| 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 | 93.50% | 72.97% | 85.14% | 99.36% | 115.94% | 62.53% | 53.58% | 45.92% | -21.96% |
| 1971 | 109.03% | 78.10% | 91.13% | 106.35% | 124.10% | 66.93% | 57.35% | 49.15% | -28.37% |
| 1972 | 134.93% | 83.59% | 97.54% | 113.83% | 132.83% | 71.63% | 61.39% | 52.60% | -38.05% |
| 1973 | 109.32% | 89.47% | 104.40% | 121.83% | 142.17% | 76.67% | 65.70% | 56.30% | -18.16% |
| 1974 | 72.02% | 95.76% | 111.75% | 130.40% | 152.17% | 82.06% | 70.32% | 60.26% | 32.97% |
| 1975 | 89.03% | 102.50% | 119.61% | 139.57% | 162.87% | 87.84% | 75.27% | 64.50% | 15.12% |
| 1976 | 98.09% | 109.71% | 128.02% | 149.39% | 174.33% | 94.01% | 80.56% | 69.04% | 11.84% |
| 1977 | 93.53% | 117.42% | 137.02% | 159.90% | 186.59% | 100.63% | 86.23% | 73.90% | 25.55% |
| 1978 | 98.63% | 125.68% | 146.66% | 171.14% | 199.71% | 107.70% | 92.30% | 79.09% | 27.42% |
| 1979 | 98.71% | 134.52% | 156.98% | 183.18% | 213.76% | 115.28% | 98.79% | 84.66% | 36.28% |
| 1980 | 111.77% | 143.98% | 168.02% | 196.06% | 228.79% | 123.39% | 105.74% | 90.61% | 28.82% |
| 1981 | 97.18% | 154.11% | 179.83% | 209.85% | 244.88% | 132.06% | 113.17% | 96.98% | 58.58% |
| 1982 | 104.93% | 164.95% | 192.48% | 224.61% | 262.11% | 141.35% | 121.13% | 103.80% | 57.20% |
| 1983 | 122.46% | 176.55% | 206.02% | 240.41% | 280.54% | 151.29% | 129.65% | 111.11% | 44.17% |
| 1984 | 122.53% | 188.97% | 220.51% | 257.32% | 300.28% | 161.94% | 138.77% | 118.92% | 54.22% |
| 1985 | 167.18% | 202.26% | 236.02% | 275.42% | 321.39% | 173.33% | 148.53% | 127.28% | 20.98% |
| 1986 | 220.22% | 216.48% | 252.62% | 294.79% | 344.00% | 185.52% | 158.98% | 136.24% | -1.70% |
| 1987 | 229.51% | 231.71% | 270.39% | 315.52% | 368.19% | 198.56% | 170.16% | 145.82% | 0.96% |
| 1988 | 263.53% | 248.01% | 289.41% | 337.72% | 394.09% | 212.53% | 182.13% | 156.07% | -5.89% |
| 1989 | 326.80% | 265.45% | 309.76% | 361.47% | 421.81% | 227.48% | 194.94% | 167.05% | -18.77% |
| 1990 | 285.86% | 284.12% | 331.55% | 386.89% | 451.48% | 243.48% | 208.65% | 178.80% | -0.61% |
| 1991 | 352.84% | 304.10% | 354.87% | 414.11% | 483.23% | 260.60% | 223.32% | 191.38% | -13.81% |
| 1992 | 350.98% | 325.49% | 379.83% | 443.23% | 517.22% | 278.93% | 239.03% | 204.84% | -7.26% |
| 1993 | 418.05% | 348.39% | 406.54% | 474.41% | 553.60% | 298.55% | 255.84% | 219.24% | -16.66% |
| 1994 | 412.16% | 372.89% | 435.14% | 507.77% | 592.53% | 319.55% | 273.84% | 234.66% | -9.53% |
| 1995 | 507.69% | 399.12% | 465.74% | 543.49% | 634.21% | 342.02% | 293.10% | 251.17% | -21.38% |
| 1996 | 575.67% | 427.19% | 498.50% | 581.71% | 678.82% | 366.08% | 313.71% | 268.84% | -25.79% |
| 1997 | 673.68% | 457.23% | 533.56% | 622.63% | 726.56% | 391.83% | 335.78% | 287.74% | -32.13% |
| 1998 | 786.11% | 489.39% | 571.09% | 666.42% | 777.66% | 419.39% | 359.39% | 307.98% | -37.74% |
| 1999 | 990.53% | 523.82% | 611.25% | 713.29% | 832.36% | 448.88% | 384.67% | 329.64% | -47.12% |
| 2000 | 830.90% | 560.66% | 654.25% | 763.46% | 890.90% | 480.46% | 411.73% | 352.83% | -32.52% |
| 2001 | 703.79% | 600.09% | 700.26% | 817.16% | 953.56% | 514.25% | 440.69% | 377.65% | -14.73% |
| 2002 | 564.65% | 642.30% | 749.52% | 874.63% | 1,020.63% | 550.42% | 471.68% | 404.21% | 13.75% |
