Dynamic 60/40 Income vs FundAdvice Ultimate Buy&Hold Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 60/40 Income Portfolio obtained a 7.13% compound annual return, with a 9.33% standard deviation, in the last 30 Years.

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.06% compound annual return, with a 9.25% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio FundAdvice Ultimate Buy&Hold Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +7.13% +7.06%
Std Dev 9.33% 9.25%
Max Drawdown -41.44% -34.23%
All time Stats
(Since Jan 1992)		 Return +7.42% +7.35%
Std Dev 9.10% 9.11%
Max Drawdown -41.44% -34.23%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.24 +12.08 +11.69 +5.17 +5.47 +7.13 +7.42
FundAdvice Ultimate Buy&Hold Portfolio +2.09 +11.09 +9.14 +4.77 +4.59 +7.06 +7.35
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 673.99% (7.06% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since January 1992, now would be worth 9.86$, with a total return of 885.57% (7.35% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 60/40 Income Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-34.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.90
-18.44% Jan 2022 Sep 2022 (9) In progress (27) 9.26
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-10.85% May 1998 Aug 1998 (4) Apr 1999 (12) 4.53
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-8.84% Jun 2002 Sep 2002 (4) May 2003 (12) 6.00
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-7.07% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.06
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-5.29% Apr 2012 May 2012 (2) Sep 2012 (6) 2.36
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.40% Sep 1994 Nov 1994 (3) Apr 1995 (8) 2.56
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-34.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.90
-18.44% Jan 2022 Sep 2022 (9) In progress (27) 9.26
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-10.85% May 1998 Aug 1998 (4) Apr 1999 (12) 4.53
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-8.84% Jun 2002 Sep 2002 (4) May 2003 (12) 6.00
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-7.07% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.06
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.89% Feb 1994 Jun 1994 (5) May 1995 (16) 4.69
-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
-5.29% Apr 2012 May 2012 (2) Sep 2012 (6) 2.36
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43

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
+2.73%
 -0.14%
+2.06%
 -1.19%
2023
+12.28%
 -6.45%
+10.81%
 -7.58%
2022
-15.89%
 -18.21%
-12.51%
 -18.44%
2021
+15.27%
 -2.58%
+11.49%
 -2.60%
2020
+6.26%
 -14.24%
+5.84%
 -15.07%
2019
+18.59%
 -1.55%
+16.24%
 -3.25%
2018
-3.28%
 -6.80%
-6.85%
 -8.59%
2017
+8.11%
 -0.39%
+13.54%
 0.00%
2016
+7.39%
 -2.92%
+8.37%
 -2.77%
2015
+0.49%
 -4.42%
-0.60%
 -6.44%
2014
+11.87%
 -2.32%
+3.11%
 -3.32%
2013
+8.15%
 -3.78%
+13.47%
 -3.12%
2012
+12.84%
 -3.09%
+12.20%
 -5.29%
2011
+3.16%
 -10.41%
-0.58%
 -11.43%
2010
+14.75%
 -5.96%
+12.72%
 -7.11%
2009
+25.31%
 -19.50%
+19.90%
 -14.20%
2008
-21.78%
 -30.14%
-20.06%
 -23.98%
2007
-3.54%
 -7.01%
+6.31%
 -4.10%
2006
+14.28%
 -1.89%
+16.25%
 -2.84%
2005
+5.27%
 -2.10%
+9.65%
 -2.20%
2004
+12.11%
 -4.29%
+16.13%
 -4.14%
2003
+22.26%
 0.00%
+28.61%
 -2.13%
2002
-0.78%
 -6.19%
-0.14%
 -8.84%
2001
+5.55%
 -3.29%
+0.49%
 -7.07%
2000
+5.79%
 -3.60%
+4.94%
 -3.64%
1999
+4.89%
 -3.30%
+11.76%
 -2.66%
1998
+5.13%
 -7.02%
+6.47%
 -10.85%
1997
+16.74%
 -0.91%
+8.09%
 -3.12%
1996
+16.21%
 -0.78%
+9.91%
 -2.67%
1995
+20.42%
 -0.12%
+17.23%
 -1.11%
1994
-3.20%
 -6.80%
-2.80%
 -6.89%
1993
+14.00%
 -1.75%
+22.68%
 -2.37%
1992
+13.92%
 -0.48%
+7.34%
 -1.78%