White Paper
Managing Expectations
Drawdown Scenarios and Swan DRS Performance Analysis
Drawdowns can cause investors to panic and misguided expectations about how a fund should perform may result in selling a fund at the wrong time.
This paper looks at how the speed, duration, and magnitude of a drawdown impacts the Defined Risk Strategy. It provides explanations and specific examples of how different types of drawdowns affect the DRS. This will hopefully provide readers with better expectations about the DRS's performance during challenging times.