Resources

Interactive Tools

Fixed-Income's Diverse Opportunity Set

While attractive fixed-income returns may be difficult to find, the diverse nature of the market offers compelling relative value opportunities.

Launch Interactive Version

How Asset Classes Stacked Up Over Time

Annual stock and bond returns have varied widely by asset class over the years. This piece analyzes the last ten years of data, which can assist in determining portfolio allocation.

Launch Interactive Version

Asset Class Correlation Map

Investing in asset classes that demonstrate little or no correlation to one another may help you enhance diversification and reduce portfolio volatility. While diversification can neither ensure a profit nor eliminate the risk of experiencing investment loss, the ideal scenario is to have a mixture of noncorrelated asset classes in an attempt to reduce overall portfolio volatility and generate more consistent returns over the long-term.

Launch Interactive Version

Modern Markets Scorecard

This chart is commonly used to explain why investors should consider diversifying across various asset classes and strategies. It ranks various asset classes and strategies from best to worst performers every year. It not only includes traditional asset classes such as stocks, bonds and cash, but also alternative asset classes and strategies such as commodities and long/short equity, respectively.

Launch Interactive Version

Diversification Opportunities in Equity

To help manage risk, investors often evaluate a portfolio’s level of diversification by analyzing stocks according to their market capitalization or investment style. Diversification may also be achieved by including a mix of investments in different sectors or industries. Similar to market capitalizations and investments styles, sectors have moved in and out of favor, as shown in this piece.

Launch Interactive Version

Dow Jones Historical Trends Chart

Over the last 125 years, the stock market has rewarded some investors with long-term growth. History shows that the equity market enters long periods of high returns, followed by lengthy periods of lower ones.

Launch Interactive Version

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Wealth Solutions, LLC, Guggenheim Private Investments, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors, LLC, .

© Guggenheim Investments. All rights reserved.

Research our firm with FINRA Broker Check.

• Not FDIC Insured • No Bank Guarantee • May Lose Value

This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.

By choosing an option below, the next time you return to the site, your home page will automatically
be set to this site. You can change your preference at any time.

Institutional Investor Advisor Individual Investor

United States Important Legal Information

By confirming below that you are an Institutional Investor, you will gain access to information on this website (the “Website”) that is intended exclusively for Institutional Investors and, as such, the information should not be relied upon by individual investors. This Website and any product, content, information, tools or services provided or available through the Website (collectively, the “Services”) are provided to Institutional Investors for informational purposes only and do not constitute a recommendation to buy or sell any security or fund interest. Nothing on the Website shall be considered a solicitation for the offering of any investment product or service to any person in any jurisdiction where such solicitation or offering may not lawfully be made. By accessing this Website, you expressly acknowledge and agree that the Website and the Services provided on or through the Website are provided on an as is/as available basis, and except as partnered by law, neither Guggenheim Investments and it parents, subsidiaries and affiliates nor any third party has any responsibility to maintain the website or the Services offered on or through the Website or to supply corrections or updates for the same. You understand that the information provided on this Website is not intended to provide, and should not be relied upon for, tax, legal, accounting or investment advice. You also agree that the terms provided herein with respect to the access and use of the Website are supplemental to and shall not void or modify the Terms of Use in effect for the Website. The information on this Website is solely intended for use by Institutional Investors as defined below: banks, savings and loan associations, insurance companies, and registered investment companies; registered investment advisers; individual investors and other entities with total assets of at least $50 million; governmental entities; employee benefit (retirement) plans, or multiple employee benefit plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans; member firms or registered person of such a member; or person(s) acting solely on behalf of any such Institutional Investor.

By clicking the "I confirm" information link the user agrees that: “I have read the terms detailed and confirm that I am an Institutional Investor and that I wish to proceed.”

Save Selection