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Stocks/Bonds 80/20 Portfolio

The 80/20 Portfolio is a simple, balanced portfolio with an 80% equity and 20% fixed income allocation.

Expense Ratio

Rank 10 of 53

0.03%
0.00%0.94%
Dividend Yield

Rank 34 of 53

1.41%
0.00%2.74%
10Y Annualized Return

Rank 14 of 53

13.67%
4.75%40.27%
Sharpe Ratio

Rank 5 of 53

2.45
0.522.76
Maximum Drawdown

Rank 38 of 53

-28.47%
-38.24%-10.21%

Stocks/Bonds 80/20 PortfolioAsset Allocation


BND 20%VTI 80%BondBondEquityEquity
S&P 500

Stocks/Bonds 80/20 PortfolioPerformance

The chart shows the growth of $10,000 invested in Stocks/Bonds 80/20 Portfolio on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $40,358 for a total return of roughly 303.58%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly


Stocks/Bonds 80/20 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 80/20 PortfolioReturns

As of Sep 18, 2021, the Stocks/Bonds 80/20 Portfolio returned 14.41% Year-To-Date and 13.67% of annualized return in the last 10 years.


1M6MYTD1Y5Y10Y
Stocks/Bonds 80/20 Portfolio0.19%10.59%14.41%27.33%15.20%13.67%
VTI
Vanguard Total Stock Market ETF
0.22%12.44%18.43%34.98%17.92%16.17%
BND
Vanguard Total Bond Market ETF
0.05%3.28%-0.89%-0.35%3.34%3.02%

Stocks/Bonds 80/20 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 80/20 Portfolio Sharpe ratio is 2.45. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


Stocks/Bonds 80/20 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 80/20 PortfolioDividends

Stocks/Bonds 80/20 Portfolio granted a 1.41% dividend yield in the last twelve months, as of Sep 18, 2021.


PeriodTTM20202019201820172016201520142013201220112010

Dividend yield

1.41%1.61%1.96%2.24%1.96%2.04%2.10%1.97%1.95%2.17%2.25%2.20%

Stocks/Bonds 80/20 PortfolioDrawdowns Chart

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


Stocks/Bonds 80/20 Portfolio
Benchmark (S&P 500)
Portfolio components

Stocks/Bonds 80/20 PortfolioWorst Drawdowns

The table below shows the maximum drawdowns of the Stocks/Bonds 80/20 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 80/20 Portfolio is 28.47%, recorded on Mar 23, 2020. It took 92 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.47%Feb 20, 202023Mar 23, 202092Aug 3, 2020115
-15.81%Sep 21, 201865Dec 24, 201868Apr 3, 2019133
-15.55%Jul 8, 201161Oct 3, 201183Feb 1, 2012144
-12.51%Apr 26, 201049Jul 2, 201085Nov 2, 2010134
-11.5%May 22, 2015183Feb 11, 201674May 27, 2016257
-8.18%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-7.64%Apr 3, 201243Jun 4, 201252Aug 16, 201295
-7.64%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-6.32%Jan 20, 201014Feb 8, 201018Mar 5, 201032
-5.99%Sep 17, 201242Nov 15, 201231Jan 2, 201373

Stocks/Bonds 80/20 PortfolioVolatility Chart

Current Stocks/Bonds 80/20 Portfolio volatility is 8.28%. 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 80/20 Portfolio
Benchmark (S&P 500)
Portfolio components

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