Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.53%
1 Day
Jul 05 2022, 02:59PM Eastern Time
0.30%
Current Month
July 2022

The Stocks/Bonds 40/60 Momentum Portfolio is a Medium Risk portfolio and can be implemented with 2 ETFs.

It's exposed for 40% on the Stock Market.

In the last 30 Years, the Stocks/Bonds 40/60 Momentum Portfolio obtained a 6.99% compound annual return, with a 6.99% standard deviation.

Asset Allocation and ETFs

The Stocks/Bonds 40/60 Momentum Portfolio has the following asset allocation:

40% Stocks
60% Fixed Income
0% Commodities

The Stocks/Bonds 40/60 Momentum Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
40.00 % PDP Invesco DWA Momentum ETF Equity, U.S., Growth
60.00 % BND Vanguard Total Bond Market Bond, U.S., All-Term
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Stocks/Bonds 40/60 Momentum Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on January 1992.

Portfolio returns are calculated in USD, assuming: July 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Stocks/Bonds 40/60 Momentum Portfolio -0.53 0.30 -5.20 -17.39 -15.58 4.08 5.24 6.99
US Inflation Adjusted return -5.20 -20.61 -21.52 0.45 2.71 4.41
Components
PDP
Invesco DWA Momentum ETF
-1.67 02:59PM
Jul 05 2022
-0.79 -11.18 -27.95 -24.01 7.95 10.30 9.27
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
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

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 40/60 Momentum Portfolio granted a 1.24% dividend yield. If you are interested in getting periodic income, please refer to the Stocks/Bonds 40/60 Momentum Portfolio: Dividend Yield page.

Historical Returns as of Jun 30, 2022

Historical returns and stats of Stocks/Bonds 40/60 Momentum Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

STOCKS/BONDS 40/60 MOMENTUM PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1992 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-5.20
-5.20
-5.20
Jun 2022 - Jun 2022
0 - 1
3M
-9.00
-10.18
-9.00
Apr 2022 - Jun 2022
1 - 2
6M
-17.39
-20.61
-17.39
Jan 2022 - Jun 2022
1 - 5
YTD
-17.39
-20.61
-17.39
Jan 2022 - Jun 2022
1 - 5
1Y
-15.58
-21.52
10.66
-18.59
Nov 2021 - Jun 2022
4 - 8
33% pos
3Y(*)
1.62
-2.76
10.12
-18.59
Nov 2021 - Jun 2022
19 - 17
53% pos
5Y(*)
4.08
0.45
9.02
-18.59
Nov 2021 - Jun 2022
35 - 25
58% pos
10Y(*)
5.24
2.71
7.19
-18.59
Nov 2021 - Jun 2022
74 - 46
62% pos
15Y(*)
5.14
2.77
7.85
-21.90
Nov 2007 - Feb 2009
113 - 67
63% pos
20Y(*)
5.62
3.09
7.15
-21.90
Nov 2007 - Feb 2009
159 - 81
66% pos
25Y(*)
5.75
3.25
7.15
-21.90
Nov 2007 - Feb 2009
194 - 106
65% pos
30Y(*)
6.99
4.41
6.99
-21.90
Nov 2007 - Feb 2009
241 - 119
67% pos
MAX(*)
01 Jan 1992
6.86
4.28
6.96
-21.90
Nov 2007 - Feb 2009
244 - 122
67% pos
(*) Returns over 1 year are annualized

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

An investment of 1000$, since July 1992, now would be worth 7583.14$, with a total return of 658.31% (6.99% annualized).

The Inflation Adjusted Capital now would be 3644.92$, with a net total return of 264.49% (4.41% annualized).
An investment of 1000$, since January 1992, now would be worth 7567.29$, with a total return of 656.73% (6.86% annualized).

