| 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 | 94.44% | 82.32% | 96.36% | 112.79% | 132.02% | 70.33% | 60.08% | 51.33% | -12.84% |
| 1971 | 115.82% | 88.94% | 104.11% | 121.86% | 142.64% | 75.98% | 64.91% | 55.46% | -23.21% |
| 1972 | 144.53% | 96.10% | 112.48% | 131.67% | 154.12% | 82.10% | 70.14% | 59.92% | -33.51% |
| 1973 | 115.29% | 103.83% | 121.53% | 142.26% | 166.52% | 88.70% | 75.78% | 64.74% | -9.94% |
| 1974 | 75.53% | 112.18% | 131.31% | 153.71% | 179.92% | 95.84% | 81.88% | 69.95% | 48.53% |
| 1975 | 95.45% | 121.21% | 141.88% | 166.07% | 194.39% | 103.55% | 88.46% | 75.58% | 26.99% |
| 1976 | 109.78% | 130.96% | 153.29% | 179.43% | 210.03% | 111.88% | 95.58% | 81.66% | 19.29% |
| 1977 | 110.09% | 141.50% | 165.62% | 193.87% | 226.93% | 120.88% | 103.27% | 88.23% | 28.52% |
| 1978 | 118.92% | 152.88% | 178.95% | 209.47% | 245.19% | 130.61% | 111.58% | 95.32% | 28.56% |
| 1979 | 122.95% | 165.18% | 193.35% | 226.32% | 264.91% | 141.11% | 120.56% | 102.99% | 34.34% |
| 1980 | 138.72% | 178.47% | 208.90% | 244.53% | 286.23% | 152.47% | 130.25% | 111.28% | 28.65% |
| 1981 | 125.18% | 192.83% | 225.71% | 264.20% | 309.25% | 164.73% | 140.73% | 120.23% | 54.03% |
| 1982 | 136.17% | 208.34% | 243.87% | 285.46% | 334.14% | 177.99% | 152.06% | 129.90% | 53.00% |
| 1983 | 165.36% | 225.10% | 263.49% | 308.42% | 361.02% | 192.31% | 164.29% | 140.36% | 36.13% |
| 1984 | 166.62% | 243.21% | 284.69% | 333.24% | 390.06% | 207.78% | 177.51% | 151.65% | 45.97% |
| 1985 | 228.11% | 262.78% | 307.59% | 360.05% | 421.45% | 224.50% | 191.79% | 163.85% | 15.20% |
| 1986 | 295.53% | 283.92% | 332.34% | 389.01% | 455.35% | 242.56% | 207.22% | 177.03% | -3.93% |
| 1987 | 317.49% | 306.76% | 359.08% | 420.31% | 491.99% | 262.07% | 223.89% | 191.27% | -3.38% |
| 1988 | 377.47% | 331.44% | 387.97% | 454.13% | 531.57% | 283.16% | 241.90% | 206.66% | -12.19% |
| 1989 | 471.74% | 358.11% | 419.18% | 490.66% | 574.34% | 305.94% | 261.37% | 223.29% | -24.09% |
| 1990 | 395.21% | 386.92% | 452.90% | 530.14% | 620.54% | 330.55% | 282.39% | 241.25% | -2.10% |
| 1991 | 494.82% | 418.05% | 489.34% | 572.79% | 670.47% | 357.15% | 305.11% | 260.66% | -15.51% |
| 1992 | 503.89% | 451.68% | 528.71% | 618.87% | 724.41% | 385.88% | 329.66% | 281.63% | -10.36% |
| 1993 | 623.31% | 488.02% | 571.25% | 668.66% | 782.69% | 416.93% | 356.18% | 304.29% | -21.70% |
| 1994 | 612.88% | 527.29% | 617.21% | 722.46% | 845.66% | 450.47% | 384.84% | 328.77% | -13.97% |
| 1995 | 741.70% | 569.71% | 666.86% | 780.59% | 913.70% | 486.71% | 415.80% | 355.23% | -23.19% |
| 1996 | 845.83% | 615.55% | 720.52% | 843.39% | 987.21% | 525.87% | 449.26% | 383.81% | -27.23% |
| 1997 | 969.75% | 665.07% | 778.48% | 911.24% | 1,066.64% | 568.18% | 485.40% | 414.68% | -31.42% |
| 1998 | 1,070.43% | 718.58% | 841.12% | 984.55% | 1,152.45% | 613.89% | 524.45% | 448.05% | -32.87% |
| 1999 | 1,356.20% | 776.39% | 908.79% | 1,063.76% | 1,245.17% | 663.28% | 566.65% | 484.09% | -42.75% |
| 2000 | 1,190.47% | 838.85% | 981.90% | 1,149.35% | 1,345.35% | 716.64% | 612.24% | 523.04% | -29.54% |
| 2001 | 1,076.98% | 906.34% | 1,060.90% | 1,241.82% | 1,453.59% | 774.30% | 661.49% | 565.12% | -15.84% |
| 2002 | 897.58% | 979.26% | 1,146.25% | 1,341.73% | 1,570.53% | 836.59% | 714.71% | 610.59% | 9.10% |
| 2003 | 1,259.88% | 1,058.05% | 1,238.48% | 1,449.67% | 1,696.89% | 903.90% | 772.21% | 659.71% | -16.02% |
