JOD Financial Group · Free Tools

No One Wants to Lose Money

Pick any years since 1990. See what the same money did in the market, in an FIA, and in a MYGA.

Each year uses the MYGA rate and FIA cap actually available then — not today's.

Growth of $250,000

Value at the end of each year

S&P 500 FIA MYGA
Line chart comparing the value over time of the S&P 500, a fixed indexed annuity and a multi-year guaranteed annuity. The full figures are in the table below.
Same money, three outcomes
Show every year

What this assumes

You don't get to pick your decade. You do get to pick what happens when it's a bad one.

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