Backtest Portfolio Asset Allocation

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks. You can analyze and backtest portfolio returns, risk characteristics, style exposures, and drawdowns. The results cover both returns and fund fundamentals based portfolio style analysis along with risk and return decomposition by each portfolio asset. You can compare up to three different portfolios against the selected benchmark, and you can also specify any periodic contribution or withdrawal cashflows and the preferred portfolio rebalancing strategy.

The related asset class level portfolio modeling tool allows you to analyze and compare asset class level portfolios with a longer time horizon starting from 1972.

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Portfolio Analysis Results (Aug 2012 - Jul 2019)

Portfolio Allocations

Portfolio 1
Ticker Name Allocation
PSLDX PIMCO StocksPLUS Long Duration Instl 100.00%
Save portfolio »
Portfolio 2
Ticker Name Allocation
VOO Vanguard S&P 500 ETF 100.00%
ZROZ PIMCO 25+ Year Zero Coupon US Trs ETF 100.00%
CASHX Cash -100.00%
Save portfolio »
Portfolio 3
Ticker Name Allocation
VOO Vanguard S&P 500 ETF 100.00%
CASHX Cash -100.00%
ILTB iShares Core 10+ Year USD Bond ETF 100.00%
Save portfolio »

Portfolio Returns

Portfolio performance statistics
PortfolioInitial BalanceFinal BalanceCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
Portfolio 1$10,000$31,170 17.63% 13.47%34.71%-9.69%-13.86% 1.232.150.82
Portfolio 2$10,000$31,291 17.70% 17.97%67.13%-10.28%-19.59% 0.971.630.37
Portfolio 3$10,000$31,866 18.01% 14.07%36.59%-11.08%-14.20% 1.212.080.79
Vanguard 500 Index Investor$10,000$24,759 13.83% 11.07%32.18%-4.52%-13.55% 1.171.921.00
   

