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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

Rank 13 of 53

0.03%
0.00%0.94%
Dividend Yield

Rank 32 of 53

1.78%
0.00%3.84%
10Y Annualized Return

Rank 22 of 53

9.02%
3.30%29.91%
Sharpe Ratio

Rank 27 of 53

-0.62
-1.860.45
Maximum Drawdown

Rank 16 of 53

-21.85%
-48.20%-10.21%

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 $28,710 for a total return of roughly 187.10%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Stocks/Bonds 60/40 Portfolio
Benchmark (^GSPC)
Portfolio components

Stocks/Bonds 60/40 PortfolioReturns

As of May 17, 2022, the Stocks/Bonds 60/40 Portfolio returned -13.96% Year-To-Date and 9.02% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Benchmark-8.76%-15.91%-14.41%-3.97%10.80%11.90%
Stocks/Bonds 60/40 Portfolio-6.07%-13.96%-13.90%-6.92%8.05%9.02%
BND
Vanguard Total Bond Market ETF
-1.11%-9.57%-9.74%-8.76%1.10%1.58%
VTI
Vanguard Total Stock Market ETF
-9.41%-16.94%-16.75%-6.05%12.05%13.67%

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 -0.62. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 60/40 Portfolio
Benchmark (^GSPC)
Portfolio components

Stocks/Bonds 60/40 PortfolioDividends

Stocks/Bonds 60/40 Portfolio granted a 1.78% dividend yield in the last twelve months, as of May 17, 2022.


PeriodTTM202120202019201820172016201520142013201220112010

Dividend yield

1.78%1.52%1.78%2.24%2.51%2.23%2.41%2.53%2.54%2.59%3.15%3.26%3.43%

Stocks/Bonds 60/40 PortfolioDrawdowns Chart

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


Stocks/Bonds 60/40 Portfolio
Benchmark (^GSPC)
Portfolio components

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 Stocks/Bonds 60/40 Portfolio 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
-15.42%Dec 28, 202194May 11, 2022
-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

Stocks/Bonds 60/40 PortfolioVolatility Chart

Current Stocks/Bonds 60/40 Portfolio volatility is 8.31%. 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 60/40 Portfolio
Benchmark (^GSPC)
Portfolio components

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