The Inflation Adjusted Capital now would be 3587.97$, with a net total return of 258.80% (4.28% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-21.90% Nov 2007 Feb 2009 16 Mar 2010 13 29
-18.59% Nov 2021 Jun 2022 8 in progress 8
-9.29% Feb 2001 Sep 2002 20 May 2003 8 28
-7.68% Sep 2018 Dec 2018 4 Mar 2019 3 7
-7.11% Feb 2020 Mar 2020 2 May 2020 2 4
-5.66% Feb 1994 Jun 1994 5 Feb 1995 8 13
-5.35% Jul 1998 Aug 1998 2 Oct 1998 2 4
-4.90% Jun 2011 Sep 2011 4 Jan 2012 4 8
-4.64% Aug 2015 Jan 2016 6 Jun 2016 5 11
-4.19% May 2010 Jun 2010 2 Sep 2010 3 5
-3.38% Jan 2021 Mar 2021 3 Jul 2021 4 7
-3.34% Sep 2000 Nov 2000 3 Jan 2001 2 5
-3.20% Aug 2016 Nov 2016 4 Feb 2017 3 7
-2.80% Aug 1997 Aug 1997 1 Sep 1997 1 2
-2.72% Sep 2021 Sep 2021 1 Oct 2021 1 2
-2.66% May 2013 Jun 2013 2 Sep 2013 3 5
-2.41% Feb 2018 Apr 2018 3 May 2018 1 4
-2.41% Apr 2000 May 2000 2 Aug 2000 3 5
-2.40% Mar 1997 Mar 1997 1 Apr 1997 1 2
-2.38% Mar 2004 Apr 2004 2 Sep 2004 5 7
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-21.90% Nov 2007 Feb 2009 16 Mar 2010 13 29
-18.59% Nov 2021 Jun 2022 8 in progress 8
-9.29% Feb 2001 Sep 2002 20 May 2003 8 28
-7.68% Sep 2018 Dec 2018 4 Mar 2019 3 7
-7.11% Feb 2020 Mar 2020 2 May 2020 2 4
-5.66% Feb 1994 Jun 1994 5 Feb 1995 8 13
-5.35% Jul 1998 Aug 1998 2 Oct 1998 2 4
-4.90% Jun 2011 Sep 2011 4 Jan 2012 4 8
-4.64% Aug 2015 Jan 2016 6 Jun 2016 5 11
-4.19% May 2010 Jun 2010 2 Sep 2010 3 5
-3.38% Jan 2021 Mar 2021 3 Jul 2021 4 7
-3.34% Sep 2000 Nov 2000 3 Jan 2001 2 5
-3.20% Aug 2016 Nov 2016 4 Feb 2017 3 7
-2.80% Aug 1997 Aug 1997 1 Sep 1997 1 2
-2.72% Sep 2021 Sep 2021 1 Oct 2021 1 2
-2.66% May 2013 Jun 2013 2 Sep 2013 3 5
-2.41% Feb 2018 Apr 2018 3 May 2018 1 4
-2.41% Apr 2000 May 2000 2 Aug 2000 3 5
-2.40% Mar 1997 Mar 1997 1 Apr 1997 1 2
-2.38% Mar 2004 Apr 2004 2 Sep 2004 5 7

Rolling Returns ( more details)

Stocks/Bonds 40/60 Momentum Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
7.81 26.54
Aug 1996 - Jul 1997
-19.31
Nov 2007 - Oct 2008
13.52%
2 Years
7.68 20.39
Mar 2009 - Feb 2011
-8.86
Mar 2007 - Feb 2009
8.45%
3 Years
7.58 18.62
Jan 1995 - Dec 1997
-3.51
Mar 2006 - Feb 2009
3.32%
5 Years
7.34 15.96
Jan 1995 - Dec 1999
-0.38
Mar 2004 - Feb 2009
0.33%
7 Years
7.02 13.79
May 1992 - Apr 1999
1.40
Mar 2002 - Feb 2009
0.00%
10 Years
6.70 10.32
Apr 1992 - Mar 2002
2.10
Mar 1999 - Feb 2009
0.00%
15 Years
6.45 8.94
May 1992 - Apr 2007
4.98
Feb 2001 - Jan 2016
0.00%
20 Years
6.65 8.07
Dec 1994 - Nov 2014
5.08
Jan 1999 - Dec 2018
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Stocks/Bonds 40/60 Momentum Portfolio: Rolling Returns page.

Seasonality

Stocks/Bonds 40/60 Momentum Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.39
68%
0.34
68%
0.32
65%
0.89
71%
0.80
71%
0.24
61%
0.88
67%
0.52
63%
0.15
47%
0.58
73%
1.05
77%
0.75
70%
Best
Year
4.0
2019
3.2
2010
4.6
2000
6.2
2020
4.1
2020
3.3
2019
5.0
1997
3.4
2000
4.3
2010
3.8
2021
5.3
2020
5.1
2008
Worst
Year
-6.7
2022
-3.8
2009
-5.5
2020
-5.5
2022
-2.4
2010
-5.2
2022
-2.5
2002
-4.9
1998
-6.7
2008
-8.5
2008
-2.0
1993
-2.7
2018
Statistics calculated for the period Jan 1992 - Jun 2022