Trailing Returns

Trailing Returns
NameAnnualized ReturnAnnualized Volatility
3 Month1 year3 year5 yearFull3 year5 year
Portfolio 18.61%20.37%15.56%16.45%17.63%13.68%14.46%
Portfolio 214.03%25.14%12.05%19.13%17.70%17.19%19.12%
Portfolio 39.20%20.74%15.55%16.61%18.01%14.40%14.72%
Vanguard 500 Index Investor1.65%7.84%13.21%11.19%13.83%12.10%11.99%
Trailing annualized return and volatility are for full months ending in July 2019 excluding portfolio cashflows.
Notes on results:
  • Past performance is no guarantee of future results, which may vary. All use is subject to terms of service.
  • Investing involves risk, including possible loss of principal. The value of the investments and the income derived from them may fluctuate over time.
  • All portfolio returns presented are hypothetical and backtested. Hypothetical returns do not reflect trading costs, transaction fees, or taxes.
  • 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.
  • 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.
  • The results are based on the total return of assets and assume that all received dividends and distributions are reinvested.
  • The annual results for 2012 are based on monthly returns from August to December
  • The annual results for 2019 are based on monthly returns from January to July
  • CAGR = Compound Annual Growth Rate
  • Stdev = Annualized standard deviation of monthly returns
  • Sharpe and Sortino ratios are calculated and annualized from monthly excess returns over risk free rate (3-month treasury bill)
  • Stock market correlation is based on the correlation of monthly returns
  • Drawdown analysis is calculated based on monthly returns excluding cashflows
  • The results assume monthly rebalancing of portfolio assets to match the specified allocation
  • Portfolio cashflows and rebalancing for quarterly and annual periods are aligned with calendar periods.
Annual returns for the configured portfolios
YearInflationPortfolio 1Portfolio 2Portfolio 3Vanguard 500 Index InvestorPIMCO StocksPLUS Long Duration Instl (PSLDX)Vanguard S&P 500 ETF (VOO)PIMCO 25+ Year Zero Coupon US Trs ETF (ZROZ)Cash (CASHX)iShares Core 10+ Year USD Bond ETF (ILTB)
ReturnBalanceReturnBalanceReturnBalanceReturnBalance
20120.22%3.67%$10,367-5.50%$9,4502.83%$10,2834.43%$10,4433.67%4.71%-9.88%0.04%-1.80%
20131.50%18.86%$12,3235.30%$9,95119.95%$12,33532.18%$13,80418.86%32.39%-20.91%0.05%-9.32%
20140.76%34.23%$16,54167.13%$16,63136.59%$16,84813.51%$15,66834.23%13.55%47.73%0.03%20.62%
20150.73%-3.19%$16,014-4.10%$15,949-2.92%$16,3551.25%$15,864-3.19%1.31%-6.10%0.05%-4.22%
20162.07%20.42%$19,28314.84%$18,31620.61%$19,72611.82%$17,73820.42%12.17%2.05%0.30%7.82%
