Last Update: 31 August 2021

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 9.62% compound annual return, with a 10.01% standard deviation, in the last 10 years.

The Stocks/Bonds 60/40 Portfolio obtained a 11.06% compound annual return, with a 8.36% standard deviation, in the last 10 years.

Summary

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Burton Malkiel Late Sixties and Beyond Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 71% 60%
Fixed Income 29% 40%
Commodities 0% 0%
10 Years Stats Return +9.62% +11.06%
Std Dev 10.01% 8.36%
Max Drawdown -16.82% -12.29%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1999

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Burton Malkiel Late Sixties and Beyond Portfolio +1.58 +4.04 +11.78 +21.67 +11.80 +10.51 +9.62 +8.48
Stocks/Bonds 60/40 Portfolio +1.76 +5.28 +11.21 +19.56 +13.13 +12.13 +11.06 +7.33
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1999.

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Year Burton Malkiel Late Sixties and Beyond Portfolio Stocks/Bonds 60/40 Portfolio
2021
+12.41% +12.01%
2020
+10.03% +15.70%
2019
+22.55% +21.94%
2018
-5.90% -3.17%
2017
+16.49% +14.15%
2016
+8.48% +8.71%
2015
-1.63% +0.44%
2014
+9.01% +9.85%
2013
+12.49% +19.23%
2012
+14.20% +11.13%
2011
+1.01% +3.75%
2010
+14.47% +12.93%
2009
+25.30% +18.79%
2008
-26.02% -19.44%
2007
+5.18% +5.99%
2006
+20.06% +11.12%
2005
+9.86% +4.74%
2004
+14.78% +9.37%
2003
+29.73% +20.04%
2002
-5.70% -8.98%
2001
+5.85% -3.21%
2000
+2.46% -1.79%
1999
+12.48% +13.98%
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