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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 14 of 53

1.95%
0.00%2.83%
10Y Annualized Return

Rank 51 of 53

5.74%
4.75%39.53%
Sharpe Ratio

Rank 48 of 53

1.04
0.432.39
Maximum Drawdown

Rank 2 of 53

-10.51%
-38.24%-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 $19,845 for a total return of roughly 98.45%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Stocks/Bonds 20/80 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 20/80 PortfolioReturns

As of Nov 27, 2021, the Stocks/Bonds 20/80 Portfolio returned 2.86% Year-To-Date and 5.74% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Benchmark0.43%9.37%22.33%26.59%15.74%14.46%
Stocks/Bonds 20/80 Portfolio0.29%2.59%2.86%4.20%6.74%5.74%
BND
Vanguard Total Bond Market ETF
0.29%0.94%-1.73%-1.23%3.77%2.89%
VTI
Vanguard Total Stock Market ETF
0.12%9.07%22.41%27.57%17.66%16.64%

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 1.04. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 20/80 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 20/80 PortfolioDividends

Stocks/Bonds 20/80 Portfolio granted a 1.95% dividend yield in the last twelve months, as of Nov 27, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

1.95%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

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


Stocks/Bonds 20/80 Portfolio
Benchmark (S&P 500)
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 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, 202143May 7, 202160
-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

Current Stocks/Bonds 20/80 Portfolio volatility is 6.24%. 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 (S&P 500)
Portfolio components

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