| 2004 | 1,464.80% | 1,143.17% | 1,338.12% | 1,566.31% | 1,833.41% | 976.62% | 834.34% | 712.79% | -21.96% |
| 2005 | 1,603.97% | 1,235.14% | 1,445.77% | 1,692.32% | 1,980.92% | 1,055.20% | 901.47% | 770.14% | -22.99% |
| 2006 | 1,885.06% | 1,334.51% | 1,562.09% | 1,828.48% | 2,140.29% | 1,140.09% | 974.00% | 832.10% | -29.21% |
| 2007 | 1,945.99% | 1,441.88% | 1,687.77% | 1,975.58% | 2,312.48% | 1,231.82% | 1,052.36% | 899.04% | -25.91% |
| 2008 | 1,145.49% | 1,557.89% | 1,823.55% | 2,134.53% | 2,498.53% | 1,330.92% | 1,137.02% | 971.37% | 36.00% |
| 2009 | 1,523.80% | 1,683.22% | 1,970.27% | 2,306.26% | 2,699.55% | 1,438.00% | 1,228.50% | 1,049.52% | 10.46% |
| 2010 | 1,764.41% | 1,818.65% | 2,128.78% | 2,491.81% | 2,916.74% | 1,553.69% | 1,327.34% | 1,133.96% | 3.07% |
| 2011 | 1,592.45% | 1,964.96% | 2,300.05% | 2,692.28% | 3,151.40% | 1,678.69% | 1,434.13% | 1,225.19% | 23.39% |
| 2012 | 1,838.03% | 2,123.05% | 2,485.10% | 2,908.89% | 3,404.94% | 1,813.75% | 1,549.51% | 1,323.77% | 15.51% |
| 2013 | 2,319.81% | 2,293.86% | 2,685.04% | 3,142.92% | 3,678.89% | 1,959.67% | 1,674.17% | 1,430.27% | -1.12% |
| 2014 | 2,402.20% | 2,478.41% | 2,901.06% | 3,395.78% | 3,974.87% | 2,117.34% | 1,808.87% | 1,545.34% | 3.17% |
| 2015 | 2,354.93% | 2,677.81% | 3,134.46% | 3,668.98% | 4,294.66% | 2,287.69% | 1,954.40% | 1,669.67% | 13.71% |
| 2016 | 2,618.98% | 2,893.25% | 3,386.64% | 3,964.17% | 4,640.18% | 2,471.74% | 2,111.64% | 1,804.00% | 10.47% |
| 2017 | 3,157.60% | 3,126.02% | 3,659.11% | 4,283.10% | 5,013.50% | 2,670.60% | 2,281.53% | 1,949.14% | -1.00% |
| 2018 | 2,740.41% | 3,377.52% | 3,953.50% | 4,627.69% | 5,416.86% | 2,885.46% | 2,465.08% | 2,105.95% | 23.25% |
| 2019 | 3,340.29% | 3,649.26% | 4,271.57% | 5,000.01% | 5,852.67% | 3,117.61% | 2,663.41% | 2,275.39% | 9.25% |
| 2020 | 3,737.36% | 3,942.85% | 4,615.23% | 5,402.28% | 6,323.54% | 3,368.43% | 2,877.69% | 2,458.45% | 5.50% |
| 2021 | 4,257.13% | 4,260.07% | 4,986.55% | 5,836.91% | 6,832.29% | 3,639.43% | 3,109.21% | 2,656.24% | 0.07% |
| 2022 | 3,384.64% | 4,602.81% | 5,387.74% | 6,306.51% | 7,381.97% | 3,932.24% | 3,359.36% | 2,869.95% | 35.99% |
| 2023 | 3,972.97% | 4,973.13% | 5,821.20% | 6,813.90% | 7,975.88% | 4,248.60% | 3,629.64% | 3,100.84% | 25.17% |
| 2024 | 4,430.06% | 5,373.23% | 6,289.54% | 7,362.10% | 8,617.57% | 4,590.42% | 3,921.66% | 3,350.32% | 21.29% |
| 2025 | 5,343.54% | 5,805.53% | 6,795.56% | 7,954.41% | 9,310.89% | 4,959.74% | 4,237.17% | 3,619.87% | 8.65% |
| 2026 | 6,067.03% | 6,272.61% | 7,342.29% | 8,594.38% | 10,059.99% | 5,358.77% | 4,578.06% | 3,911.10% | 3.39% |
| 2027 | 6,777.26% | 7,933.00% | 9,285.83% | 10,869.36% | 5,789.90% | 4,946.39% | 4,225.76% | 11.71% | |
| 2028 | 7,322.52% | 8,571.24% | 10,032.91% | 11,743.84% | 6,255.72% | 5,344.34% | 4,565.74% | 9.86% | |
| 2029 | 7,911.65% | 9,260.83% | 10,840.10% | 12,688.68% | 6,759.02% | 5,774.32% | 4,933.07% | 9.25% | |
| 2030 | 8,548.17% | 10,005.90% | 11,712.23% | 13,709.53% | 7,302.81% | 6,238.89% | 5,329.96% | 8.95% | |
| 2031 | 9,235.91% | 10,810.92% | 12,654.52% | 14,812.52% | 7,890.35% | 6,740.83% | 5,758.78% | 8.77% | |
| 2032 | 9,978.97% | 11,680.70% | 13,672.63% | 16,004.24% | 8,525.16% | 7,283.15% | 6,222.09% | 8.65% | |
| 2033 | 10,781.82% | 12,620.46% | 14,772.65% | 17,291.85% | 9,211.04% | 7,869.11% | 6,722.68% | 8.56% | |
