| 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 | 93.45% | 63.37% | 74.76% | 88.19% | 104.04% | 53.72% | 45.53% | 38.60% | -32.19% |
| 1971 | 108.48% | 68.77% | 81.13% | 95.71% | 112.91% | 58.30% | 49.42% | 41.89% | -36.61% |
| 1972 | 114.98% | 74.63% | 88.05% | 103.87% | 122.53% | 63.27% | 53.63% | 45.46% | -35.09% |
| 1973 | 76.50% | 81.00% | 95.55% | 112.72% | 132.98% | 68.66% | 58.20% | 49.33% | 5.88% |
| 1974 | 49.04% | 87.90% | 103.70% | 122.33% | 144.31% | 74.51% | 63.16% | 53.54% | 79.24% |
| 1975 | 67.05% | 95.39% | 112.54% | 132.76% | 156.61% | 80.86% | 68.54% | 58.10% | 42.27% |
| 1976 | 86.96% | 103.52% | 122.13% | 144.07% | 169.96% | 87.75% | 74.39% | 63.06% | 19.05% |
| 1977 | 85.78% | 112.35% | 132.54% | 156.36% | 184.45% | 95.24% | 80.73% | 68.43% | 30.98% |
| 1978 | 88.39% | 121.93% | 143.84% | 169.68% | 200.18% | 103.35% | 87.61% | 74.26% | 37.94% |
| 1979 | 102.43% | 132.32% | 156.10% | 184.15% | 217.24% | 112.16% | 95.08% | 80.59% | 29.18% |
| 1980 | 122.68% | 143.60% | 169.40% | 199.85% | 235.76% | 121.72% | 103.18% | 87.46% | 17.05% |
| 1981 | 115.72% | 155.84% | 183.84% | 216.88% | 255.85% | 132.10% | 111.98% | 94.92% | 34.67% |
| 1982 | 139.65% | 169.12% | 199.52% | 235.37% | 277.66% | 143.36% | 121.52% | 103.01% | 21.10% |
| 1983 | 173.87% | 183.54% | 216.52% | 255.43% | 301.33% | 155.58% | 131.88% | 111.79% | 5.56% |
| 1984 | 169.83% | 199.19% | 234.98% | 277.21% | 327.02% | 168.84% | 143.12% | 121.32% | 17.29% |
| 1985 | 217.89% | 216.16% | 255.01% | 300.83% | 354.90% | 183.24% | 155.32% | 131.66% | -0.79% |
| 1986 | 248.06% | 234.59% | 276.75% | 326.48% | 385.15% | 198.86% | 168.56% | 142.89% | -5.43% |
| 1987 | 234.27% | 254.59% | 300.34% | 354.31% | 417.98% | 215.81% | 182.93% | 155.07% | 8.67% |
| 1988 | 269.65% | 276.29% | 325.94% | 384.51% | 453.61% | 234.20% | 198.53% | 168.29% | 2.46% |
| 1989 | 322.75% | 299.84% | 353.72% | 417.29% | 492.27% | 254.17% | 215.45% | 182.63% | -7.10% |
| 1990 | 270.84% | 325.40% | 383.87% | 452.86% | 534.24% | 275.83% | 233.82% | 198.20% | 20.14% |
| 1991 | 372.38% | 353.14% | 416.60% | 491.46% | 579.78% | 299.35% | 253.75% | 215.09% | -5.17% |
| 1992 | 419.12% | 383.24% | 452.11% | 533.35% | 629.20% | 324.86% | 275.38% | 233.43% | -8.56% |
| 1993 | 470.81% | 415.91% | 490.65% | 578.82% | 682.83% | 352.55% | 298.85% | 253.33% | -11.66% |
| 1994 | 451.02% | 451.36% | 532.47% | 628.16% | 741.04% | 382.61% | 324.33% | 274.92% | 0.08% |
| 1995 | 584.76% | 489.84% | 577.86% | 681.70% | 804.21% | 415.22% | 351.97% | 298.36% | -16.23% |
| 1996 | 683.26% | 531.59% | 627.12% | 739.81% | 872.76% | 450.62% | 381.97% | 323.79% | -22.20% |
