Last Update: 31 August 2021

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.34% compound annual return, with a 8.30% 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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FundAdvice Ultimate Buy&Hold 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 +7.34% +11.06%
Std Dev 8.30% 8.36%
Max Drawdown -15.07% -12.29%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
FundAdvice Ultimate Buy&Hold Portfolio +1.16 +1.35 +7.65 +20.33 +7.83 +7.96 +7.34 +7.98
Stocks/Bonds 60/40 Portfolio +1.76 +5.28 +11.21 +19.56 +13.13 +12.13 +11.06 +9.21
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year FundAdvice Ultimate Buy&Hold Portfolio Stocks/Bonds 60/40 Portfolio
2021
+10.89% +12.01%
2020
+5.84% +15.70%
2019
+16.24% +21.94%
2018
-6.85% -3.17%
2017
+13.54% +14.15%
2016
+8.37% +8.71%
2015
-0.60% +0.44%
2014
+3.11% +9.85%
2013
+13.47% +19.23%
2012
+12.20% +11.13%
2011
-0.58% +3.75%
2010
+12.72% +12.93%
2009
+19.90% +18.79%
2008
-20.06% -19.44%
2007
+6.31% +5.99%
2006
+16.25% +11.12%
2005
+9.65% +4.74%
2004
+16.13% +9.37%
2003
+28.61% +20.04%
2002
-0.14% -8.98%
2001
+0.49% -3.21%
2000
+4.94% -1.79%
1999
+11.76% +13.98%
1998
+6.47% +17.39%
1997
+8.09% +22.37%
1996
+9.91% +14.01%
1995
+17.23% +28.74%
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