Stocks/Bonds 60/40 Portfolio
The 60/40 Portfolio is a simple, balanced portfolio with a 60% equity and 40% fixed income allocation.
Stocks/Bonds 60/40 PortfolioAsset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
BND Vanguard Total Bond Market ETF | Total Bond Market | 40% |
VTI Vanguard Total Stock Market ETF | Large Cap Growth Equities | 60% |
Stocks/Bonds 60/40 PortfolioPerformance
The chart shows the growth of $10,000 invested in Stocks/Bonds 60/40 Portfolio in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,287 for a total return of roughly 182.87%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Stocks/Bonds 60/40 PortfolioReturns
As of Nov 30, 2022, the Stocks/Bonds 60/40 Portfolio returned -16.43% Year-To-Date and 9.42% of annualized return in the last 10 years.
| 1M | 6M | YTD | 1Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Benchmark | 1.45% | -4.82% | -16.96% | -13.86% | 8.56% | 10.84% |
| Stocks/Bonds 60/40 Portfolio | 1.84% | -4.30% | -15.23% | -13.93% | 6.29% | 8.14% |
| Portfolio components: | ||||||
BND Vanguard Total Bond Market ETF | 2.55% | -5.20% | -13.08% | -13.33% | -0.01% | 0.95% |
VTI Vanguard Total Stock Market ETF | 1.37% | -4.07% | -17.07% | -14.85% | 9.77% | 12.57% |
| Returns over 1 year are annualized | ||||||
Stocks/Bonds 60/40 PortfolioDividends
Stocks/Bonds 60/40 Portfolio granted a 1.94% dividend yield in the last twelve months.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 1.94% | 1.54% | 1.80% | 2.27% | 2.53% | 2.25% | 2.43% | 2.56% | 2.57% | 2.61% | 3.19% | 3.29% | 3.47% |
Stocks/Bonds 60/40 PortfolioDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -21.5% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -11.55% | Sep 21, 2018 | 65 | Dec 24, 2018 | 55 | Mar 15, 2019 | 120 |
| -10.8% | Jul 8, 2011 | 61 | Oct 3, 2011 | 73 | Jan 18, 2012 | 134 |
| -8.71% | Apr 26, 2010 | 49 | Jul 2, 2010 | 65 | Oct 5, 2010 | 114 |
| -8.2% | Apr 27, 2015 | 202 | Feb 11, 2016 | 42 | Apr 13, 2016 | 244 |
| -6.48% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -6.03% | Sep 3, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -5.21% | Apr 3, 2012 | 43 | Jun 4, 2012 | 44 | Aug 6, 2012 | 87 |
| -4.92% | May 22, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
Stocks/Bonds 60/40 PortfolioVolatility Chart
Current Stocks/Bonds 60/40 Portfolio volatility is 6.33%. 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.