Document

Return Simulation

1. $ Investment Amount

2. End Date

3. Tax Rate % (optional)

Simulated Net Worth Since 1998

Dummy Data

Please note that past results don't guarentee future results.

Details

Compound Annual Growth Rate (CAGR)

Element 1 CAGR PH 20%

Beta

Element 2 Beta PH 0.85

Standard Deviation

Element 3 STDIV 30%

Sharp Ratio

Element 4 Sharp Ratio 0.85
Year to Year Return
%