Greater Returns / Less Risk
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ASYMmetric Smart Indexes are built on the philosophy of capital preservation, offering the potential for greater wealth creation with less risk. A capital preservation approach to investing leans into the power of compounding rates of return. Portfolios that avoid large losses do not need large gains to deliver the same or greater returns with less risk.
2000 - 2022 | Smart Equity | Smart Alpha | Smart Income | Benchmark |
---|---|---|---|---|
Index | ASYMmetric Smart 500 Index |
ASYMmetric Smart Alpha 500 Index |
ASYMmetric Smart Income Index |
S&P 500 Index |
Annualized Performance (ITD) | 9.2% | 14.5% | 11.0% | 6.2% |
Maximum Loss | -10.7% | -39.1% | -26.1% | -50.9% |
Worst Year | -10.4% | -39.1% | -15.7% | -37.0% |
Down Years | 2 | 6 | 4 | 6 |
Correlation | 0.36 | 0.60 | 0.85 | 1.00 |
Yield | 4.8% | 1.9% | ||