| 2034 | 11,649.26% | 13,635.82% | 15,961.16% | 18,683.05% | 9,952.11% | 8,502.21% | 7,263.55% | 8.50% | |
| 2035 | 12,586.49% | 14,732.88% | 17,245.30% | 20,186.17% | 10,752.80% | 9,186.25% | 7,847.93% | 8.45% | |
| 2036 | 13,599.12% | 15,918.20% | 18,632.75% | 21,810.23% | 11,617.90% | 9,925.32% | 8,479.33% | 8.41% | |
| 2037 | 14,693.22% | 17,198.88% | 20,131.83% | 23,564.95% | 12,552.61% | 10,723.85% | 9,161.52% | 8.37% | |
| 2038 | 15,875.35% | 18,582.60% | 21,751.52% | 25,460.84% | 13,562.51% | 11,586.63% | 9,898.60% | 8.35% | |
| 2039 | 17,152.58% | 20,077.64% | 23,501.51% | 27,509.26% | 14,653.67% | 12,518.82% | 10,694.99% | 8.32% | |
| 2040 | 18,532.58% | 21,692.97% | 25,392.30% | 29,722.49% | 15,832.62% | 13,526.01% | 11,555.44% | 8.30% | |
| 2041 | 20,023.60% | 23,438.25% | 27,435.21% | 32,113.78% | 17,106.41% | 14,614.23% | 12,485.12% | 8.29% | |
| 2042 | 21,634.57% | 25,323.95% | 29,642.49% | 34,697.46% | 18,482.69% | 15,790.00% | 13,489.60% | 8.27% | |
| 2043 | 23,375.16% | 27,361.36% | 32,027.34% | 37,489.01% | 19,969.70% | 17,060.37% | 14,574.89% | 8.26% | |
| 2044 | 25,255.79% | 29,562.69% | 34,604.07% | 40,505.15% | 21,576.34% | 18,432.94% | 15,747.50% | 8.25% | |
| 2045 | 27,287.71% | 31,941.13% | 37,388.10% | 43,763.95% | 23,312.24% | 19,915.94% | 17,014.44% | 8.24% | |
| 2046 | 29,483.12% | 34,510.92% | 40,396.12% | 47,284.93% | 25,187.80% | 21,518.26% | 18,383.32% | 8.23% | |
| 2047 | 31,855.15% | 37,287.46% | 43,646.15% | 51,089.19% | 27,214.26% | 23,249.49% | 19,862.33% | 8.22% | |
| 2048 | 34,418.02% | 40,287.38% | 47,157.65% | 55,199.52% | 29,403.75% | 25,120.00% | 21,460.34% | 8.21% | |
| 2049 | 37,187.09% | 43,528.66% | 50,951.67% | 59,640.54% | 31,769.40% | 27,141.00% | 23,186.91% | 8.20% | |
| 2050 | 40,178.94% | 47,030.71% | 55,050.93% | 64,438.85% | 34,325.38% | 29,324.61% | 25,052.38% | 8.20% | |
| 2051 | 43,411.49% | 50,814.52% | 59,480.00% | 69,623.21% | 37,086.99% | 31,683.89% | 27,067.95% | 8.19% | |
| 2052 | 46,904.12% | 54,902.75% | 64,265.40% | 75,224.68% | 40,070.78% | 34,232.98% | 29,245.67% | 8.18% | |
| 2053 | 50,677.74% | 59,319.89% | 69,435.80% | 81,276.80% | 43,294.64% | 36,987.16% | 31,598.60% | 8.18% | |
| 2054 | 54,754.96% | 64,092.41% | 75,022.19% | 87,815.84% | 46,777.86% | 39,962.92% | 34,140.83% | 8.17% | |
| 2055 | 59,160.21% | 69,248.90% | 81,058.02% | 94,880.97% | 50,541.32% | 43,178.09% | 36,887.60% | 8.17% | |
| 2056 | 63,919.89% | 74,820.24% | 87,579.46% | 102,514.52% | 54,607.57% | 46,651.94% | 39,855.35% | 8.17% |
| Year | Nominal Drawdown | Real Drawdown |
|---|---|---|
| 1970 | -0.30% | -5.56% |
| 1971 | -0.00% | -0.00% |
| 1972 | -0.00% | -0.00% |
| 1973 | -13.28% | -20.23% |
| 1974 | -36.18% | -47.74% |
| 1975 | -13.75% | -33.96% |
| 1976 | -0.00% | -24.04% |
| 1977 | -0.00% | -23.83% |
| 1978 | -0.00% | -17.72% |
| 1979 | -0.00% | -14.93% |
| 1980 | -0.00% | -4.02% |
| 1981 | -1.71% | -13.39% |
| 1982 | -0.00% | -5.78% |
| 1983 | -0.00% | -0.00% |
| 1984 | -0.00% | -0.00% |
| 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 | -11.10% | -16.22% |
| 1991 | -0.00% | -0.00% |
| 1992 | -0.00% | -0.00% |
| 1993 | -0.00% | -0.00% |
| 1994 | -0.00% | -1.67% |
| 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 | -9.24% | -12.22% |
| 2001 | -16.62% | -20.59% |
| 2002 | -28.86% | -33.82% |
| 2003 | -0.00% | -7.10% |
| 2004 | -0.00% | -0.00% |
| 2005 | -0.00% | -0.00% |
