| Metric | Porter Investments Retirement Strategy | Blended Retirement Index | |
|---|---|---|---|
| Simulation Start | 01/03/2007 | $1,000.00 | $1,000.00 |
| Simulation End | 09/30/2024 | $5,078.00 | $3,023.93 |
| Simulation Period | 17.7 years | ||
| Compound Annual Growth Rate | 9.59% | 6.44% | |
| Stdev of Returns (Monthly, Annualized) | 6.99% | 8.49% | |
| Maximum Drawdown (Daily) | 14.69% | 23.62% | |
| Maximum Flat Days | 362.00 days | 554.00 days | |
| Sharpe Ratio (Rf=T-Bill, Monthly, Annualized) | 1.12 | 0.58 | |
| Beta (To Benchmark, Monthly) | 0.42 | - benchmark - | |
| Ulcer Index | 3.97% | 6.39% | |
| Ulcer Performance Index (Martin Ratio) | 2.42 | 1.01 |