| Ticker | Weight | Action | |
|---|---|---|---|
| VTSAX | |||
| VIOV | |||
| VGSLX | |||
| VTIAX | |||
| Total Weight | 100% |
Rebalance when asset weights exceed a band around target allocations.
Range: 0% to 101%
Range: 1% to 99%
Range: 0% to 100000%
100%
Total
VTSAXVanguard Total Stock Market Index Fund Admiral Shares30.00%
VIOVVanguard S&P Small-Cap 600 Value ETF20.00%
VGSLXVanguard Real Estate Index Fund Admiral Shares40.00%
VTIAXVanguard Total International Stock Index Fund Admiral Shares10.00%
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 11.20% | 7.02% |
| StdDev | 15.55% | 15.29% |
Skewness | -0.1252 | -0.1342 |
Kurtosis | 0.9076 | 0.9773 |
| Sharpe Ratio | 0.5085 | |
| Estimated Return | 8.11% | |
| Max Draw Down | -39.52% | -49.07% |
+1StdDev
+2StdDev
+3StdDev
-1StdDev
-2StdDev
-3StdDev
Estimated Mean
Diff to Mean
Real Cumulative Growth
VTSAX
VIOV
VGSLX
VTIAX
Nominal
Real
Rolling 20 year real return
Max Withdrawal Rate 20
Permanent Max Withdrawal Rate 20
Rolling 30 year real return
Max Withdrawal Rate 30
Permanent Max Withdrawal Rate 30