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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 29 of 53

1.72%
0.00%3.07%
10Y Annualized Return

Rank 38 of 53

7.81%
4.27%32.63%
Sharpe Ratio

Rank 38 of 53

0.75
-0.271.84
Maximum Drawdown

Rank 7 of 53

-15.64%
-38.24%-8.85%

Stocks/Bonds 40/60 PortfolioAsset Allocation


BND 60%VTI 40%BondBondEquityEquity

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 $25,136 for a total return of roughly 151.36%. 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 Jan 19, 2022, the Stocks/Bonds 40/60 Portfolio returned -3.21% Year-To-Date and 7.81% of annualized return in the last 10 years.


YTD1M6M1Y5Y10Y
Benchmark-3.97%-0.94%7.48%21.47%15.05%13.31%
Stocks/Bonds 40/60 Portfolio-3.21%-2.37%0.06%5.11%8.70%7.81%
BND
Vanguard Total Bond Market ETF
-2.31%-2.86%-3.72%-3.36%2.97%2.57%
VTI
Vanguard Total Stock Market ETF
-4.55%-1.77%5.83%18.49%16.55%15.22%

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 0.75. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

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 1.72% dividend yield in the last twelve months, as of Jan 19, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

1.72%1.67%1.93%2.43%2.67%2.41%2.54%2.67%2.79%2.85%3.45%3.71%4.04%

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, 2018124Aug 7, 2018133
-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
-3.75%Nov 8, 202149Jan 18, 2022

Stocks/Bonds 40/60 PortfolioVolatility Chart

Current Stocks/Bonds 40/60 Portfolio volatility is 4.61%. 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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