Smart Indexing

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.

Risk Return Profile

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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%
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Source: ASYMmetric Investment Solutions, Bloomberg, Solactive

Cumulative Performance

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Cumulative Index Performance


2000 - 2022

Source: ASYMmetric Investment Solutions, Bloomberg, Solactive

The accuracy and/or completeness of any ASYMmetric Investment Solutions, LLC ("ASYMmetric") index, any data included therein, or any data from which it is based is not guaranteed by ASYMmetric and it shall have no liability for any errors, omissions, or interruptions therein. ASYMmetric makes no warranties, express or implied, as to results to be obtained from use of information provided by ASYMmetric and used in this service, and ASYMmetric expressly disclaims all warranties of suitability with respect thereto. The ASYMmetric Smart Indexes (the “Indexes”) are the exclusive property of ASYMmetric Investment Solutions, LLC, which has contracted with Solactive AG to maintain and calculate the Index. Solactive AG shall have no liability for any errors or omissions in calculating the Index.

Investments cannot be made in an index. Unmanaged index returns do not reflect any fees, expenses, or sales charges. Past performance is no guarantee of future results.