2021 marked the beginning of what could become the worst bond bear market in 50 years. The Bloomberg Barclay’s Aggregate Bond Index, representing $26 trillion in market value, generated a loss of -1.5%. When combined with the loss of purchasing power from inflation, the results are even worse. The CPI inflation rate for 2021 was 7.0%. Combining the loss in the bond index with the loss from inflation, the purchasing power loss, or real return, from an investment in the Aggregate Index was -7.9% in 2021*.
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1 The yearly awards, presented by Envestnet | PMC and Investment Advisor recognize active managers who have beaten their benchmarks, shown solid performance in general over time and are the best in their respective asset class. Eligibility requires the portfolio manager have $200 million in assets and three years of experience. Additionally, the managers also need to be open to new investment on the Envestnet platform. Award finalists were chosen using Envestnet | PMC’s proprietary, systematic, and multi-factor methodology for evaluating managers, which takes a variety of qualitative and quantitative criteria into consideration, such as investment process and style, performance, firm profile, customer service, and tax efficiency. SSI Investment Management did not pay to participate.
Past performance is not necessarily indicative of future results.
