Bond Returns During Market Turbulency

Bond returns in the first quarter of 2022 were some of the worst we’ve seen in decades. Many fixed income funds lost money, which can naturally cause anxiety amongst investors. We broke this down into specific questions to address the different components of concern.

Why have my fixed income funds lost money?

Why should I continue to hold fixed income?

What role does Fixed Income play?

Should I do something about inflation?

Resource: Dimensional Fund Advisors

Copper Leaf Financial uses Dimensional Fund Advisors as investment managers for our client’s investment portfolios. They align with our evidence-based philosophy by applying academic research and decades of data to rigorous methodology and practice. The strategies they manage provide us with the investment building blocks needed to construct low-cost, globally diversified portfolios designed to reduce overall risk and improve long-term, risk-adjusted returns.

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