Research Database
All 74 positional indexes we analyzed.
Complete database of every positional configuration we evaluated. Each index documented with full metrics and comparative analysis against four global benchmarks.
Transparency is part of our methodology. Below is the complete database of every positional index we analyzed during the selection of our official catalog. Seven indexes are official: six met our performance criteria, plus CI-WORLD500 as broad benchmark. The remaining 68 are documented here, with their performance metrics, risk-adjusted returns, and comparative analysis against the S&P 500, MSCI World, Nasdaq 100, and S&P 600.
Data quality · review needed
71 rows loaded · expected 74 (-3) · 0 with issues · 0 total flags
Checks: missing/empty fields · NaN or Infinity · out-of-range values · Sharpe vs (CAGR-4%)/Vol coherence · duplicate tickers · expected row count. Rows with issues are marked with ! in the table.
Reference Benchmarks
S&P 500
13.60%
CAGR 15y
MSCI World
10.20%
CAGR 15y
Nasdaq 100
19.10%
CAGR 15y
S&P 600
11.50%
CAGR 15y
All Custodios Index indexes are compared against these four benchmarks across a 15-year period through November 2025.
Status
Category
Search
71 of 71
| Status | Ticker | Category | Holdings | CAGR▼ | Vol | Sharpe | vs SP500 | vs MSCI | vs NDX | vs SP600 | Note |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OFFICIAL | CI-WORLD3 | Mainstream Positional | 3 | 27.83% | 26.29% | 0.91 | +14.23% | +17.63% | +8.73% | +16.33% | Volatility-optimized for DCA |
| EVALUATED | CI-WORLD2 | Mainstream Positional | 2 | 27.50% | 26.34% | 0.89 | +13.90% | +17.30% | +8.40% | +16.00% | Met criteria but redundant with CI-WORLD3 |
| EVALUATED | CI-ULTRACONC2 | Concentrated | 3 | 27.50% | 25.53% | 0.92 | +13.90% | +17.30% | +8.40% | +16.00% | Methodology too complex (deviates from equal-weighted purity) |
| EVALUATED | CI-WORLD5 | Mainstream Positional | 5 | 26.90% | 24.64% | 0.93 | +13.30% | +16.70% | +7.80% | +15.40% | Captured by CI-WORLD3 + CI-WORLD10 |
| OFFICIAL | CI-WORLD1 | Mainstream Positional | 1 | 26.50% | 30.00% | 0.75 | +12.90% | +16.30% | +7.40% | +15.00% | Maximum conviction tier |
| EVALUATED | CI-CONVICTION | Weighted | 10 | 26.08% | 22.72% | 0.97 | +12.48% | +15.88% | +6.98% | +14.58% | Deviates from equal-weighted methodology |
| EVALUATED | CI-WORLD7 | Mainstream Positional | 7 | 25.61% | 23.33% | 0.93 | +12.01% | +15.41% | +6.51% | +14.11% | Captured by CI-WORLD10 |
| OFFICIAL | CI-WORLD10 | Mainstream Positional | 10 | 24.65% | 23.05% | 0.90 | +11.05% | +14.45% | +5.55% | +13.15% | FLAGSHIP — sweet spot of conviction |
| EVALUATED | CI-DUOLEADER | Multi-Tier | 6 | 24.45% | 24.15% | 0.85 | +10.85% | +14.25% | +5.35% | +12.95% | Captured by official catalog |
| EVALUATED | CI-WORLD12 | Mainstream Positional | 12 | 23.96% | 22.21% | 0.90 | +10.36% | +13.76% | +4.86% | +12.46% | Captured by CI-WORLD10 + CI-DECILE1 |
| EVALUATED | CI-WORLD15 | Mainstream Positional | 15 | 23.27% | 21.69% | 0.89 | +9.67% | +13.07% | +4.17% | +11.77% | Captured by CI-WORLD10 + CI-DECILE1 |
| EVALUATED | CI-PYRAMID | Multi-Tier | 75 | 22.24% | 21.10% | 0.86 | +8.64% | +12.04% | +3.14% | +10.74% | Methodology deviates from equal-weighted |
