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DASHBOARDS: Portfolio Hub Market Pulse Performance Compare Studio

BCI

abrdn Bloomberg All Commodity Strategy K-1 Free ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-11
Executive Summary
The quantitative backtest for BCI (abrdn Bloomberg All Commodity Strategy K-1 Free ETF) using the Excess Return SMA* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -31.9% (compared to the benchmark's drawdown of -26.6%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 9.5%, compared to a Buy-and-Hold benchmark return of 11.1%. The strategy executed 6 total trades.

* Excess Return SMA: Advanced Single Moving Average model utilizing custom duration weighting and dynamic Stop Loss limits.

🛡️ BCI Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-31.9% (vs -26.6% B&H)
-5.3% shallower drawdown
Sortino Ratio
0.65
vs 0.80 B&H
Capital Sheltered from Risk
42.9% 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.

📊 BCI Quality Metrics & KPI Summary

Metric 1Y5YFull
StrategyB&HStrategyB&HStrategyB&H
Max Drawdown-16.11%-14.82%-31.88%-26.50%-31.88%-26.60%
Sharpe Ratio1.722.080.410.670.670.63
Sortino Ratio2.272.870.420.880.650.80
CAGR35.66%45.73%6.29%11.92%9.46%11.07%
% Time Invested93.7%100.0%61.8%100.0%57.1%100.0%
Trades / Year0.00.01.00.00.80.0

Cumulative Growth Performance

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Hydrating Performance Trajectory... Loading historical performance data
Figure 1: Cumulative Trajectory Analysis. Logarithmic growth comparison of BCI under the Excess Return SMA strategy (Investing) versus Buy & Hold. The strategy produced a 9.5% CAGR with a -31.9% Max Drawdown across 6 trade signals (compared to Buy & Hold's 11.1% CAGR and -26.6% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for BCI under Excess Return SMA strategy in Investing context, illustrating downside risk mitigation and return skewness.
Figure 2: Monthly Return Distribution Profile. Monthly return distribution for BCI under Excess Return SMA (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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2025-08-05 2026-06-25 Completed 100% $17.57 $22.18 26.15% Stop
2025-04-09 2025-08-05 Interest (CASH) 100% $1.00 $1.01 1.37% Interest Income
2025-01-16 2025-04-09 Completed 100% $17.86 $16.83 -5.82% Stop
2024-07-16 2025-01-16 Interest (CASH) 100% $1.00 $1.02 2.40% Interest Income
2024-05-20 2024-07-16 Completed 100% $17.66 $16.65 -5.79% Stop
2023-06-29 2024-05-20 Interest (CASH) 100% $1.00 $1.05 4.87% Interest Income
2023-03-21 2023-06-29 Completed 100% $16.15 $15.87 -1.83% Signal
2023-02-27 2023-03-21 Interest (CASH) 100% $1.00 $1.00 0.30% Interest Income
2022-07-28 2023-02-27 Completed 100% $18.68 $16.68 -10.75% Stop
2022-07-06 2022-07-28 Interest (CASH) 100% $1.00 $1.00 0.15% Interest Income
2020-07-30 2022-07-06 Completed 100% $10.68 $17.21 61.02% Stop
2019-04-30 2020-07-30 Interest (CASH) 100% $1.00 $1.02 1.62% Interest Income

Next Steps: Portfolio Integration & Comparative Analysis

Single-ticker trend following is designed to truncate tail risk inside a broader portfolio. View where BCI 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 BCI → ⚖️ Compare BCI vs Non-Correlated Assets →