The Stocks/Bonds 20/80 Portfolio is a Low Risk portfolio and can be implemented with 2 ETFs.
It's exposed for 20% on the Stock Market.
In the last 30 Years, the Stocks/Bonds 20/80 Portfolio obtained a 5.93% compound annual return, with a 4.43% standard deviation.
Asset Allocation and ETFs
The Stocks/Bonds 20/80 Portfolio has the following asset allocation:
The Stocks/Bonds 20/80 Portfolio can be implemented with the following ETFs:
Weight | Ticker | ETF Name | Investment Themes | |
---|---|---|---|---|
20.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
80.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term |
Portfolio and ETF Returns
The Stocks/Bonds 20/80 Portfolio guaranteed the following returns.
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
---|---|---|---|---|---|---|---|---|---|
1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
Stocks/Bonds 20/80 Portfolio | 0.15 | 1.00 | -2.91 | -12.54 | -10.80 | 2.96 | 3.77 | 5.93 | |
US Inflation Adjusted return | -2.91 | -15.95 | -17.08 | -0.62 | 1.27 | 3.37 | |||
Components | |||||||||
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
BND Vanguard Total Bond Market |
0.23 |
02:59PM Jul 05 2022 |
1.03 | -1.66 | -10.35 | -10.42 | 0.84 | 1.40 | 4.63 |
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Portfolio Dividends
In 2021, the Stocks/Bonds 20/80 Portfolio granted a 1.95% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 20/80 Portfolio: Dividend Yield page.
Historical Returns as of Jun 30, 2022
Historical returns and stats of Stocks/Bonds 20/80 Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jun 2022
|
-2.91
|
-2.91
|
-2.91
Jun 2022 - Jun 2022
|
0 - 1
|
|
3M
|
-7.20
|
-8.40
|
-7.20
Apr 2022 - Jun 2022
|
1 - 2
|
|
6M
|
-12.54
|
-15.95
|
-12.54
Jan 2022 - Jun 2022
|
1 - 5
|
|
YTD
|
-12.54
|
-15.95
|
-12.54
Jan 2022 - Jun 2022
|
1 - 5
|
|
1Y
|
-10.80
|
-17.08
|
6.67
|
-12.54
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
3Y(*)
|
1.40
|
-2.98
|
6.39
|
-12.54
Jan 2022 - Jun 2022
|
21 - 15
58% pos
|
5Y(*)
|
2.96
|
-0.62
|
5.50
|
-12.54
Jan 2022 - Jun 2022
|
39 - 21
65% pos
|
10Y(*)
|
3.77
|
1.27
|
4.46
|
-12.54
Jan 2022 - Jun 2022
|
80 - 40
67% pos
|
15Y(*)
|
4.48
|
2.13
|
4.72
|
-12.54
Jan 2022 - Jun 2022
|
121 - 59
67% pos
|
20Y(*)
|
4.84
|
2.33
|
4.42
|
-12.54
Jan 2022 - Jun 2022
|
167 - 73
70% pos
|
25Y(*)
|
5.25
|
2.76
|
4.41
|
-12.54
Jan 2022 - Jun 2022
|
208 - 92
69% pos
|
30Y(*)
|
5.93
|
3.37
|
4.43
|
-12.54
Jan 2022 - Jun 2022
|
255 - 105
71% pos
|
MAX(*)
01 Jan 1972
|
7.45
|
3.36
|
5.73
|
-12.54
Jan 2022 - Jun 2022
|
419 - 187
69% pos
|
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
The Inflation Adjusted Capital now would be 2703.36$, with a net total return of 170.34% (3.37% annualized).
The Inflation Adjusted Capital now would be 5316.73$, with a net total return of 431.67% (3.36% annualized).
