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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
0.04%
Dividend Yield
2.16%

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 $19,158 for a total return of roughly 91.58%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
91.58%
259.57%
S&P 500

Stocks/Bonds 20/80 PortfolioReturns

As of Apr 9, 2021, the Stocks/Bonds 20/80 Portfolio returned -0.70% Year-To-Date and 5.76% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Stocks/Bonds 20/80 Portfolio1.13%-0.70%2.35%10.40%6.25%5.76%
BND
Vanguard Total Bond Market ETF
0.20%-3.13%-2.19%0.48%3.23%3.45%
VTI
Vanguard Total Stock Market ETF
4.75%9.18%21.34%57.32%17.46%14.15%

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 2.46. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 20/80 PortfolioDividends

Stocks/Bonds 20/80 Portfolio granted a 2.16% dividend yield in the last twelve months, as of Apr 9, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
2.16%2.19%2.53%2.84%2.71%2.39%2.45%2.58%2.58%2.28%3.24%3.49%

Stocks/Bonds 20/80 PortfolioDrawdowns Chart


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 {{portfolioName}} is 10.51%, recorded on Mar 18, 2020. It took 44 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-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
-3.02%Sep 8, 201660Dec 1, 201689Apr 11, 2017149
-2.99%Jan 29, 201861Apr 25, 201879Aug 16, 2018140
-2.73%Feb 11, 202117Mar 8, 2021
-2.56%Sep 3, 202041Oct 30, 202012Nov 17, 202053
-2.4%Nov 5, 201028Dec 15, 201044Feb 17, 201172
-2.19%Jul 25, 201111Aug 8, 201128Sep 16, 201139

Stocks/Bonds 20/80 PortfolioVolatility Chart

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


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