| 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 | 93.43% | 71.44% | 83.29% | 97.11% | 113.22% | 61.27% | 52.55% | 45.07% | -23.54% |
| 1971 | 108.67% | 76.34% | 89.01% | 103.78% | 121.00% | 65.48% | 56.16% | 48.17% | -29.75% |
| 1972 | 130.27% | 81.58% | 95.12% | 110.90% | 129.30% | 69.97% | 60.01% | 51.47% | -37.38% |
| 1973 | 105.00% | 87.18% | 101.64% | 118.51% | 138.17% | 74.77% | 64.13% | 55.01% | -16.97% |
| 1974 | 69.15% | 93.16% | 108.62% | 126.64% | 147.66% | 79.91% | 68.53% | 58.78% | 34.72% |
| 1975 | 85.44% | 99.56% | 116.08% | 135.34% | 157.79% | 85.39% | 73.24% | 62.82% | 16.52% |
| 1976 | 94.02% | 106.39% | 124.04% | 144.62% | 168.62% | 91.25% | 78.26% | 67.13% | 13.16% |
| 1977 | 89.51% | 113.69% | 132.56% | 154.55% | 180.19% | 97.51% | 83.64% | 71.73% | 27.02% |
| 1978 | 94.64% | 121.49% | 141.65% | 165.16% | 192.56% | 104.20% | 89.38% | 76.66% | 28.38% |
| 1979 | 94.33% | 129.83% | 151.38% | 176.49% | 205.78% | 111.36% | 95.51% | 81.92% | 37.64% |
| 1980 | 107.27% | 138.74% | 161.76% | 188.61% | 219.90% | 119.00% | 102.06% | 87.54% | 29.34% |
| 1981 | 94.08% | 148.27% | 172.87% | 201.55% | 234.99% | 127.17% | 109.07% | 93.55% | 57.60% |
| 1982 | 101.05% | 158.44% | 184.73% | 215.38% | 251.12% | 135.89% | 116.56% | 99.97% | 56.80% |
| 1983 | 118.20% | 169.32% | 197.41% | 230.16% | 268.35% | 145.22% | 124.55% | 106.83% | 43.25% |
| 1984 | 119.02% | 180.94% | 210.96% | 245.96% | 286.77% | 155.19% | 133.10% | 114.16% | 52.02% |
| 1985 | 159.52% | 193.36% | 225.44% | 262.84% | 306.45% | 165.84% | 142.24% | 122.00% | 21.21% |
| 1986 | 213.66% | 206.63% | 240.91% | 280.88% | 327.49% | 177.22% | 152.00% | 130.37% | -3.29% |
| 1987 | 227.56% | 220.81% | 257.44% | 300.16% | 349.96% | 189.38% | 162.43% | 139.32% | -2.97% |
| 1988 | 264.96% | 235.96% | 275.11% | 320.76% | 373.98% | 202.38% | 173.58% | 148.88% | -10.94% |
| 1989 | 321.91% | 252.16% | 293.99% | 342.77% | 399.65% | 216.27% | 185.49% | 159.10% | -21.67% |
| 1990 | 273.71% | 269.46% | 314.17% | 366.30% | 427.08% | 231.11% | 198.22% | 170.02% | -1.55% |
| 1991 | 337.91% | 287.96% | 335.73% | 391.44% | 456.39% | 246.98% | 211.83% | 181.68% | -14.78% |
| 1992 | 332.43% | 307.72% | 358.78% | 418.31% | 487.71% | 263.93% | 226.37% | 194.15% | -7.43% |
| 1993 | 396.67% | 328.84% | 383.40% | 447.01% | 521.18% | 282.04% | 241.90% | 207.48% | -17.10% |
| 1994 | 392.85% | 351.41% | 409.71% | 477.69% | 556.95% | 301.40% | 258.51% | 221.72% | -10.55% |
| 1995 | 478.93% | 375.52% | 437.83% | 510.48% | 595.18% | 322.08% | 276.25% | 236.94% | -21.59% |