20172.11%32.87%$25,62138.32%$25,33534.09%$26,45121.67%$21,58232.87%21.77%14.76%0.88%11.24%
20181.91%-9.69%$23,138-10.28%$22,731-11.08%$23,520-4.52%$20,606-9.69%-4.50%-4.61%1.90%-5.09%
20192.12%34.71%$31,17037.66%$31,29135.49%$31,86620.16%$24,75934.71%20.11%15.37%1.37%14.48%
Annual return for 2012 is from 08/01/2012 to 12/31/2012 and annual return for 2019 is from 01/01/2019 to 07/31/2019
Monthly returns for the configured portfolios
YearMonthPortfolio 1 ReturnPortfolio 2 ReturnPortfolio 3 ReturnVanguard 500 Index Investor ReturnPIMCO StocksPLUS Long Duration Instl (PSLDX)Vanguard S&P 500 ETF (VOO)PIMCO 25+ Year Zero Coupon US Trs ETF (ZROZ)Cash (CASHX)iShares Core 10+ Year USD Bond ETF (ILTB)
201281.78%-0.32%1.59%2.24%1.78%2.51%-2.82%0.01%-0.91%
201291.90%-1.56%1.96%2.58%1.90%2.55%-4.11%0.01%-0.59%
201210-0.87%-2.84%-1.85%-1.86%-0.87%-1.96%-0.88%0.01%0.12%
2012110.99%2.16%1.43%0.56%0.99%0.57%1.59%0.01%0.86%
201212-0.15%-2.97%-0.28%0.90%-0.15%1.02%-3.98%0.01%-1.29%
201312.83%0.11%1.18%5.18%2.83%5.17%-5.06%0.00%-3.98%
201322.51%2.58%3.14%1.34%2.51%1.33%1.25%0.01%1.82%
201333.51%2.58%3.50%3.74%3.51%3.61%-1.02%0.01%-0.10%
201345.32%10.19%6.62%1.91%5.32%2.09%8.10%0.01%4.53%
20135-2.79%-8.00%-3.49%2.33%-2.79%2.32%-10.32%0.00%-5.81%
20136-6.45%-6.18%-7.01%-1.35%-6.45%-1.50%-4.67%0.00%-5.51%
201374.65%1.35%6.31%5.07%4.65%5.30%-3.95%0.00%1.01%
20138-4.33%-4.42%-5.28%-2.91%-4.33%-3.08%-1.33%0.00%-2.19%
201394.04%2.90%4.56%3.12%4.04%3.39%-0.49%0.00%1.17%
2013106.28%6.37%6.70%4.59%6.28%4.47%1.90%0.00%2.23%
2013111.42%-1.96%1.24%3.03%1.42%3.00%-4.96%0.00%-1.76%
2013121.30%1.12%2.05%2.51%1.30%2.64%-1.52%0.01%-0.59%
201411.05%6.61%0.53%-3.47%1.05%-3.53%10.14%0.01%4.07%
201426.07%5.45%6.92%4.56%6.07%4.57%0.89%0.00%2.36%
201431.12%2.67%2.09%0.82%1.12%0.88%1.79%0.00%1.21%
201442.76%4.13%2.71%0.72%2.76%0.72%3.41%0.00%1.99%
201454.97%6.95%4.77%2.33%4.97%2.29%4.66%0.00%2.47%
201462.18%2.00%2.71%2.05%2.18%2.09%-0.09%0.00%0.62%
20147-1.13%-0.04%-1.18%-1.39%-1.13%-1.38%1.34%0.00%0.20%
201487.25%11.56%6.91%3.98%7.25%3.97%7.59%0.00%2.94%
20149-3.75%-5.31%-3.42%-1.41%-3.75%-1.38%-3.93%0.00%-2.04%
2014104.58%6.74%4.35%2.42%4.58%2.40%4.34%0.00%1.95%
2014114.50%6.90%3.60%2.68%4.50%2.76%4.14%0.00%0.84%
2014120.74%5.80%2.11%-0.26%0.74%-0.32%6.12%0.00%2.43%
201512.75%13.12%3.19%-3.02%2.75%-2.87%16.00%0.00%6.06%
201522.55%-4.49%2.16%5.74%2.55%5.58%-10.07%0.00%-3.42%
20153-1.10%-0.40%-1.05%-1.59%-1.10%-1.57%1.17%0.00%0.52%
20154-1.59%-4.68%-1.65%0.95%-1.59%1.00%-5.68%0.00%-2.65%
20155-0.40%-2.92%-1.21%1.27%-0.40%1.25%-4.17%0.00%-2.46%
20156-5.41%-8.66%-5.29%-1.93%-5.41%-1.95%-6.71%0.00%-3.33%
