S&P 500® Distance Stabilizer Index¹
Approach
Dynamically adjusts exposure to the S&P 500® using an innovative approach to manage volatility developed in collaboration with Société Générale.
Measures volatility over multiple recent time periods, which allows for flexibility to navigate short-term spikes and increase exposure during subsequent market rebounds.
Equity exposure
Aims to track the S&P 500® with the opportunity to rebalance exposure daily.2
Ticker
SPXDSTCE
Helpful resources
Annual performance
|
Year |
1996³ |
1997 |
1998 |
1999 |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
|
Annual Return |
-0.11% |
22.03% |
7.02% |
9.22% |
-15.05% |
-16.51% |
-19.65% |
21.40% |
8.93% |
1.15% |
|
Year |
2006 |
2007 |
2008 |
2009 |
2010 |
2011 |
2012 |
2013 |
2014 |
2015 |
|
Annual Return |
9.69% |
-0.29% |
-15.30% |
17.37% |
7.82% |
-6.34% |
12.94% |
31.71% |
13.13% |
-0.15% |
|
Year |
2016 |
2017 |
2018 |
2019 |
2020 |
2021 |
2022 |
2023 |
2024 |
2025 |
|
Annual Return |
8.14% |
20.12% |
-7.69% |
23.33% |
17.14% |
26.61% |
-16.22% |
17.75% |
17.63% |
5.21% |
Hypothetical Assumptions: The Index was established on 9/12/2025. Performance shown before this date is back-tested by applying the index strategy, which was designed with the benefit of hindsight, to historical financial data. Back-tested performance is hypothetical and has been provided for informational purposes only. Past performance is not indicative of nor does it guarantee future performance. The foregoing performance information does not include any relevant costs, participation rates, and charges associated with the product or the Index.
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1 The full name of the S&P 500® Distance Stabilizer Index is S&P 500® Distance Stabilizer TCA Index (USD) ER.
2 The Index is an excess return index which reduces the performance of the S&P 500® Total Return Index by short-term interest rates. As a result, the index could generate negative returns in high-interest rate environments. In extreme prolonged volatile markets, the index could not have any exposure to the S&P 500® and could underperform, including in periods where markets are trending upwards.
3 The return 12/4/96 – 12/31/96 was -0.11% cumulative.
The “S&P 500®” and “S&P 500® Distance Stabilizer TCA Index (USD) ER” (the “Indices”) are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and have been licensed for use by North American Company for Life and Health Insurance® (the Company). 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”). The Company’s products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Indices.
Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from your accumulation value for optional benefit riders or strategy fees or charges associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index.
Annexus and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance.
The North American Secure HorizonSM Choice is issued on form NA2001A/ICC24-NA2001A (contract), AE634A/ICC21-AE634A, AE692A/ICC24-AE692A, AE651A/ICC21-AE651A, AE652A/ICC21-AE652A, AE653A/ICC21-AE653A, AE654A/ICC21-AE654A, AE655A/ICC21-AE655A, AE642A/ICC20-AE642A, AE638A/ICC21-AE638A, AE695A/ICC24-AE695A, AE703A (riders/endorsements) or appropriate state variation by North American Company for Life and Health Insurance®, West Des Moines, IA. This product, its features and riders may not be available in all states or appropriate for all clients.
Sammons Financial®is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.
35866Z-2
PRT 3-26