Sentences with phrase «over full market cycles since»

Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio over full market cycles since its inception.

It has consistently outperformed the S&P 500 over full market cycles since its inception.

Not exact matches

If current levels were to turn out, in hindsight, to be the final lows of this decline, I suspect that the overall return over the next cycle (by the time we do observe a full 20 % loss) will be as tame as we've seen since the bull market started in 2003.

Since inception, Defined Risk Strategy Select Composite SMA has consistently outperformed the S&P 500 over full market cycles.

The Strategy is designed to provide stable returns over a full market cycle while always seeking to limit the impact of large stock market declines, and we've been doing just that since 1997.

However, since the above evaluation period coincided with the recent bull market, it remains to be seen how the fund will perform over a full economic cycle.