AHF Index Portfolio

Our strategy has consistently delivered compounded returns that surpass the benchmark. The graph illustrates how we’ve navigated periods of market volatility, including major downturns, with a faster and more robust recovery. Over time, our strategy has shown the ability to capitalize on growth opportunities while maintaining resilience through various market cycles.

Our strategy consistently experiences smaller drawdowns compared to the benchmark. This graph highlights how we’ve managed risk during significant market events, recovering faster and limiting the depth of losses. While the benchmark has faced more substantial declines, our strategy remains within a more controlled and stable range, demonstrating its ability to mitigate risk even in turbulent times.

Across key performance indicators, our strategy consistently outperforms the benchmark. Whether through higher long-term returns, better risk-adjusted performance, or shorter and less severe drawdowns, these metrics underscore the portfolio's ability to navigate volatility while delivering superior growth.

The portfolio maintains superior risk-adjusted returns, as demonstrated by higher ratios compared to the benchmark. Whether measuring performance relative to volatility or focusing on downside risk, these metrics highlight the strategy’s efficiency in delivering growth while controlling for risk. This balanced approach provides a compelling edge in managing both market opportunities and uncertainties.

This table outlines projected returns across various timeframes, with our strategy expected to deliver stronger performance relative to the benchmark. In addition to superior expected returns, the strategy shows lower tracking error, reflecting its consistency. This projection underscores our confidence in the strategy’s ability to generate returns while minimizing risk and ensuring efficient market exposure.

Our equity strategy has consistently outperformed the benchmark on a year-to-year basis. The graph compares annual returns, highlighting the strategy's ability to deliver more consistent gains, even during periods when the broader market faces headwinds. This consistent outperformance reflects the strength and adaptability of our approach.

This graph captures the portfolio’s month-to-month performance, showcasing its ability to deliver positive returns during a variety of market conditions. Even in more volatile months, our strategy demonstrates resilience, minimizing losses while positioning itself for future gains.

The portfolio’s performance over the current period shows its continued strength in navigating recent market challenges. Our strategy has delivered competitive returns, with the graph reflecting both short-term stability and long-term growth potential relative to the benchmark.