| Metric | Porter Investments Retirement Strategy | Blended Retirement Index | |
|---|---|---|---|
| Simulation Start | 01/03/2007 | $1,000.00 | $1,000.00 |
| Simulation End | 03/28/2024 | $5,304.75 | $2,815.14 |
| Simulation Period | 17.2 years | ||
| Compound Annual Growth Rate | 10.17% | 6.19% | |
| Stdev of Returns (Monthly, Annualized) | 6.98% | 8.48% | |
| Maximum Drawdown (Daily) | 14.66% | 23.62% | |
| Maximum Flat Days | 362.00 days | 554.00 days | |
| Sharpe Ratio (Rf=T-Bill, Monthly, Annualized) | 1.20 | 0.56 | |
| Beta (To Benchmark, Monthly) | 0.42 | - benchmark - | |
| Ulcer Index | 3.90% | 6.32% | |
| Ulcer Performance Index (Martin Ratio) | 2.61 | 0.98 |