Client Report
What does this chart mean?
Results based on rolling periods using monthly-frequency historical data.
- Volatility (standard deviation) of annual portfolio returns.
Success Rate
Historical frequency at which portfolio remained solvent, 1926 to present
Odds of Success: The proportion of historical 30-year periods* at the end of which the portfolio remained solvent, provided the inputs at left.
- There have been 841 rolling 30-year periods since 1926.
91% Moderately Safe