We launched a family of alternative investment funds earlier this year, and each month, we share its performance numbers and match them against its liquid alt counterparts (see below). To get the full platform report emailed monthly with commentary on how each fund made/lost money, full track records, and all the relevant stats – register here.
| Fund | Month | YTD | Ann DD |
|---|---|---|---|
| Attain Global Macro Fund | +7.27% | +10.84% | -6.03% |
| Attain Trend Following Fund | +6.81% | +21.87% | -5.74% |
| Attain Short Term Alpha Fund | +3.74% | +7.08% | -14.07% |
| Attain Relative Value Fund | -0.63% | +0.25% | -6.46% |
| Liquid Alternative Comparisons | |||
| AQR Managed Futures Strategy I Mutual Fund (AQMIX) | +7.64% | +6.42% | -6.42% |
| 361 Managed Futures Strategy A Mutual Fund (AMFQX) | +0.44% | +4.88% | -2.56% |
| Morningstar Managed Futures Mutual Fund Category^ | +3.35% | +7.00% |
^ = Morningstar Managed Futures Mutual Fund Category performance through December 5th.
Annual DD = The worst drawdown experienced by the strategy for the calendar year.
Disclaimer: The return numbers herein include estimates of the full month performance for the previous month, and include assumptions for accrued fees, the effect of additions and redemptions, and other factors which may cause the final numbers compiled by the fund administrator to differ slightly.
Please refer to each fund’s disclosure documents for more information. Past performance is not necessarily indicative of future results. Futures trading is complex and presents the risk of substantial losses. As such, it may not be suitable for all investors. There is no guarantee that any investment product will achieve its objectives, generate profits or avoid losses.