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News: 2022 Vol Controlled Index Performance Chart

Publish Date: January 4, 2023

This is a great bar graph that shows the performance of many of the volatility controlled indices that exist within indexed annuities and indexed life. Of course, these are merely the “indexes” and do not reflect the participation rates, caps, etc that exist within the product itself. However, none of that makes any difference in almost all of these cases because the all (almost) are negative!!! The fact that almost all volatility controlled strategies are down speaks to how broad the selloff over the last year has been in both, stocks and bonds. Afterall, bonds are usually the factor that “controls” the volatility in these indices.

The good news is, A: the 0% that you got in these indexed products is better than the alternative. And B: For the “annual reset” products, the new year is starting from the low index level.

Also, for more on volatility controlled strategies, here is an article you may be interested in.


Written By:  Charlie Gipple, CFP®, CLU®, ChFC®

Written By: Charlie Gipple, CFP®, CLU®, ChFC®

Charlie is the Founder and CEO of CG Financial Group, a financial services company that serves consumers as well as financial professionals. Charlie also owns and operates The Retirement Academy, which is an online resource to help financial professionals in running successful practices. Charlie is recognized throughout the industry as one of the foremost thought leaders and subject matter experts on retirement planning, life insurance, long-term care planning, leadership, storyselling, and behavioral finance. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV. Gipple has vast leadership experience in the insurance industry as he has been an executive of various insurance companies and large Independent Marketing Organizations. With over two decades of experience, Charlie is unique in his broad knowledge across the life insurance, LTC, annuities, and securities businesses. He holds a bachelor’s degree in Finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CFP®, CLU® and ChFC® designations.

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