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. Click the button to view it now.

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1Source: Callan 2019

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life Insurance Company. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.
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