201574.58%9.35%5.34%2.08%4.58%2.18%7.17%0.00%3.17%
20158-7.52%-7.05%-7.95%-6.05%-7.52%-6.14%-0.91%0.01%-1.81%
20159-2.26%-0.37%-1.56%-2.48%-2.26%-2.47%2.10%0.01%0.92%
2015109.42%7.98%9.39%8.42%9.42%8.45%-0.47%0.00%0.94%
201511-0.14%-0.80%-0.10%0.29%-0.14%0.43%-1.21%0.01%-0.51%
201512-2.99%-2.81%-3.06%-1.59%-2.99%-1.74%-1.05%0.02%-1.30%
20161-3.34%4.22%-2.68%-4.98%-3.34%-4.91%9.15%0.01%2.24%
201621.65%3.85%2.22%-0.15%1.65%-0.21%4.08%0.03%2.46%
2016310.26%6.95%9.85%6.78%10.26%6.87%0.10%0.03%3.01%
201641.77%-1.46%1.77%0.37%1.77%0.35%-1.79%0.02%1.44%
201652.03%3.09%1.90%1.78%2.03%1.75%1.35%0.02%0.16%
201665.16%10.36%6.21%0.25%5.16%0.32%10.07%0.03%5.92%
201676.64%7.46%4.91%3.68%6.64%3.68%3.80%0.02%1.25%
201680.25%-0.49%0.44%0.13%0.25%0.12%-0.59%0.02%0.34%
20169-0.86%-2.93%-0.93%0.01%-0.86%0.04%-2.94%0.03%-0.94%
201610-4.50%-8.62%-4.72%-1.83%-4.50%-1.79%-6.80%0.02%-2.91%
201611-2.29%-8.11%-2.24%3.70%-2.29%3.73%-11.81%0.03%-5.94%
2016122.94%1.51%3.05%1.96%2.94%2.07%-0.52%0.04%1.02%
201712.51%2.82%2.47%1.88%2.51%1.78%1.08%0.04%0.73%
201725.91%6.17%5.74%3.96%5.91%3.88%2.34%0.04%1.91%
20173-0.41%-1.10%-0.33%0.10%-0.41%0.13%-1.18%0.04%-0.42%
201742.60%2.27%2.61%1.02%2.60%1.04%1.30%0.06%1.63%
201753.20%4.67%2.65%1.39%3.20%1.40%3.33%0.07%1.31%
201761.23%2.10%1.68%0.61%1.23%0.63%1.55%0.08%1.13%
201772.30%0.40%2.39%2.04%2.30%2.06%-1.58%0.08%0.41%
201782.25%5.37%2.33%0.29%2.25%0.29%5.16%0.09%2.13%
201791.08%-1.38%1.03%2.06%1.08%2.04%-3.33%0.08%-0.93%
2017102.58%2.62%2.51%2.32%2.58%2.33%0.38%0.09%0.27%
2017113.23%4.25%3.39%3.06%3.23%3.06%1.29%0.09%0.42%
2017122.40%5.01%3.34%1.10%2.40%1.28%3.83%0.10%2.16%
201813.88%0.67%3.63%5.71%3.88%5.59%-4.80%0.11%-1.84%
20182-6.54%-8.82%-7.31%-3.69%-6.54%-3.73%-4.97%0.12%-3.47%
20183-1.27%2.05%-1.24%-2.56%-1.27%-2.48%4.66%0.14%1.38%
20184-1.75%-2.97%-2.00%0.37%-1.75%0.35%-3.18%0.14%-2.21%
201852.97%5.59%3.30%2.39%2.97%2.42%3.33%0.15%1.04%
201860.46%1.58%-0.00%0.61%0.46%0.76%0.98%0.16%-0.60%
201873.74%1.25%3.90%3.71%3.74%3.56%-2.15%0.16%0.50%
201883.74%4.80%3.65%3.25%3.74%3.22%1.75%0.17%0.60%
20189-1.04%-4.01%-0.48%0.55%-1.04%0.58%-4.41%0.17%-0.88%
201810-9.52%-12.80%-10.53%-6.85%-9.52%-6.84%-5.78%0.18%-3.52%
2018112.41%4.43%2.23%2.03%2.41%1.89%2.74%0.19%0.54%
201812-6.06%-0.77%-5.56%-9.04%-6.06%-8.84%8.26%0.19%3.47%
201919.75%8.39%10.62%8.00%9.75%7.92%0.67%0.20%2.90%
201922.91%0.81%2.37%3.20%2.91%3.25%-2.24%0.20%-0.68%
201936.19%9.78%6.25%1.94%6.19%1.92%8.06%0.20%4.53%
201943.41%0.65%3.12%4.04%3.41%4.03%-3.19%0.20%-0.72%
20195-2.29%4.38%-2.47%-6.36%-2.29%-6.35%10.92%0.20%4.07%
201968.92%7.32%9.70%7.03%8.92%6.99%0.52%0.19%2.91%
201972.06%1.80%2.07%1.43%2.06%1.46%0.51%0.17%0.78%