| EVALUATED | CI-WORLD20 | Mainstream Positional | 20 | 22.15% | 20.64% | 0.88 | +8.55% | +11.95% | +3.05% | +10.65% | Captured by CI-DECILE1 |
| EVALUATED | CI-WORLD25 | Mainstream Positional | 25 | 21.48% | 20.32% | 0.86 | +7.88% | +11.28% | +2.38% | +9.98% | Captured by CI-DECILE1 |
| EVALUATED | CI-BARBELL25 | Multi-Tier | 50 | 21.35% | 19.26% | 0.90 | +7.75% | +11.15% | +2.25% | +9.85% | Methodology too complex |
| EVALUATED | CI-BARBELL10 | Multi-Tier | 25 | 20.95% | 21.32% | 0.80 | +7.35% | +10.75% | +1.85% | +9.45% | Captured by other indexes |
| EVALUATED | CI-WORLD30 | Mainstream Positional | 30 | 20.77% | 19.52% | 0.86 | +7.17% | +10.57% | +1.67% | +9.27% | Captured by CI-DECILE1 + CI-WORLD100 |
| OFFICIAL | CI-DECILE1 | Decile-Spread | 150 | 20.58% | 17.63% | 0.94 | +6.98% | +10.38% | +1.48% | +9.08% | Best Sharpe in catalog (0.94) |
| EVALUATED | CI-CONCBALANCED | Multi-Tier | 75 | 20.26% | 18.72% | 0.87 | +6.66% | +10.06% | +1.16% | +8.76% | Captured by CI-DECILE1 |
| EVALUATED | CI-CORE | Multi-Tier | 50 | 19.98% | 18.67% | 0.86 | +6.38% | +9.78% | +0.88% | +8.48% | Methodology overly complex |
| EVALUATED | CI-WORLD40 | Mainstream Positional | 40 | 19.88% | 18.86% | 0.84 | +6.28% | +9.68% | +0.78% | +8.38% | Captured by CI-DECILE1 |
| EVALUATED | CI-CHALLENGER | Intermediate Position | 15 | 19.36% | 20.72% | 0.74 | +5.76% | +9.16% | +0.26% | +7.86% | Captured by CI-DECILE1 more efficiently |
| EVALUATED | CI-WORLD50 | Mainstream Positional | 50 | 19.34% | 18.68% | 0.82 | +5.74% | +9.14% | +0.24% | +7.84% | Captured by CI-DECILE1 + CI-WORLD100 |
| EVALUATED | CI-TRINITY | Multi-Tier | 126 | 18.91% | 18.68% | 0.80 | +5.31% | +8.71% | -0.19% | +7.41% | Captured by CI-DECILE1 |
| EVALUATED | CI-CHALLEN50 | Intermediate Position | 50 | 18.83% | 17.91% | 0.83 | +5.23% | +8.63% | -0.27% | +7.33% | Captured by CI-DECILE1 |
| EVALUATED | CI-WORLD60 | Mainstream Positional | 60 | 18.82% | 18.00% | 0.82 | +5.22% | +8.62% | -0.28% | +7.32% | Captured by CI-WORLD100 |
| EVALUATED | CI-NEXTGEN | Multi-Tier | 30 | 18.35% | 18.30% | 0.78 | +4.75% | +8.15% | -0.75% | +6.85% | Captured by CI-DECILE1 |
| EVALUATED | CI-WORLD75 | Mainstream Positional | 75 | 18.29% | 17.57% | 0.81 | +4.69% | +8.09% | -0.81% | +6.79% | Captured by CI-WORLD100 |
| EVALUATED | CI-INVPYRAMID | Multi-Tier | 100 | 18.21% | 17.19% | 0.83 | +4.61% | +8.01% | -0.89% | +6.71% | Captured by CI-WORLD100 |
| OFFICIAL | CI-WORLD100 | Mainstream Positional | 100 | 17.57% | 16.86% | 0.80 | +3.97% | +7.37% | -1.53% | +6.07% | Balanced tier — closest to S&P 500 vol |
| EVALUATED | CI-GROWTHTILT | Multi-Tier | 120 | 17.50% | 16.96% | 0.80 | +3.90% | +7.30% | -1.60% | +6.00% | Captured by CI-WORLD100 |
| REJECTED | CI-NEAR50 | Intermediate Position | 25 | 17.20% | 19.50% | 0.68 | +3.60% | +7.00% | -1.90% | +5.70% | Below Sharpe threshold (0.70) |
| EVALUATED | CI-TOPMID | Multi-Tier | 70 | 16.94% | 16.51% | 0.78 | +3.34% | +6.74% | -2.16% | +5.44% | Captured by CI-FUTURELEADERS |
| EVALUATED | CI-WORLD125 | Mainstream Positional | 125 | 16.87% | 16.35% | 0.79 | +3.27% | +6.67% | -2.23% | +5.37% | Captured by CI-WORLD100 |
