Understanding risk and reward

Learn about how feelings about risk may shape an investor's approach by selecting different investing styles from the drop-down below.

Select your investment style:
Asset Class
Allocation
Large Cap Blend
0%
Large Cap Value
0%
Small Cap Blend
0%
International Equity
0%
Fixed Income
0%
Cash
0%
Historical 15 year returns
Best 12 months (2003-2017)
+36.36%
Worst 12 months (2003-2017)
-28.40%
Average 12 months (2003-2017)
+8.02%