| Asset Class | Annual Return | StDev of Monthly Returns ⓘ | Max Drawdown ⓘ |
|---|---|---|---|
| US Large Cap Stocks(IWB) | 10.5013 | 4.6737 | -55.3807 |
| US Small Cap Stocks(IWM) | 8.1616 | 6.0442 | -58.3875 |
| Non-US Developed Market Stocks(VEA) | 3.3367 | 5.2861 | -60.6923 |
| Non-US Emerging Market Stocks(VWO) | 2.5487 | 6.1077 | -67.6833 |
| US Bonds, Gov and Corporate(AGG) | 2.9242 | 1.3941 | -18.433 |
| Investment Grade Corp Bonds(LQD) | 4.2072 | 2.4902 | -24.9549 |
| High Yield Corp Bonds(HYG) | 4.9711 | 3.058 | -34.2466 |
| Real Estate Investment Trusts(VNQ) | 6.3676 | 6.7107 | -70.212 |
| Utilities Stocks(VPU) | 8.2215 | 4.3354 | -46.3116 |
| Gold(GLD) | 7.8267 | 4.9366 | -45.555 |
| US Large Cap Stocks(IWB) | US Small Cap Stocks(IWM) | Non-US Developed Market Stocks(VEA) | Non-US Emerging Market Stocks(VWO) | US Bonds, Gov and Corporate(AGG) | Investment Grade Corp Bonds(LQD) | High Yield Corp Bonds(HYG) | Real Estate Investment Trusts(VNQ) | Utilities Stocks(VPU) | Gold(GLD) | |
|---|---|---|---|---|---|---|---|---|---|---|
| US Large Cap Stocks(IWB) | 1.0 | 0.91 | 0.89 | 0.76 | 0.25 | 0.46 | 0.76 | 0.77 | 0.55 | 0.09 |
| US Small Cap Stocks(IWM) | 0.91 | 1.0 | 0.79 | 0.68 | 0.16 | 0.37 | 0.72 | 0.74 | 0.44 | 0.03 |
| Non-US Developed Market Stocks(VEA) | 0.89 | 0.79 | 1.0 | 0.86 | 0.31 | 0.51 | 0.77 | 0.73 | 0.52 | 0.19 |
| Non-US Emerging Market Stocks(VWO) | 0.76 | 0.68 | 0.86 | 1.0 | 0.25 | 0.43 | 0.7 | 0.63 | 0.44 | 0.32 |
| US Bonds, Gov and Corporate(AGG) | 0.25 | 0.16 | 0.31 | 0.25 | 1.0 | 0.89 | 0.45 | 0.41 | 0.35 | 0.38 |
| Investment Grade Corp Bonds(LQD) | 0.46 | 0.37 | 0.51 | 0.43 | 0.89 | 1.0 | 0.69 | 0.53 | 0.47 | 0.31 |
| High Yield Corp Bonds(HYG) | 0.76 | 0.72 | 0.77 | 0.7 | 0.45 | 0.69 | 1.0 | 0.76 | 0.52 | 0.19 |
| Real Estate Investment Trusts(VNQ) | 0.77 | 0.74 | 0.73 | 0.63 | 0.41 | 0.53 | 0.76 | 1.0 | 0.58 | 0.14 |
| Utilities Stocks(VPU) | 0.55 | 0.44 | 0.52 | 0.44 | 0.35 | 0.47 | 0.52 | 0.58 | 1.0 | 0.22 |
| Gold(GLD) | 0.09 | 0.03 | 0.19 | 0.32 | 0.38 | 0.31 | 0.19 | 0.14 | 0.22 | 1.0 |