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Strategy

AAR XL

Smoother returns with meaningful downside risk management.

Overview

The AAR XL 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 meaningful market performance while significantly reducing volatility and drawdown compared to a traditional buy-and-hold approach — delivering a smoother, more consistent path toward long-term returns.

14.69%
CAGR
vs SPY 10.54%
-16.07%
Max Drawdown
vs SPY -50.78%
11.15%
Volatility
vs SPY 15.60%
$1,218,000
Ending Balance
from $100,000

Based on backtested results. Past performance does not guarantee future results.

Performance

AAR XL 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 XL
Ending Balance $668,000 $1,218,000
CAGR 10.54% 14.69%
Volatility 15.60% 11.15%
Max Drawdown -50.78% -16.07%
Max DD Duration 52 weeks 21 weeks

Based on backtested results. Past performance does not guarantee future results.

Enlarged chart

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