Drawdowns
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-12.54% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-8.42% | May 2008 | Oct 2008 | 6 | Jul 2009 | 9 | 15 |
-5.50% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-3.92% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
-2.67% | Sep 2018 | Oct 2018 | 2 | Jan 2019 | 3 | 5 |
-2.58% | Apr 2004 | May 2004 | 2 | Sep 2004 | 4 | 6 |
-2.56% | May 2013 | Jun 2013 | 2 | Oct 2013 | 4 | 6 |
-2.40% | Aug 2016 | Nov 2016 | 4 | Apr 2017 | 5 | 9 |
-2.23% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
-2.17% | Feb 1999 | Feb 1999 | 1 | Apr 1999 | 2 | 3 |
-2.15% | Jul 1998 | Aug 1998 | 2 | Sep 1998 | 1 | 3 |
-2.13% | Jul 2003 | Jul 2003 | 1 | Sep 2003 | 2 | 3 |
-2.13% | Jun 2002 | Jul 2002 | 2 | Nov 2002 | 4 | 6 |
-2.05% | Feb 2018 | Apr 2018 | 3 | Aug 2018 | 4 | 7 |
-1.99% | Feb 2001 | Mar 2001 | 2 | Jul 2001 | 4 | 6 |
-1.90% | Apr 2015 | Aug 2015 | 5 | Mar 2016 | 7 | 12 |
-1.84% | Sep 2005 | Oct 2005 | 2 | Dec 2005 | 2 | 4 |
-1.82% | Sep 2021 | Sep 2021 | 1 | Dec 2021 | 3 | 4 |
-1.70% | Mar 1997 | Mar 1997 | 1 | Apr 1997 | 1 | 2 |
-1.69% | May 1999 | Aug 1999 | 4 | Oct 1999 | 2 | 6 |
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-12.54% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
-8.42% | May 2008 | Oct 2008 | 6 | Jul 2009 | 9 | 15 |
-7.96% | Nov 1973 | Aug 1974 | 10 | Jan 1975 | 5 | 15 |
-7.75% | Oct 1979 | Mar 1980 | 6 | Apr 1980 | 1 | 7 |
-6.14% | Sep 1987 | Nov 1987 | 3 | Feb 1988 | 3 | 6 |
-5.50% | Feb 1994 | Jun 1994 | 5 | Feb 1995 | 8 | 13 |
-5.25% | Feb 1984 | May 1984 | 4 | Aug 1984 | 3 | 7 |
-4.80% | Jun 1981 | Sep 1981 | 4 | Oct 1981 | 1 | 5 |
-4.25% | Jan 1973 | Jul 1973 | 7 | Sep 1973 | 2 | 9 |
-3.92% | Feb 2020 | Mar 2020 | 2 | Apr 2020 | 1 | 3 |
-3.91% | Oct 1978 | Oct 1978 | 1 | Jan 1979 | 3 | 4 |
-3.81% | Aug 1980 | Oct 1980 | 3 | Mar 1981 | 5 | 8 |
-3.39% | Jul 1975 | Sep 1975 | 3 | Oct 1975 | 1 | 4 |
-3.38% | Dec 1981 | Jan 1982 | 2 | Apr 1982 | 3 | 5 |
-3.14% | Sep 1986 | Sep 1986 | 1 | Nov 1986 | 2 | 3 |
-3.09% | Aug 1990 | Sep 1990 | 2 | Nov 1990 | 2 | 4 |
-3.03% | Jan 1977 | Feb 1977 | 2 | Jun 1977 | 4 | 6 |
-2.99% | Apr 1987 | May 1987 | 2 | Jul 1987 | 2 | 4 |
-2.91% | Jan 1990 | Jan 1990 | 1 | May 1990 | 4 | 5 |
-2.67% | Sep 2018 | Oct 2018 | 2 | Jan 2019 | 3 | 5 |
Rolling Returns ( more details)
Stocks/Bonds 20/80 Portfolio: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
7.95 |
35.57 Jul 1982 - Jun 1983 |
-10.80 Jul 2021 - Jun 2022 |
7.56% |
2 Years |
7.98 |
26.49 Jul 1984 - Jun 1986 |
-2.17 Sep 1972 - Aug 1974 |
2.57% |
3 Years |
8.06 |
20.41 Jul 1982 - Jun 1985 |
1.37 Mar 2006 - Feb 2009 |
0.00% |
5 Years |
8.11 |
20.12 Sep 1981 - Aug 1986 |
2.35 Mar 2004 - Feb 2009 |
0.00% |
7 Years |
8.19 |
16.81 Apr 1980 - Mar 1987 |
3.35 Jul 2015 - Jun 2022 |
0.00% |
10 Years |
8.38 |
14.44 Oct 1981 - Sep 1991 |
3.77 Jul 2012 - Jun 2022 |
0.00% |
15 Years |
8.42 |
12.55 Oct 1981 - Sep 1996 |
4.48 Jul 2007 - Jun 2022 |
0.00% |
20 Years |
8.41 |
11.85 Apr 1980 - Mar 2000 |
4.84 Jul 2002 - Jun 2022 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Stocks/Bonds 20/80 Portfolio: Rolling Returns page.
