Scatter chart showing if you lose 80%, you need 400% to break even; if you lose 60%, you need 150%; if you lose 50%, you need 100%; if you lose 25%, you need 33.3%; if you lose 10%, you need 11.1%.
Source: Wells Fargo Investment Institute, as of September 30, 2021. For illustrative purposes only. There is no guarantee it will be possible to break even. All investing involves risk including the possible loss of principal. Past performance is no guarantee of future results.
- It is important to recognize that the more a portfolio loses in a downturn, the longer it takes to recoup those losses.