Note: The time period was constrained by the available data for iShares US Real Estate ETF (IYR) [Jan 2001 - Dec 2022].
Daily Standard Deviation
Monthly Standard Deviation
Annualized Standard Deviation
SPDR S&P 500 ETF Trust
Fidelity Investment Grade Bond
iShares US Real Estate ETF
Asset correlations for time period 01/01/2001 - 12/31/2017 based on annual returns
Notes and Disclosures
IMPORTANT: The projections or other information generated by Portfolio Visualizer regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
The results do not constitute investment advice or recommendation, are provided solely for informational purposes, and are not an offer to buy or sell any securities. All use is subject to terms of service.
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results.
Asset allocation and diversification strategies do not guarantee a profit or protect against a loss.
Hypothetical returns do not reflect trading costs, transaction fees, commissions, or actual taxes due on investment returns.
The results are based on information from a variety of sources we consider reliable, but we do not represent that the information is accurate or complete.