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Risk vs. Return ReturnGrade Streaks
Return Analysis

Are you being compensated for the amount of risk you're taking?

The Risk vs. Return Chart plots each asset in your portfolio and highlights whether or not you're being offered superior or inferior returns for its given level of risk. Investors should keep in mind that an asset with a higher level of risk should always provide a greater amount of return.

The area above the red line implies that sufficient returns are being generated for the amount of risk. (Those points are marked blue).

The area below the red line implies the opposite, return is inadequate for the level of risk. (Those points are marked red).
 
You can choose to run return analysis on pre-saved portfolios or create a new basket of securities to analyze.
 
Create a new analysis group Choose your analysis group
 
Show benchmarks (in green): Select Time Period:  
Show labels on graph: Return Type:  
 


  Mouse over dot for Full name and Statistics.    
To chart your portfolio's Risk vs. Return, start by selecting a portfolio, designate a time period, and indicate whether you would like to use an average return or a period return.

The "Risk vs. Return" area plots holdings on a risk and return basis. Each asset is positioned with respect to its RiskGrade (x-axis) and return (y-axis) over a user-defined time period.
Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
Fidelity School Street Trust: Fidelity New Markets Income Fund
Harbor Funds: Harbor Bond Fund; Institutional Class Shares
Portfolio
RiskGrade: 19
Return: 2.13%
Fidelity School Street Trust: Fidelity New Markets Income Fund
RiskGrade: 25
Return: 4.50%
Fidelity Summer Street Trust: Fidelity Capital & Income Fund
Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Investor Shares
RiskGrade: 24
Return: 2.46%
Fidelity Summer Street Trust: Fidelity Capital & Income Fund
RiskGrade: 35
Return: 0.29%
American Century Target Maturities Trust: Target 2015; Investor Class Shares
Fidelity Income Fund: Fidelity Government Income Fund
American Century Target Maturities Trust: Target 2015; Investor Class Shares
RiskGrade: 27
Return: 1.80%
Harbor Funds: Harbor Bond Fund; Institutional Class Shares
RiskGrade: 14
Return: 0.76%
Fidelity Income Fund: Fidelity Government Income Fund
RiskGrade: 16
Return: 0.79%
S&P - S&P 500 Index
S&P - S&P 500 Index
RiskGrade: 90
Return: 0.79%
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End date of streak.
Get a RiskChart™ graph of how risky your current holdings were historically.
Average RiskGrade™ Measure over the period you designate in ther drop-down box.
Print a formatted version of this page.
The asset's annual return.
The asset's return measured over the period designated above.
Start date of streak.
ReturnGrade™ provides a return measure adjusted for risk. ReturnGrade™ is a coefficient that reflects performance scaled for risk. A higher ReturnGrade™ suggests a higher quality of return. Rather than focusing on maximizing returns, the smart investor selects opportunities that are attractive based on their return on risk. This is important because sometimes the promise of a big return, simply may not be worth the risk.
Click the chart icon to see a StreakChart.