Initial Deposit
Contribution Amount
Contribution Frequency
yearly
monthly
weekly
Target Risk Level
For reference, the S&P 500 has an average volatility of 18%
1 (6% target volatility)
2 (9% target volatility)
3 (12% target volatility)
4 (15% target volatility)
5 (18% target volatility)
6 (21% target volatility)
7 (24% target volatility)
8 (27% target volatility)
9 (30% target volatility)
10 (33% target volatility)
Years Invested: 10
1 year
30 years
Projected Results
Potential Future Value
$125,869
Bear Case Future Value
$93,471
The bear case future value assumes a worst-case scenario by reducing annual returns by 50% yearly.
Total Contributions
$70,000
Disclosures