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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

BCD

abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-09
Executive Summary
The quantitative backtest for BCD (abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -29.6% (compared to the benchmark's drawdown of -24.2%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 9.7%, compared to a Buy-and-Hold benchmark return of 12.7%. The strategy executed 8 total trades.

* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.

🛡️ BCD Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-29.6% (vs -24.2% B&H)
-5.4% shallower drawdown
Sortino Ratio
0.77
vs 1.04 B&H
Capital Sheltered from Risk
31.9% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.

📊 BCD Quality Metrics & KPI Summary

Metric 1Y5YFull
StrategyB&HStrategyB&HStrategyB&H
Max Drawdown-12.70%-12.70%-29.58%-23.03%-29.58%-24.17%
Sharpe Ratio2.152.150.620.770.740.81
Sortino Ratio2.912.910.670.990.771.04
CAGR36.53%36.53%8.75%12.51%9.66%12.68%
% Time Invested100.0%100.0%72.0%100.0%68.1%100.0%
Trades / Year0.00.01.00.01.10.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of BCD under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 9.7% CAGR with a -29.6% Max Drawdown across 8 trade signals (compared to Buy & Hold's 12.7% CAGR and -24.2% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for BCD under Moving Average (50/200) strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for BCD under Moving Average (50/200) (Investing). Visualizes return frequency, volatility clustering, and tail-risk truncation relative to standard buy-and-hold returns.
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Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.

Diversifier Asset Category 1Y Correlation (r) Action
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Trade History

This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
🔒 Active Positions & Recent Execution Signals Hidden
Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription.
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2025-01-08 2025-02-03 Interest (CASH) 100% $1.00 $1.00 0.27% Interest Income
2024-10-15 2025-01-08 Completed 100% $26.56 $27.05 1.81% Signal
2024-09-10 2024-10-15 Interest (CASH) 100% $1.00 $1.00 0.47% Interest Income
2024-04-08 2024-09-10 Completed 100% $26.91 $25.37 -5.77% Signal
2023-12-12 2024-04-08 Interest (CASH) 100% $1.00 $1.02 1.68% Interest Income
2023-09-13 2023-12-12 Completed 100% $26.44 $24.65 -6.81% Signal
2023-05-12 2023-09-13 Interest (CASH) 100% $1.00 $1.02 1.79% Interest Income
2023-04-19 2023-05-12 Completed 100% $26.46 $25.11 -5.17% Stop
2022-10-10 2023-04-19 Interest (CASH) 100% $1.00 $1.02 2.35% Interest Income
2022-07-27 2022-10-10 Completed 100% $27.64 $27.36 -1.05% Signal
2022-07-05 2022-07-27 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2020-07-09 2022-07-05 Completed 100% $14.61 $26.45 80.97% Stop
2020-03-09 2020-07-09 Interest (CASH) 100% $1.00 $1.00 0.05% Interest Income
2019-12-19 2020-03-09 Completed 100% $16.52 $14.31 -13.42% Signal
2019-05-14 2019-12-19 Interest (CASH) 100% $1.00 $1.01 1.17% Interest Income
2019-05-02 2019-05-14 Completed 100% $16.16 $16.06 -0.64% Signal
2019-04-30 2019-05-02 Interest (CASH) 100% $1.00 $1.00 0.01% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where BCD ranks across 40+ tracked assets, evaluate correlation against non-correlated diversifiers, or model it inside a custom all-weather asset mix.

📊 View Full 40-Asset Backtest Matrix → 🛠️ Build Custom Portfolio with BCD → ⚖️ Compare BCD vs Non-Correlated Assets →