Performance

Retirement Income +8.53%

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RETURNS	1D	YTD	1Y	5Y Ann.	Max DD	Sharpe	Div. Yield
Retirement Income	-0.29%	+8.06%	+8.53%	+5.39%	-3.62%	0.71	2.96%

BND	-0.22%	-0.88%	-1.26%	-0.41%	-4.49%	-1.43	4.13%
VTI	-0.50%	+11.86%	+11.81%	+10.61%	-8.92%	0.59	1.06%
SCHD	-0.37%	+30.32%	+34.61%	+9.97%	-6.88%	2.31	2.99%
SGOV	+0.04%	+2.96%	+3.71%	+3.86%	+0.00%	-4.54	3.64%

Summary

Retirement Income at a glance

Retirement Income returned +8.53% over the past year and +5.39% a year over five years. Its worst drop in that year was -3.62%, smaller than 96% of portfolios on Redstone, and its Sharpe ratio of 0.71 beats 70% of portfolios on Redstone. It yields 2.96%.

Ranking

How Retirement Income ranks

1Y Return Rank

5Y Return Rank

Sharpe Ratio Rank

Max Drawdown Rank

Volatility Rank

Dividend Yield Rank

Current Drawdown

-0.65%

Rolling Volatility

+0.27%

METRICS

Correlation Matrix

	BND	SCHD	SGOV	VTI
BND	1.00	0.32	-0.11	0.41
SCHD	0.32	1.00	-0.00	0.25
SGOV	-0.11	-0.00	1.00	-0.08
VTI	0.41	0.25	-0.08	1.00

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Portfolio

Allocation

4 Assets

VTI

SCHD

BND

SGOV

Metrics

Risk Indicators

Alpha0.92%

Beta0.38x

Sharpe0.71

Sortino1.01

Omega1.12

Calmar2.36

Martin3.88

Portfolios

Retirement Income: returns, risk and holdings

Retirement Income at a glance

How Retirement Income ranks

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