What is Global Navigator+ (DMS)?

Extends the LT Gain framework with an international equity check -- VXUS can displace US equities when trending stronger. Smart Leverage activates after 15% drawdowns. Treasury Duration Limiter handles risk-off. Monthly rebalancing.

Who created the Global Navigator+ (DMS) strategy?

Global Navigator+ (DMS) was developed by Randy Harris.

What is the historical return and maximum drawdown of Global Navigator+ (DMS)?

Backtested from 1986-02-28 to 2026-07-03, Global Navigator+ (DMS) returned 15.0% CAGR with a -30.3% maximum drawdown and a Sharpe ratio of 1.05. Past performance does not guarantee future results.

How often is Global Navigator+ (DMS) rebalanced?

Global Navigator+ (DMS) is rebalanced monthly. BestFolio publishes the updated allocation signal each period.

Is Global Navigator+ (DMS) a tactical asset allocation strategy?

Yes. Global Navigator+ (DMS) is a tactical asset allocation (TAA) strategy: it adjusts its holdings based on market signals each period rather than holding a fixed allocation.

Global Navigator+ (DMS) Strategy by Randy Harris

Name: Global Navigator+ (DMS), Backtest Time Series
Creator: BestFolio
License: https://creativecommons.org/licenses/by-nc/4.0/

Global Navigator+ (DMS) at a glance

Global Navigator+ (DMS) is a tactical asset allocation (TAA) strategy by Randy Harris across US Equity, International Equity, Long-Term Treasuries, Short-Term Treasuries, rebalanced monthly. Backtested 1986-02-28 to 2026-07-03 (40.3 years): 15.0% CAGR, 1.05 Sharpe, -30.3% max drawdown, 15.6% volatility.

Type: Tactical (TAA)
Author: Randy Harris
Rebalancing: Monthly
Risk: Moderate
Period: 1986-02-28 to 2026-07-03
CAGR: 15.0%
Sharpe: 1.05
Max Drawdown: -30.3%
Volatility: 15.6%

Global Navigator+ (DMS) — Tactical Asset Allocation Strategy

Global Navigator+ is a single-asset monthly rotation strategy from Randy Harris's DMS. It uses a weighted momentum score (0.25×1m + 0.25×3m + 0.50×6m) to decide between US equities (IWB), international equities (VXUS), and treasury bonds.

In risk-on mode, the strategy selects the better of IWB or VXUS. If IWB has experienced a >15% drawdown, Smart Leverage activates (SSO for up to 12 months). In risk-off mode, a Treasury Duration Limiter chooses between TLT and VGSH.

Global Navigator+ (DMS): frequently asked questions

What is Global Navigator+ (DMS)?: Extends the LT Gain framework with an international equity check -- VXUS can displace US equities when trending stronger. Smart Leverage activates after 15% drawdowns. Treasury Duration Limiter handles risk-off. Monthly rebalancing.
Who created the Global Navigator+ (DMS) strategy?: Global Navigator+ (DMS) was developed by Randy Harris.
What is the historical return and maximum drawdown of Global Navigator+ (DMS)?: Backtested from 1986-02-28 to 2026-07-03, Global Navigator+ (DMS) returned 15.0% CAGR with a -30.3% maximum drawdown and a Sharpe ratio of 1.05. Past performance does not guarantee future results.
How often is Global Navigator+ (DMS) rebalanced?: Global Navigator+ (DMS) is rebalanced monthly. BestFolio publishes the updated allocation signal each period.
Is Global Navigator+ (DMS) a tactical asset allocation strategy?: Yes. Global Navigator+ (DMS) is a tactical asset allocation (TAA) strategy: it adjusts its holdings based on market signals each period rather than holding a fixed allocation.

Backtest Performance (1986-02-28 to 2026-07-03)

Metric	Global Navigator+ (DMS)
Compound Annual Growth Rate (CAGR)	15.0%
Maximum Drawdown	-30.3%
Sharpe Ratio	1.05
Sortino Ratio	1.56
Annualized Volatility	15.6%
Calmar Ratio	0.49
Total Return	27700.8%
Backtest Period	40.3 years

Strategy Details

Type: Tactical (TAA)
Rebalancing: monthly
Risk Level: moderate
Variants: 1
Author: Randy Harris

Asset Classes

US Equity
International Equity
Long-Term Treasuries
Short-Term Treasuries

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