Avantis Barclays Volatility Control Index

Ticker
BXIIAV10

Asset Classes
Multi Asset

Inception Date
11/10/2021

Overview

The Avantis Barclays Volatility Control Index (the "Index") aims to provide exposure to profitable firms priced at good value and to the U.S. Treasuries for a 10% risk budget using techniques of Modern Portfolio Theory. The building blocks that make up the portfolio are: Equities (Avantis U.S. Quality Large Cap Index) and Treasury Futures (US 2Y, US 5Y, US 10y).

Index Website

Index Brochure

Performance

Summary Performance

One Month

1 Year

2 Year
(annualized)

2 Year (annualized)

5 Year
(annualized)

5 Year (annualized)

10 Year
(annualized)

10 Year (annualized)

20 Year
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20 Year (annualized)

Year to Date

Avantis Disclaimer: The Avantis U.S. Quality Large Cap Index and the proprietary data related thereto (the “Avantis Index”) are the property of American Century Investment Management, Inc. (“American Century”) and are used under license by Barclays. Neither American Century nor any of its affiliates makes any representation, warranty or assurance, express or implied regarding the Avantis Index, the advisability of purchasing securities generally or the ClearLine Fixed Index Annuity particularly or the ability of the Avantis Index to track general market performance or provide positive investment returns. Neither American Century nor its affiliates are under any obligation or liability in connection with the ClearLine Fixed Index Annuity. Inclusion of a security within the Avantis Index is not a recommendation by American Century or its affiliates to buy, sell, or hold such security, nor is it considered to be investment advice. American Century does not guarantee the accuracy and/or the completeness of the Avantis Index and American Century is not and shall not be subject to any damages or liability, direct or indirect, consequential or punitive for any errors, omissions, or delays in or related to the Index.

Please also refer to the product literature for the Security Benefit Life Insurance Company annuity offering an index account based on the index.

The chart presents the change in the index value for the selected period; an individual cannot invest directly in an index. The change in the index’s value shown in the chart does not reflect the caps, spreads, trigger rates, and/or participation rates that would have applied to an index account in a fixed index annuity that determined interest credits based in part on the change in the index’s value. Past performance of the index is no guarantee of, and should not be relied upon as a predictor of the future change of the index’s value. Unless otherwise indicated, the index's performance does not include dividends.

Performance of the Avantis Barclays Volatility Control Index prior to 2021 is simulated.

Annuities are issued by Security Benefit Life Insurance Company in all states except New York.

SB-10059-10 | 2025/05/14