| 1997 | 857.31% | 576.91% | 680.58% | 802.88% | 947.15% | 489.03% | 414.53% | 351.39% | -32.71% |
| 1998 | 921.75% | 626.08% | 738.59% | 871.32% | 1,027.89% | 530.71% | 449.87% | 381.34% | -32.08% |
| 1999 | 1,214.87% | 679.45% | 801.55% | 945.59% | 1,115.51% | 575.95% | 488.22% | 413.85% | -44.07% |
| 2000 | 1,132.44% | 737.37% | 869.88% | 1,026.19% | 1,210.60% | 625.05% | 529.84% | 449.13% | -34.89% |
| 2001 | 1,058.11% | 800.22% | 944.03% | 1,113.67% | 1,313.80% | 678.33% | 575.00% | 487.41% | -24.37% |
| 2002 | 820.24% | 868.44% | 1,024.50% | 1,208.60% | 1,425.79% | 736.15% | 624.01% | 528.96% | 5.88% |
| 2003 | 1,116.00% | 942.47% | 1,111.83% | 1,311.62% | 1,547.32% | 798.90% | 677.21% | 574.05% | -15.55% |
| 2004 | 1,271.53% | 1,022.80% | 1,206.60% | 1,423.43% | 1,679.22% | 867.00% | 734.93% | 622.98% | -19.56% |
| 2005 | 1,331.40% | 1,109.99% | 1,309.46% | 1,544.77% | 1,822.36% | 940.91% | 797.58% | 676.09% | -16.63% |
| 2006 | 1,496.97% | 1,204.61% | 1,421.08% | 1,676.45% | 1,977.71% | 1,021.11% | 865.57% | 733.72% | -19.53% |
| 2007 | 1,512.38% | 1,307.29% | 1,542.21% | 1,819.35% | 2,146.29% | 1,108.15% | 939.35% | 796.26% | -13.56% |
| 2008 | 942.79% | 1,418.73% | 1,673.68% | 1,974.44% | 2,329.25% | 1,202.62% | 1,019.42% | 864.14% | 50.48% |
| 2009 | 1,203.79% | 1,539.66% | 1,816.34% | 2,142.74% | 2,527.80% | 1,305.13% | 1,106.32% | 937.80% | 27.90% |
| 2010 | 1,473.58% | 1,670.91% | 1,971.17% | 2,325.39% | 2,743.27% | 1,416.38% | 1,200.63% | 1,017.74% | 13.39% |
| 2011 | 1,406.80% | 1,813.34% | 2,139.20% | 2,523.62% | 2,977.11% | 1,537.12% | 1,302.97% | 1,104.49% | 28.90% |
| 2012 | 1,616.44% | 1,967.91% | 2,321.55% | 2,738.74% | 3,230.89% | 1,668.15% | 1,414.04% | 1,198.64% | 21.74% |
| 2013 | 2,157.54% | 2,135.66% | 2,519.45% | 2,972.19% | 3,506.30% | 1,810.34% | 1,534.58% | 1,300.82% | -1.01% |
| 2014 | 2,372.31% | 2,317.71% | 2,734.21% | 3,225.55% | 3,805.18% | 1,964.66% | 1,665.39% | 1,411.70% | -2.30% |
| 2015 | 2,305.00% | 2,515.28% | 2,967.28% | 3,500.50% | 4,129.55% | 2,132.13% | 1,807.35% | 1,532.04% | 9.12% |
| 2016 | 2,665.36% | 2,729.69% | 3,220.22% | 3,798.89% | 4,481.56% | 2,313.88% | 1,961.41% | 1,662.64% | 2.41% |
| 2017 | 3,067.00% | 2,962.37% | 3,494.72% | 4,122.72% | 4,863.58% | 2,511.12% | 2,128.61% | 1,804.36% | -3.41% |
| 2018 | 2,757.43% | 3,214.89% | 3,792.61% | 4,474.15% | 5,278.16% | 2,725.18% | 2,310.06% | 1,958.17% | 16.59% |
| 2019 | 3,486.48% | 3,488.94% | 4,115.91% | 4,855.54% | 5,728.08% | 2,957.48% | 2,506.97% | 2,125.09% | 0.07% |
| 2020 | 4,074.38% | 3,786.34% | 4,466.75% | 5,269.44% | 6,216.36% | 3,209.58% | 2,720.67% | 2,306.24% | -7.07% |
