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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 from many different perspectives. Use them to see beyond simple averages and understand the true investing experience.

/// How the Charts Work ///


Charts
My Portfolio
Spreadsheets

Charts


These powerful tools model every historical timeframe for any asset allocation you choose. They’re fully customizable, not only by portfolio but also by home country.

ANNUAL RETURNS

ANNUAL RETURNS

DRAWDOWNS

DRAWDOWNS

EQUALIZER

EQUALIZER

FINANCIAL INDEPENDENCE

FINANCIAL INDEPENDENCE

FUND FINDER

FUND FINDER

HEAT MAP

HEAT MAP

LONG TERM RETURNS

LONG TERM RETURNS

PORTFOLIO GROWTH

PORTFOLIO GROWTH

RETIREMENT SPENDING

RETIREMENT SPENDING

ROLLING RETURNS

ROLLING RETURNS

SAVINGS RATES

SAVINGS RATES

START DATE SENSITIVITY

START DATE SENSITIVITY

TARGET ACCURACY

TARGET ACCURACY

WITHDRAWAL RATES

WITHDRAWAL RATES


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My Portfolio


The My Portfolio tool runs the numbers for every chart simultaneously and generates a comprehensive report from a single flexible interface.

MY PORTFOLIO

MY PORTFOLIO

Spreadsheets

Cart

If the preset asset options don’t meet your specific portfolio needs, these spreadsheet downloads generate the same charts using any returns data that you provide.

How They Work /// Browse Them All

My Portfolio

My Portfolio

Equalizer

Equalizer

Annual Returns

Annual Returns

Drawdowns

Drawdowns

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

Savings Rates

Savings Rates

Start Date Sensitivity

Start Date Sensitivity

Target Accuracy

Target Accuracy

Withdrawal Rates

Withdrawal Rates

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