Retirement Income Investments [1205]

Our recommendations were flat for the month, ahead of the overall U.S. (-0.6%) and International (-1.8%) markets. Our 1 year (-4.6%) and 3 year (51.1%) returns fell between the U.S. (3.5% & 72.5%) and International (-13.2% & 45.5%) markets. However we continue to be significantly better over 5 years, up 34.5%, compared to the US (7.4%) and International (-14.5%).

This month we have added a Return/Risk Ratio (5yr Return/5yr Max Drawdown), 5yr Monthly Adjusted Price correlation with the Total U.S. Market, and the Drawdown Recovery (i.e. Total Return since the pre-Drawdown peak). We hope you find these additional metrics useful.

To view more April analysis of all the funds, and our recommendations for May, read more.

We hope you will find it useful.

You can find the latest issue of the Retirement Income Investment spreadsheet by  clicking here

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