The S&P 500, or just the S&P, is a stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices, and many consider it to be one of the best representations of the U.S. stock market. The average annual total return of the index, including dividends, since inception in 1926 has been 9.8%: however, there were several years where the index declined over 30%. The index has posted annual increases 70% of the time. For a list of the components of the index, see List of S&P 500 companies.
The S&P 500 is widely regarded as the best single gauge of large-cap U.S. equities. There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total. The index includes 500 leading companies and covers approximately 80% of available market capitalization.
Our hedgSPX© strategy was developed to produce an actively managed approach to exposure to the S&P 500. Our strategy simply applies our system to determine various levels of exposure to the index vs cash equivalents over time. The aim of our strategy is to increase return while mitigating risk and volatility.
To request details about our hedgSPX© strategies including backtested performance, please contact us here.