| Metric | Porter Investments Retirement Strategy | Blended Retirement Index | |
|---|---|---|---|
| Simulation Start | 01/03/2007 | $1,000.00 | $1,000.00 |
| Simulation End | 06/28/2024 | $4,991.34 | $2,841.26 |
| Simulation Period | 17.5 years | ||
| Compound Annual Growth Rate | 9.63% | 6.15% | |
| Stdev of Returns (Monthly, Annualized) | 6.91% | 8.52% | |
| Maximum Drawdown (Daily) | 13.20% | 23.62% | |
| Maximum Flat Days | 362.00 days | 554.00 days | |
| Sharpe Ratio (Rf=T-Bill, Monthly, Annualized) | 1.15 | 0.55 | |
| Beta (To Benchmark, Monthly) | 0.41 | - benchmark - | |
| Ulcer Index | 3.57% | 6.40% | |
| Ulcer Performance Index (Martin Ratio) | 2.70 | 0.96 |