MUTUAL FUND RESOURCE CENTER

Brief History of US Financial Markets shows the hypothetical growth of $10,000 since 1927, 10-year U.S. Treasury yields since 1952, recessionary periods and select historical events. 

Historical Perspective on Market Volatility lists the ten largest daily DJIA moves – both on the upside and downside – by point and percent, as well as the time it took to break even after a 20% decline in the index.

While extreme market declines can be unsettling, this table and chart illustrate the DJIA's price performance for the subsequent one, three-, five- and 10-year periods after single-day declines greater than 5%.

While no one knows how this global pandemic will unfold or the potential longer-term economic consequences, we believe it is worthwhile to gain perspective on Past Viral Outbreaks.

100 Years of Presidential Elections and U.S. Equity Returns illustrates U.S. equity returns for the last 26 Presidential election years and the subsequent year.

Don’t Let Fear Sink Your Long-Term Returns illustrates the potential negative impact on total return should an investor move to the sidelines every time fear and uncertainty increase market volatility.

Importance of Diversification in Your Income Allocation: Absolute and relative returns can vary widely each year, potentially making it very difficult to correctly forecast top performers on a consistent basis. Therefore a well-diversified portfolio may have the potential to smooth volatility and increase risk-adjusted returns.

Long-Term Investors Shouldn’t Fear Rising Rates discusses the environment during the last three periods of tightening monetary policy and the impact on total return before, during and after for several income-oriented asset classes.

Upside of Downside Protection highlights how portfolios that lose less during periods of market declines generally have a greater ability to recover the losses. Compounding power is less impacted leaving the portfolio in a potentially better position when markets rebound.

Dividend-Payers’ Performance Across Monetary Cycles: Traditional wisdom is turned on its head when returns for dividend-paying stocks are viewed from a longer-term perspective.

Not All Dividend-Paying Stocks are Created Equal breaks down the S&P 500 Index by type of dividend-paying stock and highlights how dividends have historically provided an income cushion against market downturns.

Power of Compounding with Dividend Growing Equities: Harness the power of compounding with dividend growing equities and see how the effects may potentially be more pronounced.

Power of Dividend Growth: Hypothetical illustrations of dividend growth versus absolute yield and the potential annual income generated on a $100,000 investment given various growth rates.

Power of Fixed Income Diversification illustrates how short duration high yield has the potential to help balance investors’ need for current income with the risk of interest-rate-driven price volatility.

Short Duration High Yield Performance in Periods of Rising Rates shows performance for various fixed income indexes when the yield on 10-year U.S. Treasuries rose 100 basis points for the last 20-plus years.  

Introduction to REITs is a general primer for the asset class as a whole, its characteristics as well as potential benefits and risks.