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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 Markets Scorecard  

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Select an asset class below to view correlation


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.

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

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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