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Does anything beat buy & hold on Junk Bonds?

Every setup we tested on Junk Bonds — ranked out-of-sample, corrected for multiple testing, and forward-tracked in public from the day this page published. The honest answer is the headline.

NOTHING BEAT BUY-AND-HOLD

No setup beat simply holding once tested honestly. We say so plainly.

Its best setup only beat buy-and-hold in one window — a regime artifact, not a strategy. Buy-and-hold benchmark: +5.0% CAGR over 18.5 years (+4.1% CAGR in the out-of-sample window).

Educational research from historical backtests — not investment advice. Past performance does not predict future results.

Junk Bonds: Nothing Beat Buy-and-Hold, and That Is the Honest Answer

Broad, diversified instruments like Junk Bonds are where indicator strategies go to disappoint. We ran 727 setups against JNK, and none cleared the bar once scored honestly — on data the strategy never saw. The best of the batch, Vegas Tunnel on the daily timeframe, posted an out-of-sample Sharpe of 1.19, short of the 1.53 hurdle we require before calling anything real. For an index fund this is the expected result: whatever inefficiency exists in single names tends to average away in the basket, leaving buy-and-hold's +5.0% annualized return as the number nothing here managed to beat.

Read these figures with the selection problem in mind. Test 727 indicators, keep the best, and the winner looks impressive by construction — which is exactly why the hurdle exists instead of applause for a lucky draw. Here, only 0.4% of setups outperformed buy-and-hold even in-sample, and the top candidate produced +0.5% annual alpha over 5.6 unseen years, across 50 trades with a 38.0% win rate and a -10.4% drawdown. That pattern reads as noise, not signal. Markets also change, so even a genuine past edge can fade. This page documents what failed — useful to know before assuming something works.

Every figure above is computed from our own backtests — nothing is estimated or invented. Hypothetical results; not investment advice.

Failure exhibit

The least-bad setups — shown with their failure numbers

Nothing here earned a verdict — these are the best of a losing field, published so you can see exactly how "best" still failed.

#1 · Trend · Daily

Vegas Tunnel

Mechanical rule (exactly as backtested): The EMA 144/169 'tunnel' — long while price holds above the tunnel. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+128.8%
Total return
0.92
Sharpe
-10.4%
Max DD
38.0%
Win rate
50
Trades
-0.4%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.19 · alpha +0.5% · 12 trades over 5.6 yrs.

#2 · Volume · Weekly

Volume Oscillator

Mechanical rule (exactly as backtested): Long when volume momentum is positive and price is above its EMA. Signals are evaluated at weekly-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+116.1%
Total return
0.79
Sharpe
-9.2%
Max DD
58.5%
Win rate
53
Trades
-0.7%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 1.02 · alpha -1.8% · 13 trades over 5.6 yrs.

#3 · Volume · Daily

Volume Flow Indicator

Mechanical rule (exactly as backtested): Katsanos' Volume Flow Indicator — volume filtered by a volatility cutoff; long while VFI is positive. Signals are evaluated at daily-bar close, the position changes on the NEXT bar, 0.08% cost per side, long/flat only — no leverage, no shorting.

+157.1%
Total return
0.77
Sharpe
-16.5%
Max DD
35.3%
Win rate
34
Trades
+0.3%
vs B&H

Out-of-sample (last ~30% of the window, never used to pick this setup): Sharpe 0.99 · alpha -0.2% · 11 trades over 5.6 yrs.

Forward test

Since publication — including if it loses

0.0%
the published setup, since 2026-07-02 (0 market days)
0.0%
buy & hold, same window

The forward record is just getting started — the gap between the two is the honest score. Marked to market nightly from real prices, rules frozen at publication, as of 2026-07-02. Currently LONG.

How this verdict was computed (mode: out-of-sample)

We tested 727 setups (indicator × parameters × timeframe) on Junk Bonds. Only setups with ≥30 trades qualify (557 did). Setups are ranked by out-of-sample Sharpe — the last ~30% of history, which standard-parameter rules never saw during selection. Because picking the best of 727 tries mines even the holdout, the VALIDATED verdict additionally requires the top setup’s OOS Sharpe to clear a selection hurdle of 1.53 (√(2 ln N)/√T) AND positive alpha in both windows. Of the eligible setups, 0.4% had positive out-of-sample alpha (median OOS Sharpe 0.12) — the table below is truncated, but this summary covers all of them. Full recipe: methodology · the engine’s contract lives in the repo as STRATEGY_METHODOLOGY.md.

Ranked table

Top 20 of 557 eligible setups

Ranked by out-of-sample Sharpe. Full + out-of-sample columns, costs included. Hypothetical.

#SetupTFTotal retSharpeMax DDWinTradesα vs B&HOOS SharpeOOS αOOS trades
1Vegas TunnelDaily+128.8%0.92-10.4%38.0%50-0.4%1.19+0.5%12
2Volume OscillatorWeekly+116.1%0.79-9.2%58.5%53-0.7%1.02-1.8%13
3Volume Flow IndicatorDaily+157.1%0.77-16.5%35.3%34+0.3%0.99-0.2%11
4Chaikin Money FlowWeekly+120.5%0.53-21.8%63.6%44-0.6%0.89-0.1%10
5WMA 200 TrendDaily+108.7%0.74-14.7%36.8%68-0.9%0.88-0.2%16
6SMA 200 TrendDaily+96.5%0.75-12.5%34.0%47-1.3%0.88-0.4%11
7EMA 100 TrendDaily+166.9%0.92-11.0%46.2%65+0.5%0.82-0.3%21
8RSI (50)Daily+175.2%0.95-11.0%46.2%65+0.6%0.82-0.3%21
9Disparity (100)Daily+167.0%0.92-11.0%46.2%65+0.5%0.82-0.3%21
10Twiggs Money FlowWeekly+81.5%0.44-28.6%53.2%47-1.7%0.82-0.3%10
11On-Balance VolumeWeekly+118.1%0.64-14.1%62.1%58-0.7%0.82-0.8%15
12CCI (200)Daily+126.0%0.79-11.3%34.8%46-0.5%0.81-0.5%13
13Relative Volatility IndexWeekly+113.6%0.61-17.7%40.0%40-0.8%0.8-0.6%15
14T3 100 TrendDaily+51.1%0.61-6.8%43.6%55-2.7%0.8-0.9%19
15EMA 200 TrendDaily+154.8%0.89-10.6%42.0%50+0.2%0.78-0.7%14
16ZLEMA 100 TrendWeekly+52.7%0.6-10.0%64.5%31-2.6%0.78-1.1%10
17SMA 15/60 CrossDaily+109.4%0.65-19.5%59.5%37-0.9%0.75-0.7%12
18HLC TrendWeekly+166.8%0.88-9.2%47.1%34+0.5%0.73-0.7%10
19DMI DirectionWeekly+77.6%0.58-8.5%62.2%37-1.8%0.73-0.9%13
20Std Error ChannelWeekly+133.2%0.77-12.7%58.1%31-0.3%0.73-0.9%11

Hypothetical backtests with 0.08%/side costs. Not investment advice — see the full disclaimer.

Read this before acting on anything

These are historical backtests of mechanical rules. They are educational research, not investment advice, not a recommendation, and not tailored to you. Educational information only — not investment advice. Hypothetical backtested results; past performance does not guarantee future results. Trading involves risk of loss.

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