ALPS Equal Sec

NEWSWORTHY

EQUAL SECTOR SUMMARY

Over the last ten years, an Equal Sector Strategy has outperformed the S&P 500 by an average of 306 basis points* per year.1 Furthermore, the strategy was:

  • Consistent - outperformed the S&P 500 over the last 1, 3, 5 and 10 year periods1
  • Not back-tested, but based on actual investment results that are net of fees
  • Achieved with lower volatility than the S&P 5002
  • Simple, transparent and provides control over sector allocations3

*A unit that is equal to 1/100th of 1% and is used to denote the change in a financial instrument.

1Source: Morningstar.

2Source: Morningstar. Volatility as measured by standard deviation was 15.4% for the Equal Sector Strategy versus 15.8% for the S&P 500.

3Owning sectors individually provides investors with transparency and control over their sector exposure. Past performance does not guarantee future results.