Market Risk Analysis
Test your retirement portfolio against specific market shock scenarios including decade-long poor returns, three-year poor returns, and market downturns. Customize timing, parameters, and account selection to understand how market volatility affects your retirement timeline.
Market Shock Scenarios
Test your portfolio against three specific market scenarios: Decade Poor Returns, Three-Year Poor Returns, and Market Downturns.
Customizable Time Periods
Define specific start and end dates for market shocks, or use milestone-based timing to test scenarios at critical life events.
Flexible Return Parameters
Customize poor return rates and downturn returns to match your risk assessment needs.
Account-Specific Analysis
Select specific investment accounts to include in market risk analysis, allowing you to test scenarios on particular portfolios.
Simulation Integration
Market risk scenarios are integrated with simulations to provide comprehensive probability analysis of retirement success.
Retirement Impact Assessment
Understand how market shocks affect your retirement timeline, income projections, and overall financial security.
Inside Market Risk Analysis
Screens from the Projection Lab: define shocks on selected accounts and read how retirement success probability responds.
Define market stress
Pick a shock template—multi-year poor returns, a sharp drawdown, or a decade of weak growth—and set timing, magnitude, and which accounts participate. Scenarios stay aligned with your retirement simulation settings.
How Market Risk works
Market Risk lets you test your retirement plan against specific market shock scenarios. See how volatility and poor return periods affect your chance of success—all from the Projection Lab.
- • Decade Poor Returns — Simulate a long period of low returns (e.g. 2.5%).
- • Three-Year Poor Returns — Test a shorter poor-return window.
- • Market Downturns — Model sharp drops (e.g. -20%) and recovery.
- • Custom timing — Set start/end dates or use milestones (e.g. retirement).
- • Account selection — Apply scenarios to specific investment accounts.
- • Success probability — See how your plan holds up under stress.
Watch the walkthrough video on the right to see Market Risk in action.
For best quality, select 1080p in the video player settings (gear icon).
Key Benefits
Why choose our Market Risk Analysis service?
Three specific market shock scenarios
Customizable time periods and parameters
Account-specific portfolio testing
Integrated simulations
Retirement timeline impact analysis
Milestone-based scenario timing
Ready to Analyze Market Risk?
Start your market risk analysis today and protect your retirement portfolio from market volatility.