| 2003 | 752.83% | 687.47% | 802.23% | 936.15% | 1,092.42% | 589.13% | 504.86% | 432.64% | -8.68% |
| 2004 | 846.46% | 735.83% | 858.66% | 1,001.99% | 1,169.25% | 630.57% | 540.36% | 463.07% | -13.07% |
| 2005 | 907.01% | 787.58% | 919.05% | 1,072.47% | 1,251.49% | 674.92% | 578.37% | 495.63% | -13.17% |
| 2006 | 1,060.53% | 842.97% | 983.69% | 1,147.90% | 1,339.51% | 722.39% | 619.05% | 530.50% | -20.51% |
| 2007 | 1,119.19% | 902.26% | 1,052.88% | 1,228.63% | 1,433.73% | 773.20% | 662.59% | 567.81% | -19.38% |
| 2008 | 676.96% | 965.72% | 1,126.93% | 1,315.05% | 1,534.57% | 827.58% | 709.19% | 607.74% | 42.66% |
| 2009 | 872.22% | 1,033.65% | 1,206.19% | 1,407.54% | 1,642.50% | 885.78% | 759.07% | 650.49% | 18.51% |
| 2010 | 986.41% | 1,106.35% | 1,291.03% | 1,506.54% | 1,758.02% | 948.09% | 812.46% | 696.24% | 12.16% |
| 2011 | 911.97% | 1,184.16% | 1,381.83% | 1,612.50% | 1,881.67% | 1,014.77% | 869.61% | 745.21% | 29.85% |
| 2012 | 1,052.41% | 1,267.45% | 1,479.02% | 1,725.91% | 2,014.02% | 1,086.14% | 930.77% | 797.62% | 20.43% |
| 2013 | 1,314.68% | 1,356.59% | 1,583.05% | 1,847.31% | 2,155.67% | 1,162.53% | 996.23% | 853.72% | 3.19% |
| 2014 | 1,379.52% | 1,452.01% | 1,694.39% | 1,977.23% | 2,307.29% | 1,244.30% | 1,066.30% | 913.77% | 5.25% |
| 2015 | 1,383.59% | 1,554.14% | 1,813.57% | 2,116.30% | 2,469.57% | 1,331.82% | 1,141.30% | 978.04% | 12.33% |
| 2016 | 1,478.12% | 1,663.44% | 1,941.12% | 2,265.15% | 2,643.27% | 1,425.49% | 1,221.57% | 1,046.83% | 12.54% |
| 2017 | 1,795.81% | 1,780.44% | 2,077.65% | 2,424.47% | 2,829.18% | 1,525.75% | 1,307.49% | 1,120.46% | -0.86% |
| 2018 | 1,605.44% | 1,905.67% | 2,223.78% | 2,594.99% | 3,028.17% | 1,633.06% | 1,399.45% | 1,199.26% | 18.70% |
| 2019 | 1,994.28% | 2,039.70% | 2,380.19% | 2,777.51% | 3,241.15% | 1,747.92% | 1,497.88% | 1,283.61% | 2.28% |
| 2020 | 2,303.76% | 2,183.16% | 2,547.59% | 2,972.86% | 3,469.12% | 1,870.86% | 1,603.24% | 1,373.89% | -5.23% |
| 2021 | 2,559.87% | 2,336.71% | 2,726.78% | 3,181.96% | 3,713.11% | 2,002.45% | 1,716.00% | 1,470.53% | -8.72% |
| 2022 | 1,967.62% | 2,501.06% | 2,918.56% | 3,405.76% | 3,974.27% | 2,143.29% | 1,836.69% | 1,573.95% | 27.11% |
| 2023 | 2,326.71% | 2,676.98% | 3,123.84% | 3,645.30% | 4,253.80% | 2,294.04% | 1,965.87% | 1,684.66% | 15.05% |
| 2024 | 2,615.82% | 2,865.26% | 3,343.55% | 3,901.69% | 4,552.99% | 2,455.38% | 2,104.14% | 1,803.15% | 9.54% |
| 2025 | 3,140.84% | 3,066.78% | 3,578.72% | 4,176.11% | 4,873.22% | 2,628.08% | 2,252.14% | 1,929.97% | -2.36% |
| 2026 | 3,405.25% | 3,282.48% | 3,830.42% | 4,469.83% | 5,215.97% | 2,812.93% | 2,410.54% | 2,065.71% | -3.61% |
| 2027 | 3,513.36% | 4,099.83% | 4,784.21% | 5,582.84% | 3,010.77% | 2,580.08% | 2,211.00% | 3.17% | |
| 2028 | 3,760.46% | 4,388.19% | 5,120.71% | 5,975.50% | 3,222.53% | 2,761.55% | 2,366.51% | 5.09% | |
| 2029 | 4,024.95% | 4,696.83% | 5,480.87% | 6,395.78% | 3,449.19% | 2,955.78% | 2,532.96% | 5.73% | |
| 2030 | 4,308.05% | 5,027.18% | 5,866.36% | 6,845.63% | 3,691.78% | 3,163.67% | 2,711.11% | 6.06% | |
| 2031 | 4,611.05% | 5,380.77% | 6,278.97% | 7,327.11% | 3,951.44% | 3,386.19% | 2,901.80% | 6.25% | |
| 2032 | 4,935.36% | 5,759.22% | 6,720.60% | 7,842.45% | 4,229.36% | 3,624.35% | 3,105.89% | 6.38% | |
| 2033 | 5,282.49% | 6,164.29% | 7,193.28% | 8,394.05% | 4,526.83% | 3,879.27% | 3,324.34% | 6.47% | |
