Track Record

$200,000 invested at the start of 2005, rebalanced semi-annually following the Fed regime framework. Every number below is real and auditable against each semester's documented allocation.

Cumulative Growth
$200K Initial Investment — 2005 to 2026
Axiom Framework
S&P 500 Buy & Hold
Annual Returns
Axiom vs S&P 500 — Year by Year

Annual Performance Table

Year Axiom S&P 500 Alpha Portfolio Value S&P Value