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Symphonies
S&P500 Hedged Bull Fund
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Daily, rules‑based S&P 500 strategy that uses a 3× stock fund for growth but switches to or blends in Treasuries, the US dollar, and gold when rates rise or after sharp, high‑volatility stock drops.
NutHow it works
Each day it asks two things: Are longer‑term bond prices beating cash lately? Did stocks just fall hard with a spike in fear? If bonds beat cash, it rides the S&P 500 with a 3× fund (UPRO) unless the S&P 500 dropped >5% in ~2 weeks and fear spiked; then it hides in long Treasuries (TMF). If bonds lag cash (rates rising), it blends UPRO with Treasuries, the US dollar, and gold, sized by recent volatility.
CheckmarkValue prop
Adaptive, out-of-sample tested strategy delivering ~18% annualized returns with positive risk-adjusted metrics. It rides 3x S&P in good times, then hedges with Treasuries, USD, and gold in rising-rate or volatile periods—providing diversification versus the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.151.450.450.67
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
666.56%15.1%6.16%5.09%0.92
S&P500 Hedged Bull Fund
8,344.76%35.84%6.62%4.09%1.03
Initial Investment
$10,000.00
Final Value
$844,475.52
Regulatory Fees
$3,715.58
Total Slippage
$23,723.55
Invest in this strategy
OOS Start Date
Dec 1, 2023
Trading Setting
Daily
Type
Stocks
Category
Tactical allocation, hedged equities, leveraged etfs, s&p 500, regime switching, volatility aware
Tickers in this symphonyThis symphony trades 9 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SVXY
ProShares Short VIX Short-Term Futures ETF
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X ETF
Stocks
UPRO
ProShares UltraPro S&P 500
Stocks
UUP
Invesco DB US Dollar Index Bullish Fund
Stocks

FAQ

A Composer symphony is an automated trading strategy that executes trades based on parameters of your choice. Some symphonies are similar to holding one ETF in normal conditions and rotating to a different ETF when market conditions shift, for example a 5% drop in the S&P 500, while others use complex rules with dozens of triggers. However, complex doesn’t always mean better. A simple, well-structured symphony can be just as effective as an intricate one. Learn more about how symphonies work here.

"S&P500 Hedged Bull Fund" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"S&P500 Hedged Bull Fund" is currently allocated toUPRO. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "S&P500 Hedged Bull Fund" has returned 17.33%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "S&P500 Hedged Bull Fund" is 53.21%. The maximum drawdown measures the largest peak-to-trough decline. It's an important metric to evaluate risk and the strategy's behavior during market stress.

To invest in "S&P500 Hedged Bull Fund", simply click the Invest button on this page. You'll need to open an account with Composer if you don't have one yet, then you can start investing. Composer will automatically execute the trades for you based on the strategy's rules. Composer also supports trading individual stocks, ETFs, and options.