| Year | Real Cumulative Growth | Est. Return (SD 0) | Est. Return (+1σ) | Est. Return (+2σ) | Est. Return (+3σ) | Est. Return (−1σ) | Est. Return (−2σ) | Est. Return (−3σ) | Diff. to Mean |
|---|---|---|---|---|---|---|---|---|---|
| 1970 | 96.59% | 73.74% | 85.04% | 98.07% | 113.10% | 63.94% | 55.45% | 48.08% | -23.66% |
| 1971 | 108.99% | 79.72% | 91.94% | 106.03% | 122.27% | 69.13% | 59.94% | 51.98% | -26.86% |
| 1972 | 119.91% | 86.18% | 99.39% | 114.62% | 132.19% | 74.73% | 64.80% | 56.19% | -28.13% |
| 1973 | 89.88% | 93.17% | 107.45% | 123.92% | 142.91% | 80.79% | 70.06% | 60.75% | 3.66% |
| 1974 | 61.07% | 100.73% | 116.16% | 133.96% | 154.49% | 87.34% | 75.74% | 65.67% | 64.93% |
| 1975 | 75.20% | 108.89% | 125.58% | 144.83% | 167.02% | 94.42% | 81.88% | 71.00% | 44.81% |
| 1976 | 97.53% | 117.72% | 135.76% | 156.57% | 180.56% | 102.08% | 88.52% | 76.75% | 20.70% |
| 1977 | 103.37% | 127.27% | 146.77% | 169.27% | 195.20% | 110.36% | 95.69% | 82.98% | 23.13% |
| 1978 | 107.15% | 137.59% | 158.67% | 182.99% | 211.03% | 119.31% | 103.45% | 89.70% | 28.41% |
| 1979 | 120.70% | 148.74% | 171.54% | 197.83% | 228.14% | 128.98% | 111.84% | 96.98% | 23.23% |
| 1980 | 136.04% | 160.81% | 185.45% | 213.87% | 246.64% | 139.44% | 120.91% | 104.84% | 18.20% |
| 1981 | 128.62% | 173.84% | 200.49% | 231.21% | 266.64% | 150.74% | 130.71% | 113.34% | 35.16% |
| 1982 | 150.94% | 187.94% | 216.74% | 249.96% | 288.26% | 162.97% | 141.31% | 122.53% | 24.51% |
| 1983 | 187.90% | 203.18% | 234.32% | 270.22% | 311.63% | 176.18% | 152.77% | 132.47% | 8.13% |
| 1984 | 201.22% | 219.65% | 253.31% | 292.13% | 336.90% | 190.47% | 165.16% | 143.21% | 9.16% |
| 1985 | 248.73% | 237.46% | 273.85% | 315.82% | 364.22% | 205.91% | 178.55% | 154.82% | -4.53% |
| 1986 | 298.82% | 256.72% | 296.06% | 341.43% | 393.75% | 222.60% | 193.02% | 167.37% | -14.09% |
| 1987 | 287.04% | 277.53% | 320.06% | 369.11% | 425.68% | 240.65% | 208.68% | 180.95% | -3.31% |
| 1988 | 326.19% | 300.04% | 346.02% | 399.04% | 460.19% | 260.17% | 225.60% | 195.62% | -8.02% |
| 1989 | 365.89% | 324.36% | 374.07% | 431.40% | 497.51% | 281.26% | 243.89% | 211.48% | -11.35% |
| 1990 | 299.30% | 350.67% | 404.40% | 466.38% | 537.85% | 304.07% | 263.66% | 228.63% | 17.16% |
| 1991 | 388.10% | 379.10% | 437.19% | 504.19% | 581.46% | 328.72% | 285.04% | 247.16% | -2.32% |
| 1992 | 425.86% | 409.84% | 472.64% | 545.07% | 628.61% | 355.38% | 308.15% | 267.21% | -3.76% |
| 1993 | 492.49% | 443.07% | 510.97% | 589.27% | 679.58% | 384.19% | 333.14% | 288.87% | -10.04% |
| 1994 | 486.58% | 478.99% | 552.40% | 637.05% | 734.68% | 415.34% | 360.15% | 312.29% | -1.56% |
| 1995 | 587.64% | 517.83% | 597.19% | 688.71% | 794.25% | 449.02% | 389.35% | 337.62% | -11.88% |