| 2006 | -0.00% | -0.00% |
| 2007 | -0.00% | -0.00% |
| 2008 | -41.08% | -41.14% |
| 2009 | -19.49% | -21.70% |
| 2010 | -5.38% | -9.33% |
| 2011 | -12.08% | -18.17% |
| 2012 | -0.00% | -5.55% |
| 2013 | -0.00% | -0.00% |
| 2014 | -0.00% | -0.00% |
| 2015 | -1.25% | -1.97% |
| 2016 | -0.00% | -0.00% |
| 2017 | -0.00% | -0.00% |
| 2018 | -11.55% | -13.21% |
| 2019 | -0.00% | -0.00% |
| 2020 | -0.00% | -0.00% |
| 2021 | -0.00% | -0.00% |
| 2022 | -15.37% | -20.49% |
| 2023 | -0.00% | -6.67% |
| 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 | 8.07% | 6.60% | 5.20% |
| 1971 | 7.42% | 7.38% | 5.61% |
| 1972 | 7.53% | 6.37% | 4.88% |
| 1973 | 6.44% | 5.37% | 3.83% |
| 1974 | 8.80% | 7.00% | 5.70% |
| 1975 | 11.04% | 11.33% | 9.93% |
| 1976 | 10.80% | 9.95% | 8.67% |
| 1977 | 10.75% | 9.48% | 8.25% |
| 1978 | 11.49% | 10.30% | 9.13% |
| 1979 | 11.61% | 10.49% | 9.33% |
| 1980 | 12.75% | 11.19% | 10.18% |
| 1981 | 11.35% | 11.04% | 9.76% |
| 1982 | 11.36% | 13.56% | 11.98% |
| 1983 | 9.89% | 14.16% | 12.01% |
| 1984 | 10.69% | 13.26% | 11.52% |
| 1985 | 11.48% | 14.87% | 13.18% |
| 1986 | 10.24% | 12.51% | 10.73% |
| 1987 | 9.71% | 10.81% | 9.12% |
| 1988 | 9.49% | 11.08% | 9.27% |
| 1989 | 5.71% | 10.27% | 6.88% |
| 1990 | 6.04% | 8.82% | 6.09% |
| 1991 | 7.77% | 11.22% | 8.70% |
| 1992 | 6.02% | 9.81% | 6.76% |
| 1993 | 6.68% | 10.33% | 7.50% |
| 1994 | 6.79% | 9.03% | 6.60% |
| 1995 | 7.07% | 9.83% | 7.33% |
| 1996 | 5.95% | 8.77% | 6.01% |
| 1997 | 5.81% | 8.18% | 5.54% |
| 1998 | 6.08% | 7.55% | 5.23% |
| 1999 | 4.81% | 7.22% | 4.40% |
| 2000 | 4.61% | 5.96% | 3.54% |
| 2001 | 5.89% | 7.04% | 4.80% |
| 2002 | 7.11% | 8.18% | 6.11% |
| 2003 | 6.86% | 10.45% | 7.68% |
| 2004 | 5.91% | 8.06% | 5.51% |
| 2005 | 5.69% | 7.34% | 4.91% |
| 2006 | 6.20% | 7.05% | 4.93% |
| 2007 | 6.02% | 6.31% | 4.35% |
| Year | Annualized Real Return | SWR 30yr | P-SWR 30yr |
|---|---|---|---|
| 1970 | 9.08% | 5.96% | 5.52% |
| 1971 | 8.81% | 6.68% | 6.15% |
| 1972 | 7.72% | 5.80% | 5.18% |
| 1973 | 6.28% | 4.90% | 4.11% |
| 1974 | 8.30% | 6.41% | 5.82% |
| 1975 | 10.39% | 10.39% | 9.86% |
| 1976 | 9.86% | 9.12% | 8.58% |
| 1977 | 9.94% | 8.68% | 8.17% |
| 1978 | 10.05% | 9.42% | 8.89% |
| 1979 | 7.84% | 9.57% | 8.58% |
| 1980 | 8.75% | 10.13% | 9.31% |
| 1981 | 8.85% | 9.90% | 9.12% |
| 1982 | 8.85% | 12.07% | 11.12% |
| 1983 | 9.06% | 12.48% | 11.56% |
| 1984 | 9.20% | 11.62% | 10.79% |
| 1985 | 9.30% | 12.93% | 12.03% |
| 1986 | 8.09% | 10.74% | 9.70% |
| 1987 | 7.54% | 9.18% | 8.14% |
| 1988 | 7.96% | 9.30% | 8.36% |
| 1989 | 6.83% | 8.53% | 7.36% |
| 1990 | 6.74% | 7.37% | 6.33% |
| 1991 | 7.78% | 9.39% | 8.40% |
| 1992 | 7.44% | 8.19% | 7.24% |
| 1993 | 6.55% | 8.67% | 7.38% |
| 1994 | 6.37% | 7.57% | 6.38% |
| 1995 | 6.82% | 8.22% | 7.08% |
| 1996 | 6.80% | 7.31% | 6.30% |
| 1997 | 6.79% | 6.84% | 5.89% |
| Year | VTSAX | AVUV | AVDV | VEUSX | VPADX | VEMAX |
|---|---|---|---|---|---|---|
