| 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% | 71.37% | 83.21% | 97.03% | 113.13% | 61.21% | 52.49% | 45.02% | -23.61% |
| 1971 | 108.67% | 76.27% | 88.93% | 103.69% | 120.91% | 65.41% | 56.10% | 48.11% | -29.82% |
| 1972 | 130.27% | 81.51% | 95.04% | 110.81% | 129.21% | 69.90% | 59.95% | 51.42% | -37.43% |
| 1973 | 105.00% | 87.11% | 101.57% | 118.43% | 138.09% | 74.70% | 64.07% | 54.95% | -17.04% |
| 1974 | 69.15% | 93.09% | 108.54% | 126.56% | 147.57% | 79.84% | 68.47% | 58.72% | 34.62% |
| 1975 | 85.44% | 99.48% | 116.00% | 135.26% | 157.71% | 85.32% | 73.17% | 62.76% | 16.44% |
| 1976 | 94.02% | 106.32% | 123.97% | 144.55% | 168.54% | 91.18% | 78.20% | 67.07% | 13.08% |
| 1977 | 89.51% | 113.62% | 132.48% | 154.48% | 180.12% | 97.44% | 83.57% | 71.67% | 26.94% |
| 1978 | 94.64% | 121.43% | 141.58% | 165.09% | 192.49% | 104.14% | 89.31% | 76.60% | 28.31% |
| 1979 | 94.33% | 129.77% | 151.31% | 176.43% | 205.71% | 111.29% | 95.45% | 81.86% | 37.57% |
| 1980 | 107.27% | 138.68% | 161.70% | 188.55% | 219.85% | 118.94% | 102.00% | 87.48% | 29.28% |
| 1981 | 94.08% | 148.21% | 172.81% | 201.50% | 234.95% | 127.11% | 109.01% | 93.49% | 57.53% |
| 1982 | 101.05% | 158.39% | 184.68% | 215.34% | 251.09% | 135.84% | 116.50% | 99.91% | 56.74% |
| 1983 | 118.20% | 169.27% | 197.37% | 230.13% | 268.33% | 145.17% | 124.50% | 106.77% | 43.21% |
| 1984 | 119.02% | 180.89% | 210.92% | 245.94% | 286.77% | 155.14% | 133.05% | 114.11% | 51.99% |
| 1985 | 159.52% | 193.32% | 225.41% | 262.83% | 306.46% | 165.80% | 142.19% | 121.95% | 21.19% |
| 1986 | 213.66% | 206.60% | 240.90% | 280.89% | 327.51% | 177.19% | 151.96% | 130.32% | -3.31% |
| 1987 | 227.56% | 220.79% | 257.44% | 300.18% | 350.01% | 189.36% | 162.40% | 139.28% | -2.97% |
| 1988 | 264.96% | 235.96% | 275.13% | 320.80% | 374.05% | 202.36% | 173.55% | 148.84% | -10.94% |
| 1989 | 321.91% | 252.16% | 294.03% | 342.84% | 399.75% | 216.26% | 185.47% | 159.07% | -21.67% |
| 1990 | 273.71% | 269.49% | 314.22% | 366.39% | 427.21% | 231.12% | 198.21% | 169.99% | -1.54% |
| 1991 | 337.91% | 288.00% | 335.81% | 391.55% | 456.55% | 247.00% | 211.83% | 181.67% | -14.77% |
| 1992 | 332.43% | 307.78% | 358.87% | 418.45% | 487.91% | 263.96% | 226.38% | 194.15% | -7.41% |
| 1993 | 396.67% | 328.92% | 383.53% | 447.19% | 521.43% | 282.09% | 241.93% | 207.49% | -17.08% |
| 1994 | 392.85% | 351.52% | 409.87% | 477.91% | 557.25% | 301.47% | 258.55% | 221.74% | -10.52% |
| 1995 | 478.93% | 375.66% | 438.03% | 510.74% | 595.53% | 322.18% | 276.31% | 236.97% | -21.56% |
| 1996 | 536.25% | 401.47% | 468.11% | 545.82% | 636.43% | 344.31% | 295.29% | 253.25% | -25.13% |
| 1997 | 620.77% | 429.04% | 500.27% | 583.32% | 680.15% | 367.96% | 315.57% | 270.65% | -30.88% |
| 1998 | 725.79% | 458.52% | 534.63% | 623.39% | 726.87% | 393.24% | 337.25% | 289.24% | -36.83% |
| 1999 | 902.86% | 490.01% | 571.36% | 666.21% | 776.80% | 420.25% | 360.42% | 309.10% | -45.73% |
| 2000 | 758.69% | 523.67% | 610.60% | 711.97% | 830.16% | 449.12% | 385.17% | 330.34% | -30.98% |
| 2001 | 644.12% | 559.64% | 652.55% | 760.87% | 887.18% | 479.97% | 411.63% | 353.03% | -13.11% |
| 2002 | 514.87% | 598.09% | 697.37% | 813.14% | 948.13% | 512.94% | 439.91% | 377.28% | 16.16% |