| 1996 | 716.01% | 559.82% | 645.61% | 744.55% | 858.65% | 485.43% | 420.92% | 364.99% | -21.81% |
| 1997 | 872.86% | 605.21% | 697.96% | 804.92% | 928.27% | 524.79% | 455.05% | 394.59% | -30.66% |
| 1998 | 867.26% | 654.29% | 754.55% | 870.18% | 1,003.54% | 567.34% | 491.95% | 426.58% | -24.56% |
| 1999 | 921.35% | 707.34% | 815.73% | 940.74% | 1,084.91% | 613.34% | 531.84% | 461.17% | -23.23% |
| 2000 | 959.84% | 764.69% | 881.88% | 1,017.02% | 1,172.88% | 663.08% | 574.96% | 498.56% | -20.33% |
| 2001 | 972.25% | 826.69% | 953.38% | 1,099.48% | 1,267.98% | 716.84% | 621.58% | 538.99% | -14.97% |
| 2002 | 860.26% | 893.73% | 1,030.69% | 1,188.63% | 1,370.79% | 774.96% | 671.98% | 582.69% | 3.89% |
| 2003 | 1,146.77% | 966.19% | 1,114.26% | 1,285.01% | 1,481.94% | 837.80% | 726.47% | 629.94% | -15.75% |
| 2004 | 1,372.80% | 1,044.53% | 1,204.61% | 1,389.21% | 1,602.10% | 905.73% | 785.38% | 681.01% | -23.91% |
| 2005 | 1,451.96% | 1,129.23% | 1,302.28% | 1,501.85% | 1,732.00% | 979.17% | 849.06% | 736.23% | -22.23% |
| 2006 | 1,777.32% | 1,220.79% | 1,407.87% | 1,623.62% | 1,872.44% | 1,058.57% | 917.90% | 795.93% | -31.31% |
| 2007 | 1,619.89% | 1,319.78% | 1,522.03% | 1,755.27% | 2,024.26% | 1,144.40% | 992.33% | 860.47% | -18.53% |
| 2008 | 1,031.90% | 1,426.79% | 1,645.44% | 1,897.60% | 2,188.40% | 1,237.19% | 1,072.79% | 930.23% | 38.27% |
| 2009 | 1,291.15% | 1,542.48% | 1,778.86% | 2,051.46% | 2,365.84% | 1,337.51% | 1,159.78% | 1,005.66% | 19.47% |
| 2010 | 1,560.80% | 1,667.55% | 1,923.09% | 2,217.80% | 2,557.67% | 1,445.96% | 1,253.81% | 1,087.20% | 6.84% |
| 2011 | 1,551.49% | 1,802.76% | 2,079.02% | 2,397.63% | 2,765.06% | 1,563.20% | 1,355.48% | 1,175.36% | 16.20% |
| 2012 | 1,790.68% | 1,948.93% | 2,247.60% | 2,592.04% | 2,989.26% | 1,689.95% | 1,465.39% | 1,270.66% | 8.84% |
| 2013 | 2,123.85% | 2,106.96% | 2,429.84% | 2,802.21% | 3,231.64% | 1,826.98% | 1,584.20% | 1,373.69% | -0.80% |
| 2014 | 2,465.00% | 2,277.80% | 2,626.86% | 3,029.42% | 3,493.67% | 1,975.12% | 1,712.66% | 1,485.07% | -7.59% |
| 2015 | 2,461.23% | 2,462.49% | 2,839.86% | 3,275.06% | 3,776.95% | 2,135.27% | 1,851.53% | 1,605.49% | 0.05% |
| 2016 | 2,746.85% | 2,662.16% | 3,070.12% | 3,540.61% | 4,083.20% | 2,308.40% | 2,001.65% | 1,735.67% | -3.08% |
| 2017 | 3,048.51% | 2,878.01% | 3,319.06% | 3,827.69% | 4,414.28% | 2,495.57% | 2,163.95% | 1,876.40% | -5.59% |
| 2018 | 2,748.07% | 3,111.37% | 3,588.18% | 4,138.06% | 4,772.20% | 2,697.92% | 2,339.42% | 2,028.55% | 13.22% |
| 2019 | 3,435.29% | 3,363.65% | 3,879.12% | 4,473.58% | 5,159.15% | 2,916.68% | 2,529.10% | 2,193.03% | -2.09% |
| 2020 | 3,625.24% | 3,636.39% | 4,193.65% | 4,836.32% | 5,577.47% | 3,153.18% | 2,734.17% | 2,370.85% | 0.31% |
| 2021 | 4,431.40% | 3,931.24% | 4,533.69% | 5,228.46% | 6,029.71% | 3,408.85% | 2,955.87% | 2,563.08% | -11.29% |