| 1996 | 536.25% | 401.30% | 467.88% | 545.51% | 636.03% | 344.19% | 295.21% | 253.20% | -25.17% |
| 1997 | 620.77% | 428.84% | 499.99% | 582.95% | 679.68% | 367.81% | 315.47% | 270.57% | -30.92% |
| 1998 | 725.79% | 458.27% | 534.31% | 622.96% | 726.33% | 393.06% | 337.12% | 289.14% | -36.86% |
| 1999 | 902.86% | 489.72% | 570.98% | 665.72% | 776.18% | 420.03% | 360.26% | 308.99% | -45.76% |
| 2000 | 758.69% | 523.34% | 610.17% | 711.41% | 829.45% | 448.86% | 384.98% | 330.20% | -31.02% |
| 2001 | 644.12% | 559.25% | 652.05% | 760.24% | 886.38% | 479.67% | 411.40% | 352.86% | -13.18% |
| 2002 | 514.87% | 597.64% | 696.80% | 812.41% | 947.21% | 512.59% | 439.64% | 377.07% | 16.07% |
| 2003 | 686.49% | 638.65% | 744.62% | 868.17% | 1,012.22% | 547.77% | 469.81% | 402.95% | -6.97% |
| 2004 | 772.09% | 682.49% | 795.73% | 927.75% | 1,081.69% | 585.36% | 502.06% | 430.61% | -11.61% |
| 2005 | 825.47% | 729.33% | 850.34% | 991.43% | 1,155.93% | 625.54% | 536.52% | 460.16% | -11.65% |
| 2006 | 967.11% | 779.38% | 908.70% | 1,059.47% | 1,235.26% | 668.47% | 573.34% | 491.75% | -19.41% |
| 2007 | 1,022.47% | 832.87% | 971.06% | 1,132.19% | 1,320.04% | 714.35% | 612.69% | 525.50% | -18.54% |
| 2008 | 616.80% | 890.03% | 1,037.71% | 1,209.89% | 1,410.64% | 763.37% | 654.74% | 561.56% | 44.30% |
| 2009 | 795.25% | 951.12% | 1,108.93% | 1,292.93% | 1,507.45% | 815.77% | 699.67% | 600.10% | 19.60% |
| 2010 | 897.50% | 1,016.40% | 1,185.04% | 1,381.66% | 1,610.91% | 871.75% | 747.69% | 641.29% | 13.25% |
| 2011 | 829.43% | 1,086.15% | 1,266.37% | 1,476.49% | 1,721.48% | 931.58% | 799.01% | 685.30% | 30.95% |
| 2012 | 956.09% | 1,160.70% | 1,353.29% | 1,577.83% | 1,839.62% | 995.52% | 853.85% | 732.34% | 21.40% |
| 2013 | 1,194.12% | 1,240.36% | 1,446.17% | 1,686.12% | 1,965.88% | 1,063.85% | 912.45% | 782.60% | 3.87% |
| 2014 | 1,253.52% | 1,325.49% | 1,545.42% | 1,801.84% | 2,100.80% | 1,136.86% | 975.07% | 836.31% | 5.74% |
| 2015 | 1,257.56% | 1,416.46% | 1,651.48% | 1,925.50% | 2,244.99% | 1,214.88% | 1,041.99% | 893.71% | 12.64% |
| 2016 | 1,346.87% | 1,513.68% | 1,764.83% | 2,057.66% | 2,399.07% | 1,298.27% | 1,113.51% | 955.05% | 12.39% |
| 2017 | 1,631.12% | 1,617.56% | 1,885.95% | 2,198.88% | 2,563.72% | 1,387.37% | 1,189.93% | 1,020.59% | -0.83% |
| 2018 | 1,458.17% | 1,728.58% | 2,015.39% | 2,349.79% | 2,739.67% | 1,482.59% | 1,271.60% | 1,090.64% | 18.54% |
| 2019 | 1,812.71% | 1,847.22% | 2,153.71% | 2,511.06% | 2,927.70% | 1,584.34% | 1,358.87% | 1,165.49% | 1.90% |
| 2020 | 2,094.14% | 1,974.00% | 2,301.53% | 2,683.40% | 3,128.64% | 1,693.08% | 1,452.13% | 1,245.48% | -5.74% |
