Products
Review risk levels, expected return cases, and use the same risk and return mapping shown on the dashboard.
| Asset Class / Index | Risk Level | Reasoning |
|---|---|---|
| S&P 500 Total Return | Medium Risk | Broad large-cap U.S. equity; moderate volatility and cyclicality. |
| S&P MidCap 400 Total Return | Medium–High Risk | Mid-cap growth potential with higher volatility. |
| Russell 2000 Total Return | High Risk | Small-caps with high volatility and deeper drawdowns. |
| Bloomberg Barclays U.S. Aggregate (Agg) | Low–Medium Risk | Investment-grade bonds; rate and credit risk but less volatile than equities. |
| SOFR Overnight Index Average | Very Low Risk | Near risk-free overnight rate collateralized by U.S. Treasuries. |
| Gold (Spot) | Low–Medium Risk | Safe-haven characteristics with meaningful price swings. |
| Bloomberg Galaxy Crypto Index (BGCI) | Very High Risk | Cryptocurrencies with extreme volatility and regulatory uncertainty. |
| Asset Class / Index | Conservative | Base | Optimistic | Projected |
|---|---|---|---|---|
| S&P 500 Total Return | ~5% | ~8–10% | ~15–16% | 9% |
| S&P MidCap 400 Total Return | ~5–8% | ~10–13% | ~15–20% | 11% |
| Russell 2000 Total Return | ~0–5% | ~8–15% | ~15–20%+ | 13% |
| Bloomberg U.S. Aggregate (Agg) | ~2–3% | ~4–5% | ~5.5–6.5% | 5% |
| SOFR Overnight Index Avg | ~3–4% | ~4–4.5% | ~5% | 3.5% |
| Gold (Spot) | ~0–5% | ~8–9% | ~12–15% | 8.5% |
| Bloomberg Galaxy Crypto (BGCI) | ~10–20% | ~20–40% | ~40–80% | 22% |
Select a profile to see the same risk-score band and projected annual return used on the dashboard.
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