Last Update: 31 January 2021

The Dynamic 60/40 Income Portfolio obtained a 6.97% compound annual return, with a 8.01% standard deviation, in the last 10 years.

The Stocks/Bonds 60/40 Portfolio obtained a 9.71% compound annual return, with a 8.46% standard deviation, in the last 10 years.

Summary

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Dynamic 60/40 Income Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
10 Years Stats Return +6.97% +9.71%
Std Dev 8.01% 8.46%
Max Drawdown -14.25% -12.29%

Last Update: 31 January 2021

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 60/40 Income Portfolio -0.47 +7.87 +7.32 +5.17 +6.68 +7.57 +6.97 +6.37
Stocks/Bonds 60/40 Portfolio -0.55 +10.06 +10.17 +14.21 +9.80 +11.68 +9.71 +8.08
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Dynamic 60/40 Income Portfolio Stocks/Bonds 60/40 Portfolio
2021
-0.47% -0.55%
2020
+6.26% +15.70%
2019
+18.59% +21.94%
2018
-3.28% -3.17%
2017
+8.11% +14.15%
2016
+7.39% +8.71%
2015
+0.49% +0.44%
2014
+11.87% +9.85%
2013
+8.15% +19.23%
2012
+12.84% +11.13%
2011
+3.16% +3.75%
2010
+14.75% +12.93%
2009
+25.31% +18.79%
2008
-21.78% -19.44%
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