Hedge Fund Strategies Calculator

Could investing in hedge fund strategies have helped your portfolio?

Most portfolios only make money when markets go up. Hedge fund strategies aim to profit whether markets rise or fall.

See how your own portfolio may have benefited from adding hedge fund strategies.

Step 1 of 3

1How is most of your money invested today?

Mostly stocks
My portfolio tends to move a lot when the stock market moves.
~80% stocks
A mix of stocks and bonds
I balance growth with stability.
~60% stocks
Mostly bonds and cash
I prioritize stability over growth.
~40% stocks

2What do you want out of your portfolio?

Increase returns
I want more return out of similar exposure to stocks.
Diversify risk
I want investments that can perform in different market conditions.
Reduce losses
I want to improve performance during selloffs.
Other
I want a blended approach with a little bit of everything.

3Are you a financial professional?

Yes
No
Strategy Fit
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Your Portfolio Analysis

Hedge Fund Strategy Analysis

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Over 24 years
+480.0%

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Growth of $10,000

Historical compounding from 2002 to 2026

For illustrative purposes only. Past performance is not indicative of future results. The hypothetical returns shown above are backtested simulations of an overlay strategy (net of 95 bps fee model) and do not represent the performance of any actual investment product.

What's Missing Without Efficient Hedge Fund Strategies

Long-term risk and return characteristics (2002 – 2026)

Portfolio Allocator

Want to customize multi-asset allocations and stress-test historical crises?

Customize weights across US Equities, International Equities, Fixed Income, Real Estate, Gold, and Liquid Alternatives (Macro, Long/Short Equity, Managed Futures, Multi-Strat) across multi-decade crisis regimes.

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Unlimited Funds is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement.

Portfolio Strategy Consultation

Have questions before you allocate?

Grab 30 minutes with our investment strategies team to discuss customized model implementations, stress-testing, and tax efficiencies.

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