The Stocks/Bonds 60/40 Portfolio is exposed for 60% on the Stock Market.

In the last 10 years, it obtained a 10.45% compound annual return, with a 7.81% standard deviation (*).

(*) Last Update: June 2019

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

60% Stocks
40% Fixed Income
0% Commodities

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

Weight ETF: Ticker - Name Investment Themes
60.00 % VTI -
Vanguard Total Stock Market
Equity, U.S., Large Cap
40.00 % BND -
Vanguard Total Bond Market
Bond, U.S., All-Term

Capital growth, returns, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at each January 1st).

Last Update: June 2019.

Capital Growth and Historical Returns

An investment of 1000$, since January 1987, now would be worth 15797.49$, with a total return of 1479.75% (8.86% annualized).

Capital Growth:

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

Swipe left to see all data
Range Returns
Jun 2019
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+4.82%
0.00%
1 - 0
YTD
+13.66%
-3.41%
May 2019 - May 2019
5 - 1
1Y
+8.77%
11.53%
-8.37%
Sep 2018 - Dec 2018
8 - 4
3Y
+9.37%
annualized
7.55%
-8.37%
Sep 2018 - Dec 2018
28 - 8
5Y
+7.34%
annualized
7.40%
-8.37%
Sep 2018 - Dec 2018
43 - 17
10Y
+10.45%
annualized
7.81%
-8.98%
May 2011 - Sep 2011
87 - 33
MAX
Dec 1986
+8.86%
annualized
9.26%
-30.54%
Nov 2007 - Feb 2009
263 - 127

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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

Swipe left to see all data
Return (*)
Rolling Period Average Best Worst
1 Year
+9.07% +35.19%
Mar 2009 - Feb 2010
-25.46%
Mar 2008 - Feb 2009
2 Years
+9.03% +25.48%
Mar 2009 - Feb 2011
-13.47%
Mar 2007 - Feb 2009
3 Years
+8.91% +22.00%
Apr 1995 - Mar 1998
-6.40%
Mar 2006 - Feb 2009
5 Years
+8.83% +19.17%
Jan 1995 - Dec 1999
-1.44%
Mar 2004 - Feb 2009
7 Years
+8.67% +15.78%
Oct 1990 - Sep 1997
+0.82%
Mar 2002 - Feb 2009
10 Years
+8.42% +14.59%
Oct 1990 - Sep 2000
+1.34%
Mar 1999 - Feb 2009
15 Years
+7.86% +11.00%
Jan 1987 - Dec 2001
+5.21%
Sep 2000 - Aug 2015

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019
+13.66% 5.6 2.2 1.6 2.4 -3.4 4.8
2018
-3.17% 2.6 -2.7 -0.9 -0.1 1.9 0.4 2.0 2.4 -0.1 -5.0 1.5 -4.9
2017
+14.15% 1.2 2.5 0.0 1.0 0.9 0.6 1.3 0.4 1.3 1.3 1.9 0.9
2016
+8.71% -3.0 0.4 4.5 0.6 1.0 1.0 2.6 0.0 0.2 -1.7 1.7 1.4
2015
+0.44% -0.7 2.8 -0.5 0.2 0.6 -1.5 1.4 -3.8 -1.4 4.6 0.2 -1.4
2014
+9.85% -1.3 3.1 0.2 0.4 1.7 1.6 -1.3 3.0 -1.5 2.0 1.8 0.0
2013
+19.23% 3.0 1.0 2.5 1.4 0.8 -1.5 3.8 -2.3 2.9 3.1 1.7 1.6
2012
+11.13% 3.3 2.6 1.7 0.0 -3.5 2.5 1.0 1.7 1.6 -1.2 0.6 0.5
2011
+3.75% 1.3 2.4 0.2 2.3 -0.2 -1.2 -0.7 -3.0 -4.1 6.4 -0.2 1.1
2010
+12.93% -1.6 2.2 3.7 1.8 -4.4 -2.9 4.4 -2.1 5.4 2.5 0.0 3.8
2009
+18.79% -5.7 -6.4 5.1 6.5 3.6 0.5 5.2 2.7 3.0 -1.6 4.1 1.3
2008
-19.44% -3.2 -1.4 -0.3 2.7 0.8 -4.8 -0.4 1.2 -5.5 -10.9 -2.1 3.5
2007
+5.99% 1.1 -0.4 0.7 2.6 2.0 -1.2 -1.9 1.4 2.6 1.5 -2.0 -0.3
2006
+11.12% 1.9 0.3 0.9 0.5 -2.0 0.1 0.5 2.0 1.7 2.4 1.9 0.6
2005
+4.74% -1.2 1.0 -1.3 -0.8 2.7 0.7 2.2 -0.1 0.0 -1.7 3.0 0.4
2004
+9.37% 1.9 1.3 -0.3 -2.4 0.7 1.5 -1.8 0.8 1.1 1.4 2.5 2.5
2003
+20.04% -1.6 -0.4 0.4 5.4 4.3 1.0 0.2 1.7 0.3 3.4 1.1 2.9
2002
-8.98% -0.3 -0.7 1.6 -2.0 -0.5 -3.9 -4.5 1.2 -4.7 3.5 3.2 -1.8
2001
-3.21% 3.0 -5.3 -3.7 4.4 0.9 -0.7 -0.0 -2.9 -4.5 2.2 3.4 0.7
2000
-1.79% -2.6 2.0 3.9 -3.3 -2.1 3.5 -0.8 4.8 -2.5 -1.0 -5.0 1.8
1999
+13.98% 2.5 -3.0 2.6 3.0 -1.6 3.0 -2.2 -0.6 -1.0 4.0 2.2 4.6
1998
+17.39% 0.8 4.4 3.2 0.9 -1.3 2.5 -1.3 -9.0 4.7 4.2 3.9 4.1
1997
+22.37% 3.4 -0.0 -3.1 3.3 4.7 3.2 5.9 -2.7 4.2 -1.7 2.2 1.5
1996
+14.01% 1.9 0.3 0.4 1.3 1.6 -0.1 -3.3 1.8 4.0 1.7 4.9 -1.1
1995
+28.74% 2.1 3.3 1.9 2.0 3.7 2.1 2.4 1.1 2.6 -0.2 3.2 1.5
1994
-1.16% 2.4 -2.1 -3.6 0.2 0.6 -1.7 2.6 2.7 -1.7 0.9 -2.3 1.1
1993
+10.25% 1.3 1.1 1.6 -1.4 1.9 1.1 0.1 3.0 0.2 1.1 -1.4 1.3
1992
+8.32% -0.6 1.0 -1.7 1.1 1.1 -0.6 3.1 -0.8 1.2 0.2 2.5 1.7
1991
+25.53% 3.4 4.5 2.1 0.6 2.7 -2.9 3.5 2.4 -0.0 1.4 -2.1 7.7
1990
-0.19% -5.0 1.3 1.5 -2.1 6.4 0.3 -0.2 -5.8 -2.7 -0.0 4.5 2.3
1989
+22.33% 4.3 -1.4 1.4 3.7 3.4 1.0 5.5 0.8 0.0 -0.9 1.3 1.4
1988
+13.33% 3.9 3.6 -1.3 0.5 -0.4 4.1 -0.6 -1.7 3.1 1.6 -1.3 1.4
1987
+2.18% 8.2 3.2 1.2 -2.1 0.2 3.2 3.0 2.3 -2.1 -13.9 -4.1 5.0