Numericon Alpha Performance
Numericon Alpha:
CAGR: 24%, Drawdown: -16%, Sharpe Ratio: 1.47
VBIX (60/40 Stocks-Bonds):
CAGR: 1.4%, Maximum Drawdown: -22%, Sharpe Ratio: 0.11
Performance represents live strategy execution (2017 Q4 –Present). Past performance is not a guarantee of future results.
Systematic Wealth: Tailored Risk Regimes
Choose Your Strategy:
The Growth Model (High Alpha)
Objective: Maximum capital appreciation.
Target: ~13% CAGR.
Best For: Investors seeking aggressive growth through high equity allocation.
The Balanced Model (Market Neutral)
Objective: Sustainable wealth creation.
Target: ~10% CAGR.
Best For: Those seeking a "smooth" equity curve with minimized correlation to market swings.
The Preservation Model (Capital Security)
Objective: Absolute downside protection.
Target: ~7% CAGR.
Best For: Conservative HNWIs focused on staying ahead of inflation while hard-coding capital safety.
Performance represents live strategy execution (2025 –Present). Past performance is not a guarantee of future results.
Engineered for those who seek the power of Numericon Alpha with a focus on long-term stability and institutional-grade downside protection.
Get Monthly Performance Summaries of Numericon Balanced
Whether you’re a high-net-worth individual, family office, or sophisticated investor evaluating our advisory services, these updates offer a window into our institutional-grade approach without commitment.
Performance Context (with mandatory disclaimers): Numericon Balanced targets sustainable wealth creation with a focus on smooth equity curves. Historical/live results show strong risk-adjusted metrics compared to traditional benchmarks, but past performance is not indicative of future results. All investments carry risk of loss.
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Monthly performance recaps — Detailed breakdowns of Numericon Balanced results.
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Connect With Our Team
Whether you are looking for creating a customized portfolio, financial advisory services or grow your wealth, MVK Alpha Capital is here to help. Reach out and a member of the team will get back to you within 24–48 hours.
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