| EVALUATED | CI-WORLD150 | Mainstream Positional | 150 | 16.52% | 16.24% | 0.77 | +2.92% | +6.32% | -2.58% | +5.02% | Captured by CI-WORLD100 + CI-DECILE1 |
| OFFICIAL | CI-FUTURELEADERS | Intermediate Position | 75 | 16.36% | 15.74% | 0.79 | +2.76% | +6.16% | -2.74% | +4.86% | Lowest vol in catalog |
| REJECTED | CI-NEAR75 | Intermediate Position | 25 | 16.20% | 18.50% | 0.66 | +2.60% | +6.00% | -2.90% | +4.70% | Below Sharpe threshold (0.70) |
| EVALUATED | CI-DEFENSIVECORE | Multi-Tier | 75 | 16.18% | 15.58% | 0.78 | +2.58% | +5.98% | -2.92% | +4.68% | Captured by CI-FUTURELEADERS |
| EVALUATED | CI-WORLD175 | Mainstream Positional | 175 | 16.14% | 15.93% | 0.76 | +2.54% | +5.94% | -2.96% | +4.64% | Captured by CI-WORLD100 |
| EVALUATED | CI-MIDBALL | Multi-Tier | 75 | 16.00% | 16.47% | 0.73 | +2.40% | +5.80% | -3.10% | +4.50% | Captured by CI-WORLD100 + CI-FUTURELEADERS |
| EVALUATED | CI-WORLD200 | Mainstream Positional | 200 | 15.90% | 15.82% | 0.75 | +2.30% | +5.70% | -3.20% | +4.40% | Captured by CI-WORLD100 |
| EVALUATED | CI-EMERGE100 | Intermediate Position | 50 | 15.80% | 16.07% | 0.73 | +2.20% | +5.60% | -3.30% | +4.30% | Captured by CI-FUTURELEADERS |
| REJECTED | CI-NEAR100 | Intermediate Position | 25 | 15.40% | 18.00% | 0.63 | +1.80% | +5.20% | -3.70% | +3.90% | Below Sharpe threshold (0.70) |
| EVALUATED | CI-WORLD250 | Mainstream Positional | 250 | 15.36% | 15.46% | 0.73 | +1.76% | +5.16% | -3.74% | +3.86% | Captured by CI-WORLD100 |
| EVALUATED | CI-WORLD300 | Mainstream Positional | 300 | 15.00% | 15.41% | 0.71 | +1.40% | +4.80% | -4.10% | +3.50% | Captured by CI-WORLD100 |
| REJECTED | CI-MID150 | Intermediate Position | 50 | 14.80% | 17.90% | 0.60 | +1.20% | +4.60% | -4.30% | +3.30% | Below Sharpe threshold (0.70) |
| EVALUATED | CI-EMERGING50 | Multi-Tier | 200 | 14.58% | 14.95% | 0.71 | +0.98% | +4.38% | -4.52% | +3.08% | Captured by CI-FUTURELEADERS |
| REJECTED | CI-WORLD400 | Mainstream Positional | 400 | 14.45% | 15.07% | 0.69 | +0.85% | +4.25% | -4.65% | +2.95% | Below Sharpe threshold (0.70) |
| REJECTED | CI-MID200 | Intermediate Position | 50 | 14.20% | 17.70% | 0.58 | +0.60% | +4.00% | -4.90% | +2.70% | Below Sharpe threshold (0.70) |
| OFFICIAL | CI-WORLD500 | Mainstream Positional | 500 | 14.00% | 14.85% | 0.67 | +0.40% | +3.80% | -5.10% | +2.50% | Broad benchmark tier — lowest volatility (Sharpe 0.67 disclosed openly) |
| REJECTED | CI-MIDCAP-GLOBAL | Mid-Cap | 400 | 13.75% | 14.20% | 0.69 | +0.15% | +3.55% | -5.35% | +2.25% | Below Sharpe threshold (0.70) |
| REJECTED | CI-MID300 | Intermediate Position | 100 | 13.20% | 17.20% | 0.53 | -0.40% | +3.00% | -5.90% | +1.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-WORLD750 | Mainstream Positional | 750 | 13.09% | 14.94% | 0.61 | -0.51% | +2.89% | -6.01% | +1.59% | Negative alpha vs S&P 500 |
| REJECTED | CI-COREMIDCAP | Mid-Cap | 200 | 13.00% | 15.05% | 0.60 | -0.60% | +2.80% | -6.10% | +1.50% | Negative alpha vs S&P 500 |
| REJECTED | CI-MID400 | Intermediate Position | 100 | 12.80% | 17.00% | 0.52 | -0.80% | +2.60% | -6.30% | +1.30% | Negative alpha vs S&P 500 |