| 2022 | 3,311.64% | 4,250.00% | 4,901.30% | 5,652.41% | 6,518.62% | 3,685.25% | 3,195.54% | 2,770.91% | 28.34% |
| 2023 | 3,748.42% | 4,594.60% | 5,298.71% | 6,110.72% | 7,047.17% | 3,984.06% | 3,454.65% | 2,995.58% | 22.57% |
| 2024 | 4,058.49% | 4,967.15% | 5,728.35% | 6,606.20% | 7,618.58% | 4,307.10% | 3,734.76% | 3,238.47% | 22.39% |
| 2025 | 4,384.67% | 5,369.90% | 6,192.83% | 7,141.86% | 8,236.32% | 4,656.34% | 4,037.59% | 3,501.06% | 22.47% |
| 2026 | 4,755.12% | 5,805.32% | 6,694.96% | 7,720.94% | 8,904.15% | 5,033.89% | 4,364.97% | 3,784.94% | 22.09% |
| 2027 | 6,276.03% | 7,237.81% | 8,346.98% | 9,626.13% | 5,442.05% | 4,718.90% | 4,091.84% | 31.98% | |
| 2028 | 6,784.91% | 7,824.68% | 9,023.79% | 10,406.65% | 5,883.31% | 5,101.52% | 4,423.62% | 19.45% | |
| 2029 | 7,335.06% | 8,459.13% | 9,755.47% | 11,250.46% | 6,360.35% | 5,515.17% | 4,782.30% | 15.54% | |
| 2030 | 7,929.81% | 9,145.03% | 10,546.48% | 12,162.69% | 6,876.07% | 5,962.36% | 5,170.06% | 13.64% | |
| 2031 | 8,572.79% | 9,886.54% | 11,401.62% | 13,148.88% | 7,433.61% | 6,445.81% | 5,589.27% | 12.51% | |
| 2032 | 9,267.90% | 10,688.17% | 12,326.10% | 14,215.04% | 8,036.35% | 6,968.46% | 6,042.47% | 11.76% | |
| 2033 | 10,019.37% | 11,554.81% | 13,325.55% | 15,367.65% | 8,687.97% | 7,533.49% | 6,532.41% | 11.23% | |
| 2034 | 10,831.78% | 12,491.71% | 14,406.03% | 16,613.71% | 9,392.42% | 8,144.33% | 7,062.09% | 10.84% | |
| 2035 | 11,710.06% | 13,504.59% | 15,574.12% | 17,960.81% | 10,153.99% | 8,804.70% | 7,634.70% | 10.53% | |
| 2036 | 12,659.55% | 14,599.59% | 16,836.93% | 19,417.13% | 10,977.31% | 9,518.61% | 8,253.75% | 10.29% | |
| 2037 | 13,686.03% | 15,783.37% | 18,202.12% | 20,991.54% | 11,867.39% | 10,290.42% | 8,923.00% | 10.09% | |
| 2038 | 14,795.74% | 17,063.14% | 19,678.02% | 22,693.61% | 12,829.64% | 11,124.80% | 9,646.50% | 9.92% | |
| 2039 | 15,995.43% | 18,446.68% | 21,273.58% | 24,533.69% | 13,869.91% | 12,026.84% | 10,428.68% | 9.78% | |
| 2040 | 17,292.40% | 19,942.40% | 22,998.51% | 26,522.96% | 14,994.53% | 13,002.02% | 11,274.27% | 9.66% | |
| 2041 | 18,694.53% | 21,559.40% | 24,863.31% | 28,673.54% | 16,210.34% | 14,056.27% | 12,188.43% | 9.56% | |
| 2042 | 20,210.35% | 23,307.52% | 26,879.32% | 30,998.49% | 17,524.74% | 15,196.00% | 13,176.71% | 9.47% | |
| 2043 | 21,849.07% | 25,197.37% | 29,058.79% | 33,511.96% | 18,945.70% | 16,428.14% | 14,245.12% | 9.38% | |
| 2044 | 23,620.67% | 27,240.46% | 31,414.98% | 36,229.22% | 20,481.89% | 17,760.19% | 15,400.17% | 9.31% | |
| 2045 | 25,535.92% | 29,449.22% | 33,962.21% | 39,166.82% | 22,142.63% | 19,200.25% | 16,648.87% | 9.25% | |
| 2046 | 27,606.46% | 31,837.06% | 36,715.99% | 42,342.60% | 23,938.03% | 20,757.08% | 17,998.81% | 9.19% | |
| 2047 | 29,844.89% | 34,418.52% | 39,693.05% | 45,775.89% | 25,879.01% | 22,440.13% | 19,458.22% | 9.14% | |