Returns Based Style Analysis

Returns Based Style Analysis
Style CategoryPortfolio 1Vanguard 500 Index Investor
Large-cap Value0.00%46.81%
Large-cap Growth50.75%52.89%
Mid-cap Value1.11%0.00%
Mid-cap Growth16.58%0.00%
Small-cap Value0.00%0.00%
Small-cap Growth0.00%0.30%
Global ex-US Developed Markets0.00%0.00%
Emerging Markets11.88%0.00%
Corporate Bonds0.00%0.00%
Long-Term Treasuries19.68%0.00%
Intermediate-Term Treasuries0.00%0.00%
Short-Term Treasuries0.00%0.00%
R Squared79.59%99.95%
Style analysis is based on monthly returns from August 2012 to July 2019 and uses total portfolio return with monthly rebalancing. Returns based style analysis aims to explain the portfolio returns based on asset class exposures, it does not identify the actual portfolio holdings.

Holdings Based Style Analysis for Portfolio 1

Holdings Based Style Analysis for Portfolio 1
TickerNameCategoryWeightYieldFeesDurationReturn ContributionRisk Contribution
PSLDXPIMCO StocksPLUS Long Duration Instl85%+ Equity100.00%2.05%1.01%16.18$21,170100.00%

Asset Allocation

Fixed Income Maturity

Fund fundamentals data as of 01/26/2021. (c) 2021 Morningstar. All Rights Reserved. The fund fundamentals information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Portfolio return and risk metrics
MetricPortfolio 1Portfolio 2Portfolio 3Vanguard 500 Index Investor
Arithmetic Mean (monthly)1.44%1.50%1.47%1.14%
Arithmetic Mean (annualized)18.68%19.56%19.15%14.51%
Geometric Mean (monthly)1.36%1.37%1.39%1.09%
Geometric Mean (annualized)17.63%17.70%18.01%13.83%
Volatility (monthly)3.89%5.19%4.06%3.20%
Volatility (annualized)13.47%17.97%14.07%11.07%
Downside Deviation (monthly)2.20%3.04%2.33%1.91%
Max. Drawdown-13.86%-19.59%-14.20%-13.55%
US Market Correlation0.820.370.791.00
Beta(*)1.000.621.011.00
Alpha (annualized)3.60%9.60%3.82%0.00%
R267.68%14.42%63.80%100.00%
Sharpe Ratio1.230.971.211.17
Sortino Ratio2.151.632.081.92
Treynor Ratio (%)16.5728.1416.7512.97
Calmar Ratio1.120.641.100.97
Active Return3.81%3.87%4.18%N/A
Tracking Error7.66%17.16%8.47%N/A
Information Ratio0.500.230.49N/A
Skewness-0.33-0.29-0.39-0.57
Excess Kurtosis0.43-0.040.571.09
Historical Value-at-Risk (5%)-5.96%-8.09%-5.52%-4.78%
Analytical Value-at-Risk (5%)-4.96%-6.98%-5.17%-4.12%
Conditional Value-at-Risk (5%)-7.22%-9.40%-7.67%-6.66%
Upside Capture Ratio (%)115.7993.23118.32100.00
Downside Capture Ratio (%)98.3551.48100.11100.00
Safe Withdrawal Rate22.24%20.71%22.49%21.62%
Perpetual Withdrawal Rate13.60%13.65%13.88%10.71%
Positive Periods57 out of 84 (67.86%)53 out of 84 (63.10%)56 out of 84 (66.67%)63 out of 84 (75.00%)
Gain/Loss Ratio1.181.201.230.82
* Vanguard 500 Index Investor is used as the benchmark for calculations. Value-at-risk metrics are based on monthly values.

Drawdowns for Portfolio 1

Drawdowns for Portfolio 1 (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Sep 2018Dec 20184 monthsMar 20193 months7 months-13.86%
2Mar 2015Sep 20157 monthsApr 20167 months1 year 2 months-13.33%
3Feb 2018Apr 20183 monthsAug 20184 months7 months-9.34%
4May 2013Jun 20132 monthsOct 20134 months6 months-9.07%
5Sep 2016Nov 20163 monthsFeb 20173 months6 months-7.49%
6Sep 2014Sep 20141 monthOct 20141 month2 months-3.75%
7May 2019May 20191 monthJun 20191 month2 months-2.29%
8Jul 2014Jul 20141 monthAug 20141 month2 months-1.13%
9Oct 2012Oct 20121 monthNov 20121 month2 months-0.87%
10Mar 2017Mar 20171 monthApr 20171 month2 months-0.41%
Worst 10 drawdowns included above

Drawdowns for Portfolio 2

Drawdowns for Portfolio 2
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Feb 2015Jun 20155 monthsJun 20161 year1 year 5 months-19.59%
2Aug 2016Nov 20164 monthsAug 20179 months1 year 1 month-18.88%
3May 2013Aug 20134 monthsFeb 20146 months10 months-16.39%
4Sep 2018Oct 20182 monthsMar 20195 months7 months-16.29%
5Feb 2018Apr 20183 monthsAug 20184 months7 months-9.72%
6Aug 2012Dec 20125 monthsApr 20134 months9 months-5.50%
7Sep 2014Sep 20141 monthOct 20141 month2 months-5.31%
8Sep 2017Sep 20171 monthOct 20171 month2 months-1.38%
9Jul 2014Jul 20141 monthAug 20141 month2 months-0.04%

Drawdowns for Portfolio 3

Drawdowns for Portfolio 3
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Feb 2018Dec 201811 monthsMar 20193 months1 year 2 months-14.20%
2Mar 2015Sep 20157 monthsMar 20166 months1 year 1 month-13.07%
3May 2013Jun 20132 monthsOct 20134 months6 months-10.26%
4Sep 2016Nov 20163 monthsFeb 20173 months6 months-7.73%
5Sep 2014Sep 20141 monthOct 20141 month2 months-3.42%
6May 2019May 20191 monthJun 20191 month2 months-2.47%
7Oct 2012Oct 20121 monthJan 20133 months4 months-1.85%
8Jul 2014Jul 20141 monthAug 20141 month2 months-1.18%
9Mar 2017Mar 20171 monthApr 20171 month2 months-0.33%