| REJECTED | CI-DEEPMID | Multi-Tier | 200 | 12.70% | 15.05% | 0.58 | -0.90% | +2.50% | -6.40% | +1.20% | Negative alpha vs S&P 500 |
| REJECTED | CI-WORLD1000 | Mainstream Positional | 1000 | 12.59% | 14.95% | 0.57 | -1.01% | +2.39% | -6.51% | +1.09% | Negative alpha vs S&P 500 |
| REJECTED | CI-MID500 | Intermediate Position | 100 | 12.20% | 17.00% | 0.48 | -1.40% | +2.00% | -6.90% | +0.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-DEEPCAP | Mid-Cap | 350 | 12.00% | 15.19% | 0.53 | -1.60% | +1.80% | -7.10% | +0.50% | Negative alpha vs S&P 500 |
| REJECTED | CI-MID750 | Intermediate Position | 250 | 11.80% | 17.50% | 0.45 | -1.80% | +1.60% | -7.30% | +0.30% | Negative alpha vs S&P 500 |
| REJECTED | CI-MID1000 | Intermediate Position | 250 | 11.20% | 18.00% | 0.40 | -2.40% | +1.00% | -7.90% | -0.30% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALLLEAD | Small-Cap Positional | 500 | 10.96% | 16.61% | 0.42 | -2.64% | +0.76% | -8.14% | -0.54% | Negative alpha |
| REJECTED | CI-SMALL10 | Small-Cap Positional | 10 | 10.80% | 19.20% | 0.35 | -2.80% | +0.60% | -8.30% | -0.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL25 | Small-Cap Positional | 25 | 10.80% | 19.20% | 0.35 | -2.80% | +0.60% | -8.30% | -0.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL50 | Small-Cap Positional | 50 | 10.80% | 19.20% | 0.35 | -2.80% | +0.60% | -8.30% | -0.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL100 | Small-Cap Positional | 100 | 10.80% | 19.20% | 0.35 | -2.80% | +0.60% | -8.30% | -0.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL200 | Small-Cap Positional | 200 | 10.80% | 19.20% | 0.35 | -2.80% | +0.60% | -8.30% | -0.70% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL300 | Small-Cap Positional | 300 | 10.50% | 17.71% | 0.37 | -3.10% | +0.30% | -8.60% | -1.00% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL500 | Small-Cap Positional | 500 | 10.50% | 17.71% | 0.37 | -3.10% | +0.30% | -8.60% | -1.00% | Negative alpha vs S&P 500 |
| REJECTED | CI-SMALL600 | Small-Cap Positional | 600 | 10.15% | 17.94% | 0.34 | -3.45% | -0.05% | -8.95% | -1.35% | Negative alpha across multiple benchmarks |
| REJECTED | CI-SMALL1000 | Small-Cap Positional | 1000 | 10.15% | 17.94% | 0.34 | -3.45% | -0.05% | -8.95% | -1.35% | Negative alpha across multiple benchmarks |
Selection summary
Total analyzed
71
Official
7
Evaluated
37
Rejected
27
Three filters applied
- Outperformance over S&P 500 (15-year CAGR > 13.60%)
- Sharpe ratio > 0.70 (using 4% risk-free rate)
- Structural defensibility (purely positional, equal-weighted, defensible across centuries)
Risk-Return Map
Vol vs CAGR — 6 officials highlighted
CAGR Distribution
Histogram of 74 candidates · S&P 500 = 13.60% line
Top 20 by Sharpe Ratio
CI-CONVICTION leads (0.97) but was rejected — not equal-weighted
Performance disclaimer. Performance data shown is illustrative. Historical performance, whether simulated, hypothetical, or actual, does not guarantee future results. Index values are calculated using publicly available market data and may differ from actual investment outcomes. See full disclaimers at /legal.