This information is intended to be general in nature and should not be construed as investment advice nor a recommendation of any specific security or strategy. The index returns used to calculate the correlations do not reflect any management fees, transaction costs or expenses. The indices are unmanaged and are not available for direct investment. Index information is provided for illustrative purposes and is not meant to represent the performance of a fund.
Investing in alternative investments may not be suitable for all investors and involves special risks such as risk associated with short sales, leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. Investing in alternative strategies presents the opportunity for significant losses. There is no assurance that the investment objective will be attained.
*Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.
Performance displayed represents past performance, which is no guarantee of future results. Correlations are calculated using the monthly total returns of each index. All correlations are measured vs. the S&P 500 Index. Index information is provided for illustrative purposes only and is not meant to represent the performance of a fund. The index returns do not include any management fees, transaction costs or expenses. The indices are unmanaged and are not available for direct investment. This information is subject to change at any time, based on market and other conditions, and should not be construed as a recommendation of any specific security. Data source: Calculated by Guggenheim Investments using information from Bloomberg.com, Barclays.com and Standardandpoors.com. There are special risk considerations with each of the strategies mentioned and they are not suitable for all investors. None of the investment strategies can guarantee a return in a declining market. Additionally, an investor could lose all or a substantial amount of their investment.
Securities are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"). Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim Partners, LLC.
Not FDIC insured. Not bank guaranteed. May lose value. RRTO-5-0123 x1223 #55692