| 2021 | 4,788.90% | 4,109.10% | 4,847.51% | 5,718.62% | 6,746.26% | 3,483.17% | 2,952.59% | 2,502.83% | -14.20% |
| 2022 | 3,622.53% | 4,459.37% | 5,260.73% | 6,206.08% | 7,321.32% | 3,780.08% | 3,204.27% | 2,716.17% | 23.10% |
| 2023 | 4,226.94% | 4,839.50% | 5,709.16% | 6,735.11% | 7,945.41% | 4,102.31% | 3,477.41% | 2,947.71% | 14.49% |
| 2024 | 4,710.25% | 5,252.03% | 6,195.82% | 7,309.22% | 8,622.70% | 4,452.00% | 3,773.84% | 3,198.98% | 11.50% |
| 2025 | 5,075.76% | 5,699.72% | 6,723.97% | 7,932.28% | 9,357.72% | 4,831.50% | 4,095.53% | 3,471.66% | 12.29% |
| 2026 | 5,494.49% | 6,185.58% | 7,297.14% | 8,608.44% | 10,155.39% | 5,243.35% | 4,444.64% | 3,767.60% | 12.58% |
| 2027 | 6,712.86% | 7,919.16% | 9,342.25% | 11,021.06% | 5,690.30% | 4,823.51% | 4,088.76% | 22.17% | |
| 2028 | 7,285.08% | 8,594.21% | 10,138.60% | 11,960.52% | 6,175.36% | 5,234.68% | 4,437.29% | 15.15% | |
| 2029 | 7,906.07% | 9,326.80% | 11,002.84% | 12,980.07% | 6,701.76% | 5,680.90% | 4,815.54% | 12.90% | |
| 2030 | 8,580.01% | 10,121.84% | 11,940.75% | 14,086.52% | 7,273.03% | 6,165.15% | 5,226.02% | 11.79% | |
| 2031 | 9,311.39% | 10,984.65% | 12,958.61% | 15,287.29% | 7,893.00% | 6,690.68% | 5,671.50% | 11.13% | |
| 2032 | 10,105.11% | 11,921.01% | 14,063.23% | 16,590.41% | 8,565.82% | 7,261.01% | 6,154.96% | 10.69% | |
| 2033 | 10,966.49% | 12,937.19% | 15,262.02% | 18,004.62% | 9,295.99% | 7,879.96% | 6,679.62% | 10.38% | |
| 2034 | 11,901.30% | 14,039.98% | 16,562.99% | 19,539.37% | 10,088.41% | 8,551.66% | 7,249.01% | 10.14% | |
| 2035 | 12,915.80% | 15,236.79% | 17,974.85% | 21,204.96% | 10,948.37% | 9,280.63% | 7,866.93% | 9.96% | |
| 2036 | 14,016.77% | 16,535.61% | 19,507.07% | 23,012.52% | 11,881.63% | 10,071.73% | 8,537.52% | 9.82% | |
| 2037 | 15,211.60% | 17,945.14% | 21,169.90% | 24,974.16% | 12,894.45% | 10,930.27% | 9,265.28% | 9.70% | |
| 2038 | 16,508.27% | 19,474.83% | 22,974.48% | 27,103.02% | 13,993.60% | 11,861.99% | 10,055.08% | 9.60% | |
| 2039 | 17,915.47% | 21,134.91% | 24,932.88% | 29,413.34% | 15,186.45% | 12,873.13% | 10,912.20% | 9.52% | |
| 2040 | 19,442.63% | 22,936.50% | 27,058.21% | 31,920.61% | 16,480.98% | 13,970.47% | 11,842.38% | 9.45% | |
| 2041 | 21,099.97% | 24,891.66% | 29,364.72% | 34,641.60% | 17,885.86% | 15,161.35% | 12,851.85% | 9.38% | |
| 2042 | 22,898.58% | 27,013.48% | 31,867.84% | 37,594.53% | 19,410.49% | 16,453.73% | 13,947.37% | 9.33% | |
| 2043 | 24,850.51% | 29,316.18% | 34,584.33% | 40,799.18% | 21,065.09% | 17,856.29% | 15,136.28% | 9.28% | |
| 2044 | 26,968.83% | 31,815.16% | 37,532.38% | 44,277.00% | 22,860.73% | 19,378.40% | 16,426.53% | 9.24% | |