Monthly/Yearly Returns

Stocks/Bonds 40/60 Momentum Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
244 Positive Months (67%) - 122 Negative Months (33%)
Jan 1992 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-17.39 -20.61 -6.7 -1.7 -1.0 -5.5 1.6 -5.2
2021
+1.97 -4.79 -1.5 -0.3 -1.6 1.6 -0.4 2.0 1.6 1.1 -2.7 3.8 -0.9 -0.6
2020
+19.27 +17.76 2.2 -1.7 -5.5 6.2 4.1 0.9 4.4 1.9 -0.7 -0.9 5.3 2.3
2019
+18.55 +15.93 4.0 1.9 2.4 1.6 -0.3 3.3 1.1 1.9 -1.2 0.3 1.7 0.6
2018
-2.45 -4.29 1.8 -2.1 0.2 -0.5 2.5 -0.1 0.6 3.1 -0.5 -5.3 0.7 -2.7
2017
+11.46 +9.13 1.0 2.5 0.1 1.0 1.3 0.1 1.2 1.0 -0.1 1.9 1.0 0.0
2016
+2.45 +0.39 -2.2 0.9 2.5 0.0 1.1 1.8 1.3 -0.4 -0.2 -1.7 -0.9 0.4
2015
+0.79 +0.15 1.3 1.4 0.6 -1.1 0.5 -0.8 1.5 -2.6 -0.8 2.6 -0.5 -1.2
2014
+8.37 +7.67 0.2 2.6 -1.0 0.1 2.2 0.7 -1.2 2.9 -1.2 1.5 1.7 -0.4
2013
+11.41 +9.75 1.5 0.9 1.9 1.7 -1.0 -1.7 2.5 -1.5 3.0 1.6 1.3 0.7
2012
+9.16 +7.28 2.4 2.3 1.1 1.5 -1.9 0.3 0.9 1.5 0.4 -0.3 1.1 -0.4
2011
+5.36 +2.23 1.2 1.5 1.0 2.3 0.4 -0.6 0.4 -1.3 -3.4 3.7 0.1 0.1
2010
+14.35 +12.73 -1.4 3.2 2.7 2.4 -2.4 -1.8 3.5 -1.0 4.3 2.3 0.7 1.1
2009
+13.39 +10.29 -4.4 -3.8 3.1 3.2 0.9 1.2 4.7 2.2 3.5 -2.1 3.1 1.4
2008
-14.37 -14.35 -2.9 0.2 -0.3 2.0 1.2 -2.0 -2.4 -0.5 -6.7 -8.5 0.1 5.1
2007
+6.21 +2.02 0.6 0.1 0.5 2.1 0.9 -0.8 -0.8 1.3 2.0 1.1 -0.5 -0.3
2006
+8.90 +6.22 0.9 0.5 0.1 0.4 -1.3 0.2 1.0 1.9 1.6 1.7 1.5 0.3
2005
+3.37 +0.03 -0.5 0.4 -1.0 0.1 1.9 0.4 0.9 0.4 -0.3 -1.4 2.0 0.5
2004
+6.82 +3.37 1.3 1.2 -0.1 -2.3 0.4 1.1 -0.7 1.3 0.5 1.0 1.3 1.8
2003
+13.65 +11.39 -1.0 0.3 0.0 3.8 3.3 0.4 -1.2 1.2 1.1 1.7 0.6 2.7
2002
-3.68 -6.01 0.0 -0.2 0.4 -1.3 0.3 -2.6 -2.5 1.3 -2.5 2.1 2.1 -0.6
2001
+0.36 -1.23 2.8 -3.3 -1.8 2.8 0.2 -0.6 1.0 -1.5 -2.3 1.7 1.7 -0.2
2000
+2.94 -0.48 -2.1 0.1 4.6 -1.7 -0.7 2.1 -0.1 3.4 -1.7 0.2 -1.8 1.0
1999
+7.70 +4.89 1.9 -2.4 2.0 1.8 -1.4 2.0 -1.6 -0.3 -0.2 2.8 0.7 2.2
1998
+16.62 +14.78 1.3 2.7 2.2 0.8 -0.3 2.3 -0.5 -4.9 3.7 2.9 2.6 3.0
1997
+19.06 +17.07 2.6 0.5 -2.4 3.4 3.2 2.4 5.0 -2.8 2.9 -0.3 1.9 1.4
1996
+11.14 +7.51 1.8 -0.9 0.3 0.2 0.9 1.1 -1.8 0.7 3.3 2.6 4.2 -1.5
1995
+26.13 +23.01 2.5 2.9 1.5 2.0 4.0 1.2 1.2 0.9 2.4 0.7 2.7 1.5
1994
-1.43 -3.93 2.2 -2.2 -3.1 -0.1 0.6 -1.0 2.4 1.6 -1.9 1.1 -1.8 0.8
1993
+14.44 +11.31 2.5 1.7 2.0 -1.0 1.6 2.1 0.8 3.3 0.9 0.3 -2.0 1.4
1992
+7.45 +4.36 -1.4 1.4 -1.4 0.1 1.7 -0.6 2.9 -0.7 1.3 0.3 1.7 2.0

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:

  • PDP - Invesco DWA Momentum ETF: simulated historical serie, up to December 2007
  • BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007

Portfolio efficiency

Is the Stocks/Bonds 40/60 Momentum Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Stocks/Bonds 40/60 Momentum Portfolio is classified as Medium Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Medium Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+5.75%
(+3.25%)
Poor : 1 / 5
Average : 2 / 5
Standard Deviation
over 25 Years
7.15%
Average : 2.7 / 5
Excellent : 4 / 5
Maximum Drawdown
over 25 Years
-21.90%
Good : 3.2 / 5
Good : 3.8 / 5
Easy to manage 2 ETFs
Excellent : 4.5 / 5
Excellent : 4.5 / 5
Rating assigned considering all the Medium Risk Portfolios Rating assigned considering all the Portfolios in the database

Similar portfolios

These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Jul 2022 Return Drawdown Stocks Bonds Comm
Stocks/Bonds 40/60 with Bitcoin
+1.02 +9.75 -15.61 39 59 2
Stocks/Bonds 40/60 2x Leveraged
+2.49 +7.14 -27.71 40 60 0
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+0.96 +4.99 -14.74 40 60 0
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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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