iQUANT Model Periodic Table

The new iQUANT Model Periodic Table shows which investments did the best and worst in any year since 1999. It helps you see how markets have changed over time. Here’s why this is a valuable tool:

• Learn from History: By looking at how different models reacted to events like recessions or booms, you can get ideas for how to handle similar situations today.

• Make More Educated Decisions: It shows how unpredictable markets can be, reminding you that spreading your portfolios across different areas is often a safer approach.

IMPORTANT: Just because a model performed well during a down year doesn’t necessarily mean it avoided losses when the market took a hit. Its positive return could be the result of significant outperformance during the market's upswings within that difficult year, creating a misleading impression that it "always wins" in down markets. To avoid misconceptions, take the time to research the models you’re considering. You can find monthly returns for each model on the Model Finder page.

Use this table in conjunction with the Portfolio Optimizer and/or Model Match apps.

Past performance is not indicative of future results. The information provided, including any historical data, charts, or performance metrics, is intended solely for informational purposes and should not be construed as investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Investments are subject to various risks, including the potential loss of principal. Market conditions, economic factors, and other unforeseen events can adversely affect the performance of investments. There can be no assurance that any investment strategy, portfolio, or approach will achieve its objectives or avoid losses. The company, its affiliates, and their respective officers, directors, and employees do not accept any liability for any loss or damage whatsoever arising directly or indirectly from the use of, or reliance on, the information provided.