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view Multi-Asset Class 5% Target Volatility Portfolio 2 years 3 years 6 years Annualized Return 6.0% 5.8% 7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical
7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical Investment Return Profile — 2 Year Investment Period' $135 $130 $125 $120 $115 $110 $105 $100 $95
2 mentions1 same-page
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view Multi-Asset Class 5% Target Volatility Portfolio 2 years 3 years 6 years Annualized Return 6.0% 5.8% 7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical
7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical Investment Return Profile — 2 Year Investment Period' $135 $130 $125 $120 $115 $110 $105 $100 $95
2 mentions1 same-page
Page ?Same page
view Multi-Asset Class 5% Target Volatility Portfolio 2 years 3 years 6 years Annualized Return 6.0% 5.8% 7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical
7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical Investment Return Profile — 2 Year Investment Period' $135 $130 $125 $120 $115 $110 $105 $100 $95
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2 mentions1 same-page
Page ?Same page
view Multi-Asset Class 5% Target Volatility Portfolio 2 years 3 years 6 years Annualized Return 6.0% 5.8% 7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical
7.5% Volatility 4.4% 4.7% 4.8% ReturnNolatility 1.4 1.2 1.6 Correlation to U.S. Stocks (S&P 500) -0.05 0.05 0.02 Option Protection - 10% OTM Putt -0.5% per year over 2 years Hypothetical Investment Return Profile — 2 Year Investment Period' $135 $130 $125 $120 $115 $110 $105 $100 $95
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Entities connected to both ReturnNolatility and OTM Putt