| 1970 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1971 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1972 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1973 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1974 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1975 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1976 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1977 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1978 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1979 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1980 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1981 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1982 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1983 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1984 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1985 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1986 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1987 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1988 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1989 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1990 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1991 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1992 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1993 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1994 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1995 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1996 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1997 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1998 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 1999 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2000 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2001 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2002 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2003 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2004 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2005 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2006 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2007 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2008 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2009 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2010 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2011 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2012 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2013 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2014 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2015 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2016 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2017 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2018 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2019 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2020 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2021 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2022 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2023 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2024 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2025 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
| 2026 | 45.00% | 15.00% | 15.00% | 9.00% | 6.00% | 10.00% |
Name:P (45% VTSAX, 15% AVUV, 15% VEUSX, 9% VPADX, 6% VEMAX, 10% AVDV)
| Ticker | Weight | |
|---|---|---|
| VTSAX | 45.00% | |
| AVUV | 15.00% | |
| AVDV | 15.00% | |
| VEUSX | 9.00% | |
| VPADX | 6.00% | |
| VEMAX | 10.00% | |
| Total Weight | 100.00% |
| Metric | Nominal | Real |
|---|---|---|
| Annual Return | 11.66% | 7.47% |
| StdDev | 17.20% | 17.05% |
Skewness | -0.1123 | -0.1064 |
Kurtosis | 0.7057 | 0.5590 |
| Sharpe Ratio | 0.5021 | |
| Estimated Return | 8.05% | |
| Max Draw Down | -41.08% | -47.74% |