| 2003 | 686.49% | 639.17% | 745.28% | 869.00% | 1,013.25% | 548.17% | 470.13% | 403.19% | -6.89% |
| 2004 | 772.09% | 683.07% | 796.47% | 928.69% | 1,082.86% | 585.82% | 502.42% | 430.89% | -11.53% |
| 2005 | 825.47% | 730.00% | 851.18% | 992.48% | 1,157.24% | 626.07% | 536.93% | 460.49% | -11.57% |
| 2006 | 967.11% | 780.14% | 909.65% | 1,060.66% | 1,236.73% | 669.07% | 573.81% | 492.12% | -19.33% |
| 2007 | 1,022.47% | 833.73% | 972.13% | 1,133.51% | 1,321.68% | 715.03% | 613.23% | 525.92% | -18.46% |
| 2008 | 616.80% | 891.00% | 1,038.91% | 1,211.38% | 1,412.47% | 764.15% | 655.35% | 562.05% | 44.46% |
| 2009 | 795.25% | 952.20% | 1,110.27% | 1,294.59% | 1,509.50% | 816.64% | 700.37% | 600.66% | 19.74% |
| 2010 | 897.50% | 1,017.61% | 1,186.54% | 1,383.51% | 1,613.19% | 872.73% | 748.48% | 641.92% | 13.38% |
| 2011 | 829.43% | 1,087.51% | 1,268.05% | 1,478.55% | 1,724.00% | 932.68% | 799.89% | 686.01% | 31.12% |
| 2012 | 956.09% | 1,162.21% | 1,355.15% | 1,580.11% | 1,842.42% | 996.75% | 854.84% | 733.13% | 21.56% |
| 2013 | 1,194.12% | 1,242.05% | 1,448.24% | 1,688.65% | 1,968.98% | 1,065.22% | 913.56% | 783.49% | 4.01% |
| 2014 | 1,253.52% | 1,327.37% | 1,547.72% | 1,804.65% | 2,104.23% | 1,138.39% | 976.31% | 837.31% | 5.89% |
| 2015 | 1,257.56% | 1,418.54% | 1,654.03% | 1,928.61% | 2,248.77% | 1,216.58% | 1,043.38% | 894.83% | 12.80% |
| 2016 | 1,346.87% | 1,515.99% | 1,767.65% | 2,061.09% | 2,403.24% | 1,300.15% | 1,115.05% | 956.30% | 12.56% |
| 2017 | 1,631.12% | 1,620.12% | 1,889.07% | 2,202.67% | 2,568.32% | 1,389.46% | 1,191.64% | 1,021.99% | -0.67% |
| 2018 | 1,458.17% | 1,731.41% | 2,018.83% | 2,353.97% | 2,744.75% | 1,484.91% | 1,273.50% | 1,092.19% | 18.74% |
| 2019 | 1,812.71% | 1,850.34% | 2,157.51% | 2,515.67% | 2,933.29% | 1,586.90% | 1,360.97% | 1,167.21% | 2.08% |
| 2020 | 2,094.14% | 1,977.44% | 2,305.71% | 2,688.47% | 3,134.78% | 1,695.91% | 1,454.46% | 1,247.39% | -5.57% |
| 2021 | 2,331.11% | 2,113.28% | 2,464.09% | 2,873.15% | 3,350.11% | 1,812.41% | 1,554.37% | 1,333.07% | -9.34% |
| 2022 | 1,794.75% | 2,258.44% | 2,633.35% | 3,070.51% | 3,580.23% | 1,936.90% | 1,661.14% | 1,424.64% | 25.84% |
| 2023 | 2,118.57% | 2,413.57% | 2,814.24% | 3,281.42% | 3,826.16% | 2,069.95% | 1,775.25% | 1,522.50% | 13.92% |
| 2024 | 2,390.43% | 2,579.37% | 3,007.56% | 3,506.83% | 4,088.98% | 2,212.14% | 1,897.19% | 1,627.09% | 7.90% |
| 2025 | 2,874.71% | 2,756.55% | 3,214.15% | 3,747.72% | 4,369.86% | 2,364.09% | 2,027.51% | 1,738.85% | -4.11% |
| 2026 | 3,209.83% | 2,945.90% | 3,434.93% | 4,005.15% | 4,670.03% | 2,526.48% | 2,166.78% | 1,858.30% | -8.22% |
| 2027 | 3,148.25% | 3,670.88% | 4,280.27% | 4,990.82% | 2,700.03% | 2,315.62% | 1,985.94% | -1.92% | |
| 2028 | 3,364.51% | 3,923.04% | 4,574.29% | 5,333.65% | 2,885.50% | 2,474.69% | 2,122.36% | 2.38% | |
| 2029 | 3,595.62% | 4,192.52% | 4,888.50% | 5,700.02% | 3,083.71% | 2,644.68% | 2,268.15% | 3.86% | |
| 2030 | 3,842.61% | 4,480.51% | 5,224.30% | 6,091.56% | 3,295.53% | 2,826.34% | 2,423.95% | 4.60% | |
| 2031 | 4,106.56% | 4,788.28% | 5,583.16% | 6,510.00% | 3,521.91% | 3,020.49% | 2,590.45% | 5.05% | |
