| Ticker | Weight | Action | |
|---|---|---|---|
| VTSAX | |||
| VIOV | |||
| VGSLX | |||
| VTIAX | |||
| 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% |