Data Source: from January 1985 to June 2026
Consolidated Returns as of 30 June 2026

Managing the Time Money Inc Tilt Toward Value Portfolio with a yearly rebalancing, you would have obtained a 8.43% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 7.53%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the Time Money Inc Tilt Toward Value Portfolio guaranteed the following returns.

TIME MONEY INC TILT TOWARD VALUE PORTFOLIO RETURNS
Period: January 1985 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~42Y)
No Rebalancing 22.47 (0) 8.94 (0) 10.62 (0) 8.43 (0) 9.72 (0)
Yearly Rebalancing 15.71 (1) 5.96 (5) 7.76 (10) 7.62 (30) 9.14 (42)
Half Yearly Rebalancing 15.61 (2) 5.85 (10) 7.77 (20) 7.53 (60) 9.07 (83)
Quarterly Rebalancing 15.61 (4) 5.88 (20) 7.85 (40) 7.62 (120) 9.15 (166)
5% Tolerance per asset 16.21 (1) 6.03 (2) 7.79 (4) 7.61 (13) 9.14 (16)
10% Tolerance per asset 16.23 (0) 6.29 (1) 8.12 (2) 7.84 (5) 9.34 (6)

In order to have complete information about the portfolio, please refer to the Time Money Inc Tilt Toward Value Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of Time Money Inc Tilt Toward Value Portfolio, after implementing different rebalancing strategies.

TIME MONEY INC TILT TOWARD VALUE PORTFOLIO PERFORMANCES
Period: January 1985 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 9.72 (0) 11.48 0.85 -42.47 0.23
Yearly Rebalancing 9.14 (42) 9.31 0.98 -34.63 0.26
Half Yearly Rebalancing 9.07 (83) 9.29 0.98 -35.25 0.26
Quarterly Rebalancing 9.15 (166) 9.34 0.98 -35.51 0.26
5% Tolerance per asset 9.14 (16) 9.42 0.97 -35.05 0.26
10% Tolerance per asset 9.34 (6) 9.57 0.98 -35.72 0.26
(*) Since Jan 1985 (~42 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of Time Money Inc Tilt Toward Value Portfolio, after implementing different rebalancing strategies.

TIME MONEY INC TILT TOWARD VALUE PORTFOLIO DRAWDOWNS
Period: January 1985 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-42.47
Nov 2007 - Apr 2011
-34.63
Nov 2007 - Oct 2010
-35.25
Nov 2007 - Oct 2010
-35.51
Nov 2007 - Oct 2010
-35.05
Nov 2007 - Oct 2010
-35.72
Nov 2007 - Sep 2010
-22.69
Jan 2022 - Feb 2024
-20.45
Jan 2022 - Jul 2024
-20.50
Jan 2022 - Jul 2024
-20.50
Jan 2022 - Jul 2024
-21.04
Jan 2022 - Jul 2024
-21.21
Jan 2022 - Mar 2024
-21.38
Sep 2000 - Dec 2003
-14.41
Sep 1987 - Oct 1988
-13.65
Jan 2020 - Aug 2020
-13.65
Jan 2020 - Jul 2020
-14.00
Jan 2020 - Aug 2020
-13.67
Feb 2020 - Aug 2020
-20.20
Jan 2020 - Aug 2020
-13.65
Jan 2020 - Aug 2020
-13.20
Sep 1987 - Sep 1988
-12.68
Sep 1987 - Jun 1988
-13.41
Sep 1987 - Oct 1988
-13.49
Sep 1987 - Oct 1988
-14.61
Sep 1987 - Oct 1988
-12.06
Feb 2001 - Jul 2003
-12.77
Feb 2001 - Aug 2003
-12.27
Feb 2001 - Jun 2003
-12.52
Sep 2000 - Aug 2003
-11.55
Sep 2000 - Aug 2003
5 Worst Drawdowns - Average
-24.27 -19.04 -19.07 -18.92 -19.20 -19.13
10 Worst Drawdowns - Average
-18.14 -13.88 -13.86 -13.76 -13.97 -13.94

For a deeper insight, please refer to the Time Money Inc Tilt Toward Value Portfolio: ETF allocation and returns page.