Gold Cross-Asset Momentum Tactical Asset Allocation Strategy

Cross-asset momentum strategy investing in gold only when both gold and intermediate bonds show positive 12-month momentum. Dual confirmation reduces false signals. 100% single-asset switching between gold and cash. Monthly rebalancing.

Backtest Performance (1992-11-30 to 2026-04-07)

MetricGold Cross-Asset Momentum
Compound Annual Growth Rate (CAGR)8.5%
Maximum Drawdown-33.7%
Sharpe Ratio0.71
Sortino Ratio0.64
Annualized Volatility12.7%
Calmar Ratio0.25
Total Return1435.9%
Backtest Period33.4 years

Strategy Details

Type
Tactical (TAA)
Rebalancing
monthly
Risk Level
moderate
Variants
1
Author
Cyril Dujava (Quantpedia)

Categories

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