The above bar chart shows the range of expected returns over any 12 month period given the expected return and volatility.
Expected returns + or – volatility, to two Standard Deviations – circa 95% of outcomes.
A balanced investor, has an expected annualised return of 4.60% per annum.
The expected volatility is 7.00%.
Therefore, the expected range of returns in any 12 month period (in 95.00% of events) will be between minus 9.40% to plus 18.60% gross.
This data is based upon JP Morgan data for the investment strategy outlined.
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