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Stocks/Bonds 20/80 Portfolio

The 20/80 Portfolio is a simple, balanced portfolio with a 20% equity and 80% fixed income allocation.

Expense Ratio

Rank 15 of 53

0.04%
0.00%0.94%
Dividend Yield

Rank 24 of 53

2.07%
0.00%3.85%
10Y Annualized Return

Rank 51 of 53

4.06%
3.22%29.48%
Sharpe Ratio

Rank 52 of 53

-1.45
-1.890.44
Maximum Drawdown

Rank 3 of 53

-12.25%
-48.20%-10.21%

Stocks/Bonds 20/80 PortfolioAsset Allocation


BND 80%VTI 20%BondBondEquityEquity

Stocks/Bonds 20/80 PortfolioPerformance

The chart shows the growth of $10,000 invested in Stocks/Bonds 20/80 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,734 for a total return of roughly 77.34%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Stocks/Bonds 20/80 Portfolio
Benchmark (^GSPC)
Portfolio components

Stocks/Bonds 20/80 PortfolioReturns

As of May 14, 2022, the Stocks/Bonds 20/80 Portfolio returned -11.00% Year-To-Date and 4.06% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-8.49%-15.57%-13.45%-0.96%10.97%11.65%
Stocks/Bonds 20/80 Portfolio-3.16%-11.00%-10.93%-7.20%3.56%4.06%
BND
Vanguard Total Bond Market ETF
-1.83%-9.71%-9.87%-8.51%1.08%1.57%
VTI
Vanguard Total Stock Market ETF
-8.89%-16.53%-15.72%-2.91%12.26%13.40%

Stocks/Bonds 20/80 PortfolioSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Stocks/Bonds 20/80 Portfolio Sharpe ratio is -1.45. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 20/80 Portfolio
Benchmark (^GSPC)
Portfolio components

Stocks/Bonds 20/80 PortfolioDividends

Stocks/Bonds 20/80 Portfolio granted a 2.07% dividend yield in the last twelve months, as of May 14, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

2.07%1.83%2.11%2.65%2.86%2.63%2.71%2.85%3.07%3.15%3.79%4.20%4.69%

Stocks/Bonds 20/80 PortfolioDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


Stocks/Bonds 20/80 Portfolio
Benchmark (^GSPC)
Portfolio components

Stocks/Bonds 20/80 PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Stocks/Bonds 20/80 Portfolio. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Stocks/Bonds 20/80 Portfolio is 12.25%, recorded on May 9, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-12.25%Nov 10, 2021124May 9, 2022
-10.51%Feb 21, 202019Mar 18, 202044May 20, 202063
-4.11%May 22, 201323Jun 24, 201382Oct 18, 2013105
-3.42%Aug 28, 201882Dec 24, 201824Jan 30, 2019106
-3.23%Apr 16, 201592Aug 25, 2015141Mar 17, 2016233
-3.03%Sep 8, 201660Dec 1, 201689Apr 11, 2017149
-2.99%Jan 29, 201861Apr 25, 201880Aug 17, 2018141
-2.73%Feb 11, 202117Mar 8, 202143May 7, 202160
-2.56%Sep 3, 202041Oct 30, 202012Nov 17, 202053
-2.4%Nov 5, 201028Dec 15, 201044Feb 17, 201172

Stocks/Bonds 20/80 PortfolioVolatility Chart

Current Stocks/Bonds 20/80 Portfolio volatility is 8.36%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


Stocks/Bonds 20/80 Portfolio
Benchmark (^GSPC)
Portfolio components

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