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Profits from Market Volatility

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Volatility diminishes the rate at which investments grow over the long term and has a negative relative impact on portfolio returns. Allow compounding to work for your clients’ portfolios.

After 10 years, the investment with the lowest volatility delivered higher returns than the investment with the highest volatility by nearly $400,000, average annual return for all investments being the same at 5%.

"Compound interest is the eighth wonder of the world. He who understands it, earns it...he who doesn’t...pays it." - Albert Einstein

This analysis is for illustrative purposes and not meant to show actual performance.
These volatilities are approximations. Actual volatility is 5.27%, 15.81% and 26.35%, respectively.
*The actual volatility for the S&P 500 is 13.60% from January 2009 - December 2018.

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