About Our Forecasts

One common challenge for index investors is that many indices are sold on past performance, and past performance is just that - in the past. When driving a car, you want to look ahead most of the time and keep an eye in the rear-view mirror occasionally, not the other way around.

That’s why The Index Standard® Forecasts present future expected returns in three ways: low, high, and their average, along with historical returns accompanied by benchmarks. Our forecasts are not necessarily indicative of future performance, which could differ materially, but they offer you a sensible glimpse of your expected returns, enabling you to make smarter decisions on your asset allocation.


Methodology

As with The Index Standard® Ratings, our 10-year forecasts evaluate all indices simultaneously to ensure consistency and fairness. We take pride in our forecast process, first drawing on the ‘wisdom of the crowd’, then filtering on more investment characteristics than many others in the industry, and finally running thousands of simulations to establish our projections.


Our 3-Step Process

  • Obtain Capital Market Assumptions (Major Markets)
  • Identify Critical Investment Factors
  • Simulate and Forecast

ETF Examples
SILVER

ETF

iShares Select Dividend ETF

WATCH

ETF

iShares Edge MSCI USA Momentum Factor ETF

PLATINUM

ETF

iShares Edge MSCI Min Vol USA ETF

SILVER

ETF

iShares Select Dividend ETF

WATCH

ETF

iShares Edge MSCI USA Momentum Factor ETF

PLATINUM

ETF

iShares Edge MSCI Min Vol USA ETF


Index Examples
SILVER

INDEX

S&P 500 Dividend Aristocrats Daily Risk Control 5% Excess Return Index

PLATINUM

INDEX

S&P 500 Daily Risk Control 7.5% (USD) ER

SILVER

INDEX

S&P 500 Dividend Aristocrats Daily Risk Control 5% Excess Return Index

PLATINUM

INDEX

S&P 500 Daily Risk Control 7.5% (USD) ER