| 2021 | 2,331.11% | 2,109.48% | 2,459.49% | 2,867.57% | 3,343.37% | 1,809.28% | 1,551.80% | 1,330.96% | -9.51% |
| 2022 | 1,794.75% | 2,254.25% | 2,628.29% | 3,064.38% | 3,572.83% | 1,933.45% | 1,658.30% | 1,422.31% | 25.60% |
| 2023 | 2,118.57% | 2,408.97% | 2,808.67% | 3,274.69% | 3,818.04% | 2,066.15% | 1,772.11% | 1,519.93% | 13.71% |
| 2024 | 2,390.43% | 2,574.30% | 3,001.44% | 3,499.44% | 4,080.08% | 2,207.95% | 1,893.74% | 1,624.24% | 7.69% |
| 2025 | 2,874.71% | 2,750.98% | 3,207.43% | 3,739.62% | 4,360.11% | 2,359.49% | 2,023.71% | 1,735.72% | -4.30% |
| 2026 | 3,113.87% | 2,939.79% | 3,427.57% | 3,996.28% | 4,659.35% | 2,521.43% | 2,162.60% | 1,854.84% | -5.59% |
| 2027 | 3,141.55% | 3,662.81% | 4,270.55% | 4,979.13% | 2,694.48% | 2,311.03% | 1,982.14% | 0.89% | |
| 2028 | 3,357.17% | 3,914.20% | 4,563.65% | 5,320.86% | 2,879.41% | 2,469.64% | 2,118.18% | 3.83% | |
| 2029 | 3,587.58% | 4,182.84% | 4,876.86% | 5,686.05% | 3,077.03% | 2,639.14% | 2,263.56% | 4.83% | |
| 2030 | 3,833.80% | 4,469.91% | 5,211.57% | 6,076.29% | 3,288.21% | 2,820.27% | 2,418.91% | 5.34% | |
| 2031 | 4,096.92% | 4,776.69% | 5,569.26% | 6,493.32% | 3,513.89% | 3,013.83% | 2,584.93% | 5.64% | |
| 2032 | 4,378.10% | 5,104.53% | 5,951.49% | 6,938.97% | 3,755.06% | 3,220.67% | 2,762.34% | 5.84% | |
| 2033 | 4,678.58% | 5,454.87% | 6,359.95% | 7,415.21% | 4,012.77% | 3,441.72% | 2,951.92% | 5.99% | |
| 2034 | 4,999.69% | 5,829.25% | 6,796.45% | 7,924.13% | 4,288.18% | 3,677.93% | 3,154.52% | 6.10% | |
| 2035 | 5,342.83% | 6,229.32% | 7,262.91% | 8,467.99% | 4,582.49% | 3,930.35% | 3,371.02% | 6.18% | |
| 2036 | 5,709.52% | 6,656.85% | 7,761.38% | 9,049.16% | 4,896.99% | 4,200.10% | 3,602.39% | 6.25% | |
| 2037 | 6,101.37% | 7,113.73% | 8,294.06% | 9,670.23% | 5,233.09% | 4,488.37% | 3,849.63% | 6.31% | |
| 2038 | 6,520.13% | 7,601.96% | 8,863.30% | 10,333.92% | 5,592.25% | 4,796.41% | 4,113.83% | 6.35% | |
| 2039 | 6,967.62% | 8,123.70% | 9,471.61% | 11,043.16% | 5,976.05% | 5,125.60% | 4,396.18% | 6.39% | |
| 2040 | 7,445.82% | 8,681.25% | 10,121.67% | 11,801.08% | 6,386.20% | 5,477.38% | 4,697.90% | 6.43% | |
| 2041 | 7,956.84% | 9,277.06% | 10,816.34% | 12,611.01% | 6,824.50% | 5,853.31% | 5,020.32% | 6.45% | |
| 2042 | 8,502.94% | 9,913.77% | 11,558.69% | 13,476.54% | 7,292.89% | 6,255.04% | 5,364.88% | 6.48% | |
| 2043 | 9,086.52% | 10,594.18% | 12,351.99% | 14,401.46% | 7,793.41% | 6,684.33% | 5,733.08% | 6.50% | |
| 2044 | 9,710.15% | 11,321.28% | 13,199.73% | 15,389.87% | 8,328.29% | 7,143.09% | 6,126.56% | 6.52% | |