| 2045 | 29,267.71% | 34,527.16% | 40,731.73% | 48,051.27% | 24,809.43% | 21,030.26% | 17,826.77% | 9.20% | |
| 2046 | 31,762.56% | 37,470.34% | 44,203.80% | 52,147.28% | 26,924.24% | 22,822.93% | 19,346.37% | 9.17% | |
| 2047 | 34,470.08% | 40,664.40% | 47,971.84% | 56,592.44% | 29,219.33% | 24,768.42% | 20,995.50% | 9.14% | |
| 2048 | 37,408.39% | 44,130.73% | 52,061.07% | 61,416.51% | 31,710.06% | 26,879.74% | 22,785.21% | 9.11% | |
| 2049 | 40,597.17% | 47,892.54% | 56,498.88% | 66,651.80% | 34,413.10% | 29,171.03% | 24,727.47% | 9.08% | |
| 2050 | 44,057.77% | 51,975.01% | 61,314.98% | 72,333.36% | 37,346.55% | 31,657.64% | 26,835.30% | 9.06% | |
| 2051 | 47,813.36% | 56,405.48% | 66,541.62% | 78,499.23% | 40,530.06% | 34,356.21% | 29,122.80% | 9.04% | |
| 2052 | 51,889.09% | 61,213.62% | 72,213.78% | 85,190.69% | 43,984.94% | 37,284.81% | 31,605.30% | 9.02% | |
| 2053 | 56,312.24% | 66,431.62% | 78,369.46% | 92,452.55% | 47,734.32% | 40,463.06% | 34,299.41% | 9.00% | |
| 2054 | 61,112.43% | 72,094.41% | 85,049.86% | 100,333.42% | 51,803.31% | 43,912.23% | 37,223.18% | 8.98% | |
| 2055 | 66,321.80% | 78,239.91% | 92,299.71% | 108,886.09% | 56,219.15% | 47,655.41% | 40,396.17% | 8.97% | |
| 2056 | 71,975.23% | 84,909.26% | 100,167.56% | 118,167.80% | 61,011.40% | 51,717.67% | 43,839.64% | 8.95% |
| Year | Nominal Drawdown | Real Drawdown |
|---|---|---|
| 1970 | -1.35% | -6.55% |
| 1971 | -0.00% | -0.00% |
| 1972 | -0.00% | -0.00% |
| 1973 | -27.67% | -33.47% |
| 1974 | -47.91% | -57.35% |
| 1975 | -23.84% | -41.68% |
| 1976 | -0.00% | -24.37% |
| 1977 | -0.00% | -25.40% |
| 1978 | -0.00% | -23.12% |
| 1979 | -0.00% | -10.91% |
| 1980 | -0.00% | -0.00% |
| 1981 | -0.00% | -5.67% |
| 1982 | -0.00% | -0.00% |
| 1983 | -0.00% | -0.00% |
| 1984 | -0.00% | -2.32% |
| 1985 | -0.00% | -0.00% |
| 1986 | -0.00% | -0.00% |
| 1987 | -1.37% | -5.56% |
| 1988 | -0.00% | -0.00% |
| 1989 | -0.00% | -0.00% |
| 1990 | -10.96% | -16.08% |
| 1991 | -0.00% | -0.00% |
| 1992 | -0.00% | -0.00% |
| 1993 | -0.00% | -0.00% |
| 1994 | -1.65% | -4.20% |
| 1995 | -0.00% | -0.00% |
| 1996 | -0.00% | -0.00% |
| 1997 | -0.00% | -0.00% |
| 1998 | -0.00% | -0.00% |
| 1999 | -0.00% | -0.00% |
| 2000 | -3.63% | -6.79% |
| 2001 | -8.56% | -12.90% |
| 2002 | -27.43% | -32.48% |
| 2003 | -0.00% | -8.14% |
| 2004 | -0.00% | -0.00% |
| 2005 | -0.00% | -0.00% |
| 2006 | -0.00% | -0.00% |
| 2007 | -0.00% | -0.00% |
| 2008 | -37.61% | -37.66% |
| 2009 | -18.17% | -20.40% |
| 2010 | -0.00% | -2.57% |
| 2011 | -1.71% | -6.98% |
| 2012 | -0.00% | -0.00% |
| 2013 | -0.00% | -0.00% |
