jazz Low Volatility ETF Fund
The Low Volatility ETF portfolio was developed for investors seeking lower volatility in return for less than market returns, with a smaller number of securities.
The fancy words:
The Low Volatility ETF portfolio consists of ETF's that are significantly less volatile than the overall market. The folio has the goal of achieving about half the volatility of the S&P 500, while still retaining strategic exposure to equities to boost long-term expected return.
The portfolio can provide an easy hedge during an economic downturn or in periods of significant volatility, with the moderate cost of ETF ownership.
How this portfolio was created.
Number of Securities. This portfolio is comprised of ETF's and the number of securities may vary.
Update Frequency: Quarterly.
If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.
Past performance is no guarantee of future results.
See how returns are calculated
* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.
Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional.