S&P 500® Factor Rotator Daily RC2 7% Index

Ticker
SPXFRRE7

Asset Classes
US Equity - Large Cap; Treasury Futures

Inception Date
03/25/2020

Overview

The S&P 500 Factor Rotator Daily RC2 7% Total Return Index is designed to track the S&P 500 Factor Rotator Index plus the S&P 2-Year U.S. Treasury Note Futures Index. These two positions are dynamically rebalanced to target a volatility of 7%.

Index Website

Index Fact Sheet

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
(annualized)

20 Year (annualized)

Year to Date

S&P Dow Jones Indices Disclaimer: The “S&P 500,” “S&P 500 Low Volatility Daily Risk Control 5% Index,” “S&P Multi-Asset Risk Control (MARC) 5% Index,” and “S&P 500 Factor Rotator Daily RC2 7% Index” are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by Security Benefit Life Insurance Company (SBL). S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by SBL. The Foundations Annuity is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of purchasing the Foundations Annuity nor do they have any liability for any errors, omissions, or interruptions of the above named indices.

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 S&P 500 Factor Rotator Daily RC2 7% index prior to 2020 is simulated. Simulated performance utilizes backward looking projections and should not be relied on as a predictor of future performance, which may differ substantially from the simulated performance reflected in this example.

SB-10059-40 | 2025/05/14