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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
2026-09-10
Executive Summary
The quantitative backtest for BCI (abrdn Bloomberg All Commodity 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 -30.8% (compared to the benchmark's drawdown of -26.6%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 9.2%, compared to a Buy-and-Hold benchmark return of 11.3%. 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.

🛡️ BCI Drawdown Shield & Downside Protection

Why Drawdown Dictates Longevity →
Peak Drawdown Defense
-30.8% (vs -26.6% B&H)
-4.2% shallower drawdown
Sortino Ratio
0.66
vs 0.82 B&H
Capital Sheltered from Risk
35.1% 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%-30.83%-26.50%-30.83%-26.60%
Sharpe Ratio1.792.140.530.690.640.64
Sortino Ratio2.342.940.560.910.660.82
CAGR37.15%47.34%8.22%12.30%9.16%11.26%
% Time Invested93.7%100.0%69.4%100.0%64.9%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 BCI under the Moving Average (50/200) strategy (Investing) versus Buy & Hold. The strategy produced a 9.2% CAGR with a -30.8% Max Drawdown across 8 trade signals (compared to Buy & Hold's 11.3% CAGR and -26.6% Max Drawdown).

Return Distribution Analysis

Histogram of monthly return distribution for BCI 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 BCI 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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2024-10-25 2026-06-25 Completed 100% $16.97 $22.18 30.62% Stop
2024-08-29 2024-10-25 Interest (CASH) 100% $1.00 $1.01 0.75% Interest Income
2024-05-06 2024-08-29 Completed 100% $16.93 $16.27 -3.98% Signal
2023-12-27 2024-05-06 Interest (CASH) 100% $1.00 $1.02 1.89% Interest Income
2023-09-11 2023-12-27 Completed 100% $17.15 $16.37 -4.55% Signal
2023-05-04 2023-09-11 Interest (CASH) 100% $1.00 $1.02 1.87% Interest Income
2023-04-19 2023-05-04 Completed 100% $16.91 $16.05 -5.15% Stop
2022-10-04 2023-04-19 Interest (CASH) 100% $1.00 $1.02 2.40% Interest Income
2022-07-28 2022-10-04 Completed 100% $18.68 $17.70 -5.29% Signal
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
2020-02-28 2020-07-30 Interest (CASH) 100% $1.00 $1.00 0.08% Interest Income
2019-12-19 2020-02-28 Completed 100% $12.37 $11.21 -9.40% Signal
2019-11-26 2019-12-19 Interest (CASH) 100% $1.00 $1.00 0.10% Interest Income
2019-11-21 2019-11-26 Completed 100% $12.09 $12.07 -0.23% Signal
2019-04-30 2019-11-21 Interest (CASH) 100% $1.00 $1.01 1.14% 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 →