Athena Global Tactical ETFs Portfolio Ranks #1 for Ten-Year Performance in Morningstar Peer Group

Share Article

Market rotation strategy powered by AthenaInvest's patented behavioral investment research delivers long-term performance.

News Image
“The number one ranking for ten-year returns is very important to AthenaInvest because it highlights the portfolio’s performance over a wide range of market conditions,” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest.

AthenaInvest, ( the leader in Behavioral Portfolio Management, today announced that the Athena Global Tactical ETFs portfolio celebrates its first ten-year Morningstar rating as of 12/31/20 with the #1 ranking in the 311-member Tactical Allocation Category, a 5-Star rating Overall and for each of the three, five and ten-year periods. The portfolio has now received Morningstar’s 5-Star rating Overall for 25 consecutive quarters as of the close of 2020. The portfolio also outperformed its benchmark for one, three, five and ten years as of 12/31/20.

“The number one ranking for ten-year returns is very important to AthenaInvest because it highlights the portfolio’s performance over a wide range of market conditions,” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest. “Our unique market barometer, which measures macro-level crowd behaviors, has provided a reliable signal for our market rotation strategy, and has benefited many advisors and their clients.”

The Athena Global Tactical ETFs portfolio is designed to enhance returns by making portfolios more responsive to market changes. The portfolio has a global tactical mandate with a market rotation strategy that attempts to identify and invest in the most attractive developed global equity markets. It aims to optimize the upside capture of market performance while also managing risk.

“Closing out the ten-year period during the challenging markets of 2020 certainly raised the bar, but now we’ve seen the portfolio deliver very well through a full market cycle,” added Dr. Howard. “We believe this is a testament to our patented behavioral research which powers the portfolio.”

The Athena Global Tactical ETFs portfolio is available as a managed account and a mutual fund, and is one of several investment vehicles available through AthenaInvest, all managed with a Behavioral Portfolio Management approach.

For more information, please visit or call (877) 430-5675.

Media Inquiries
Pamela Saunders
(415) 254-7169

© 2021 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patents 150371 and 184692 and Taiwan (R.O.C.) Patent 200829170.

About AthenaInvest Advisors LLC
AthenaInvest is a boutique asset manager that specializes in the application of behavioral finance to investment management. The firm offers actively managed equity and alternative behavioral investment strategies that seek to generate high performance with lower correlation to broad markets. Led by C. Thomas Howard, PhD, AthenaInvest utilizes its deep academic foundation and patented behavioral research platform to identify unique investment opportunities. The firm offers strategies in separately managed accounts, a mutual fund, and a private hedge fund.


Morningstar Ratings™ are based on risk-adjusted performance as of 12/31/2020. The Morningstar Rating™ for a strategy is derived from a weighted-average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. For each strategy with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a strategy’s monthly performance (including the effects of applicable fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of strategies in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

It should not be assumed that recommendations of AthenaInvest made herein or in the future will be profitable or will equal the past performance records of any AthenaInvest investment strategy or product. There can be no assurance that future recommendations will achieve comparable results.

You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives and financial circumstances. You should consult with a qualified financial adviser, legal or tax professional regarding your specific situation. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is no guarantee of future performance.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Pamela Saunders
Visit website