Seven Years in the Market: A Full‑Cycle Perspective

February marks an important milestone for Zelos, seven years of live performance across our pools and model portfolios. Over 7 years, Zelos model portfolios have returned between 6.4% to 8.9%.

This track record has now spanned several distinctly different environments, including: The COVID‑19 market dislocation, The 2022 inflation‑driven drawdown, The post‑pandemic recovery, and the more recent period of concentrated equity leadership and macro volatility.

Through each phase, our focus has remained consistent: protect capital in drawdowns, compound steadily over time, and avoid reliance on any single regime or market narrative.

We believe this full‑cycle experience matters, particularly at a time when headline returns can mask underlying risk.