Source: Investment View, Thompsons Financial
Investments are inherently risky. Investments will fluctuate with changes in market conditions. Consideration should be given to the possible loss of part or all principal invested. No single investment strategy can ensure a profit or protect against a loss. There is no assurance that any investment strategy will meet its intended objectives. Past performance does not guarantee future results, and all calculations are based on January 1st through December 31st of each given year. Indexes used are a group of unmanaged securities widely regarded by investors as representative of their respected indices. An investment cannot be made directly into an index.
In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk and credit and default risks. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.
This report is prepared for general circulation and is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument or service. Market prices and other data may be obtained from outside sources and is not warranted as to completeness or accuracy.
The Bloomberg Barclays U.S. Aggregate Bond Index is an index comprised of approximately 6,000 publicly traded bonds including U.S. government, mortgage-backed, corporate and Yankee bonds with an average maturity of approximately 10 years. The index is weighted by the market value of the bonds included in the index.