Return & risk metrics
after an in-house wealth-planning tool
Return & risk metrics
Return (avg annual)
0.00%
Cur 3.20%+3.60%
Risk (stddev)
0.00%
Cur 6.40%+5.20%
Sharpe ratio
0.00
Cur 0.42+0.12
Max drawdown
— (actual only)
Cur —
Expected values from asset-class assumptions.
Current portfolio → Proposed 70/30 · headline = proposed