| 2014 | -0.00% | -0.00% |
| 2015 | -2.13% | -2.84% |
| 2016 | -0.00% | -0.00% |
| 2017 | -0.00% | -0.00% |
| 2018 | -8.38% | -10.09% |
| 2019 | -0.00% | -0.00% |
| 2020 | -0.00% | -0.00% |
| 2021 | -0.00% | -0.00% |
| 2022 | -19.48% | -24.36% |
| 2023 | -2.89% | -11.73% |
| 2024 | -0.00% | -1.64% |
| 2025 | -0.00% | -0.00% |
| 2026 | -0.00% | -0.00% |
| Year | Annualized Real Return | MWR 20yr | P-MWR 20yr |
|---|---|---|---|
| 1970 | 6.03% | 5.45% | 3.76% |
| 1971 | 5.46% | 6.06% | 3.97% |
| 1972 | 6.36% | 5.44% | 3.85% |
| 1973 | 6.68% | 5.34% | 3.87% |
| 1974 | 9.51% | 8.34% | 6.99% |
| 1975 | 11.73% | 13.99% | 12.47% |
| 1976 | 11.44% | 11.69% | 10.35% |
| 1977 | 10.86% | 10.06% | 8.78% |
| 1978 | 12.20% | 11.18% | 10.06% |
| 1979 | 12.44% | 12.06% | 10.90% |
| 1980 | 13.16% | 11.68% | 10.70% |
| 1981 | 11.75% | 10.92% | 9.74% |
| 1982 | 11.70% | 12.83% | 11.42% |
| 1983 | 9.26% | 12.00% | 9.96% |
| 1984 | 9.74% | 10.70% | 9.04% |
| 1985 | 10.59% | 12.05% | 10.44% |
| 1986 | 9.47% | 10.48% | 8.77% |
| 1987 | 9.40% | 10.09% | 8.42% |
| 1988 | 9.77% | 11.67% | 9.86% |
| 1989 | 6.46% | 11.25% | 8.03% |
| 1990 | 6.80% | 10.22% | 7.48% |
| 1991 | 8.84% | 13.16% | 10.74% |
| 1992 | 6.87% | 10.72% | 7.89% |
| 1993 | 6.98% | 10.34% | 7.66% |
| 1994 | 7.91% | 9.97% | 7.80% |
| 1995 | 8.65% | 11.29% | 9.14% |
| 1996 | 7.10% | 9.58% | 7.15% |
| 1997 | 7.04% | 8.83% | 6.57% |
| 1998 | 6.58% | 7.54% | 5.43% |
| 1999 | 5.63% | 7.41% | 4.93% |
| 2000 | 5.41% | 5.92% | 3.85% |
| 2001 | 6.61% | 6.60% | 4.77% |
| 2002 | 7.84% | 7.42% | 5.78% |
| 2003 | 7.71% | 10.16% | 7.86% |
| 2004 | 6.89% | 8.10% | 5.96% |
| 2005 | 6.77% | 7.56% | 5.52% |
| 2006 | 6.92% | 7.64% | 5.64% |
| 2007 | 6.72% | 7.20% | 5.24% |
| Year | Annualized Real Return | SWR 30yr | P-SWR 30yr |
|---|---|---|---|
| 1970 | 8.68% | 4.88% | 4.48% |
| 1971 | 8.67% | 5.46% | 5.01% |
| 1972 | 7.89% | 4.95% | 4.45% |
| 1973 | 6.77% | 4.89% | 4.21% |
| 1974 | 9.35% | 7.68% | 7.15% |
| 1975 | 11.46% | 12.90% | 12.40% |
| 1976 | 10.47% | 10.77% | 10.22% |
| 1977 | 9.95% | 9.25% | 8.71% |
| 1978 | 10.04% | 10.27% | 9.69% |
| 1979 | 8.21% | 11.03% | 10.00% |
| 1980 | 8.56% | 10.58% | 9.68% |
| 1981 | 8.64% | 9.78% | 8.97% |
| 1982 | 8.68% | 11.39% | 10.45% |
| 1983 | 8.51% | 10.54% | 9.63% |
| 1984 | 8.76% | 9.37% | 8.61% |
| 1985 | 9.19% | 10.49% | 9.74% |
| 1986 | 8.18% | 9.06% | 8.21% |
| 1987 | 8.24% | 8.67% | 7.86% |
| 1988 | 8.95% | 9.97% | 9.20% |
| 1989 | 8.06% | 9.54% | 8.60% |
| 1990 | 8.26% | 8.72% | 7.91% |
| 1991 | 9.46% | 11.28% | 10.53% |
| 1992 | 8.89% | 9.17% | 8.46% |
| 1993 | 7.45% | 8.90% | 7.87% |
| 1994 | 7.59% | 8.60% | 7.64% |
