All Strategies
Strategy
AAR Preferred
Additional performance with controlled volatility.
Overview
The AAR Preferred Strategy is designed for investors who want to participate in market growth without accepting the full risk that comes with it. It seeks to capture additional market performance with slightly more volatility and reduced drawdown compared to a traditional buy-and-hold approach — delivering a smoother, more consistent path toward long-term returns.
15.86%
CAGR
vs SPY 10.54%
-14.18%
Max Drawdown
vs SPY -50.78%
12.89%
Volatility
vs SPY 15.60%
$1,467,000
Ending Balance
from $100,000
Performance
AAR Preferred vs. S&P 500 (SPY)
Feb 2008 to Apr 2026 — Starting with $100,000
Portfolio Growth
Drawdown Over Time
| Metric | S&P 500 (SPY) | AAR Preferred |
|---|---|---|
| Ending Balance | $668,000 | $1,467,000 |
| CAGR | 10.54% | 15.86% |
| Volatility | 15.60% | 12.89% |
| Max Drawdown | -50.78% | -14.18% |
| Max DD Duration | 52 weeks | 18 weeks |
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