Sequence of Returns Risk Calculator

See how market timing can make or break your retirement—even with identical average returns

$
$
Expected Annual Return 7%
Asset Allocation
Stocks: 60% Bonds: 30% Cash: 10%

Three Possible Futures with Same Average Returns

🎉 Lucky Larry

Good returns early, bad returns late

Money lasts until Age 96
Final value $147,000
First 5 years +12.4%

📊 Average Anna

Historical sequence of returns

Money lasts until Age 88
Final value $0
First 5 years 4.2%

😰 Unlucky Uma

Bad returns early, good returns late

Money runs out Age 78
Years short 17 years
First 5 years -8.2%

⚠️ Your Risk Level: HIGH

  • You're withdrawing 4% annually from your portfolio
  • Your 60% stock allocation creates high volatility risk in early retirement years
  • If you retire into a bear market, you could run out of money by age 78
  • Even with 7% average returns, sequence risk threatens your retirement

Monte Carlo Analysis: 1,000 Scenarios

Based on your inputs, the probability of your money lasting until age 95 is:

72%

*Based on 1,000 simulated market scenarios using historical volatility

Mitigation Strategies

1
Build a Cash Buffer
Keep 2-3 years of expenses in cash/bonds. This lets you avoid selling stocks during downturns.
Impact: Could extend your money by 5-8 years
2
Flexible Withdrawals
Instead of fixed withdrawals, withdraw 4% of current portfolio value. Tighten spending in bad years.
Impact: Reduces failure risk to under 5%
3
Delay Retirement
Wait 2 more years. Your portfolio grows, Social Security increases, and you skip early sequence risk.
Impact: Could extend money by 10+ years
4
Reduce Stock Allocation
Move to 40% stocks / 60% bonds. Lower returns but much less volatility in critical early years.
Impact: Smoother ride, better sleep

Want to Stress-Test Your Actual Portfolio?

This calculator uses simplified assumptions. A financial advisor can model your exact situation and build a personalized strategy.

Not sure what questions to ask an advisor about sequence risk?

Important Disclosure: This calculator is for educational purposes only and should not be considered personalized financial advice. Results are hypothetical based on simplified assumptions and historical market patterns. Actual results will vary. Past performance does not guarantee future results. The calculator does not account for taxes, fees, or individual circumstances. Please consult with a qualified financial advisor before making retirement planning decisions. Investment returns are not guaranteed and you may lose money. AdvisorFinder does not endorse any particular financial strategy or advisor.

How This Calculator Works

Understanding the math behind sequence of returns risk

1

Three Scenarios, Same Average Returns

We simulate three different retirees: Lucky Larry, Average Anna, and Unlucky Uma. Each with identical 7% average annual returns over 30 years. The only difference? The order of those returns.

  • Lucky Larry: Gets great returns in years 1-5, poor returns later
  • Average Anna: Follows historical market patterns
  • Unlucky Uma: Suffers losses in years 1-5, great returns later
2

Annual Withdrawals Amplify Volatility

Each year, we withdraw your specified amount (with optional 3% inflation adjustments). This is where sequence risk becomes brutal:

❌ Bad Sequence (Unlucky Uma)

Year 1: Market drops 15%
$1,000,000 → $850,000
Withdraw $40,000 → $810,000

You sold stocks at a loss. They can never recover for you.

✅ Good Sequence (Lucky Larry)

Year 1: Market gains 15%
$1,000,000 → $1,150,000
Withdraw $40,000 → $1,110,000

You're selling winners. Your base stays strong.

3

The First 5 Years Are Critical

Our calculator highlights returns in years 1-5 because research shows this is the danger zone. Poor returns here can doom your retirement, even if markets soar later.

-8.2%
Unlucky Uma's first 5 years
Money runs out at age 78
+12.4%
Lucky Larry's first 5 years
Money lasts beyond age 95

🎯 Key Insight: The first five years of retirement matter more than the next 25 combined when it comes to portfolio survival.

4

Monte Carlo: 1,000 Possible Futures

Beyond our three scenarios, we run 1,000 simulations with randomized returns based on your stock allocation's historical volatility. This gives you a probability - your "success rate."

Distribution of 1,000 outcomes

72% success rate means in 720 of 1,000 scenarios, your money lasted to your target age. In 280 scenarios, you ran out early.

