How would you describe your willingness to take on risk in pursuit of your goals, based on your past or current investment accounts?
I’d rather not take much risk. My bank CD or savings account is all I want.
My past/current account is conservatively invested.
My past/current account is moderately to conservatively invested.
My past/current account is moderately invested.
My past/current account is moderately to aggressively invested.
My past/current account is aggressively invested.
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Results
Your risk tolerance score is a 47
21.38%+
Best year
19.28%-
Worst year
30.15%-
Max drawdown
12.27%
Tech bubble
29.27%+
Subprime crisis
10.63%+
COVID-19
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Compare your score
Score
Risk profile
% of investors
Less than 28
Very conservative
1%
29-38
Conservative
3%
39-48
Moderately conservative
24%
49-58
Moderate
44%
59-68
Moderately aggressive
24%
69-78
Aggressive
3%
79 or more
Very aggressive
1%
Raw scores have been standardized to FinalMetrica's risk tolerance scale, which has a Mean of 50 and a Standard Deviation of 10%
Compare your portfolio
Risk 
profile
Best 
year
Worst 
year
Max 
drawdown
Tech 
bubble
Subprime 
crisis
COVID-19

Very 
conservative
15.86%
11.99%-
18.63%-
4.17%-
17.60%-
6.41%-
Conservative

18.01%
14.65%-
24.09%-
6.83%-
23.13%-
8.03%-
Moderately 
conservative
21.38%
19.28%-
30.15%-
18.74%-
35.59%-
13.58%-
Moderate

25.02%
24.22%-
36.39%-
18.74%-
35.59%-
13.58%-
Moderately 
aggressive
28.32%
28.98%-
42.02%-
24.25%-
41.29%-
15.56%-
Aggressive

32.08%
33.26%-
47.18%-
30.34%-
46.51%-
18.37%-
Very 
aggressive
37.49%
39.75%-
54.52%-
38.78%-
53.94%-
22.31%-
S&P 500

37.45%
37.02%-
50.97%-
44.82%-
50.97%-
19.63%-
Analysis as of 01/1999 - 8/2022: PortfolioVisualizer.com. For illustrative purposes only

The back tested model performance shown is for illustrative purposes only and net of the highest paying advisory fee of 1%. This fee does not include taxes, custodian, brokerage or other applicable fees. Past performance does not guarantee future results. Results are dependent upon market and/or economic conditions. Back tested performance is derived from the retroactive application of a model with the benefit of hindsight. Please see additional disclosure at the end of the investment outline. Models are comprised of global stocks and bond index funds and are meant to illustrate varying levels of global stock and bond exposure. Conservative= 33% stock/67% bonds, Conservative Plus= 42% stock/58% bonds, Moderately Conservative= 52% stock/48% bonds, Moderate= 63% stock/37% bonds, Moderate Plus= 73% stock/27% bonds, Growth= 84% stock/16% bonds, and Aggressive= 100% stock.