| 2034 | 5,654.03% | 6,597.85% | 7,699.22% | 8,984.44% | 4,845.22% | 4,152.12% | 3,558.16% | 6.54% | |
| 2035 | 6,051.70% | 7,061.90% | 8,240.74% | 9,616.35% | 5,186.01% | 4,444.15% | 3,808.42% | 6.60% | |
| 2036 | 6,477.34% | 7,558.60% | 8,820.34% | 10,292.71% | 5,550.76% | 4,756.73% | 4,076.28% | 6.64% | |
| 2037 | 6,932.92% | 8,090.23% | 9,440.72% | 11,016.64% | 5,941.17% | 5,091.29% | 4,362.98% | 6.68% | |
| 2038 | 7,420.54% | 8,659.25% | 10,104.72% | 11,791.49% | 6,359.04% | 5,449.38% | 4,669.85% | 6.71% | |
| 2039 | 7,942.46% | 9,268.29% | 10,815.43% | 12,620.83% | 6,806.30% | 5,832.66% | 4,998.30% | 6.73% | |
| 2040 | 8,501.09% | 9,920.17% | 11,576.12% | 13,508.51% | 7,285.01% | 6,242.90% | 5,349.85% | 6.75% | |
| 2041 | 9,099.01% | 10,617.89% | 12,390.32% | 14,458.62% | 7,797.40% | 6,681.99% | 5,726.13% | 6.77% | |
| 2042 | 9,738.98% | 11,364.69% | 13,261.79% | 15,475.56% | 8,345.82% | 7,151.96% | 6,128.87% | 6.79% | |
| 2043 | 10,423.96% | 12,164.02% | 14,194.54% | 16,564.02% | 8,932.82% | 7,654.99% | 6,559.94% | 6.80% | |
| 2044 | 11,157.13% | 13,019.57% | 15,192.91% | 17,729.04% | 9,561.10% | 8,193.39% | 7,021.33% | 6.82% | |
| 2045 | 11,941.85% | 13,935.29% | 16,261.49% | 18,976.00% | 10,233.58% | 8,769.67% | 7,515.17% | 6.83% | |
| 2046 | 12,781.78% | 14,915.42% | 17,405.23% | 20,310.66% | 10,953.35% | 9,386.48% | 8,043.75% | 6.84% | |
| 2047 | 13,680.77% | 15,964.48% | 18,629.41% | 21,739.19% | 11,723.74% | 10,046.67% | 8,609.50% | 6.85% | |
| 2048 | 14,643.00% | 17,087.33% | 19,939.70% | 23,268.20% | 12,548.33% | 10,753.29% | 9,215.04% | 6.85% | |
| 2049 | 15,672.90% | 18,289.16% | 21,342.14% | 24,904.76% | 13,430.90% | 11,509.62% | 9,863.17% | 6.86% | |
| 2050 | 16,775.25% | 19,575.51% | 22,843.23% | 26,656.41% | 14,375.56% | 12,319.14% | 10,556.89% | 6.87% | |
| 2051 | 17,955.12% | 20,952.34% | 24,449.89% | 28,531.27% | 15,386.65% | 13,185.60% | 11,299.40% | 6.88% | |
| 2052 | 19,217.98% | 22,426.01% | 26,169.55% | 30,538.00% | 16,468.86% | 14,113.00% | 12,094.14% | 6.88% | |
| 2053 | 20,569.66% | 24,003.33% | 28,010.17% | 32,685.87% | 17,627.18% | 15,105.62% | 12,944.77% | 6.89% | |
| 2054 | 22,016.42% | 25,691.58% | 29,980.24% | 34,984.80% | 18,866.98% | 16,168.07% | 13,855.23% | 6.89% | |
| 2055 | 23,564.92% | 27,498.58% | 32,088.88% | 37,445.43% | 20,193.97% | 17,305.24% | 14,829.73% | 6.90% | |
| 2056 | 25,222.35% | 29,432.68% | 34,345.83% | 40,079.13% | 21,614.30% | 18,522.39% | 15,872.77% | 6.90% |
| Year | Nominal Drawdown | Real Drawdown |
|---|---|---|
| 1970 | -1.29% | -6.50% |
| 1971 | -0.00% | -0.00% |
| 1972 | -0.00% | -0.00% |
| 1973 | -11.92% | -18.98% |
| 1974 | -34.82% | -46.62% |
| 1975 | -13.82% | -34.02% |
| 1976 | -0.44% | -27.30% |
| 1977 | -0.00% | -30.68% |
| 1978 | -0.00% | -26.90% |
| 1979 | -0.00% | -26.84% |
| 1980 | -0.00% | -17.16% |
| 1981 | -5.30% | -27.98% |
| 1982 | -0.00% | -22.23% |
| 1983 | -0.00% | -9.24% |
| 1984 | -0.00% | -9.19% |
| 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 | -7.18% | -12.53% |
| 1991 | -0.00% | -0.00% |
| 1992 | -0.00% | -0.53% |
| 1993 | -0.00% | -0.00% |
| 1994 | -0.00% | -1.41% |
| 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 | -13.27% | -16.12% |
| 2001 | -25.40% | -28.95% |
| 2002 | -38.72% | -43.00% |