| 2045 | 10,376.58% | 12,098.28% | 14,105.66% | 16,446.11% | 8,899.88% | 7,633.34% | 6,547.04% | 6.54% | |
| 2046 | 11,088.75% | 12,928.62% | 15,073.77% | 17,574.85% | 9,510.70% | 8,157.24% | 6,996.38% | 6.56% | |
| 2047 | 11,849.79% | 13,815.94% | 16,108.32% | 18,781.05% | 10,163.45% | 8,717.09% | 7,476.56% | 6.57% | |
| 2048 | 12,663.07% | 14,764.16% | 17,213.87% | 20,070.04% | 10,860.99% | 9,315.36% | 7,989.69% | 6.58% | |
| 2049 | 13,532.17% | 15,777.46% | 18,395.29% | 21,447.49% | 11,606.40% | 9,954.69% | 8,538.04% | 6.60% | |
| 2050 | 14,460.91% | 16,860.30% | 19,657.81% | 22,919.48% | 12,402.98% | 10,637.91% | 9,124.03% | 6.61% | |
| 2051 | 15,453.40% | 18,017.46% | 21,006.97% | 24,492.50% | 13,254.22% | 11,368.01% | 9,750.23% | 6.62% | |
| 2052 | 16,514.00% | 19,254.04% | 22,448.72% | 26,173.47% | 14,163.89% | 12,148.22% | 10,419.41% | 6.63% | |
| 2053 | 17,647.39% | 20,575.49% | 23,989.43% | 27,969.82% | 15,135.99% | 12,981.99% | 11,134.52% | 6.64% | |
| 2054 | 18,858.57% | 21,987.64% | 25,635.88% | 29,889.46% | 16,174.81% | 13,872.97% | 11,898.71% | 6.64% | |
| 2055 | 20,152.88% | 23,496.70% | 27,395.33% | 31,940.84% | 17,284.92% | 14,825.10% | 12,715.34% | 6.65% | |
| 2056 | 21,536.02% | 25,109.33% | 29,275.54% | 34,133.01% | 18,471.23% | 15,842.59% | 13,588.03% | 6.66% |
| Year | Nominal Drawdown | Real Drawdown |
|---|---|---|
| 1970 | -1.37% | -6.57% |
| 1971 | -0.00% | -0.00% |
| 1972 | -0.00% | -0.00% |
| 1973 | -12.38% | -19.40% |
| 1974 | -35.17% | -46.92% |
| 1975 | -14.34% | -34.41% |
| 1976 | -1.16% | -27.83% |
| 1977 | -0.00% | -31.29% |
| 1978 | -0.00% | -27.35% |
| 1979 | -0.00% | -27.59% |
| 1980 | -0.00% | -17.66% |
| 1981 | -4.47% | -27.78% |
| 1982 | -0.00% | -22.43% |
| 1983 | -0.00% | -9.27% |
| 1984 | -0.00% | -8.64% |
| 1985 | -0.00% | -0.00% |
| 1986 | -0.00% | -0.00% |
| 1987 | -0.00% | -0.00% |
| 1988 | -0.00% | -0.00% |
| 1989 | -0.00% | -0.00% |
| 1990 | -9.78% | -14.97% |
| 1991 | -0.00% | -0.00% |
| 1992 | -0.00% | -1.62% |
| 1993 | -0.00% | -0.00% |
| 1994 | -0.00% | -0.96% |
| 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 | -13.12% | -15.97% |
| 2001 | -25.10% | -28.66% |
| 2002 | -38.70% | -42.97% |
| 2003 | -16.73% | -23.96% |
| 2004 | -3.30% | -14.48% |
| 2005 | -0.00% | -8.57% |
| 2006 | -0.00% | -0.00% |
| 2007 | -0.00% | -0.00% |
| 2008 | -39.62% | -39.68% |
| 2009 | -20.04% | -22.22% |
| 2010 | -8.40% | -12.22% |
| 2011 | -12.84% | -18.88% |
| 2012 | -0.00% | -6.49% |
| 2013 | -0.00% | -0.00% |
| 2014 | -0.00% | -0.00% |
| 2015 | -0.00% | -0.00% |
