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    Track Record & Performance

    CTA Track Record & Investment Calculator

    Explore Harmond Capital's verified performance history with 18.4% average annual returns since 2020. Compare our track record against market benchmarks.

    Your Investment Details

    Adjust the parameters to see projected outcomes

    $
    $
    5 years

    About the Strategies

    Our CTA Strategy (Tax-Free via Spread Betting)
    Based on fund's average performance since inception - no CGT or income tax
    Projected annual return: 18.4%
    S&P 500 Index (Tax-Free ISA)
    13.6% average annual return held in ISA wrapper
    Projected annual return: 13.6%
    Tax Comparison:
    • ISA Wrapper: Tax-free growth and withdrawals
    • Taxable Account: Subject to UK CGT at 20-24% on gains above £3,000 annual allowance
    High Interest Savings Account
    Traditional savings with minimal risk but limited growth
    Projected annual return: 4.0%
    Note: S&P 500 uses actual historical returns (2015-2025, avg: 13.6%). CTA projections are based on the fund's performance since inception. UK CGT applies historical rates with £3,000 annual allowance. Past performance does not guarantee future results.

    Projected Growth Comparison

    See how different investment strategies perform over time

    Total Contributed

    $35,000
    Initial + (500 × 60 months)

    Our CTA Strategy (Tax-Free via Spread Betting)

    $61,106
    Gain: $26,106(+74.6%)

    *Returns before fees

    S&P 500 Index (Tax-Free ISA)

    $52,465
    Gain: $17,465(+49.9%)

    S&P 500 Index (Taxable Account)

    $51,171
    Gain: $16,171(+46.2%)

    High Interest Savings Account

    $39,254
    Gain: $4,254(+12.2%)

    CTA Advantage

    Using an 18.4% annual return for CTA (based on fund's average performance since inception) and 13.6% for the market, our CTA strategy potentially generates an additional $8,641 compared to the S&P 500 over 5 years, whilst providing enhanced diversification and reduced correlation to traditional markets.

    The tax-free ISA wrapper vs taxable account difference shows an additional impact of up to $1,294 in tax over 5 years.

    Important Disclaimer: This calculator uses actual S&P 500 annual returns from 2015-2025 (avg: 13.6%) and historical UK capital gains tax rates to provide realistic projections. The CTA strategy returns are projected based on the fund's actual performance since inception, averaging 18.4% annually. These are projections only and past performance does not guarantee future results - actual returns may vary significantly and could be negative in any given period. UK CGT calculations assume higher-rate taxpayer status with the current £3,000 annual allowance. ISA benefits assume staying within annual contribution limits. All investments carry risk, and you may get back less than you invested. The CTA strategy operates via spread betting, which is tax-free in the UK but may be subject to taxation in other jurisdictions (e.g., up to 10% in France). Please consult with a qualified financial adviser before making investment decisions.