The chart shows the S&P 500 equal weighted index outperformed in a rising market and
underperformed in a falling market.
Not exact matches
Passive vehicles, on the other hand, are at a disadvantage when
markets get rocky: they not only
fall in lockstep with the index being tracked, but there is a risk they will
underperform after accounting for fees.
You could lose money on your investment
in the Fund or the Fund could
underperform because of the following risks: the
market prices of stocks held by the Fund may
fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.
You could lose money on your investment
in the Fund or the Fund could
underperform because of the following risks: the
market prices of stocks or bonds held by the Fund may
fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.