Modern Markets Scorecard

The chart style below is commonly used to explain why investors should consider diversifying across various asset classes and strategies. It ranks various asset classes and strategies from best to worst performers every year. This scorecard not only includes traditional asset classes such as stocks, bonds and cash, but also alternative asset classes and strategies such as commodities and long/short equity, respectively. As shown in the scorecard, the top-performing investments rotate over time, so trying to guess which will be in favor in any given year is difficult and unlikely. Adding a few alternative asset classes or strategies to a portfolio could potentially help reduce volatility. Simply put, this diversification* attempts to help you smooth out the markets’ ups and downs over time.

Modern Market Scorecard  

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Select an asset class below to view correlation

 

 

As illustrated in the chart below, sectors focus on a single aspect of the market and tend to be volatile as they move in and out of style.

Risk/Return of Various Asset Classes (2008-2017)

 

Performance displayed represents past performance, which is no guarantee of future results. The aforementioned indices and indicators are not available for direct investment. The index returns do not reflect any management fees, transaction costs or expenses. Index information is provided for illustrative purposes only and is not meant to represent the performance of a fund.



 

Source: Calculated by Guggenheim Investments using data calculated by FactSet.

1 Standard Deviation: A statistical measure of the historical volatility of an investment, usually computed using 36 monthly returns. More generally, a measure of the extent to which numbers are spread around their average. The higher the number, the more volatility is to be expected.

Performance displayed represents past performance, which is no guarantee of future results. The information provided here is intended to be general in nature and should not be construed as investment advice nor a recommendation of any specific security or strategy. Index information is provided for illustrative purposes and is not meant to represent the performance of a fund. The index annual total returns do not reflect any management fees, transaction costs or expenses. The indices are unmanaged and are not available for direct investment. Data Source: Calculated by Guggenheim Investments using information calculated by FactSet. 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. For more information about these strategies and their risks, please consult your financial advisor. *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.

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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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