| 2003 | -16.77% | -24.00% |
| 2004 | -3.36% | -14.54% |
| 2005 | -0.00% | -8.43% |
| 2006 | -0.00% | -0.00% |
| 2007 | -0.00% | -0.00% |
| 2008 | -39.46% | -39.51% |
| 2009 | -19.87% | -22.07% |
| 2010 | -8.03% | -11.86% |
| 2011 | -12.45% | -18.52% |
| 2012 | -0.00% | -5.97% |
| 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 | -8.89% | -10.60% |
| 2019 | -0.00% | -0.00% |
| 2020 | -0.00% | -0.00% |
| 2021 | -0.00% | -0.00% |
| 2022 | -18.18% | -23.14% |
| 2023 | -0.00% | -9.11% |
| 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 | 6.10% | 5.67% | 3.93% |
| 1971 | 5.75% | 6.31% | 4.25% |
| 1972 | 6.05% | 5.65% | 3.90% |
| 1973 | 4.90% | 4.75% | 2.92% |
| 1974 | 6.94% | 6.04% | 4.46% |
| 1975 | 9.11% | 9.60% | 7.92% |
| 1976 | 9.09% | 8.43% | 6.95% |
| 1977 | 9.25% | 8.22% | 6.82% |
| 1978 | 10.38% | 9.26% | 7.97% |
| 1979 | 10.94% | 9.54% | 8.34% |
| 1980 | 12.22% | 10.40% | 9.36% |
| 1981 | 10.55% | 10.13% | 8.77% |
| 1982 | 10.41% | 12.77% | 11.01% |
| 1983 | 8.78% | 13.29% | 10.82% |
| 1984 | 9.51% | 12.77% | 10.70% |
| 1985 | 10.15% | 14.29% | 12.23% |
| 1986 | 8.82% | 11.94% | 9.74% |
| 1987 | 8.18% | 10.04% | 7.95% |
| 1988 | 8.24% | 10.47% | 8.32% |
| 1989 | 4.83% | 9.94% | 6.07% |
| 1990 | 5.03% | 8.53% | 5.34% |
| 1991 | 6.39% | 10.31% | 7.32% |
| 1992 | 4.86% | 9.01% | 5.52% |
| 1993 | 5.64% | 9.59% | 6.39% |
| 1994 | 5.90% | 8.60% | 5.86% |
| 1995 | 6.23% | 9.26% | 6.50% |
| 1996 | 5.14% | 8.04% | 5.09% |
| 1997 | 4.83% | 7.47% | 4.56% |
| 1998 | 5.02% | 6.69% | 4.18% |
| 1999 | 3.63% | 5.99% | 3.05% |
| 2000 | 3.56% | 4.90% | 2.47% |
| 2001 | 5.23% | 5.99% | 3.83% |
| 2002 | 6.67% | 7.35% | 5.33% |
| 2003 | 6.44% | 9.68% | 6.90% |
| 2004 | 5.80% | 7.80% | 5.28% |
| 2005 | 5.80% | 7.32% | 4.95% |
| 2006 | 6.41% | 7.19% | 5.11% |
| 2007 | 6.01% | 6.48% | 4.46% |
| Year | Annualized Real Return | SWR 30yr | P-SWR 30yr |
|---|---|---|---|
| 1970 | 7.94% | 5.00% | 4.50% |
| 1971 | 7.55% | 5.60% | 4.97% |
| 1972 | 6.41% | 5.05% | 4.27% |
| 1973 | 4.89% | 4.27% | 3.25% |
| 1974 | 6.64% | 5.44% | 4.65% |
| 1975 | 8.56% | 8.66% | 7.93% |
| 1976 | 8.04% | 7.61% | 6.86% |
| 1977 | 8.26% | 7.42% | 6.73% |
| 1978 | 8.63% | 8.34% | 7.64% |
| 1979 | 6.63% | 8.56% | 7.31% |
| 1980 | 7.53% | 9.23% | 8.19% |
| 1981 | 7.53% | 8.88% | 7.87% |
| 1982 | 7.75% | 11.08% | 9.90% |
| 1983 | 7.99% | 11.39% | 10.26% |
| 1984 | 8.23% | 10.88% | 9.87% |
| 1985 | 8.40% | 12.06% | 10.99% |
| 1986 | 7.30% | 9.93% | 8.73% |
| 1987 | 6.55% | 8.26% | 7.03% |
| 1988 | 7.10% | 8.53% | 7.44% |
| 1989 | 6.21% | 8.02% | 6.71% |
| 1990 | 6.21% | 6.93% | 5.80% |
| 1991 | 7.20% | 8.42% | 7.37% |
| 1992 | 6.83% | 7.36% | 6.35% |
| 1993 | 5.91% | 7.90% | 6.49% |
| 1994 | 5.89% | 7.09% | 5.82% |
| 1995 | 6.35% | 7.64% | 6.44% |
| 1996 | 6.26% | 6.63% | 5.56% |
| 1997 | 6.10% | 6.19% | 5.14% |
| Year | VTSAX | VEUSX | VPADX | VEMAX |
|---|---|---|---|---|
