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Symphonies
When Inflation is Rising
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

Core U.S. stocks (70%) plus a dynamic 30% sleeve in gold, commodities, real estate, and inflation‑linked bonds. The hedge favors the steadier choices and rebalances quarterly to help counter rising inflation while keeping growth potential.
NutHow it works
- 70% goes to VTI (a fund holding the broad U.S. stock market). - 30% goes to an “inflation hedge” split among: GLD = gold, PDBC = diversified commodities, VNQ = real estate, REM = mortgage REITs, TIP = inflation‑linked U.S. Treasuries. - Inside that 30%, the steadier options over the last ~60 days get bigger weights (based on recent price swings). - Rebalanced quarterly.
CheckmarkValue prop
Out-of-sample: lower risk vs SPY—beta ~0.80, max drawdown ~20.7% vs 22.1%, oos Sharpe ~0.79, and 10.92% annualized return. Inflation-hedged core offers steadier growth vs the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
-00.790.970.98
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
315.21%13.58%9.27%4.88%0.81
When Inflation is Rising
204.24%10.47%7.85%4.98%0.77
Initial Investment
$10,000.00
Final Value
$30,424.32
Regulatory Fees
$1.26
Total Slippage
$5.64
Invest in this strategy
OOS Start Date
Feb 13, 2022
Trading Setting
Quarterly
Type
Stocks
Category
Inflation hedge, multi-asset, dynamic weighting, us stocks, commodities, gold, real estate, tips, quarterly rebalance
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
PDBC
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Stocks
REM
iShares Mortgage Real Estate ETF
Stocks
TIP
iShares TIPS Bond ETF
Stocks
VNQ
Vanguard Real Estate ETF
Stocks
VTI
Vanguard Total Stock Market ETF
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.

"When Inflation is Rising" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"When Inflation is Rising" is currently allocated toGLD, REM, TIP, VNQ, VTIandPDBC. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "When Inflation is Rising" has returned 11.03%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "When Inflation is Rising" is 20.70%. 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 "When Inflation is Rising", 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.