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S&P 50012/13/20182650.54-0.53
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Can an Index Strategy OUTPERFORM the S&P500?

 

Can an Index Strategy OUTPERFORM the S&P500?
When Measured Over Several Years...Yes, It Can!


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Index annuity owners enjoy the benefits of index-linked growth when stock prices rise, and value stability when stocks fall.

They also understand that this advantage comes at a cost – in the form of an adjustment to the index's actual growth – often in the form of a participation rate.

While earning 55% of the upside may seem like a modest portion in exchange for downside protection, consider that actual performance may match – or exceed – the index results when measured over several years.

Why? Because the years in which the index produces negative results have no impact on annuity values.

S&P 500® Index vs. Participation Index Account
at 55% Annualized Performance 1993-2017*

Period

S&P 500

55% Participation

BEST 10 YEARS: 1994-2004

9.19%

8.68%

WORST 10 YEARS: 2000-2010

-2.28%

4.07%

MOST RECENT 10 YEARS: 2007-2017

5.14%

5.29%

CUMULATIVE 10-YEAR AVERAGE: 1993-2017

4.43%

5.86%

*Based on 10/1 issue date

 

Performance GREATER than the S&P 500 when measured in 10-year increments over the past 25 years, with DOWNSIDE PROTECTION!

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EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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