Portfolio Analysis Dashboard

Professional Portfolio Analytics & Performance Metrics

Data Updated: February 09, 2026 at 09:49 PM
Analysis Period: 10 Years (Monthly Data)
Data Source: Yahoo Finance - Monthly Adjusted Close Prices

Model Portfolio Profiles

Conservative Income
Cash 20.0%
Fixed Income 80.0%
Equity 0.0%
Alternatives 0.0%
Total 100.0%
Return 10 Yr 3.58%
Volatility (Annual Std Dev) 5.48%
Max Drawdown -14.39%
Initial Value $100.00
Final Value $142.12
Conservative Balanced
Cash 5.0%
Fixed Income 62.5%
Equity 22.5%
Alternatives 7.5%
Total 100.0%
Return 10 Yr 6.44%
Volatility (Annual Std Dev) 7.54%
Max Drawdown -17.19%
Initial Value $100.00
Final Value $186.63
Balanced
Cash 5.0%
Fixed Income 40.0%
Equity 40.0%
Alternatives 11.2%
Total 100.0%
Return 10 Yr 8.37%
Volatility (Annual Std Dev) 8.77%
Max Drawdown -17.99%
Initial Value $100.00
Final Value $223.50
Growth
Cash 0.0%
Fixed Income 20.0%
Equity 65.0%
Alternatives 11.2%
Total 100.0%
Return 10 Yr 10.96%
Volatility (Annual Std Dev) 11.18%
Max Drawdown -20.83%
Initial Value $100.00
Final Value $283.03
Aggressive Growth
Cash 0.0%
Fixed Income 10.0%
Equity 85.0%
Alternatives 3.8%
Total 100.0%
Return 10 Yr 12.60%
Volatility (Annual Std Dev) 13.13%
Max Drawdown -23.28%
Initial Value $100.00
Final Value $327.66

Portfolio Comparison

Conservative Income

Annualized Return 3.58%
Volatility (Annual Std Dev) 5.48%
Max Drawdown -14.39%
Recovery Time 23 months
Best Month (November 2023) 4.45%
Worst Month (March 2020) -6.66%
Positive Months 65.8%
Final Value ($100) $142.12

Conservative Balanced

Annualized Return 6.44%
Volatility (Annual Std Dev) 7.54%
Max Drawdown -17.19%
Recovery Time 18 months
Best Month (April 2020) 5.91%
Worst Month (March 2020) -8.70%
Positive Months 70.0%
Final Value ($100) $186.63

Balanced

Annualized Return 8.37%
Volatility (Annual Std Dev) 8.77%
Max Drawdown -17.99%
Recovery Time 15 months
Best Month (April 2020) 7.07%
Worst Month (March 2020) -9.42%
Positive Months 70.8%
Final Value ($100) $223.50

Growth

Annualized Return 10.96%
Volatility (Annual Std Dev) 11.18%
Max Drawdown -20.83%
Recovery Time 15 months
Best Month (April 2020) 9.01%
Worst Month (March 2020) -11.27%
Positive Months 70.8%
Final Value ($100) $283.03

Aggressive Growth

Annualized Return 12.60%
Volatility (Annual Std Dev) 13.13%
Max Drawdown -23.28%
Recovery Time 15 months
Best Month (April 2020) 10.42%
Worst Month (March 2020) -12.93%
Positive Months 70.8%
Final Value ($100) $327.66