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Performance
Performance Comparison
The graph shows the growth of $10,000 invested in each of the securities selected for comparison. Prices adjusted for splits and dividends.
Click Calculate to get resultsExpense Ratio
Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
The portfolio doesn't include any funds that charge management fees.
Return for Risk
Click Calculate to get resultsDrawdowns
Drawdowns Comparison
The Drawdowns chart displays losses from any high point along the way for each compared security.
Click Calculate to get resultsVolatility
Volatility Comparison
Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.
The chart below shows the rolling one-month volatility for each compared security.
Click Calculate to get resultsDiversification
Asset Correlations Table
The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
Click Calculate to get results