Annual return distribution

after an in-house wealth-planning tool

Annual return distribution

Rolling 1y · 10y daily

Return (annualized mean)

+0.00pt

Current3.30%
Proposed6.82%

Risk (stddev)

+0.00pt

Current5.69%
Proposed11.62%

Skewness

Cur-0.057
Prop-0.088

Kurtosis (excess)

Cur-0.165
Prop-0.282

Worst 12-mo

Cur-16.00%
Prop-32.00%

Best 12-mo

Cur24.00%
Prop36.00%

Samples 2,267 / 2,269

Past performance ≠ future