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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 12 of 53

0.03%
0.00%0.94%
Dividend Yield

Rank 22 of 53

1.67%
0.00%2.60%
10Y Annualized Return

Rank 20 of 53

10.52%
4.72%40.02%
Sharpe Ratio

Rank 33 of 53

2.68
1.083.46
Maximum Drawdown

Rank 16 of 53

-21.85%
-38.24%-8.85%

Stocks/Bonds 60/40 PortfolioAsset Allocation


BND 40%VTI 60%BondBondEquityEquity
S&P 500

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 $31,429 for a total return of roughly 214.29%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


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

Stocks/Bonds 60/40 PortfolioReturns

As of Jun 12, 2021, the Stocks/Bonds 60/40 Portfolio returned 7.49% Year-To-Date and 10.52% of annualized return in the last 10 years.


1MYTD6M1Y5Y10Y
Stocks/Bonds 60/40 Portfolio1.96%7.49%9.68%25.98%12.38%10.59%
BND
Vanguard Total Bond Market ETF
1.05%-1.86%-1.50%-0.04%3.26%3.25%
VTI
Vanguard Total Stock Market ETF
2.54%13.93%17.41%45.87%17.99%15.09%

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 2.68. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


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

Stocks/Bonds 60/40 PortfolioDividends

Stocks/Bonds 60/40 Portfolio granted a 1.67% dividend yield in the last twelve months, as of Jun 12, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

1.67%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

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


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

Current Stocks/Bonds 60/40 Portfolio volatility is 2.84%. 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 (S&P 500)
Portfolio components

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