| 1995 | 8.13% | 9.72% | 8.79% |
| 1996 | 7.47% | 8.22% | 7.27% |
| 1997 | 7.20% | 7.59% | 6.64% |
| Year | VTSAX | VMGMX | VIOV |
|---|---|---|---|
| 1970 | 25.00% | 35.00% | 40.00% |
| 1971 | 25.00% | 35.00% | 40.00% |
| 1972 | 25.00% | 35.00% | 40.00% |
| 1973 | 25.00% | 35.00% | 40.00% |
| 1974 | 25.00% | 35.00% | 40.00% |
| 1975 | 25.00% | 35.00% | 40.00% |
| 1976 | 25.00% | 35.00% | 40.00% |
| 1977 | 25.00% | 35.00% | 40.00% |
| 1978 | 25.00% | 35.00% | 40.00% |
| 1979 | 25.00% | 35.00% | 40.00% |
| 1980 | 25.00% | 35.00% | 40.00% |
| 1981 | 25.00% | 35.00% | 40.00% |
| 1982 | 25.00% | 35.00% | 40.00% |
| 1983 | 25.00% | 35.00% | 40.00% |
| 1984 | 25.00% | 35.00% | 40.00% |
| 1985 | 25.00% | 35.00% | 40.00% |
| 1986 | 25.00% | 35.00% | 40.00% |
| 1987 | 25.00% | 35.00% | 40.00% |
| 1988 | 25.00% | 35.00% | 40.00% |
| 1989 | 25.00% | 35.00% | 40.00% |
| 1990 | 25.00% | 35.00% | 40.00% |
| 1991 | 25.00% | 35.00% | 40.00% |
| 1992 | 25.00% | 35.00% | 40.00% |
| 1993 | 25.00% | 35.00% | 40.00% |
| 1994 | 25.00% | 35.00% | 40.00% |
| 1995 | 25.00% | 35.00% | 40.00% |
| 1996 | 25.00% | 35.00% | 40.00% |
| 1997 | 25.00% | 35.00% | 40.00% |
| 1998 | 25.00% | 35.00% | 40.00% |
| 1999 | 25.00% | 35.00% | 40.00% |
| 2000 | 25.00% | 35.00% | 40.00% |
| 2001 | 25.00% | 35.00% | 40.00% |
| 2002 | 25.00% | 35.00% | 40.00% |
| 2003 | 25.00% | 35.00% | 40.00% |
| 2004 | 25.00% | 35.00% | 40.00% |
| 2005 | 25.00% | 35.00% | 40.00% |
| 2006 | 25.00% | 35.00% | 40.00% |
| 2007 | 25.00% | 35.00% | 40.00% |
| 2008 | 25.00% | 35.00% | 40.00% |
| 2009 | 25.00% | 35.00% | 40.00% |
| 2010 | 25.00% | 35.00% | 40.00% |
| 2011 | 25.00% | 35.00% | 40.00% |
| 2012 | 25.00% | 35.00% | 40.00% |
| 2013 | 25.00% | 35.00% | 40.00% |
| 2014 | 25.00% | 35.00% | 40.00% |
| 2015 | 25.00% | 35.00% | 40.00% |
| 2016 | 25.00% | 35.00% | 40.00% |
| 2017 | 25.00% | 35.00% | 40.00% |
| 2018 | 25.00% | 35.00% | 40.00% |
| 2019 | 25.00% | 35.00% | 40.00% |
| 2020 | 25.00% | 35.00% | 40.00% |
| 2021 | 25.00% | 35.00% | 40.00% |
| 2022 | 25.00% | 35.00% | 40.00% |
| 2023 | 25.00% | 35.00% | 40.00% |
| 2024 | 25.00% | 35.00% | 40.00% |
| 2025 | 25.00% | 35.00% | 40.00% |
| 2026 | 25.00% | 35.00% | 40.00% |
Name:My own portfolio edited
| Ticker | Weight | |
|---|---|---|
| VTSAX | 25.00% | |
| VMGMX | 35.00% | |
| VIOV | 40.00% | |
| Total Weight | 100.00% |
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 11.47% | 7.28% |
| StdDev | 18.40% | 17.97% |
Skewness | -0.0890 | -0.1002 |
Kurtosis | 0.2607 | 0.3574 |
| Sharpe Ratio | 0.4698 | |
| Estimated Return | 8.52% | |
| Max Draw Down | -47.91% | -57.35% |