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  • Writer's pictureXinyu (Shawn) He

Statis Fund Reports Exceptional 28-33% YTD Live Out of Sample Performance in 2023 Mid-Year Report

Updated: Jul 12, 2023

Since its inception in January, the performance of Statis Fund's rigorously backtested algorithms in out-of-sample scenarios remained a point of anticipation. Six months later, these expectations have been surpassed significantly.

In our mid-year report, we are pleased to reveal that Statis Fund's Year-To-Date (YTD) live out-of-sample performance has achieved an exceptional 27.68% return for the Volatis Strategy and 33.17% for the Momentis Strategy. This robust performance underscores the power of our AI-assisted, algorithm-based strategies and their capacity to generate substantial returns, even under uncertain market conditions.

Statis Fund - Momentis and Volatis strategies return 27.68% and 33.17% YTD respectively.
Statis Fund 2023 Mid Year Report - Momentis and Volatis strategies return 27.68% and 33.17% YTD respectively.

The Volatis Strategy, delivering 27.68% YTD, is designed to harness leveraged ETF gains and capture profit during volatile periods. It's important to note that Volatis is an extension of the Momentis strategy, with the added innovation of capitalizing on volatility. This layered approach of incorporating the reliable foundations of the Momentis Strategy and leveraging market volatility has allowed us to deliver exceptional returns for our investors.

On the other hand, the Momentis Strategy, which rides the upswings in leveraged ETFs and catches downward momentum, has delivered a robust 33.17% YTD return. The strong performance of the Momentis Strategy not only validates the strength of our algorithmic model but also underpins the consistent returns generated by our funds. These algorithms underpin Statis Fund's sophisticated investment strategies, which blend advanced technology with rigorous financial theory. Over the past decade, these strategies have consistently generated backtested annualized returns of over 50-90% ARR, outperforming the S&P 500 index in 9 of the last 10 years.

This out-of-sample performance is particularly meaningful because it is based on live data, rather than historical or backtested data. By successfully applying our strategies to new, unseen data, we demonstrate the true predictive power of our algorithms. It's a rigorous test of our strategies' robustness and adaptability, offering a real-world snapshot of their effectiveness.

Statis Fund remains committed to delivering investment strategies that significantly outperform the market for our investors, underpinned by our mathematically driven, AI-assisted algorithms. As we move forward, we will continue to rigorously test, assess, and refine our strategies to ensure we consistently deliver optimal returns. Although the macroeconomic winds remain uncertain, we plan on sailing these winds with our algorithms to navigate toward optimal financial outcomes. We anticipate our strategies to continue outperforming traditional market benchmarks. Statis Fund's exceptional YTD out-of-sample live performance exemplifies the value of its data-driven, algorithmic investment approach.

For further information, please contact Statis Fund at or +18478496158.


Disclaimer: The information contained in this website is for general information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or financial instruments. The information is provided by Statis Fund LLC and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. The views and opinions expressed are those of Statis Fund LLC and do not necessarily reflect the official policy or position of any other agency, organization, employer, or company. The content is intended to be educational and informative in nature and does not constitute professional financial advice. You should do your own research and consult a qualified financial advisor before making any financial decisions based on the information provided. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website or content of this website.

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