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Stocks/Bonds 40/60 Portfolio

The 40/60 Portfolio is a simple, balanced portfolio with a 40% equity and 60% fixed income allocation.

Expense Ratio

Rank 14 of 53

0.04%
0.00%0.94%
Dividend Yield

Rank 15 of 53

1.81%
0.00%2.62%
10Y Annualized Return

Rank 37 of 53

8.28%
4.41%40.06%
Sharpe Ratio

Rank 33 of 53

2.11
0.572.92
Maximum Drawdown

Rank 7 of 53

-15.64%
-38.24%-10.21%

Stocks/Bonds 40/60 PortfolioAsset Allocation


BND 60%VTI 40%BondBondEquityEquity
S&P 500

Stocks/Bonds 40/60 PortfolioPerformance

The chart shows the growth of $10,000 invested in Stocks/Bonds 40/60 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $25,426 for a total return of roughly 154.26%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Stocks/Bonds 40/60 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 40/60 PortfolioReturns

As of Jul 31, 2021, the Stocks/Bonds 40/60 Portfolio returned 6.33% Year-To-Date and 8.28% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Stocks/Bonds 40/60 Portfolio1.44%6.22%6.33%14.24%9.18%8.28%
BND
Vanguard Total Bond Market ETF
1.24%0.15%-0.63%-0.69%3.23%3.26%
VTI
Vanguard Total Stock Market ETF
1.74%15.54%17.21%39.36%17.41%15.24%

Stocks/Bonds 40/60 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 40/60 Portfolio Sharpe ratio is 2.11. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 40/60 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 40/60 PortfolioDividends

Stocks/Bonds 40/60 Portfolio granted a 1.81% dividend yield in the last twelve months, as of May 17, 2020.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

1.81%2.00%2.34%2.64%2.46%2.28%2.34%2.38%2.37%2.25%2.91%3.06%

Stocks/Bonds 40/60 PortfolioDrawdowns Chart

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


Stocks/Bonds 40/60 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 40/60 PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Stocks/Bonds 40/60 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 40/60 Portfolio is 15.64%, recorded on Mar 20, 2020. It took 53 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.64%Feb 21, 202021Mar 20, 202053Jun 5, 202074
-7.45%Aug 30, 201880Dec 24, 201836Feb 15, 2019116
-6.12%Jul 25, 201111Aug 8, 201165Nov 8, 201176
-5.27%Apr 27, 201585Aug 25, 2015149Mar 30, 2016234
-4.83%Apr 26, 201049Jul 2, 201050Sep 14, 201099
-4.72%Jan 29, 20189Feb 8, 2018123Aug 6, 2018132
-4.52%May 22, 201323Jun 24, 201360Sep 18, 201383
-4.33%Sep 3, 202014Sep 23, 202037Nov 13, 202051
-3.95%Nov 9, 201112Nov 25, 201123Dec 29, 201135
-3.19%Jun 9, 20203Jun 11, 202020Jul 10, 202023

Stocks/Bonds 40/60 PortfolioVolatility Chart

Current Stocks/Bonds 40/60 Portfolio volatility is 3.10%. 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 40/60 Portfolio
Benchmark (S&P 500)
Portfolio components

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