| 2032 | 4,388.65% | 5,117.19% | 5,966.68% | 6,957.18% | 3,763.83% | 3,227.97% | 2,768.40% | 5.35% | |
| 2033 | 4,690.11% | 5,468.70% | 6,376.53% | 7,435.08% | 4,022.37% | 3,449.70% | 2,958.56% | 5.57% | |
| 2034 | 5,012.28% | 5,844.35% | 6,814.55% | 7,945.80% | 4,298.67% | 3,686.66% | 3,161.79% | 5.73% | |
| 2035 | 5,356.58% | 6,245.80% | 7,282.65% | 8,491.61% | 4,593.95% | 3,939.91% | 3,378.97% | 5.86% | |
| 2036 | 5,724.53% | 6,674.84% | 7,782.90% | 9,074.91% | 4,909.52% | 4,210.54% | 3,611.08% | 5.96% | |
| 2037 | 6,117.75% | 7,133.34% | 8,317.52% | 9,698.27% | 5,246.76% | 4,499.77% | 3,859.13% | 6.04% | |
| 2038 | 6,537.99% | 7,623.34% | 8,888.86% | 10,364.46% | 5,607.16% | 4,808.86% | 4,124.22% | 6.11% | |
| 2039 | 6,987.09% | 8,146.99% | 9,499.44% | 11,076.41% | 5,992.33% | 5,139.19% | 4,407.52% | 6.17% | |
| 2040 | 7,467.04% | 8,706.62% | 10,151.97% | 11,837.26% | 6,403.95% | 5,492.21% | 4,710.27% | 6.22% | |
| 2041 | 7,979.96% | 9,304.69% | 10,849.32% | 12,650.38% | 6,843.84% | 5,869.47% | 5,033.83% | 6.26% | |
| 2042 | 8,528.12% | 9,943.84% | 11,594.57% | 13,519.34% | 7,313.95% | 6,272.66% | 5,379.61% | 6.30% | |
| 2043 | 9,113.92% | 10,626.89% | 12,391.02% | 14,448.00% | 7,816.36% | 6,703.53% | 5,749.14% | 6.33% | |
| 2044 | 9,739.97% | 11,356.86% | 13,242.17% | 15,440.46% | 8,353.27% | 7,164.00% | 6,144.05% | 6.36% | |
| 2045 | 10,409.02% | 12,136.98% | 14,151.79% | 16,501.08% | 8,927.07% | 7,656.11% | 6,566.10% | 6.39% | |
| 2046 | 11,124.03% | 12,970.68% | 15,123.90% | 17,634.56% | 9,540.28% | 8,182.02% | 7,017.13% | 6.41% | |
| 2047 | 11,888.15% | 13,861.66% | 16,162.78% | 18,845.90% | 10,195.61% | 8,744.05% | 7,499.14% | 6.43% | |
| 2048 | 12,704.76% | 14,813.83% | 17,273.02% | 20,140.44% | 10,895.96% | 9,344.69% | 8,014.27% | 6.45% | |
| 2049 | 13,577.47% | 15,831.41% | 18,459.52% | 21,523.91% | 11,644.42% | 9,986.59% | 8,564.78% | 6.47% | |
| 2050 | 14,510.12% | 16,918.89% | 19,727.53% | 23,002.42% | 12,444.29% | 10,672.58% | 9,153.10% | 6.49% | |
| 2051 | 15,506.84% | 18,081.07% | 21,082.63% | 24,582.48% | 13,299.10% | 11,405.69% | 9,781.84% | 6.50% | |
| 2052 | 16,572.02% | 19,323.08% | 22,530.83% | 26,271.08% | 14,212.63% | 12,189.16% | 10,453.77% | 6.52% | |
| 2053 | 17,710.37% | 20,650.40% | 24,078.50% | 28,075.67% | 15,188.92% | 13,026.45% | 11,171.85% | 6.53% | |
| 2054 | 18,926.92% | 22,068.90% | 25,732.48% | 30,004.23% | 16,232.26% | 13,921.25% | 11,939.26% | 6.54% | |
| 2055 | 20,227.03% | 23,584.84% | 27,500.07% | 32,065.25% | 17,347.28% | 14,877.52% | 12,759.38% | 6.55% | |
| 2056 | 21,616.45% | 25,204.91% | 29,389.08% | 34,267.85% | 18,538.88% | 15,899.47% | 13,635.84% | 6.56% |
| 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 | 6.18% | 6.47% | 4.52% |
| 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 | 6.15% | 6.07% | 5.06% |
| 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 | 10.42% | 6.27% |
| StdDev | 16.62% | 16.60% |
Skewness | -0.1192 | -0.1105 |
Kurtosis | 0.5993 | 0.3847 |
| Sharpe Ratio | 0.4400 | |
| Estimated Return | 6.87% | |
| Max Draw Down | -39.62% | -46.92% |
+1StdDev
+2StdDev
+3StdDev
-1StdDev
-2StdDev
-3StdDev
Estimated Mean
Diff to Mean
Real Cumulative Growth
VTSAX
VTMGX
VEMAX
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