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As you adjust portfolio allocations to navigate uncertain markets, be reminded that Long/Short Equity strategies can provide investors with the potential to increase their returns and reduce their total portfolio risk, especially when comparing to a long-only equity or fixed-income approach.
Total Returns (%)
Past returns shown do not guarantee future results. Current performance may be lower or higher. Call 888-736-1227 for the latest month-end returns. Return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than original cost.
Market Turbulence Resulting from COVID-19. The outbreak of COVID-19 has negatively affected the worldwide economy, individual countries, individual companies and the market in general. The future impact of COVID-19 is currently unknown, and it may exacerbate other risks that apply to the Fund.
^As of November 1, 2018 Analytic Investors has transitioned its investment advisory business and operations to Wells Capital Management Incorporated (“WellsCap”), a registered investment advisor and a wholly owned subsidiary of Wells Fargo Asset Management Holdings, LLC.
Drawdown is the peak-to-trough decline during a specific record period of an investment, fund, or commodity. A drawdown is usually quoted as the percentage between the peak and the trough. Alpha measures the difference between a fund’s actual and expected returns, based on beta, and is generally used as a measure of a manager’s added value over a passive strategy. Volatility is defined by standard deviation which is a statistical measurement of performance fluctuations. Generally, the higher the standard deviations, the greater the expected volatility of returns.
The 361 Funds are distributed by IMST Distributors, LLC.
