This chart illustrates the three largest market drops during drawdown periods* and how the
Morningstar Long/Short Equity Category captured significantly less drawdown than the MSCI World Index.
Hedged Equity May Help You Gain More by Losing Less
PrintThis chart illustrates the three largest market drops during drawdown periods* and how the
Morningstar Long/Short Equity Category captured significantly less drawdown than the MSCI World Index.
Past performance is not indicative of future results.
Source: Morningstar. Data from 12/01/09-12/31/18. Monthly data returns for the MSCI World Index and the Morningstar Long/Short Equity Category. *Drawdown shown is the greatest drawdown during the following MSCI World Index drawdown periods: 05/31/11-11/30/12, 02/28/18-12/31/18 and 06/30/15-11/30/16.
The MSCI World Index is a free float adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets. The index includes reinvestments of dividends, net of foreign withholding taxes.
A 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.