Guggenheim RBP Large-Cap Defensive 100 Index launch date: 05/18/2009
Guggenheim RBP Blended Index launch date: 03/20/2013
Guggenheim RBP® Blended IndexSM and Guggenheim RBP® Large-Cap Defensive 100 IndexSM (the "Indices") are the property of Guggenheim Partners Investment Management, LLC and its affiliates (collectively, "Guggenheim"), which has licensed them to New Age Alpha LLC which has contracted with S&PDJI to maintain and calculate the Indices.
The S&P 2-Year U.S. Treasury Note Futures Total Return Index is the property of S&P and/ or their third-party licensors and has been licensed by S&PDJI for use by New Age Alpha in connection with the Indices. S&PDJI shall have no liability for any errors or omissions in calculating the Indices.
Guggenheim, RBP® and Required Business Performance® are registered trademarks of Guggenheim and are the property of Guggenheim and licensed to New Age Alpha. All New Age Alpha trademarks are owned by New Age Alpha LLC. All other company or product names mentioned or displayed herein are the property of their respective owners and should not be deemed to be a sponsorship or an endorsement of any New Age Alpha product. Notwithstanding the foregoing, the names and trademarks of S&P, Dow Jones, and Refinitiv and all other providers are the property of their respective owners and should not be deemed to be an endorsement of any Guggenheim or New Age Alpha product.
New Age Alpha LLC ("New Age Alpha") has licensed the Guggenheim RBP® Blended IndexSM, Guggenheim RBP Large-Cap Defensive 100 IndexSM (collectively the "Indices") and the RBP methodology from Guggenheim effective October 25, 2024.
Guggenheim has no liability for the Indices or the use thereof. The Required Revenue calculation has been modified on 10/28/2024.
New Age Alpha has developed an algorithm that aims to replicate the existing Required Revenue calculation to generate RBP probabilities.
Although this algorithm differs from Guggenheim's original process, the back-tested historical returns generated by this algorithm and verified by S&P Dow Jones Indices LLC or its affiliate ("S&PDJI") are similar to the returns of the existing Guggenheim RBP Large-Cap Defensive 100 Index and Guggenheim RBP Blended Index.
The results maintain the objectives of the current indexes. Furthermore, the main premise of RBP, which is: "the revenue growth necessary to support the stock price", is still captured by this new algorithm.
The third-party valuation models are sourced from Refinitiv IBES data package.
This material is for informational purposes only and does not constitute an offer to sell,
a solicitation to buy, or a recommendation for any security or fund interest, nor does it
constitute an offer to provide investment advisory or other services. The information provided is the
property of Guggenheim and New Age Alpha.
No part of this document may be reproduced, stored, or transmitted by any means without the express written
consent of "Guggenheim" or New Age Alpha. The information may not be used to create derivative
instruments, such as indices or financial models, or used in connection with the issuing, offering, or marketing
of any investment vehicle.
No representation or warranty is made by Guggenheim or any of their affiliates or New Age Alpha or
any of its affiliates as to the sufficiency, relevance, importance, appropriateness, completeness, or comprehensiveness of the
information contained herein for any specific purpose. Neither Guggenheim nor New Age Alpha make any guarantee
that this proprietary methodology will be successful.
No claim is made that RBP can, in and of itself, be used to determine which securities to buy or sell, when to buy
or sell them or that investment products based on the indices will accurately track index performance or provide
positive investment returns. Inclusion of a security within an index is not a recommendation by Guggenheim
or New Age Alpha to buy, sell, or hold such security, nor is it considered to be investment advice.
The Guggenheim RBP® Blended Index Methodology Overview and the Guggenheim RBP® Large-Cap Defensive 100 IndexSM Methodology Overview represents the Indexes methodologies as of October 28, 2024.
The Guggenheim RBP® Blended Index (the "Index") was first calculated on March 20, 2013, at the market close. The Guggenheim RBP® Large-Cap Defensive 100 IndexSM was first calculated on May 18, 2009.
Complete index methodology details are available at rbpinstitute.com.
An index is unmanaged, not subject to fees and not available for direct investment.
The Index returns shown do not represent the results of actual trading of investible assets/securities. S&PDJI
maintains the Index and calculates the Index levels and performance shown or discussed, but does not manage actual assets.
Index returns do not represent the results of actual trading of investible assets/securities. Accordingly,
indices should not be relied upon to make predictions of actual future account performance. Past performance of an
index is not an indication or prediction of future results. Neither Guggenheim nor New Age Alpha
have any obligation to provide recipients hereof with updates or changes to data. The performance of an index
does not reflect the reinvestment of dividends and does not reflect the deduction of fees or expenses that an
investor may pay to purchase the securities underlying the index or any investment fund that is intended to
track the performance of the index, which would reduce the returns of the index.
Use of Guggenheim Licensed Marks
REQUIRED BUSINESS PERFORMANCE and RBP are registered trademarks of Transparent Value, LLC., an affiliate of Guggenheim.
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