Market Charts

A second chance at downside protection

03/18/2019

Market Chart A Second Chance at Downside Protection

Investors that lacked downside protection during the 4th quarter are getting a second chance as the S&P 500 and expected volatility recover to pre-4th quarter levels.

 

Related resources

U.S. Equities
2019’s recovery offers a second chance
Academic literature and our own research have shown that these strategies have offered significant downside protection during market downturns, with meaningful upside participation during bull markets, leading to equity-like returns (or better) over the long-term with fewer ups and downs along the way. Why is this valuable to investors?

 

The S&P 500® Index is an unmanaged index of large-cap common stocks.
The CBOE Volatility Index® or VIX® is an index that measures the market’s expectation of future volatility. The VIX Index is based on options of the S&P 500® Index.
Investments cannot be made in an index.

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