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https://intelligent.schwab.com/public/intelligent/insights/blog/q12020-performance-review.html

Schwab Intelligent Portfolios® & Q1 2020 Market Performance

2020-07-01 10:41:59, , source

Content Categorization
/Finance/Investing
/Business & Industrial
/News/Business News

Word Count:
1087

Words/Sentence:
26

Reading Time:
10.87 min

Reading Quality:
Advanced

Readability:
16th or higher

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David Koenig CFA®, FRM®, is Vice President and Chief Investment Strategist for Schwab Intelligent Portfolios.1 This quarterly commentary is designed to provide you with insight into the market environment during the quarter.

Volatility spiked to extreme levels, and declines were rapid and severe due to the combination of a public health crisis over the coronavirus pandemic and concerns about the economic effects as businesses closed and unemployment claims spiked.

Read transcriptKey Themes

The 11-year bull market ended suddenly in Q1 as U.S. stocks tumbled into bear market territory amid fears over the coronavirus pandemic and expectations of a global recession.

Amid the market sell-off, more conservative portfolios saw smaller declines than more aggressive portfolios, as would be expected; however, even moderately conservative portfolios declined due to the pressures on fixed income investments.

How your portfolio performed is dependent upon your asset allocation across the risk spectrum from conservative to aggressive, as well as criteria such as when you opened your account, the timing of any deposits/withdrawals, timing of portfolio rebalances, whether you are enrolled in tax-loss harvesting and other criteria.

Keywords
Performance

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