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AI-Enhanced Industrials Strategy*

Five-Year Historical Performance | Monthly updated

Designed to capture opportunities across the global industrial sector, this strategy invests in U.S.-listed industrial companies with the objective of outperforming the iShares Global Industrials ETF (EXI). Our AI-driven Deep Reinforcement Learning models continuously refine asset selection and portfolio positioning to improve capital efficiency and risk-adjusted returns.

Performance

A 5-year cumulative return chart compares the strategy's Net Asset Value performance (net of fees) against the EXI benchmark

Artificial Intelligence Solution

At the heart of this AI solution is Deep Reinforcement Learning (DRL), a state-of-the-art branch of AI that represents a significant leap forward in how investment strategies are developed and executed. DRL employs deep neural networks to process and analyze vast amounts of market data, learning to identify complex patterns and predictive signals over time. Through a continuous cycle of actions and rewards, the DRL agent refines its strategies, optimizing for performance in an iterative, long-term learning process. This approach enables the system to adapt and evolve in response to changing market conditions, ensuring strategies remain relevant and effective. For a more detailed explanation, refer to the Investment Approach section.

Covered Sectors

  • Capital Goods

  • ​Industrial Conglomerates

  • Machinery

  • Transportation

  • Airlines

  • Air Freight & Logistics

  • Commercial & Professional Services

Yearly History Net of Fees

Year

Strategy Net Asset Value (NAV)

iShares Global Industrials ETF (EXI)

Annual

Annual

Cumulative

Cumulative

2021
5.70%
5.70%
5.41%
5.41%
2022
-2.29%
3.28%
-12.37%
-7.63%
2023
26.25%
30.39%
22.04%
12.73%
2024
13.13%
47.52%
12.47%
26.79%
2025
29.70%
91.33%
25.88%
59.60%
2026
-1.79%
87.90%
11.73%
78.32%

Key metrics

Net Annualized Performance

YTD
-1.7%
1 Year
18.0%
3 Years
18.2%
5 Years
14.3%
Holdings
21
Current yield
2.4%
Price/Earnings
41.1
Excess Return 3Y*
-3.3%
Excess Return 5Y*
1.5%

Current Holdings (top 5)

Ticker

Company

%

MITSY
Mitsui & Co Ltd-Spons Adr
16.6%
MARUY
Marubeni Corp-Unspons Adr
8.7%
NOC
Northrop Grumman Corp
6.5%
LMT
Lockheed Martin Corp
5.7%
TXT
Textron Inc
4.2%

Interested in investing in this strategy?

* Disclaimer: Performance information is provided for informational purposes only and does not constitute a guarantee of future results. Returns are based on a combination of backtested simulations and limited live performance, have not been audited by an independent third party, and are net of assumed management fees of 1.5% per annum. Past performance is not indicative of future results. This material does not constitute a public offering of securities or an investment recommendation. Investments involve risks and may result in capital losses. Performance data as of March 31, 2026.

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Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Tekton Finance. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

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