| 2016 | -0.00% | -0.00% |
| 2017 | -0.00% | -0.00% |
| 2018 | -8.90% | -10.60% |
| 2019 | -0.00% | -0.00% |
| 2020 | -0.00% | -0.00% |
| 2021 | -0.00% | -0.00% |
| 2022 | -18.04% | -23.01% |
| 2023 | -0.01% | -9.12% |
| 2024 | -0.00% | -0.00% |
| 2025 | -0.00% | -0.00% |
| 2026 | -0.00% | -0.00% |
| Year | Annualized Real Return | MWR 20yr | P-MWR 20yr |
|---|---|---|---|
| 1970 | 6.02% | 5.49% | 3.79% |
| 1971 | 5.52% | 6.11% | 4.02% |
| 1972 | 5.84% | 5.47% | 3.71% |
| 1973 | 4.80% | 4.74% | 2.88% |
| 1974 | 6.87% | 6.06% | 4.45% |
| 1975 | 9.07% | 9.63% | 7.93% |
| 1976 | 9.00% | 8.46% | 6.95% |
| 1977 | 9.10% | 8.27% | 6.82% |
| 1978 | 10.17% | 9.32% | 7.97% |
| 1979 | 10.72% | 9.58% | 8.33% |
| 1980 | 11.96% | 10.48% | 9.38% |
| 1981 | 10.28% | 10.17% | 8.73% |
| 1982 | 10.10% | 12.70% | 10.85% |
| 1983 | 8.48% | 13.27% | 10.66% |
| 1984 | 9.19% | 12.70% | 10.51% |
| 1985 | 9.80% | 14.09% | 11.92% |
| 1986 | 8.57% | 11.93% | 9.63% |
| 1987 | 7.84% | 9.86% | 7.68% |
| 1988 | 7.80% | 10.03% | 7.80% |
| 1989 | 4.32% | 9.34% | 5.33% |
| 1990 | 4.63% | 8.12% | 4.83% |
| 1991 | 6.12% | 10.04% | 6.98% |
| 1992 | 4.59% | 8.74% | 5.18% |
| 1993 | 5.42% | 9.37% | 6.11% |
| 1994 | 5.66% | 8.36% | 5.58% |
| 1995 | 5.97% | 8.94% | 6.14% |
| 1996 | 4.95% | 7.82% | 4.84% |
| 1997 | 4.71% | 7.33% | 4.41% |
| 1998 | 4.95% | 6.63% | 4.11% |
| 1999 | 3.55% | 5.91% | 2.97% |
| 2000 | 3.55% | 4.90% | 2.46% |
| 2001 | 5.21% | 5.98% | 3.81% |
| 2002 | 6.64% | 7.32% | 5.30% |
| 2003 | 6.44% | 9.67% | 6.89% |
| 2004 | 5.80% | 7.79% | 5.26% |
| 2005 | 5.81% | 7.31% | 4.95% |
| 2006 | 6.44% | 7.19% | 5.13% |
| 2007 | 6.02% | 6.47% | 4.46% |
| Year | Annualized Real Return | SWR 30yr | P-SWR 30yr |
|---|---|---|---|
| 1970 | 7.61% | 4.84% | 4.30% |
| 1971 | 7.23% | 5.41% | 4.74% |
| 1972 | 6.11% | 4.88% | 4.06% |
| 1973 | 4.69% | 4.24% | 3.17% |
| 1974 | 6.46% | 5.44% | 4.61% |
| 1975 | 8.37% | 8.66% | 7.88% |
| 1976 | 7.85% | 7.60% | 6.82% |
| 1977 | 8.08% | 7.42% | 6.69% |
| 1978 | 8.46% | 8.35% | 7.62% |
| 1979 | 6.45% | 8.55% | 7.24% |
| 1980 | 7.36% | 9.24% | 8.15% |
| 1981 | 7.34% | 8.85% | 7.79% |
| 1982 | 7.53% | 10.94% | 9.70% |
| 1983 | 7.78% | 11.28% | 10.09% |
| 1984 | 8.01% | 10.73% | 9.67% |
| 1985 | 8.16% | 11.80% | 10.68% |
| 1986 | 7.12% | 9.85% | 8.60% |
| 1987 | 6.33% | 8.05% | 6.77% |
| 1988 | 6.79% | 8.11% | 6.97% |
| 1989 | 5.85% | 7.48% | 6.12% |
| 1990 | 5.93% | 6.56% | 5.40% |
| 1991 | 7.02% | 8.16% | 7.09% |
| 1992 | 6.65% | 7.11% | 6.08% |
| 1993 | 5.78% | 7.70% | 6.27% |
| 1994 | 5.74% | 6.88% | 5.59% |
