More Risk for the Same Return
A simple, high-impact infographic

As recently as 30 years ago, investors could rely on a simple portfolio of fixed income and cash to reap a 7.5% return with minimal risk. To receive the same outcome today, a portfolio needs to be spread across many different classes with a standard deviation jumping from 3.1% to 18%, that’s nearly six times the risk.1

The More Risk for the Same Return infographic helps you serve clients who have a difficult time understanding why investing isn’t what it used to be. Fill out the form to view it now.

1Source: Callan 2019

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