Since 2000 market conditions have varied greatly. Slide the lever below the pie chart to see how they could have historically affected the return and volatility from July 2000 through June 2013 as measured by various indices. Of course, there is no guarantee that any investment will achieve its objectives, generate profits or avoid losses.
The Altegris 40 Index® started in July 2000; data is available back to 1990. There is no guarantee that any investment will achieve its objectives, generate profits or avoid losses. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Performance does not include fees, therefore returns for the portfolios would be lower due to impact of fees and expenses not included here. This is for illustrative purposes only and is not indicative of any investment. No assumptions should be made that similar asset allocations will be profitable, suitable, or perform as indicated above. Allocations and their percentages should change based on an individual investor’s needs. Chart total may not equal 100% due to rounding. Alternatives represented by a blend of Long/Short Equity (LSE): HFRI Equity Hedge (Total) Index; Managed Futures (MF): Altegris 40 Index; Global Macro (GM): Barclay Global Macro Index; Long/Short Fixed Income: HFN Fixed Income (non-arbitrage) Index. US Stocks represented by S&P 500 TR Index; International Stocks represented by MSCI EAFE Index; US Bonds by Barclays Capital US Aggregate Bond Index. The referenced indices are shown for general market comparisons and are not meant to represent any Fund. Indices are not available for direct investment. As of June 2013. Source: Altegris.