A guide to evaluating back-tested investment strategies

December 15, 2017


When evaluating back-tested investment strategies, conducting due diligence is imperative because it helps to identify some common biases that can occur when products are created. However, there is no one-size-fits-all approach. The proliferation of rules-based ETF products makes it challenging to determine which products may possess real, long-term benefits versus those that have worked historically simply based on random chance.

Consider our checklist of sample questions to ask when evaluating back-tested investment strategies. Use this quick guide to help you navigate through the proliferation of rules-based ETF products while also avoiding some common biases that could affect your choice.


  • All investing is subject to risk, including the possible loss of the money you invest.


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