📊 Performance and Volatility Report as of 2023-12-31

This report presents the price performance and volatility of major asset classes, economic sectors, global regions and fixed income duration segments.

Conscious Capital Advisors

Jan 05, 2024

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Grouped By Asset Class

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Sector and Region

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Duration Exposure

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Created by Joseph Lu, CFA®

Joseph is the founder and managing director of Conscious Capital Advisors, and a CFA® Charterholder.

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Have a question about what we shared? Email us at info@consciouscapital.pro.

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The information presented in this newsletter is for educational purposes only and is not a solicitation or recommendation for any specific security, product, service, or investment strategy.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation you may read here.

Conscious Capital Research

📊 Performance and Volatility Report as of 2023-12-31

This report presents the price performance and volatility of major asset classes, economic sectors, global regions and fixed income duration segments.

Grouped By Asset Class

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Sector and Region

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.

Grouped By Duration Exposure

Source: Google Finance

(1) Volatility is measured as the annualized daily standard deviation of a security’s return over the past year.

(2) Represents price returns of each asset class or segment as measured by each proxy ETF. Does not include dividend returns. Past performance of any investment is not a guarantee of future results.