| 1970 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1971 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1972 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1973 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1974 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1975 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1976 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1977 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1978 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1979 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1980 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1981 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1982 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1983 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1984 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1985 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1986 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1987 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1988 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1989 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1990 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1991 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1992 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1993 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1994 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1995 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1996 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1997 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1998 | 60.00% | 20.00% | 12.00% | 8.00% |
| 1999 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2000 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2001 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2002 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2003 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2004 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2005 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2006 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2007 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2008 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2009 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2010 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2011 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2012 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2013 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2014 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2015 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2016 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2017 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2018 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2019 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2020 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2021 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2022 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2023 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2024 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2025 | 60.00% | 20.00% | 12.00% | 8.00% |
| 2026 | 60.00% | 20.00% | 12.00% | 8.00% |
Name:P4 (60% VTSAX, 20% VEUSX, 12% VPADX, 8% VEMAX)
| Ticker | Weight | |
|---|---|---|
| VTSAX | 60.00% | |
| VEUSX | 20.00% | |
| VPADX | 12.00% | |
| VEMAX | 8.00% | |
| Total Weight | 100.00% |
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 10.53% | 6.38% |
| StdDev | 16.72% | 16.69% |
Skewness | -0.1131 | -0.1053 |
Kurtosis | 0.5548 | 0.3341 |
| Sharpe Ratio | 0.4451 | |
| Estimated Return | 7.03% | |
| Max Draw Down | -39.46% | -46.62% |