Seasonality
Stocks/Bonds 20/80 Portfolio: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
0.64 71% |
0.20 61% |
0.24 61% |
0.70 75% |
0.76 67% |
0.61 71% |
0.55 66% |
0.63 72% |
0.47 62% |
0.59 72% |
1.12 76% |
0.87 78% |
Best Year |
3.6 1987 |
4.0 1986 |
4.1 1986 |
9.5 1980 |
5.7 1985 |
3.2 1988 |
3.9 1997 |
6.2 1982 |
4.1 1982 |
6.4 1981 |
7.7 1981 |
4.7 2008 |
Worst Year |
-3.3 2009 |
-5.9 1980 |
-3.7 2020 |
-5.0 2022 |
-3.6 1984 |
-2.9 2022 |
-2.4 1983 |
-3.4 1980 |
-3.1 1986 |
-6.0 1979 |
-1.6 1973 |
-3.0 1981 |
Monthly/Yearly Returns
Stocks/Bonds 20/80 Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-12.54 | -15.95 | -2.9 | -1.4 | -1.6 | -5.0 | 0.6 | -2.9 | ||||||
2021 |
+3.64 | -3.22 | -0.8 | -0.6 | -0.2 | 1.8 | 0.2 | 1.3 | 1.3 | 0.5 | -1.8 | 1.6 | -0.2 | 0.7 |
2020 |
+10.38 | +8.98 | 1.6 | -0.2 | -3.7 | 4.4 | 1.5 | 1.0 | 2.2 | 0.6 | -0.8 | -0.8 | 3.3 | 1.1 |
2019 |
+13.20 | +10.70 | 2.6 | 0.7 | 1.8 | 0.8 | 0.0 | 2.5 | 0.4 | 1.7 | -0.1 | 0.7 | 0.8 | 0.6 |
2018 |
-1.13 | -2.99 | 0.1 | -1.6 | 0.1 | -0.6 | 1.1 | 0.1 | 0.7 | 1.3 | -0.4 | -2.3 | 0.9 | -0.4 |
2017 |
+7.10 | +4.86 | 0.5 | 1.2 | 0.0 | 0.9 | 0.8 | 0.2 | 0.7 | 0.7 | 0.1 | 0.4 | 0.6 | 0.7 |
2016 |
+4.58 | +2.48 | -0.2 | 0.7 | 2.1 | 0.5 | 0.3 | 1.7 | 1.3 | -0.2 | 0.1 | -1.2 | -1.2 | 0.7 |
2015 |
+0.52 | -0.12 | 1.4 | 0.0 | 0.2 | -0.1 | -0.1 | -1.2 | 1.0 | -1.4 | 0.1 | 1.5 | -0.2 | -0.6 |
2014 |
+7.16 | +6.47 | 0.6 | 1.3 | 0.0 | 0.7 | 1.3 | 0.6 | -0.6 | 1.7 | -0.9 | 1.1 | 1.2 | 0.0 |
2013 |
+5.01 | +3.44 | 0.5 | 0.7 | 0.9 | 1.1 | -1.0 | -1.6 | 1.6 | -1.4 | 1.8 | 1.7 | 0.4 | 0.2 |
2012 |
+5.82 | +3.99 | 1.5 | 0.9 | 0.3 | 0.7 | -0.6 | 0.9 | 1.2 | 0.7 | 0.7 | -0.5 | 0.4 | -0.4 |
2011 |
+6.53 | +3.37 | 0.5 | 1.0 | 0.0 | 1.8 | 0.7 | -0.7 | 0.8 | 0.1 | -0.9 | 2.1 | -0.1 | 1.1 |
2010 |
+8.44 | +6.91 | 0.3 | 0.9 | 1.1 | 1.3 | -0.8 | 0.0 | 2.0 | 0.4 | 1.7 | 1.0 | -0.4 | 0.6 |
2009 |
+8.69 | +5.71 | -3.3 | -2.5 | 2.3 | 2.4 | 1.6 | 0.6 | 2.6 | 1.6 | 1.7 | -0.4 | 2.3 | -0.5 |
2008 |
-1.91 | -1.89 | -0.2 | -0.4 | 0.2 | 0.6 | -0.4 | -1.5 | -0.1 | 0.9 | -2.1 | -5.4 | 2.2 | 4.7 |
2007 |
+6.61 | +2.40 | 0.3 | 0.9 | 0.2 | 1.2 | 0.1 | -0.7 | -0.1 | 1.4 | 1.4 | 1.1 | 0.6 | 0.0 |
2006 |
+6.55 | +3.93 | 0.6 | 0.3 | -0.4 | 0.0 | -0.8 | 0.1 | 1.0 | 1.8 | 1.1 | 1.3 | 1.4 | -0.1 |
2005 |
