Congratulations To The Retirees Who Found a Quiet Hedge That Returned 25% While Markets Panicked

Core Insights - The iMGP DBi Managed Futures Strategy ETF (DBMF) has demonstrated strong performance during market volatility, particularly during the spike in the VIX to 52.33 in April 2025, which resulted in significant losses for most portfolios [2][4] - DBMF employs trend-following models to invest across various asset classes, aiming to provide returns that are independent of traditional equities and bonds, thus serving as a genuine diversifier [3] Performance Summary - Over the past year, DBMF achieved a return of 25.26%, significantly outperforming the S&P 500 ETF (SPY), which returned 16.54% [4][8] - Year-to-date in 2026, DBMF is up 8.05%, while SPY is down 0.23%, indicating that the current macro environment continues to favor managed futures strategies [5][8] Appeal for Retirees - DBMF offers a potential hedge against sequence-of-returns risk for retirees, as it can rise when equities fall, thus protecting early retirement withdrawals [4] - The fund has a dividend yield that can supplement income during drawdown periods, with a reasonable expense ratio of 0.85% for an actively managed alternatives strategy [6] Long-term Considerations - Over a five-year period, DBMF returned 53.12%, compared to SPY's 80.6%, highlighting that trend-following strategies perform better during market dislocations rather than calm bull markets [7]