5

Four Proven Mitigation Strategies

We show you exactly how to protect yourself from sequence risk with strategies used by professional financial planners:

Cash Buffer — Keep 2-3 years of expenses liquid to avoid selling in downturns
Flexible Withdrawals — Reduce spending 10-20% in bad market years
Delayed Retirement — Work 2 more years to skip the danger zone
Lower Stock Allocation — Reduce volatility in critical early years

📊 Technical Methodology

Return Sequences: Lucky Larry front-loads returns (avg +12.4% in years 1-5), Unlucky Uma back-loads them (avg -8.2% in years 1-5), while Average Anna uses blended historical sequences. All three achieve the same compound average annual return over 30 years.

Monte Carlo Simulation: Generates 1,000 scenarios using your expected return and a volatility factor based on stock allocation (15% base volatility for 100% stocks, 5% for 0% stocks). Returns are normally distributed with mean = expected return.

Inflation Adjustment: When enabled, withdrawals increase 3% annually, compounding the sequence risk effect.

Historical Data: Average Anna's sequence uses a blend of post-1926 U.S. stock/bond returns adjusted to your target average.

Real-World Example

One Year. Same Portfolio. 12 Years Different.

How retiring in January 2008 vs January 2009 changed everything

2008
Retired January 1st
Margaret

Starting Position

Portfolio Value $1,000,000
Annual Withdrawal $40,000
Age at Retirement 65 years old
Target Age 95 years old

What Happened

📉
Year 1 (2008): Market crashes -37% Portfolio drops to $630,000 after withdrawals
💸
Forced to sell low: Sold stocks at depressed prices Locked in losses permanently
📊
Year 2 (2009): Market rebounds +26% But smaller portfolio means less recovery
⚠️
The damage was done: Never caught up Withdrawals from depleted base accelerated decline
😰

The Outcome

Money ran out at age 73
22 years short of her 95-year plan
8 years of retirement
VS
One Year Later
2009
Retired January 1st
Robert

Starting Position

Portfolio Value $1,000,000
Annual Withdrawal $40,000
Age at Retirement 65 years old
Target Age 95 years old

What Happened

📈
Year 1 (2009): Market rebounds +26% Portfolio grows to $1,220,000 after withdrawals
💰
Avoided the crash: Didn't sell during downturn Preserved capital during worst year
📊
Years 2-10: Caught the bull market Strong early returns compounded on full portfolio
Built a cushion: Portfolio stayed healthy Could weather later downturns easily
🎉

The Outcome

Money lasted until age 85+
On track to meet his 95-year plan
20+ years of retirement (and counting)

The Critical Difference

Margaret and Robert had identical portfolios, identical withdrawal rates, and earned similar average returns over their lifetimes. The only difference? Margaret retired 12 months earlier—right before the 2008 financial crisis.

That single year of bad timing cost her 12+ years of retirement security. She was forced to sell stocks at a 37% loss in year one, permanently reducing her portfolio's ability to recover. Robert, by pure luck of timing, avoided selling during the crash and caught the entire 2009-2019 bull market with his full portfolio intact.

This is sequence of returns risk in action—and it's why retirement timing matters more than most people realize.

Portfolio Value Over Time: The Divergence

Watch how identical $1M portfolios with 4% withdrawals diverge based on one year of timing difference

Margaret (Retired Jan 2008)
Robert (Retired Jan 2009)
-37%
S&P 500 in 2008
One of the worst years in market history
+26%
S&P 500 in 2009
Strong recovery that 2009 retirees caught
12
Years Difference
In portfolio longevity from 1-year timing gap
0%
Control Margaret Had
Pure bad luck—no way to predict timing

What This Means for Your Retirement

1

You Can't Control Market Timing

Margaret did nothing wrong. She had a solid plan, reasonable withdrawal rate, and diversified portfolio. She just had catastrophically bad luck with timing.

2

But You CAN Control Your Strategy

While you can't predict markets, you can build defenses: cash buffers, flexible spending, delayed retirement if markets crash, and working with advisors who understand sequence risk.

3

The First 5 Years Are Everything

Both Margaret and Robert experienced the same market volatility over 15+ years. The difference was the order of returns in years 1-5. Protect those years at all costs.

4

Don't Rely on Average Returns

Financial calculators that show "7% average returns = success" are dangerously misleading. Margaret likely saw those projections too. Sequence matters more than averages.

Don't Let Timing Ruin Your Retirement

Use our calculator above to stress-test your portfolio against bad timing scenarios - then find advisors who can help you build sequence risk protection.