Dynamic 60/40 Income vs Burton Malkiel Late Sixties and Beyond Portfolio Comparison

Last Update: 29 February 2024

The Dynamic 60/40 Income Portfolio obtained a 6.98% compound annual return, with a 9.36% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.20% compound annual return, with a 11.68% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 71%
Fixed Income 40% 29%
Commodities 0% 0%
30 Years Stats Return +6.98% +8.20%
Std Dev 9.36% 11.68%
Max Drawdown -41.44% -41.80%
All time Stats
(Since Jan 1992)
Return +7.40% +8.51%
Std Dev 9.11% 11.45%
Max Drawdown -41.44% -41.80%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.62 +7.29 +10.32 +5.29 +5.40 +6.98 +7.40
Burton Malkiel Late Sixties and Beyond Portfolio +2.56 +7.85 +13.56 +6.84 +6.62 +8.20 +8.51
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since March 1994, now would be worth 7.57$, with a total return of 657.27% (6.98% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since March 1994, now would be worth 10.62$, with a total return of 962.39% (8.20% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.13% (7.40% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1992, now would be worth 13.82$, with a total return of 1281.57% (8.51% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Dynamic 60/40 Income Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.04% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.88
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.12% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.15
-6.05% Mar 1994 Nov 1994 (9) Mar 1995 (13) 3.45
-5.09% May 2012 May 2012 (1) Aug 2012 (4) 2.39

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.20% Feb 1994 Mar 1994 (2) May 1995 (16) 5.16
-7.04% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.88
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.12% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.15

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+1.48%
-0.14%
+1.58%
-0.95%
2023
+12.28%
-6.45%
+14.40%
-8.53%
2022
-15.89%
-18.21%
-16.23%
-22.44%
2021
+15.27%
-2.58%
+15.40%
-3.79%
2020
+6.26%
-14.24%
+10.03%
-16.82%
2019
+18.59%
-1.55%
+22.55%
-3.12%
2018
-3.28%
-6.80%
-5.90%
-8.08%
2017
+8.11%
-0.39%
+16.49%
0.00%
2016
+7.39%
-2.92%
+8.48%
-3.07%
2015
+0.49%
-4.42%
-1.63%
-7.72%
2014
+11.87%
-2.32%
+9.01%
-3.10%
2013
+8.15%
-3.78%
+12.49%
-4.03%
2012
+12.84%
-3.09%
+14.20%
-5.09%
2011
+3.16%
-10.41%
+1.01%
-13.38%
2010
+14.75%
-5.96%
+14.47%
-8.21%
2009
+25.31%
-19.50%
+25.30%
-17.05%
2008
-21.78%
-30.14%
-26.02%
-31.57%
2007
-3.54%
-7.01%
+5.18%
-5.15%
2006
+14.28%
-1.89%
+20.06%
-2.71%
2005
+5.27%
-2.10%
+9.86%
-2.99%
2004
+12.11%
-4.29%
+14.78%
-7.04%
2003
+22.26%
0.00%
+29.73%
-0.86%
2002
-0.78%
-6.19%
-5.70%
-12.20%
2001
+5.55%
-3.29%
+5.85%
-9.27%
2000
+5.79%
-3.60%
+2.46%
-6.12%
1999
+4.89%
-3.30%
+12.48%
-4.06%
1998
+5.13%
-7.02%
+5.92%
-16.48%
1997
+16.74%
-0.91%
+15.13%
-4.83%
1996
+16.21%
-0.78%
+18.95%
-2.65%
1995
+20.42%
-0.12%
+20.20%
-1.35%
1994
-3.20%
-6.80%
-3.17%
-7.20%
1993
+14.00%
-1.75%
+23.51%
-2.85%
1992
+13.92%
-0.48%
+4.84%
-2.71%