. Most managers with diversified portfolios took a hit, but Hedgeable was able to produce industry leading risk-adjusted performance due to our technology advantage that allows us to tactically react to the changing world environment.
Average Net Client Return: 7.4%
Highest Return: 8.36%
Lowest Return: 2.08%
Return data is based on the composite weighted average performance (taken directly from custodian reporting) of all Hedgeable managed account clients with open accounts during the period 01/01/14 to 12/31/14 in paid programs. This is a weighted average of all Hedgeable clients across all platforms, with varying asset sizes, risk tolerances, and strategies. Returns are NET of all fees- trading, custody, management, and ETF (if applicable).
An internal study was done comparing Hedgeable's weighted average performance to the top 5 digital automated investing firms, as ranked by number of total clients. Performance of these firms was calculated based on the given model allocations on each firm's website for all risk profiles of clients, with portfolios re-balanced once quarterly to account for shifts in strategic weightings.
Disclaimer: Past performance does not guarantee future results. There is significant risk of loss by following any investment strategy. We believe the results of Hedgeable Inc.'s performance study to be truthful and accurate based on the data provided, but will not be held liable for any data errors or misrepresentations.