+3.18 | -0.16 | 0.0 | -0.1 | -0.8 | 0.7 | 1.6 | 0.6 | 0.1 | 0.9 | -0.7 | -1.1 | 1.3 | 0.8 |
2004 |
+5.95 | +2.52 | 1.2 | 1.1 | 0.4 | -2.5 | 0.0 | 0.9 | 0.0 | 1.6 | 0.5 | 1.0 | 0.3 | 1.4 |
2003 |
+9.33 | +7.15 | -0.5 | 0.8 | 0.0 | 2.4 | 2.6 | 0.2 | -2.1 | 1.0 | 1.9 | 0.6 | 0.6 | 1.6 |
2002 |
+2.51 | +0.03 | 0.4 | 0.3 | -0.5 | 0.5 | 0.4 | -1.1 | -1.1 | 1.5 | -0.4 | 0.6 | 1.0 | 0.9 |
2001 |
+4.55 | +2.90 | 2.2 | -1.2 | -0.8 | 1.0 | 0.8 | 0.1 | 1.5 | -0.2 | -0.8 | 2.0 | 0.1 | -0.2 |
2000 |
+7.00 | +3.44 | -1.0 | 1.4 | 2.2 | -1.4 | -0.8 | 2.6 | 0.3 | 2.5 | -0.3 | 0.1 | -0.5 | 1.8 |
1999 |
+4.16 | +1.44 | 1.4 | -2.2 | 1.2 | 1.3 | -1.1 | 0.7 | -1.0 | -0.3 | 0.5 | 1.6 | 0.8 | 1.3 |
1998 |
+11.52 | +9.75 | 1.1 | 1.4 | 1.3 | 0.6 | 0.2 | 1.4 | -0.3 | -1.8 | 2.8 | 1.0 | 1.6 | 1.7 |
1997 |
+13.75 | +11.86 | 1.3 | 0.1 | -1.7 | 2.1 | 2.2 | 1.9 | 3.9 | -1.5 | 2.4 | 0.3 | 1.0 | 1.2 |
1996 |
+7.06 | +3.56 | 1.0 | -1.1 | -0.4 | 0.1 | 0.4 | 0.8 | -1.0 | 0.5 | 2.5 | 2.0 | 2.9 | -0.9 |
1995 |
+21.70 | +18.70 | 2.0 | 2.5 | 1.1 | 1.6 | 3.9 | 1.1 | 0.6 | 1.2 | 1.5 | 0.9 | 2.0 | 1.5 |
1994 |
-2.16 | -4.64 | 1.7 | -1.9 | -2.7 | -0.5 | 0.2 | -0.7 | 2.1 | 1.0 | -1.5 | 0.3 | -0.9 | 0.9 |
1993 |
+9.87 | +6.87 | 1.6 | 1.7 | 0.8 | 0.0 | 0.7 | 1.6 | 0.4 | 2.1 | 0.3 | 0.6 | -1.1 | 0.8 |
1992 |
+7.53 | +4.44 | -1.1 | 0.8 | -0.9 | 0.8 | 1.6 | 0.7 | 2.3 | 0.4 | 1.2 | -0.8 | 0.8 | 1.5 |
1991 |
+18.68 | +15.24 | 1.9 | 2.0 | 1.2 | 0.9 | 1.4 | -1.0 | 2.1 | 2.2 | 1.3 | 1.1 | -0.3 | 4.6 |
1990 |
+5.70 | -0.52 | -2.9 | 0.9 | 0.5 | -1.3 | 4.0 | 1.2 | 0.8 | -2.7 | -0.4 | 1.0 | 2.9 | 1.7 |
1989 |
+16.54 | +11.37 | 2.0 | -0.9 | 0.6 | 2.6 | 2.8 | 2.3 | 3.3 | -0.8 | 0.3 | 1.3 | 0.9 | 1.0 |
1988 |
+9.35 | +4.73 | 3.3 | 2.0 | -1.2 | -0.2 | -0.8 | 3.2 | -0.5 | -0.5 | 2.5 | 1.5 | -1.0 | 0.8 |
1987 |
+1.75 | -2.47 | 3.6 | 1.5 | 0.0 | -2.8 | -0.2 | 2.1 | 1.0 | 0.4 | -2.2 | -3.1 | -0.9 | 2.7 |
1986 |
+15.00 | +13.65 | 0.6 | 4.0 | 4.1 | 0.4 | -0.6 | 2.7 | -0.1 | 3.9 | -3.1 | 2.1 | 1.1 | -0.7 |
1985 |
+24.05 | +19.52 | 3.5 | -1.2 | 1.4 | 1.8 | 5.7 | 1.1 | -0.4 | 1.2 | -0.2 | 2.3 | 3.3 | 3.3 |
1984 |
+12.45 | +8.08 | 1.2 | -1.2 | -0.6 | 0.0 | -3.6 | 1.5 | 3.1 | 3.1 | 1.7 | 3.5 | 1.6 | 1.7 |
1983 |
+8.71 | +4.74 | 0.8 | 2.8 | 0.0 | 3.4 | -1.1 | 0.9 | -2.4 | 0.3 | 2.8 | -0.5 | 1.5 | -0.1 |
1982 |
+29.01 | +24.25 | -0.4 | 0.3 | 0.0 | 3.2 | 0.8 | -2.0 | 3.3 | 6.2 | 4.1 | 6.3 | 2.3 | 1.9 |
