Risk & Volatility Control

The graph clearly shows that AIA effectively controls risk and improves long-term returns by avoiding most market downturns and capturing a significant portion of market upswings.

While AIA is not perfect or a guaranteed solution. As you can see, basing investment decisions on data and math instead of emotions offers clear advantages.

If you examine the Loss Exposure Profile below the graph, you'll notice that the AIA models exhibit lower long-term volatility than the S&P 500 Index. This provides more confidence during unstable economic periods and helps retain the majority of previous gains.

Looking at the Maximum Drawdown box (highlighted in red) allows you to compare the largest decline experienced by both AIA and the S&P 500 during the displayed time period. This provides a reference point for understanding AIA's control of volatility compared to historical stock market fluctuations.

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Notes & Disclaimer: The investments used in the adjacent graphs comprise exchange-traded funds representing stock market sectors. Your individual returns will vary depending on the exchange-traded funds and/or mutual funds available to you within your 401(k), IRA, and mutual fund family. The returns shown result from making trades on the same day the newsletter or alert is posted. The returns shown are from January 2, 2001, to September 30, 2020. Stock market indices, like the S&P 500 Index, are unmanaged groups of securities considered to be representative of the stock market in general or subsets of the market, and their performance is not reflective of the performance of any specific investment. Investments cannot be made directly into an index. Historical returns data are calculated using data provided by sources deemed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness or correctness. This information is provided "AS IS" without any warranty of any kind. All historical returns data should be considered hypothetical. Past performance is no guarantee of future results.