We value your privacy. To submit illustration requests on our case design page, please select “Accept All” cookies. If you choose to opt out, we will be unable to receive your illustration requests.
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% |
|||
Totals |
