Last Update: 31 August 2021

The Dynamic 60/40 Income Portfolio obtained a 8.22% compound annual return, with a 7.92% 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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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 +8.22% +11.06%
Std Dev 7.92% 8.36%
Max Drawdown -14.25% -12.29%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1994

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Dynamic 60/40 Income Portfolio +1.27 +4.50 +11.04 +18.18 +9.47 +7.88 +8.22 +7.67
Stocks/Bonds 60/40 Portfolio +1.76 +5.28 +11.21 +19.56 +13.13 +12.13 +11.06 +8.82
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1994.

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Year Dynamic 60/40 Income Portfolio Stocks/Bonds 60/40 Portfolio
2021
+11.71% +12.01%
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%
2007
-3.54% +5.99%
2006
+14.28% +11.12%
2005
+5.27% +4.74%
2004
+12.11% +9.37%
2003
+22.26% +20.04%
2002
-0.78% -8.98%
2001
+5.55% -3.21%
2000
+5.79% -1.79%
1999
+4.89% +13.98%
1998
+5.13% +17.39%
1997
+16.74% +22.37%
1996
+16.21% +14.01%
1995
+20.42% +28.74%
1994
-3.20% -1.16%
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