The information provided here is for general informational purposes only and should not be considered individualized recommendation or personalized investment advice. the investment strategies mentioned here may not be suitable for everyone. each investor needs to review an investment strategy for their own particular situation before making any investment decisions.
All expressions of opinion are subject to change without notice in reaction to changing market conditions. data contained in this document from third party providers is obtained from what are believed to be reliable sources. however, its accuracy, completeness, or reliability cannot be guaranteed. supporting documentation for any claim or statistical information is available upon request.
The examples provided are for illustrative purposes only and are not intended to reflect the results you can expect to achieve.
Past performance is not a guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.
Investing involves risk, including loss of principal.
Diversification and rebalancing strategies do not guarantee a profit and do not protect against loss in falling markets. rebalancing may cause investors to incur transaction costs and, when rebalancing.
The forecasts contained herein are for illustrative purposes only, may be based on proprietary research, and are developed through analysis of historical public data.
policy analysis provided by charles schwab & co., inc., does not constitute and should not be construed as an endorsement of any political party.
International investments involve additional risks, including differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the possibility of illiquid markets. investing in emerging markets can accentuate these risks.
Fixed income securities are subject to increased principal loss during periods of rising interest rates. Fixed income investments are subject to various other risks, including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. lower rated securities are subject to higher credit risk, default risk, and liquidity risk.
Commodity-related products, including futures, carry a high level of risk and are not suitable for all investors. Commodity-related products can be extremely volatile, illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, global competition, government regulations, and economic conditions, regardless of the length of time the shares are held. Investments in commodity-related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including the risk of losing a significant portion of its principal value.
Forex trading is speculative, volatile and not suitable for all investors.
Indices are unmanaged, incur no management fees, costs and expenses and cannot be directly invested in. for more information on indexes, see schwab.com/indexdefinitions.
source: bloomberg index services limited. bloomberg® is a trademark and service mark of bloomberg finance l.p. and its affiliates (collectively, “bloomberg”). Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. neither bloomberg nor bloomberg’s licensors approve or endorse this material, nor do they guarantee the accuracy or completeness of the information contained herein, nor do they make any warranty, expressed or implied, as to the results to be obtained from it and, to the fullest extent permitted by law, nor shall you have any liability or responsibility for injury or damage arising in connection therewith.
The Schwab Center for Financial Research is a division of Charles Schwab & company, inc.