Rate of Returns During Rising Rates

Periods are for the calendar years stated. Quartile ranking data provided by PSN Informa, using the Core Fixed Income PSN Universe (gross of fees). At the time of this report, the PSN Core Fixed Income Universe was comprised of 226 managers for 1999 statistics; 350 managers for 2009; 360 managers for 2013. 10-Year U.S. Treasury data represented by BAML GA10 Index data.

 

At JAG, we believe bond portfolios should provide investors with stability, consistency, and income. Accordingly, we manage our strategies to generate a consistent yield premium while avoiding excess duration and interest rate risk.

Although past performance is no guarantee of future performance, JAG’s bond strategies have tended to perform well during periods of substantially rising rates.

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