How Asset Classes Stacked Up Over Time

Historical Annual Stock Returns Have Varied Widely by Asset Class (As of 12.31.2017)

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Diversification Benefit of Core Bond Holdings

Historical Annual Bond Returns by Asset Class (As of 12.31.2017)

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Source: Zephyr Associates, Inc. Past performance does not guarantee future results. Index performance is for illustration purposes only and is not meant to represent any particular fund. Returns do not reflect any management fees, transaction costs or expenses. The index is unmanaged and not available for direct investment. Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC (“Guggenheim”). Securities offered through Guggenheim Funds Distributors, LLC. Guggenheim Funds Distributors, LLC is affiliated with Guggenheim Partners, LLC.

Not FDIC insured. Not bank guaranteed. May lose value. Member FINRA/SIPC GISI-HSBR-0218 x0219 #32740

 


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Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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