Historical performance and safe withdrawal rate analysis for the Golden Butterfly Portfolio. See asset allocation, risk metrics, and success rates across different withdrawal strategies and retirement horizons.
Designed by Tyler at Portfolio Charts: 20% each in Total US Stock, Small Cap Value, Long-Term Bonds, Short-Term Bonds, and Gold. Optimized for consistent returns across economic conditions.
Source: Portfolio Charts
Worst year: -10.7%
Sharpe: 0.68
| Metric | Value |
|---|---|
| CAGR (Annual Return) | 6.8% |
| Volatility (Std Dev) | 7.7% |
| Maximum Drawdown | -18.2% |
| Sharpe Ratio | 0.68 |
| Best Year | 19.1% |
| Worst Year | -10.7% |
| Withdrawal Rate | 30-Year Success | 40-Year Success |
|---|---|---|
| Conservative (3%) | 100% | 94% |
| Moderate (3.5%) | 98% | 90% |
| Standard (4%) | 87% | 79% |
| Aggressive (5%) | 68% | 60% |
Conservative (3%)
Moderate (3.5%)
Standard (4%)
Aggressive (5%)
Calculation Assumptions
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