Last Update: 31 March 2020

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

It's a High Risk portfolio and it can be replicated with 2 ETFs.

In the last 10 years, the portfolio obtained a 7.84% compound annual return, with a 8.14% standard deviation.

Asset Allocation and ETFs

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 Ticker ETF 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

Portfolio and ETF Returns

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

Portfolio returns are calculated assuming a rebalancing of the components at the beginning of each year (i.e. at every January 1st).

STOCKS/BONDS 60/40 PORTFOLIO RETURNS (%)
Last Update: 31 March 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Stocks/Bonds 60/40 Portfolio -8.55 -11.63 -6.63 -1.67 +4.72 +5.05 +7.84
Components
VTI - Vanguard Total Stock Market -13.91 -20.84 -13.76 -9.27 +3.99 +5.77 +10.15
BND - Vanguard Total Bond Market -1.43 +2.20 +2.40 +8.01 +4.52 +3.14 +3.66
(*) annualized

Historical Returns

Stocks/Bonds 60/40 Portfolio - Historical returns and stats.

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

STOCKS/BONDS 60/40 PORTFOLIO
Last Update: 31 March 2020
Swipe left to see all data
Period Returns
Mar 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-8.55%
-8.55%
Mar 2020 - Mar 2020
0 - 1
3M
-11.63%
-12.29%
Feb 2020 - Mar 2020
1 - 2
6M
-6.63%
-12.29%
Feb 2020 - Mar 2020
4 - 2
YTD
-11.63%
-12.29%
Feb 2020 - Mar 2020
1 - 2
1Y
-1.67%
11.98%
-12.29%
Feb 2020 - Mar 2020
8 - 4
3Y
+4.72%
annualized
9.44%
-12.29%
Feb 2020 - Mar 2020
26 - 10
5Y
+5.05%
annualized
8.48%
-12.29%
Feb 2020 - Mar 2020
44 - 16
10Y
+7.84%
annualized
8.14%
-12.29%
Feb 2020 - Mar 2020
86 - 34
MAX
01 Jan 1987
+8.48%
annualized
9.35%
-30.54%
Nov 2007 - Feb 2009
269 - 130

* Annualized St.Dev. of monthly returns

Best High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Simple Path to Wealth
JL Collins
+8.75% 2 75 25 0
Stocks/Bonds 60/40
+7.84% 2 60 40 0
Talmud Portfolio
Roger Gibson
+7.56% 3 66.67 33.33 0
Yale Endowment
David Swensen
+7.51% 6 70 30 0
Golden Butterfly
+6.89% 5 40 40 20

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.09% +35.19%
Mar 2009 - Feb 2010
-25.46%
Mar 2008 - Feb 2009
17.53%
2 Years
+8.99% +25.48%
Mar 2009 - Feb 2011
-13.47%
Mar 2007 - Feb 2009
10.90%
3 Years
+8.91% +22.00%
Apr 1995 - Mar 1998
-6.40%
Mar 2006 - Feb 2009
8.52%
5 Years
+8.79% +19.17%
Jan 1995 - Dec 1999
-1.44%
Mar 2004 - Feb 2009
0.59%
7 Years
+8.68% +15.78%
Oct 1990 - Sep 1997
+0.82%
Mar 2002 - Feb 2009
0.00%
10 Years
+8.45% +14.59%
Oct 1990 - Sep 2000
+1.34%
Mar 1999 - Feb 2009
0.00%
15 Years
+7.85% +11.00%
Jan 1987 - Dec 2001
+5.21%
Sep 2000 - Aug 2015
0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-11.63% 0.8 -4.1 -8.6
2019
+21.94% 5.6 2.2 1.6 2.4 -3.4 4.8 0.9 -0.3 0.9 1.4 2.4 1.8
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

* Note:
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

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