Stocks/Bonds 40/60 2x Leveraged vs iShares Lifepath Fund Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.05% compound annual return, with a 14.62% standard deviation, in the last 10 Years.

The iShares Lifepath Fund Portfolio obtained a 4.74% compound annual return, with a 7.63% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio iShares Lifepath Fund Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 40.42%
Fixed Income 60% 59.58%
Commodities 0% 0%
10 Years Stats Return +8.05% +4.74%
Std Dev 14.62% 7.63%
Max Drawdown -36.46% -18.92%
All time Stats
(Since Mar 2010)
Return +11.28% +5.76%
Std Dev 13.29% 7.22%
Max Drawdown -36.46% -18.92%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 2x Leveraged Portfolio +0.34 +8.64 +18.45 +6.98 +8.05 +11.28
iShares Lifepath Fund Portfolio +0.96 +5.95 +10.72 +4.98 +4.74 +5.76
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 2.17$, with a total return of 116.87% (8.05% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since March 2014, now would be worth 1.59$, with a total return of 58.94% (4.74% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.46$, with a total return of 346.42% (11.28% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since March 2010, now would be worth 2.19$, with a total return of 118.89% (5.76% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
iShares Lifepath Fund Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.73% Feb 2018 Apr 2018 (3) Aug 2018 (7) 1.82
-2.54% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.47
-2.41% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.38
-2.34% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.35
-1.80% Oct 2016 Nov 2016 (2) Jan 2017 (4) 1.07
-1.78% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.92

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
iShares Lifepath Fund Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.58% May 2013 Aug 2013 (4) Oct 2013 (6) 3.04
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-4.27% May 2010 Jun 2010 (2) Jul 2010 (3) 2.87
-3.94% May 2010 Jun 2010 (2) Sep 2010 (5) 2.13
-2.99% May 2013 Jun 2013 (2) Sep 2013 (5) 1.60
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65
-2.74% May 2012 May 2012 (1) Jul 2012 (3) 1.44

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
+1.60%
0.00%
+0.88%
-0.08%
2023
+18.74%
-14.99%
+11.93%
-6.77%
2022
-33.70%
-36.46%
-15.14%
-18.92%
2021
+19.46%
-6.16%
+8.05%
-2.34%
2020
+19.91%
-7.29%
+11.47%
-8.33%
2019
+33.39%
-2.86%
+16.20%
-1.68%
2018
-6.50%
-9.59%
-3.49%
-5.27%
2017
+19.66%
-0.19%
+11.24%
0.00%
2016
+8.94%
-6.54%
+6.11%
-1.80%
2015
+0.67%
-5.62%
-0.37%
-4.45%
2014
+20.80%
-2.54%
+6.00%
-1.78%
2013
+20.66%
-5.58%
+9.07%
-2.99%
2012
+16.43%
-2.46%
+9.09%
-2.74%
2011
+17.29%
-1.97%
+3.66%
-5.64%