| 2048 | 32,264.82% | 37,209.30% | 42,911.50% | 49,487.56% | 27,977.37% | 24,259.66% | 21,035.96% | 9.09% | |
| 2049 | 34,880.96% | 40,226.36% | 46,390.92% | 53,500.18% | 30,245.88% | 26,226.72% | 22,741.63% | 9.05% | |
| 2050 | 37,709.23% | 43,488.05% | 50,152.46% | 57,838.16% | 32,698.32% | 28,353.27% | 24,585.60% | 9.01% | |
| 2051 | 40,766.83% | 47,014.22% | 54,219.00% | 62,527.89% | 35,349.61% | 30,652.25% | 26,579.09% | 8.97% | |
| 2052 | 44,072.35% | 50,826.29% | 58,615.26% | 67,597.87% | 38,215.88% | 33,137.64% | 28,734.22% | 8.94% | |
| 2053 | 47,645.89% | 54,947.47% | 63,367.99% | 73,078.94% | 41,314.56% | 35,824.56% | 31,064.09% | 8.91% | |
| 2054 | 51,509.18% | 59,402.80% | 68,506.09% | 79,004.44% | 44,664.49% | 38,729.34% | 33,582.87% | 8.88% | |
| 2055 | 55,685.73% | 64,219.39% | 74,060.81% | 85,410.39% | 48,286.05% | 41,869.65% | 36,305.89% | 8.85% | |
| 2056 | 60,200.92% | 69,426.52% | 80,065.92% | 92,335.77% | 52,201.25% | 45,264.59% | 39,249.70% | 8.83% |
| Year | Nominal Drawdown | Real Drawdown |
|---|---|---|
| 1970 | -0.00% | -3.41% |
| 1971 | -0.00% | -0.00% |
| 1972 | -0.00% | -0.00% |
| 1973 | -18.51% | -25.04% |
| 1974 | -37.80% | -49.07% |
| 1975 | -18.10% | -37.29% |
| 1976 | -0.00% | -18.66% |
| 1977 | -0.00% | -13.80% |
| 1978 | -0.00% | -10.64% |
| 1979 | -0.00% | -0.00% |
| 1980 | -0.00% | -0.00% |
| 1981 | -0.00% | -5.45% |
| 1982 | -0.00% | -0.00% |
| 1983 | -0.00% | -0.00% |
| 1984 | -0.00% | -0.00% |
| 1985 | -0.00% | -0.00% |
| 1986 | -0.00% | -0.00% |
| 1987 | -0.00% | -3.94% |
| 1988 | -0.00% | -0.00% |
| 1989 | -0.00% | -0.00% |
| 1990 | -13.20% | -18.20% |
| 1991 | -0.00% | -0.00% |
| 1992 | -0.00% | -0.00% |
| 1993 | -0.00% | -0.00% |
| 1994 | -0.00% | -1.20% |
| 1995 | -0.00% | -0.00% |
| 1996 | -0.00% | -0.00% |
| 1997 | -0.00% | -0.00% |
| 1998 | -0.00% | -0.64% |
| 1999 | -0.00% | -0.00% |
| 2000 | -0.00% | -0.00% |
| 2001 | -0.00% | -0.00% |
| 2002 | -9.41% | -11.52% |
| 2003 | -0.00% | -0.00% |
| 2004 | -0.00% | -0.00% |
| 2005 | -0.00% | -0.00% |
| 2006 | -0.00% | -0.00% |
| 2007 | -5.14% | -8.86% |
| 2008 | -39.52% | -41.94% |
| 2009 | -22.26% | -27.35% |
| 2010 | -4.62% | -12.18% |
| 2011 | -2.38% | -12.71% |
| 2012 | -0.00% | -0.00% |
| 2013 | -0.00% | -0.00% |
| 2014 | -0.00% | -0.00% |
| 2015 | -0.00% | -0.15% |
| 2016 | -0.00% | -0.00% |
| 2017 | -0.00% | -0.00% |
| 2018 | -8.13% | -9.86% |
| 2019 | -0.00% | -0.00% |
| 2020 | -0.00% | -0.00% |
| 2021 | -0.00% | -0.00% |
| 2022 | -20.45% | -25.27% |
| 2023 | -6.94% | -15.41% |
| 2024 | -0.00% | -8.42% |
| 2025 | -0.00% | -1.05% |
| 2026 | -0.00% | -0.00% |
| Year | Annualized Real Return | MWR 20yr | P-MWR 20yr |
|---|---|---|---|
| 1970 | 6.70% | 6.17% | 4.48% |
| 1971 | 5.82% | 6.68% | 4.53% |