1981 |
+6.70 | -2.03 | -0.6 | -1.6 | 2.9 | -2.3 | 2.5 | 0.0 | -1.8 | -2.5 | -0.6 | 6.4 | 7.7 | -3.0 |
1980 |
+8.94 | -3.04 | -0.2 | -5.9 | -1.4 | 9.5 | 4.9 | 2.6 | 0.1 | -3.4 | 0.8 | -1.2 | 2.2 | 1.4 |
1979 |
+9.13 | -3.64 | 2.8 | -1.0 | 2.3 | 0.3 | 1.3 | 2.5 | 0.1 | 0.8 | 0.3 | -6.0 | 4.4 | 1.5 |
1978 |
+2.61 | -5.85 | -1.2 | -0.1 | 0.8 | 1.8 | 0.4 | -0.4 | 1.9 | 1.6 | 0.1 | -3.9 | 2.0 | -0.2 |
1977 |
+0.16 | -6.11 | -2.7 | -0.4 | 0.4 | 0.7 | 0.4 | 2.0 | -0.9 | 0.5 | -0.1 | -1.4 | 1.6 | 0.1 |
1976 |
+16.30 | +10.72 | 3.3 | 0.5 | 1.3 | 0.4 | -1.1 | 2.1 | 0.7 | 1.4 | 1.4 | 0.9 | 3.0 | 1.4 |
1975 |
+13.45 | +5.90 | 3.4 | 2.5 | 0.0 | -0.3 | 3.5 | 1.2 | -1.9 | -0.3 | -1.2 | 4.3 | 0.5 | 1.5 |
1974 |
-1.00 | -11.69 | 0.2 | 0.3 | -2.2 | -2.2 | 0.2 | -0.8 | -1.2 | -1.5 | 0.8 | 3.3 | 1.2 | 0.8 |
1973 |
-0.06 | -8.26 | -0.8 | -1.4 | 0.0 | -0.2 | -0.1 | -0.1 | -1.8 | 2.0 | 3.4 | 0.2 | -1.6 | 0.5 |
1972 |
+5.70 | +2.22 | 0.1 | 1.3 | -0.9 | 1.2 | 1.1 | -0.8 | 0.4 | 0.4 | 0.3 | 0.5 | 1.7 | 0.2 |
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
Portfolio efficiency
Is the Stocks/Bonds 20/80 Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Stocks/Bonds 20/80 Portfolio is classified as Low Risk.
Less than 25%
25% - 49.99%
50% - 74.99%
At least 75%
Low Risk Portfolios |
All Portfolios |
||
---|---|---|---|
25 Years Ann. Return (Inflation Adjusted) |
+5.25%
(+2.76%) |
Good : 3.1 / 5
|
Bad : 1.7 / 5
|
Standard Deviation over 25 Years |
4.41% |
Average : 2.2 / 5
|
Excellent : 4.7 / 5
|
Maximum Drawdown over 25 Years |
-12.54% |
Bad : 2 / 5
|
Excellent : 4.4 / 5
|
Easy to manage | 2 ETFs |
Excellent : 4.5 / 5
|
Excellent : 4.5 / 5
|
Rating assigned considering all the Low Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Low Risk
30 Years Stats (%) |
% Allocation |
|||||||
---|---|---|---|---|---|---|---|---|
Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
High Yield Bonds Income |
+0.80 | +6.91 | -23.97 | 0 | 100 | 0 | ||
All Country World 20/80 |
+0.54 | +6.10 | -14.04 | 20 | 80 | 0 | ||
Stocks/Bonds 20/80 |
+1.00 | +5.93 | -12.54 | 20 | 80 | 0 | ||
US Inflation Protection |
+1.31 | +5.80 | -11.79 | 0 | 100 | 0 | ||
Dimensional Retirement Income Fund DFA |
+0.89 | +5.79 | -12.91 | 20.4 | 79.6 | 0 |
Last update: Jul 05 2022, 03:00PM Eastern Time.