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Asset Class 12-month Reversion?

Steve LeCompte | | Posted in: Strategic Allocation

A subscriber, hypothesizing that asset classes with weak past returns should revert, requested testing of a strategy that each month holds the equal-weighted three of the Simple Asset Class ETF Momentum Strategy (SACEMS) universe with the lowest cumulative returns over the past 12 months (12-month EW Bottom 3). For comparison, we use the SACEMS EW Top 3 portfolio as specified. We begin the test at the end of February 2007, limited by SACEMS inputs with a 12-month lookback interval. We ignore monthly rebalancing frictions for both strategies. Using monthly dividend-adjusted prices of the nine SACEMS asset class proxies during February 2006 through June 2021, we find that:

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