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