Global View Capital Management


The only thing that goes up in a down market are correlations.

Global View Capital Management quote

—Dina L. Fliss

President & Chief

Investment Strategist





ReDefine Risk

S&P 500 Drawdowns (Peak-to-Trough)


2000
1600
1200
800
400
0
    Months to recover:
2000-2002 (50mo.)
  Months to recover:
2007-2009 (38mo.)
 
47.4%

Max Drawdown:
Peak: Mar. 2000
Trough: Sep. 2002
55.3%

Max Drawdown:
Peak: Nov. 2007
Trough: Mar. 2009

Source: Federal Reserve Bank of St. Louis.

Disclosure: Calculated by GVCM with start date of January 1998 through December 2013 using the S&P 500 Price Index. Max Drawdown is the percentage drop from the highest level of equity to the lowest level (peak to trough) and months to recover. The S&P 500 Price Index is unmanaged and not available for direct investment. The index returns do not reflect any management fees, transaction costs, expenses or taxes.

Max Loss During Risk Events


  Asian & Russian Debt Crisis
(6.30.1998 - 10.31.1998)
Tech Bubble Crash
(2.28.2000 - 12.28.2002)
9 / 11
(8.31.2001 - 9.30.2001)
Global Financial Crisis
(8.31.2007 - 3.31.2009)
Dow Jones Industrial -19.09% -34.05% -17.86% -51.83%
S&P 500 -19.18% -47.44% -14.75% -55.31%
S&P TSX -28.43% -49.99% -12.72% -49.80%
MSCI - EAFE -24.57% -51.60% -16.42% -61.85%
Merrill Lynch High Yield Bond -8.71% -14.32% -7.18% -34.99%
MCSI Emerging Markets -58.60% -52.78% -17.31% -66.06%
DJ UBS Commodity Index -29.57% -21.92% -12.14% -56.89%
Us Dollar Index -10.09% -13.93% -3.39% -14.18%
PHLX Gold & Silver Index -55.35% -37.13% -13.20% -68.81%
NYSE Arca Oil Industry Index -22.44% -31.62% -16.21% -53.30%
FTSE NAREIT Index -20.54% -40.45% -6.59% -66.48%

Source: Calculated by Global View Capital Management using data from AdvisorGuide. The indices are unmanaged and not available for direct investment. These indices do not reflect any management fees, transaction costs, or expenses.

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Disclosures:

Global View Capital Management is an SEC Registered Investment Advisor. Corporate Headquarters: Stone Ridge III Business Center, Suite 350, Waukesha, WI 53188  |  262.650.1030.


Global Markets Map Source: Investors Fast Track, MSCI.com, AdviserGuide. Information contained in this material is intended solely for informational purposes only and is not an offer or solicitation to buy or sell any security, index, mutual fund or Exchange Traded Fund (ETF); nor to offer investment advice. It is intended to show as a percentage the Year to Date changes in global stock markets. GVCM does not guarantee the accuracy or completeness of this information, nor does GVCM assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only and is not a complete analysis of every material fact. All investment strategies involve the risk of financial loss. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Global View Capital Management, Ltd.), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.


Global View Capital Management, LTD

N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188

Phone: 262.650.1030
Toll Free: 888.799.GVCA or 888.799.4822
Fax: 262.650.1085
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