Market Perspectives: Recent Volatility in Context

Market Perspectives: Recent Volatility in Context

Mark Gochnour, Head of Global Client Services, and Jake DeKinder, Head of Client Communications, discusses recent volatility in financial markets and provide perspective on these events. Recorded 4/3/2020


Investment involves risks.  The investment return and principal value of an investment may fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original value.  There is no guarantee that the strategies will be successful.  Past performance or the use of an advisor is no guarantee of future results. 

The information in this document is provided in good faith without any warranty and is intended for the recipient's background information only.  It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. Dimensional accepts no responsibility for loss arising from the use of the information contained herein. All expressions of opinion are subject to change. 

The CBOE Volatility Index, or VIX, is a real-time market index representing the market's expectations for volatility over the coming 30 days.

S&P 500 Index (January 1990-Present):  Source: Standard & Poors Index Services Group. © 2020 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. S&P 500 Index (January 1926-December 1989):  Source: Ibbotson data courtesy of © Stocks, Bonds, Bills and Inflation Yearbook™, Ibbotson Associates, Chicago. 

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Please read the prospectus before investing.  Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.  

© 2020 Dimensional Fund Advisors LP.  All rights reserved.  

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third-party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.