Portfolio Charts

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Charts

Good decisions require good data, but sometimes an image can communicate complex ideas far more clearly than a mountain of raw numbers. From the full range of historical accumulation paths to the worst-case retirement withdrawal rates, these interactive charts allow you to study any asset allocation you like from many different perspectives. They’re fully customizable, not only by portfolio but also by home country.

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Comparisons


PORTFOLIO FINDER

PORTFOLIO FINDER

PORTFOLIO MATRIX

PORTFOLIO MATRIX

RISK AND RETURN

RISK AND RETURN


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Calculators


MY PORTFOLIO

MY PORTFOLIO


Frequency Chart Icon

ANNUAL RETURNS

DRAWDOWNS

DRAWDOWNS

EQUALIZER

EQUALIZER

FINANCIAL INDEPENDENCE

FINANCIAL INDEPENDENCE

HEAT MAP

HEAT MAP

LONG TERM RETURNS

LONG TERM RETURNS

PORTFOLIO GROWTH

PORTFOLIO GROWTH

RETIREMENT SPENDING

RETIREMENT SPENDING

ROLLING RETURNS

ROLLING RETURNS

START DATE SENSITIVITY

START DATE SENSITIVITY

TARGET ACCURACY

TARGET ACCURACY

WITHDRAWAL RATES

WITHDRAWAL RATES

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