Menu

Updated

How do you project my portfolio’s returns in the graph?

We project the median value of your Wealthfront and other linked accounts based on our median estimates of expected returns and risks for the unique investments in your portfolio. These forward-looking estimates are obtained using a multi-factor framework that takes into account the performance of different asset classes and broader macroeconomic factors. These projections assume the composition of investments in your portfolio remains stable and do not take into account future trading decisions. Path projections include the value of planned savings and projected retirement spending.

For more details on our methodology, please log into your account and review the Path disclosures.

Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.

Was this article helpful?