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Simulations & Tests
YEAR | RETURN |
|---|---|
2025 YTD | 7.30% |
2024 | 28.61% |
2023 | 58.93% |
2022 | -12.08% |
2021 | 1.73% |
2020 | 62.38% |
2019 | 0.93% |
2018 | -18.98% |
2017 | -5.99% |
The information presented herein is only for informational purposes about ValuEngine Capital Management’s investment strategies and is not intended as a solicitation to invest.
The back tested performance information presented within these materials represents back tested performance results assuming the investment program, ValuEngine View, was in effect from January 2009 through December 2015. ValuEngine Capital Management did not offer the View as an investment strategy until January, 2016. Back-tested performance results are provided solely for informational purposes and are not to be considered as investment advice. Back-tested performance results are hypothetical, prepared with the benefit of hindsight, and have inherent limitations as to their use and relevance. For example, they ignore certain factors such as trade timing, security liquidity, and the fact that economic and market conditions in the future may differ significantly from those in the past. Back-tested returns are gross of fees. Returns presented from 2016 through present are based on client managed account performance and are net of management fees and trading commissions.
Back-tested Performance does not include trading costs and management fees. The TMR methodology for calculating returns was not used for backtesting, as no funds flowed into or out of the backtest.
Past performance is no indication or guarantee of future results. Please see disclosures for additional details.