Sequence of Returns Risk Calculator
Compare FIA Fixed Income vs. Variable 4% Withdrawal Strategy (2000-2026)
Initial premium paid for Fixed Index Annuity
Assets Under Management for 4% withdrawal strategy
Quick Scenario Presets
Results Summary
Total FIA Income
$0
Total 4% Income
$0
Remaining AUM (2026)
$0
Year-by-Year Analysis
YEAR |
RETURN (%) |
FIA Income |
4% Income |
Remaining AUM |
2000 |
-9.10% |
|||
2001 |
-11.89% |
|||
2002 |
-22.10% |
|||
2003 |
28.68% |
|||
2004 |
10.88% |
|||
2005 |
4.91% |
|||
2006 |
15.79% |
|||
2007 |
5.49% |
|||
2008 |
-37.00% |
|||
2009 |
26.46% |
|||
2010 |
15.06% |
|||
2011 |
2.11% |
|||
2012 |
16.00% |
|||
2013 |
32.39% |
|||
2014 |
13.69% |
|||
2015 |
1.38% |
|||
2016 |
11.96% |
|||
2017 |
21.83% |
|||
2018 |
-4.38% |
|||
2019 |
31.49% |
|||
2020 |
18.40% |
|||
2021 |
28.71% |
|||
2022 |
-18.11% |
|||
2023 |
26.29% |
|||
2024 |
24.23% |
|||
2025 |
8.50% |
|||
2026 |
10.00% |
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Totals |