Drawdowns for Vanguard 500 Index Investor

Drawdowns for Vanguard 500 Index Investor (worst 10)
RankStartEndLengthRecovery ByRecovery TimeUnderwater PeriodDrawdown
1Oct 2018Dec 20183 monthsApr 20194 months7 months-13.55%
2Aug 2015Sep 20152 monthsMay 20168 months10 months-8.38%
3May 2019May 20191 monthJun 20191 month2 months-6.36%
4Feb 2018Mar 20182 monthsJul 20184 months6 months-6.16%
5Jan 2014Jan 20141 monthFeb 20141 month2 months-3.47%
6Dec 2014Jan 20152 monthsFeb 20151 month3 months-3.27%
7Aug 2013Aug 20131 monthSep 20131 month2 months-2.91%
8Jun 2015Jun 20151 monthJul 20151 month2 months-1.93%
9Oct 2012Oct 20121 monthJan 20133 months4 months-1.86%
10Oct 2016Oct 20161 monthNov 20161 month2 months-1.83%
Worst 10 drawdowns included above

Portfolio Assets

Performance statistics for portfolio components
TickerNameCAGRStdevBest YearWorst YearMax. DrawdownSharpe RatioSortino RatioUS Mkt Correlation
PSLDXPIMCO StocksPLUS Long Duration Instl17.63%13.47%34.71%-9.69%-13.86%1.232.150.82
VOOVanguard S&P 500 ETF13.98%11.05%32.39%-4.50%-13.47%1.181.951.00
ZROZPIMCO 25+ Year Zero Coupon US Trs ETF3.52%17.11%47.73%-20.91%-28.72%0.250.39-0.25
CASHXCash0.66%0.24%1.90%0.03%0.00%N/AN/A-0.03
ILTBiShares Core 10+ Year USD Bond ETF4.28%8.40%20.62%-9.32%-12.08%0.460.690.02

Monthly Correlations

Correlations for the portfolio assets
TickerNamePSLDXVOOZROZCASHXILTBPortfolio 1Portfolio 2Portfolio 3Vanguard 500 Index Investor
PSLDXPIMCO StocksPLUS Long Duration Instl1.000.830.310.020.571.000.810.990.82
VOOVanguard S&P 500 ETF0.831.00-0.24-0.030.030.830.380.801.00
ZROZPIMCO 25+ Year Zero Coupon US Trs ETF0.31-0.241.000.080.900.310.800.34-0.25
CASHXCash0.02-0.030.081.000.100.020.040.02-0.03
ILTBiShares Core 10+ Year USD Bond ETF0.570.030.900.101.000.570.870.620.02

Portfolio Return Decomposition

Portfolio return decomposition
TickerNamePortfolio 1Portfolio 2Portfolio 3
PSLDXPIMCO StocksPLUS Long Duration Instl$21,170
VOOVanguard S&P 500 ETF$15,953$16,481
ZROZPIMCO 25+ Year Zero Coupon US Trs ETF$6,424
CASHXCash-$1,086-$1,143
ILTBiShares Core 10+ Year USD Bond ETF$6,528

Portfolio Risk Decomposition

Portfolio risk decomposition
TickerNamePortfolio 1Portfolio 2Portfolio 3
PSLDXPIMCO StocksPLUS Long Duration Instl100.00%
VOOVanguard S&P 500 ETF23.67%63.12%
ZROZPIMCO 25+ Year Zero Coupon US Trs ETF76.39%
CASHXCash-0.06%-0.04%
ILTBiShares Core 10+ Year USD Bond ETF36.91%

Annual Asset Returns

Rolling returns summary
Roll PeriodPortfolio 1Portfolio 2Portfolio 3Vanguard 500 Index Investor
AverageHighLowAverageHighLowAverageHighLowAverageHighLow
1 year16.91%43.91%-9.73%18.79%77.34%-11.64%17.53%47.67%-11.08%13.49%32.18%-6.32%
3 years16.15%23.13%12.46%18.04%34.14%8.97%16.69%24.69%12.47%11.95%17.40%8.68%
5 years16.97%20.08%13.43%19.11%23.37%15.99%17.55%21.38%13.78%12.71%15.74%8.34%