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Stocks/Bonds 60/40 Portfolio

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

Expense Ratio
0.03%
Dividend Yield
1.74%

Stocks/Bonds 60/40 PortfolioAsset Allocation


BND 40%VTI 60%BondBondEquityEquity

Stocks/Bonds 60/40 PortfolioPerformance

The chart shows the growth of $10,000 invested in Stocks/Bonds 60/40 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $30,668 for a total return of roughly 206.68%. 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
206.68%
264.42%
S&P 500

Stocks/Bonds 60/40 PortfolioReturns

As of Apr 11, 2021, the Stocks/Bonds 60/40 Portfolio returned 4.88% Year-To-Date and 10.24% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Stocks/Bonds 60/40 Portfolio2.27%4.88%11.82%31.16%12.22%10.24%
BND
Vanguard Total Bond Market ETF
-0.02%-3.16%-2.23%-0.64%3.22%3.39%
VTI
Vanguard Total Stock Market ETF
3.80%10.39%21.66%56.14%17.75%14.36%

Stocks/Bonds 60/40 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 60/40 Portfolio Sharpe ratio is 2.70. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 60/40 PortfolioDividends

Stocks/Bonds 60/40 Portfolio granted a 1.74% dividend yield in the last twelve months, as of Apr 11, 2021.


PeriodTTM20202019201820172016201520142013201220112010
Dividend yield
1.74%1.81%2.15%2.44%2.21%2.16%2.22%2.17%2.16%2.21%2.58%2.63%

Stocks/Bonds 60/40 PortfolioDrawdowns Chart


Stocks/Bonds 60/40 PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Stocks/Bonds 60/40 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 21.85%, recorded on Mar 23, 2020. It took 79 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-21.85%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-11.55%Sep 21, 201865Dec 24, 201855Mar 15, 2019120
-10.8%Jul 8, 201161Oct 3, 201173Jan 18, 2012134
-8.71%Apr 26, 201049Jul 2, 201065Oct 5, 2010114
-8.2%Apr 27, 2015202Feb 11, 201642Apr 13, 2016244
-6.48%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-6.03%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-5.21%Apr 3, 201243Jun 4, 201244Aug 6, 201287
-4.92%May 22, 201323Jun 24, 201317Jul 18, 201340
-4.56%Jan 20, 201014Feb 8, 201018Mar 5, 201032

Stocks/Bonds 60/40 PortfolioVolatility Chart

The chart below shows the rolling 10-day volatility of the Stocks/Bonds 60/40 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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