Catholic S&P 500

Published Sep 2, 2026Live

Performance since launch

Total return
Max drawdown
Frequency
Risk level
Low

Backtest volatility

About this strategy

Holds the S&P 500 Catholic Values ETF (CATH) at full weight and sweeps every contribution into it daily. The index removes companies that conflict with the US Conference of Catholic Bishops' investment guidelines and re-weights the rest to track the S&P 500.

How it works

  1. Agent triggers

    Runs daily at 10:35 AM to sweep contributions into the fund. Any funds added during the day are invested the next market day.

  2. Computes its signals

    It does not analyze market data for decisions. It holds 100 percent CATH, the S&P 500 Catholic Values ETF, regardless of market conditions.

  3. Sets the target portfolio

    The target portfolio is always one fund: CATH at full weight. No cash is held, as every contribution is fully allocated.

  4. Executes orders

    Your account trades toward the target, sells before buys, inside the platform's risk rails: stop-loss and daily loss limits you control.

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Backtests

* Backtest figures are simulated based on historical market data. Past performance is not indicative of future results.