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Summary

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SIM&TEST

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. 

© Copyright 2025 ValuEngine Capital. All Rights Reserved.

ValuEngine Capital Management LLC is a registered investment adviser. 

Consider your objectives and consult with a qualified financial adviser and/or tax professional before before investing. A diversified portfolio does not ensure a profit or protect against a loss. Past performance does not guarantee future results. Investment outcomes and projections are forward-looking statements and hypothetical in nature. All information presented is for educational purposes, neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities. For more information please consult our Terms & Disclosures.

Investment products are: NOT FDIC INSURED ∙ NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ValuEngine Capital ∙ SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. SPIC brokerage account insurance may apply.

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