| 1972 | 6.56% | 6.20% | 4.46% |
| 1973 | 6.54% | 5.90% | 4.24% |
| 1974 | 8.88% | 8.22% | 6.72% |
| 1975 | 10.93% | 12.97% | 11.35% |
| 1976 | 10.83% | 11.89% | 10.36% |
| 1977 | 10.48% | 10.22% | 8.83% |
| 1978 | 11.26% | 10.58% | 9.33% |
| 1979 | 11.02% | 11.26% | 9.87% |
| 1980 | 10.70% | 11.09% | 9.63% |
| 1981 | 10.26% | 10.89% | 9.34% |
| 1982 | 10.64% | 12.70% | 11.02% |
| 1983 | 9.09% | 12.16% | 10.03% |
| 1984 | 9.47% | 10.86% | 9.08% |
| 1985 | 10.08% | 11.15% | 9.52% |
| 1986 | 9.22% | 9.97% | 8.26% |
| 1987 | 9.32% | 9.05% | 7.53% |
| 1988 | 9.04% | 10.19% | 8.38% |
| 1989 | 5.93% | 9.78% | 6.69% |
| 1990 | 6.51% | 9.35% | 6.70% |
| 1991 | 8.61% | 12.25% | 9.90% |
| 1992 | 7.17% | 10.48% | 7.86% |
| 1993 | 7.45% | 10.37% | 7.90% |
| 1994 | 7.58% | 9.74% | 7.48% |
| 1995 | 8.45% | 10.65% | 8.55% |
| 1996 | 7.42% | 9.64% | 7.34% |
| 1997 | 6.95% | 8.54% | 6.31% |
| 1998 | 6.45% | 7.48% | 5.34% |
| 1999 | 5.94% | 7.95% | 5.44% |
| 2000 | 6.80% | 7.91% | 5.79% |
| 2001 | 6.87% | 8.06% | 5.93% |
| 2002 | 7.88% | 8.46% | 6.61% |
| 2003 | 6.97% | 10.24% | 7.58% |
| 2004 | 6.10% | 8.31% | 5.77% |
| 2005 | 5.57% | 7.37% | 4.88% |
| 2006 | 5.68% | 7.32% | 4.90% |
| 2007 | 5.04% | 6.29% | 3.94% |
| Year | Annualized Real Return | SWR 30yr | P-SWR 30yr |
|---|---|---|---|
| 1970 | 7.68% | 5.47% | 4.88% |
| 1971 | 7.95% | 5.96% | 5.36% |
| 1972 | 7.57% | 5.58% | 4.95% |
| 1973 | 6.79% | 5.34% | 4.59% |
| 1974 | 8.86% | 7.46% | 6.88% |
| 1975 | 10.93% | 11.79% | 11.27% |
| 1976 | 10.37% | 10.79% | 10.23% |
| 1977 | 10.16% | 9.27% | 8.76% |
| 1978 | 9.61% | 9.59% | 8.98% |
| 1979 | 7.84% | 10.16% | 9.11% |
| 1980 | 8.22% | 9.92% | 9.00% |
| 1981 | 8.47% | 9.68% | 8.83% |
| 1982 | 8.65% | 11.23% | 10.29% |
| 1983 | 8.59% | 10.66% | 9.76% |
| 1984 | 8.42% | 9.49% | 8.65% |
| 1985 | 8.71% | 9.70% | 8.91% |
| 1986 | 7.94% | 8.62% | 7.75% |
| 1987 | 7.67% | 7.78% | 6.93% |
| 1988 | 8.19% | 8.70% | 7.88% |
| 1989 | 7.36% | 8.31% | 7.32% |
| 1990 | 7.75% | 7.99% | 7.14% |
| 1991 | 8.67% | 10.52% | 9.65% |
| 1992 | 8.46% | 8.98% | 8.19% |
| 1993 | 7.08% | 8.92% | 7.77% |
| 1994 | 7.00% | 8.36% | 7.26% |
| 1995 | 7.33% | 9.12% | 8.03% |
| 1996 | 6.93% | 8.21% | 7.11% |
| 1997 | 6.51% | 7.26% | 6.16% |
| Year | VTSAX | VIOV | VGSLX | VTIAX |
|---|---|---|---|---|
| 1970 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1971 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1972 | 29.18% | 20.26% | 39.29% | 11.27% |
| 1973 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1974 | 30.78% | 16.88% | 41.36% | 10.98% |
| 1975 | 29.10% | 16.91% | 42.48% | 11.51% |
| 1976 | 29.99% | 20.32% | 38.38% | 11.31% |
| 1977 | 27.14% | 22.81% | 41.55% | 8.50% |
| 1978 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1979 | 28.09% | 21.41% | 38.95% | 11.55% |
