Risk Tolerance

low high
Created with Highcharts 4.2.6CashBondsStocks
  • Stocks 10%
  • Bonds 80%
  • Cash 10%
Created with Highcharts 4.2.6Annual ReturnAnnual Performance Over 30 YearsSeries 1-40%-30%-20%-10%0%10%20%30%40%
1994199519961997199819992000200120022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024
  • Best Year: 26.7%
  • Worst Year: -16.2%
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Risk Tolerance
Low
High
  • Stocks 50%
  • Bonds 40%
  • Cash 10%
Created with Highcharts 4.2.6
Created with Highcharts 4.2.6Annual ReturnSeries 1
1994199619982000200220042006200820102012201420162018202020222024
-40%-30%-20%-10%0%10%20%30%40%
0.73
30.56
17.32
25.81
22.23
15.03
-3.46
-6.25
-13.25
21.00
8.61
4.22
12.40
5.71
-24.69
19.72
11.86
3.05
12.05
22.27
10.78
1.08
8.92
16.07
-2.88
24.00
14.43
19.79
-15.14
20.00
18.30
  • Best Year: 1995 26.7%
  • Worst Year:2008 -16.2%