The Upside of Downside Protection

Investors often forget about the need for downside protection. But to protect capital over the long term, it’s important to take the peaks and valleys of cyclical market performance into account.

Return required to recover after a loss chart

A CLOSER LOOK AT ANCHOR MID CAP VALUE PERFORMANCE

The Russell Mid Cap Value Index has recorded 10 down-market quarters in the last ten years. The chart below compares the performance of the Anchor Managed Accounts Mid Cap Value to that of the Russell Mid Cap Value Index in those 10 negative quarters.

Anchor Mid Cap Value Performance chart