| 1995 | 6.20% | 7.36% | 6.15% |
| 1996 | 6.16% | 6.43% | 5.36% |
| 1997 | 6.04% | 6.07% | 5.03% |
| Year | VTSAX | VTMGX | VEMAX |
|---|---|---|---|
| 1970 | 60.00% | 32.00% | 8.00% |
| 1971 | 60.00% | 32.00% | 8.00% |
| 1972 | 60.00% | 32.00% | 8.00% |
| 1973 | 60.00% | 32.00% | 8.00% |
| 1974 | 60.00% | 32.00% | 8.00% |
| 1975 | 60.00% | 32.00% | 8.00% |
| 1976 | 60.00% | 32.00% | 8.00% |
| 1977 | 60.00% | 32.00% | 8.00% |
| 1978 | 60.00% | 32.00% | 8.00% |
| 1979 | 60.00% | 32.00% | 8.00% |
| 1980 | 60.00% | 32.00% | 8.00% |
| 1981 | 60.00% | 32.00% | 8.00% |
| 1982 | 60.00% | 32.00% | 8.00% |
| 1983 | 60.00% | 32.00% | 8.00% |
| 1984 | 60.00% | 32.00% | 8.00% |
| 1985 | 60.00% | 32.00% | 8.00% |
| 1986 | 60.00% | 32.00% | 8.00% |
| 1987 | 60.00% | 32.00% | 8.00% |
| 1988 | 60.00% | 32.00% | 8.00% |
| 1989 | 60.00% | 32.00% | 8.00% |
| 1990 | 60.00% | 32.00% | 8.00% |
| 1991 | 60.00% | 32.00% | 8.00% |
| 1992 | 60.00% | 32.00% | 8.00% |
| 1993 | 60.00% | 32.00% | 8.00% |
| 1994 | 60.00% | 32.00% | 8.00% |
| 1995 | 60.00% | 32.00% | 8.00% |
| 1996 | 60.00% | 32.00% | 8.00% |
| 1997 | 60.00% | 32.00% | 8.00% |
| 1998 | 60.00% | 32.00% | 8.00% |
| 1999 | 60.00% | 32.00% | 8.00% |
| 2000 | 60.00% | 32.00% | 8.00% |
| 2001 | 60.00% | 32.00% | 8.00% |
| 2002 | 60.00% | 32.00% | 8.00% |
| 2003 | 60.00% | 32.00% | 8.00% |
| 2004 | 60.00% | 32.00% | 8.00% |
| 2005 | 60.00% | 32.00% | 8.00% |
| 2006 | 60.00% | 32.00% | 8.00% |
| 2007 | 60.00% | 32.00% | 8.00% |
| 2008 | 60.00% | 32.00% | 8.00% |
| 2009 | 60.00% | 32.00% | 8.00% |
| 2010 | 60.00% | 32.00% | 8.00% |
| 2011 | 60.00% | 32.00% | 8.00% |
| 2012 | 60.00% | 32.00% | 8.00% |
| 2013 | 60.00% | 32.00% | 8.00% |
| 2014 | 60.00% | 32.00% | 8.00% |
| 2015 | 60.00% | 32.00% | 8.00% |
| 2016 | 60.00% | 32.00% | 8.00% |
| 2017 | 60.00% | 32.00% | 8.00% |
| 2018 | 60.00% | 32.00% | 8.00% |
| 2019 | 60.00% | 32.00% | 8.00% |
| 2020 | 60.00% | 32.00% | 8.00% |
| 2021 | 60.00% | 32.00% | 8.00% |
| 2022 | 60.00% | 32.00% | 8.00% |
| 2023 | 60.00% | 32.00% | 8.00% |
| 2024 | 60.00% | 32.00% | 8.00% |
| 2025 | 60.00% | 32.00% | 8.00% |
| 2026 | 60.00% | 32.00% | 8.00% |
Name:P3 (60% VTSAX, 32% VTMGX, 8% VEMAX)
| Ticker | Weight | |
|---|---|---|
| VTSAX | 60.00% | |
| VTMGX | 32.00% | |
| VEMAX | 8.00% | |
| Total Weight | 100.00% |
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 10.36% | 6.22% |
| StdDev | 16.62% | 16.59% |
Skewness | -0.1178 | -0.1092 |
Kurtosis | 0.5905 | 0.3792 |
| Sharpe Ratio | 0.4368 | |
| Estimated Return | 6.86% | |
| Max Draw Down | -39.62% | -46.92% |