Manage volatility

The coronavirus has severely impacted markets & the worst may be yet to come. But if strong policy actions can help businesses and households through the shock, economic activity could return rapidly. Amid uncertainty, consider strategies that can help investors manage risk while staying invested.

1. Stay invested in equities
iShares Edge MSCI Min Vol USA ETF (USMV) has delivered market-like returns with less risk.
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Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of dividends and capital gains. Current performance may be lower or higher than that shown. Refer to blackrock.com for most recent month-end performance.

1 Source: BlackRock as of 12/31/2019. Based on fund and index returns from 11/1/11–12/31/19. Data compares USMV to S&P 500.

2. Diversify with bonds
iShares Core U.S. Aggregate Bond ETF (AGG) has delivered positive returns during stock market selloffs.2
Learn about AGG Learn about AGG

2Source: Morningstar. Financial Crisis measured 10/10/07 – 3/9/09, US Credit Rating Downgrade measured 7/25/11 – 10/3/11, Energy and EM Downturn measured 7/21/15 – 2/11/16, Fed Policy Reaction measured 10/3/18 – 12/24/18. Past performance does not guarantee future results.

3. Think beyond 60/40
BlackRock Systematic Multi-Strategy Fund (BIMBX) has shown consistency across different equity markets.
Learn about BIMBX Learn about BIMBX

Standardized performance as of 12/31/19 for BIMBX is as follows: 1yr 8.43%, 3 yr 6.66%, since inception (5/19/15) 4.76%. Performance quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume investment of dividends and capital gains. Current performance may be lower or higher than that shown. Refer to blackrock.com for current month end performance. Investment returns reflect total fund operating expenses, net of all fees, waivers and/or expense reimbursements. Expenses stated as of the fund’s most recent prospectus: Institutional Shares Total / Net, Including Investment Related Expenses are 2.16%/0.96% and have contractual waivers with an end date of 4/30/20 terminable upon 90 days’ notice. Institutional shares are not available to all investors. Performance, fees and rankings for other share classes could be higher or lower. Source: BlackRock, Morningstar as of 12/31/19.

4. Navigate with multi-asset funds
BlackRock Multi-Asset Income Fund (BIICX) has a proven record during down markets.3
Learn about BIICX Learn about BIICX

3Source: Morningstar and Bloomberg, as of 12/31/19. Data is since inception of the Fund’s current strategy (11/28/11). Benchmark is 50% MSCI World Index and 50% Bloomberg Barclays U.S. Aggregate Index. Fund performance based on BlackRock Multi Asset Income Fund Inst. Share Class (BIICX). Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. You cannot invest directly in an index. Equity sell-off events represent market, economic, or geopolitical events that lead to a period of global stock market volatility and subsequent equity market weakness where the MSCI World Index sells off more than 5%. A new equity market peak is not required for a sell-off event to occur. Rising rate periods include periods with the maximum of at least a 40 bps increase in 10-year Treasury from start date to end date within a 90 day rolling window.

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