| 1980 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1981 | 30.73% | 20.42% | 39.13% | 9.73% |
| 1982 | 28.56% | 22.25% | 40.17% | 9.02% |
| 1983 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1984 | 28.30% | 21.85% | 40.34% | 9.52% |
| 1985 | 26.90% | 20.67% | 43.70% | 8.72% |
| 1986 | 27.80% | 21.58% | 40.46% | 10.15% |
| 1987 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1988 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1989 | 29.27% | 21.82% | 38.16% | 10.75% |
| 1990 | 32.71% | 21.61% | 35.29% | 10.39% |
| 1991 | 29.61% | 20.58% | 39.48% | 10.32% |
| 1992 | 29.07% | 22.14% | 39.99% | 8.80% |
| 1993 | 29.87% | 19.91% | 39.82% | 10.40% |
| 1994 | 27.81% | 20.49% | 40.00% | 11.71% |
| 1995 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1996 | 32.90% | 21.07% | 37.14% | 8.89% |
| 1997 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1998 | 30.00% | 20.00% | 40.00% | 10.00% |
| 1999 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2000 | 34.05% | 18.85% | 35.19% | 11.91% |
| 2001 | 28.27% | 21.12% | 41.28% | 9.33% |
| 2002 | 30.65% | 19.63% | 39.27% | 10.46% |
| 2003 | 26.74% | 18.49% | 44.96% | 9.80% |
| 2004 | 25.88% | 19.04% | 44.95% | 10.13% |
| 2005 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2006 | 29.10% | 19.38% | 40.96% | 10.57% |
| 2007 | 26.80% | 18.43% | 44.11% | 10.66% |
| 2008 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2009 | 29.65% | 22.05% | 39.54% | 8.77% |
| 2010 | 29.72% | 21.04% | 39.92% | 9.33% |
| 2011 | 28.40% | 21.35% | 41.80% | 8.45% |
| 2012 | 29.84% | 19.89% | 39.78% | 10.49% |
| 2013 | 29.57% | 20.00% | 39.87% | 10.56% |
| 2014 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2015 | 28.88% | 18.36% | 44.57% | 8.19% |
| 2016 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2017 | 29.67% | 23.04% | 38.10% | 9.19% |
| 2018 | 31.72% | 22.65% | 35.28% | 10.34% |
| 2019 | 32.75% | 21.50% | 36.12% | 9.63% |
| 2020 | 33.50% | 20.93% | 36.42% | 9.15% |
| 2021 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2022 | 28.82% | 19.95% | 42.92% | 8.30% |
| 2023 | 29.16% | 22.26% | 39.82% | 8.76% |
| 2024 | 31.41% | 21.88% | 38.06% | 8.66% |
| 2025 | 30.00% | 20.00% | 40.00% | 10.00% |
| 2026 | 31.67% | 19.22% | 37.20% | 11.91% |
Name:Portafolio 101
| Ticker | Weight | |
|---|---|---|
| VTSAX | 30.00% | |
| VIOV | 20.00% | |
| VGSLX | 40.00% | |
| VTIAX | 10.00% | |
| Total Weight | 100.00% |
Rebalance when asset weights exceed a band around target allocations.
Range: 0% to 101%
Range: 1% to 99%
Range: 0% to 100000%
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 11.18% | 7.01% |
| StdDev | 15.58% | 15.32% |
Skewness | -0.1246 | -0.1335 |
Kurtosis | 0.8746 | 0.9408 |
| Sharpe Ratio | 0.5081 | |
| Estimated Return | 8.11% | |
| Max Draw Down | -39.52% | -49.07% |