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Retirement risk

What happens if investments perform badly in retirement?

Poor returns matter more when you are withdrawing money. The same average return can feel very different if weak years arrive early in retirement.

Sequence risk in plain English

Sequence risk means the order of returns matters. If investments fall early in retirement while withdrawals continue, the portfolio may have less capital left to benefit from any later recovery.

Withdrawals can amplify weak markets

Someone still saving can often wait through market falls. Someone drawing income may be selling assets to fund spending at the same time. That can make weak early returns more damaging than the same returns later.

What the calculator scenarios mean

RetirementInSight uses deterministic conservative, base and optimistic scenarios. They are not predictions and do not show every possible path. They are a practical way to see whether the plan only works in a favourable case or still has margin when assumptions are weaker.

What this does not tell you

This article does not recommend investments, asset allocation or a withdrawal rate. It explains why a retirement plan should be tested against weaker outcomes before relying on one base-case result.

Related reading

Sources and last reviewed

Page reviewed 2026-08-21. Source links below show when each reference was last checked.