Core + More Simulator

Does your portfolio need an Alternative Solution?

While diversification does not guarantee against a loss, it is an important component of reaching long-term financial goals while attempting to mitigate risk. Move the slider below to change the allocation to alternatives in a hypothetical portfolio. As the slider arrow is moved to the right, the allocation to alternative assets increases. You should notice as the allocation of alternatives is increased, the standard deviation (risk measure) of the portfolio often decreases and the return of the portfolio often increases.

                             

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Performance data quoted represents past results and is not indicative of the performance of any Virtus Funds. Past performance is no guarantee of future results and current performance may be higher or lower than performance shown.   

Diversification does not guarantee against a loss and there is no guarantee that a diversified portfolio will outperform a non-diversified portfolio.

• Stocks are represented by the S&P 500 Index.
• Bonds are represented by the Barclays Aggregate Bond Index.
• Alternatives are represented by a mix of low correlating investments: HFRX Equity Market Neutral Index (20%); UBS Global Investors (Real Estate) Index (20%); Global Infrastructure (15%) represented by a composite index consisting of a blend of 65% MSCI US/Utilities Index, 20%; MSCI World Telecom Services Index, and 15% MSCI World ex US/Utilities Index from December 1994 through August 2008 and the MSCI World Infrastructure Sector Capped Index since September 2008; S&P North American Natural Resources Sector Index (10%); Deutsche Bank Liquid Commodity Index (15%); Deutsche Bank G10 Currency Harvest Index (10%); Credit Suisse Leveraged Loan Index (10%).

Definitions:
Indexes are unmanaged and not available for direct investment.
The S&P 500^®Index is a free-float market capitalization-weighted index of 500 of the largest U.S. companies. The index is calculated on a total return basis with dividends reinvested.  

The Barclays Capital U.S. Aggregate Bond Index measures the U.S. investment grade fixed rate bond market. The index is calculated on a total return basis.

HFRX Equity Market Neutral Index measures funds that strive to generate consistent returns in both up and down markets by selecting positions with a total net exposure of zero. Funds are weighted within the index based on quantitative methodology by Hedge Fund Research. Performance prior to April 2003 is represented by the HFRI Equity Market Neutral Index.

UBS Global Investors Index is a subset of the UBS Global Real Estate Index. It measures the global investable universe of publicly traded real estate securities that derive 70% or more of total revenue from rental income.

Global Infrastructure is represented by a composite index consisting of a blend of 65% MSCI US/Utilities Index, 20% MSCI World Telecom Services Index, and 15% MSCI World ex US/Utilities Index from December 1994 through August 2008 and the MSCI World Infrastructure Sector Capped Index since September 2008, which is designed to mirror the investable universe of global listed infrastructure companies.

S&P North American Natural Resources Sector Index is a modified-capitalization-weighted index of companies involved in the following categories: extractive industries, energy companies, owners and operators of of timber tracts, forestry services, producers of pulp and paper, and owners of plantations.

Deutsche Bank Liquid Commodity Index (DBLCI)is a rules-based index based on six liquid futures contracts on Light Sweet Crude Oil, Heating Oil, Gold, Aluminum, Corn and Wheat.

Deutsche Bank G10 Currency Future Harvest (DBCFH) Index, which reflects the return from investing long in currency futures for currencies with relatively high yielding interest rates and short in currency futures for currencies with relatively low yielding interest rates. This is designed to exploit the trend that currencies trading with a forward discount tend to, on average, perform better than those trading at a forward premium. Chicago Mercantile Exchange FX Futures are used in the index calculation. FX Futures based on the G10 currencies vs. USD are eligible for selection in DBCFH. The G10 currencies are USD, EUR, JPY, CAD, CHF, GBP, AUD, NZD, NOK, SEK. The index is published on a daily basis on New York business days.

Credit Suisse Leveraged Loan Index is designed to mirror the investable universe of the U.S. dollar denominated leveraged loan market.

Standard Deviation measures variability of returns around the average return for an investment fund.