Early Career
Downside Protection
Downside Protection through US Government Bonds
With a primary focus on wealth accumulation, we believe in the importance of diversification at all points along the glidepath. For these early savers, we unlock more meaningful diversification by utilizing exclusive US government bonds which offer better downside protection in periods of stress.
- SSGA Gov't Bond Allocation
- Bloomberg US Agg Index
- Bloomberg Glb Agg ex USD (Hdg USD)
Rising Equity Markets : S&P 500 Quarterly Returns >5%,
Stable Equity Markets : S&P 500 Quarterly Returns: 5% Gain or Loss;
Falling Equity Markets : S&P 500 Quarterly Returns <-5%, as of January 2000–September 2020
Average Returns During Rising, Stable and Declining Equity Markets
