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Low-Volatility Equity

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Screens developed-market stocks for low volatility, then weights them so the calmest names carry the most — a smoother ride by construction.

5 filtersInverse VolatilityRebalance every 3 mo
Up to date · as of 19 Jul 202616 yrs · since 2010
Backtest
StrategyS&P 500 (benchmark)
201020132016201920222026
Drawdownmin −15.6%
Final value
$35,600
from $10,000 invested
CAGR
+8.2%
vs +9.8% benchmark
Max drawdown
−15.6%
vs −34% benchmark
Sharpe ratio
0.79
volatility 9.7% · 16 yrs
Simulation 2010-01 → 2026-07 · costs included at every rebalanceBacktests show what would have happened — not what will.

Every rule visible

The whole strategy, in the open.

A strategy is a portfolio of models. The rules at both levels are the ones the backtest above runs on.

Low-Volatility EquityRebalance every 1 mo
Open in the app
Instruments & Screening
Screeners re-pick the pool at every rebalance
Stocks
Volatility (1y)Lowest 40
Allocation
How capital is weighted within it
Inverse Volatility
Position exits
Auto-close rules on each position
Stop loss · Take profitNot set up

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Fincanva provides no financial advice. Backtests show what would have happened — not what will.