Volatility Comparisons

  • Comparisons of different investment options
  • Largest Performance Drawdowns
  • 24.5 years – Jan 1, 1998 to June 30, 2022
IMS Income

May 30, 2002
Jan 28, 2004
Apr 22, 2010
Apr 15, 2015
Sep 15, 2021
– Sep 30, 2002
– Jun 20, 2004
– Jun 29, 2010
– Feb 9, 2010
– Jun 30, 2022

-3.4%
-3.8%
-3.2%
-5.3%
-3.6%

S&P 500 Stock Average

Sep 1, 2000
Oct 9, 2007
May 10, 2011
Feb 19, 2020
Jan 3, 2022
– Oct 29, 2002
– Mar 9, 2009
– Sep 9, 2011
– Mar 23, 2020
– Jun 30, 2022

-47.5%
-55.3%
-14.3%
-33.8%
-18.2%

Vanguard Short-Term
Bond Fund

Jun 13, 2003
Mar 16, 2004
Mar 17, 2008
Sep 7, 2017
Jan 3, 2022
– Aug 14, 2003
– May 13, 2004
– Jun 13, 2008
– May 16, 2018
– Jun 30, 2022

-2.1%
-2.7%
-2.3%
-1.9%
-6.1%

Certificates of
Deposit

Sep 1, 2000
Oct 9, 2007
Feb 19, 2020
Jan 3, 2022
– Oct 9, 2002
– Mar 9, 2009
– Mar 23, 2020
– Jun 30, 2022

0.0%
0.0%
0.0%
0.0%