Expected Return
+12.4%
Annual projection
Risk (Vol)
14.2%
↓ 2.1% reduced
Sharpe Ratio
0.87
↑ 0.12
Tax Impact
$4.2K
Estimated liability
Decision Factors
Scenario Analysis
| Scenario | Probability | Return |
|---|---|---|
| Bull Market | 25% | +18.2% |
| Base Case | 50% | +12.4% |
| Bear Market | 20% | -11.8% |
| Crash | 5% | -28.4% |
Allocation Comparison