The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains.
Horizon selector: Select a desired past period. When All Years is chosen, the erileist date represent the first date when historical data are available for all constituents in the portfolio
Benchmark selector: Compare the portfolio performance with bond or equity ETFs, as well as with the portfolio before editing
Annual Return: is an average return of an investment every year over a certain number of years. If investment period is less than one year, Annual Return represents actual performance, not annualized.
Drawdown: is a measurement of decline from an portfolio peak value to its lowest point over a period of time. The maximum loss is expressed as a percentage from top to bottom.
Risk (or Volatility): is a measure for fluctuations in the portfolio day over day. Low volatility means small fluctuations and high volatility means large fluctuations.