Which factor-based equity investment strategy gave most returns in last 11 years? Here’s an annual performance tracker
Steady wins: Low volatility and value shine Alpha and momentum investment strategies, which consider outperforming stocks, maintained their ranks among the top three investment strategies in eight out of the last 11 years.
In 2025 so far, the low volatility strategy has taken the lead, outperforming amid market turbulence driven by tariff uncertainties, slowing earnings, export concerns, and high valuations.The value strategy, which focuses on stocks trading below their fair values, has performed well post-Covid-19 as lower interest rates, pent-up demand and higher government capex aided the share prices of undervalued companies. This strategy is the second-best performer in 2025 year-to-date, following the low volatility strategy.
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