Over the last several decades, the broad U.S. bond market has provided 5% annual returns with a worst-case drop of just -4% in 2008. Low-risk securities like bonds are an excellent choice for charities because they allow charities to earn considerable returns with a very low level of risk.
Antigravity Investments helps charities implement low-risk bond portfolios that use safe assets like U.S. government bonds to prevent large drops in portfolio value while diversifying across different types of bonds to maximize returns.
This report covers the historical performance of (1) short-term bonds, which have an exceptionally low level of risk, (2) the broad U.S. bond market, which has produced decent returns over the last few decades, and (3) a 90% bond, 10% stock portfolio which has higher expected returns than the bond market with marginally higher higher risk: Download Bond Portfolio Report
This report covers the historical performance of Antigravity Investments’ bond momentum strategy which has the objective of selecting the best bond funds every month to maximize returns: Download Bond Momentum Report
Historical Returns for Short-Term Bonds (Jan 2002–May 2020)
Historical Worst-Case Drop for Short-Term Bonds (Jan 2002–May 2020)
Historical Returns for Bond Momentum (Jan 1994–May 2020)
Historical Worst-Case Drop for Bond Momentum (Jan 1994–May 2020)