Classical Asset Allocation (CAA) at a glance

Classical Asset Allocation (CAA) is a tactical asset allocation (TAA) strategy by Traditional / BestFolio across US Equity, International Developed, US Aggregate Bonds, Gold, rebalanced monthly. Backtested 1992-09-30 to 2026-04-24 (33.6 years): 8.2% CAGR, 0.74 Sharpe, -39.5% max drawdown, 11.6% volatility.

Type
Tactical (TAA)
Author
Traditional / BestFolio
Rebalancing
Monthly
Risk
Moderate
Period
1992-09-30 to 2026-04-24
CAGR
8.2%
Sharpe
0.74
Max Drawdown
-39.5%
Volatility
11.6%

Classical Asset Allocation (CAA) Tactical Asset Allocation Strategy

Classical Asset Allocation with two variants: Offensive (buy-and-hold at fixed weights) and Defensive (10-month SMA timing filter per asset — below SMA → redirect to SHY).

Backtest Performance (1992-09-30 to 2026-04-24)

MetricClassical Asset Allocation (CAA)
Compound Annual Growth Rate (CAGR)8.2%
Maximum Drawdown-39.5%
Sharpe Ratio0.74
Sortino Ratio0.92
Annualized Volatility11.6%
Calmar Ratio0.21
Total Return1315.3%
Backtest Period33.6 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
2
Author
Traditional / BestFolio

Asset Classes

  • US Equity
  • International Developed
  • US Aggregate Bonds
  • Gold
  • Commodities
  • Cash

Track Classical Asset Allocation (CAA) in Your Portfolio

Sign up for BestFolio to get monthly rebalancing signals, blend strategies into custom portfolios, and receive alerts when allocations change.