The number below represents the percent risk you would feel comfortable taking relative to the S&P 500, based on the results of the preceding questionnaire.

This rate of return reflects the historic avg. return for the comparable level of risk

Tariff Tension refers to the collective reactionary panic that resulted from the news related to the start of the China Trade War.During this period the S&P 500 fell 19.8%.

2011 Black Monday refers to when U.S. and global stock markets crashed following the Friday night credit rating downgrade by Standard & Poor's of the U.S. sovereign debt from AAA, or "risk free", to AA+.During this period the S&P 500 fell 16.4%.

10/08/2007 to 03/02/2009 - The Financial Crisis began in 2007 when the housing bubble burst. The crisis was the worst economic event in the U.S. since the Great Depression.During this period the S&P 500 fell 56.2%.

03/20/2000 to 09/30/2002 - The Tech Bubble was a stock market bubble caused by excessive speculation in Internet-related companies in the late 1990s.During this period the S&P 500 fell 45.3%.

Total annual contribution or withdrawal

The number below reflects the historic performance of a portfolio with similar risk characteristics.