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
Drawdowns
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% |