5 worst alternative investments since 2008

The stock market’s 10-year run through 2018, which saw the S&P 500 Index crank out a 13% compound annual return, was not kind to most alternative investment strategies.

As detailed by Morningstar analyst John Rekenthaler, at least five categories of liquid alternative funds delivered more pain than protection over the last decade.

His analysis looks at each category’s performance against the S&P 500 during the S&P’s three worst years of the past decade: 2011, when the index gained 2.11%; 2015, when it was up 1.38%; and 2018, when it fell 4.38%.

POPULAR GALLERIES

10 surprising medical expenses you can write off

10 surprising medical expenses you can write off

The stock market’s 10-year run through 2018, which saw the S&P 500 Index crank out a 13% compound annual return, was not kind to most alternative investment strategies. As detailed by Morningstar analyst John Rekenthaler, at least five categories of liquid alternative funds delivered more pain than protection over the last decade. His analysis looks at each category’s performance against the S&P 500 during the S&P’s three worst years of the past decade: 2011, when the index gained 2.11%; 2015, when it was up 1.38%; and 2018, when it fell 4.38%.

9 ways retirement income is taxed

9 ways retirement income is taxed

The stock market’s 10-year run through 2018, which saw the S&P 500 Index crank out a 13% compound annual return, was not kind to most alternative investment strategies. As detailed by Morningstar analyst John Rekenthaler, at least five categories of liquid alternative funds delivered more pain than protection over the last decade. His analysis looks at each category’s performance against the S&P 500 during the S&P’s three worst years of the past decade: 2011, when the index gained 2.11%; 2015, when it was up 1.38%; and 2018, when it fell 4.38%.

How much you should have saved for retirement at every age

How much you should have saved for retirement at every age

The stock market’s 10-year run through 2018, which saw the S&P 500 Index crank out a 13% compound annual return, was not kind to most alternative investment strategies. As detailed by Morningstar analyst John Rekenthaler, at least five categories of liquid alternative funds delivered more pain than protection over the last decade. His analysis looks at each category’s performance against the S&P 500 during the S&P’s three worst years of the past decade: 2011, when the index gained 2.11%; 2015, when it was up 1.38%; and 2018, when it fell 4.38%.