Stocks/Bonds 40/60 ESG vs Stocks/Bonds 40/60 with Bitcoin Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 ESG Portfolio obtained a 4.96% compound annual return, with a 7.84% standard deviation, in the last 10 Years.

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.01% compound annual return, with a 8.96% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 ESG Portfolio Stocks/Bonds 40/60 with Bitcoin Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 39%
Fixed Income 60% 59%
Commodities 0% 2%
10 Years Stats Return +4.96% +9.01%
Std Dev 7.84% 8.96%
Max Drawdown -19.76% -19.39%
All time Stats
(Since Jan 2009)
Return +7.59% +17.36%
Std Dev 8.08% 34.21%
Max Drawdown -19.76% -41.83%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 ESG Portfolio +1.48 +7.60 +14.81 +6.40 +4.96 +7.59
Stocks/Bonds 40/60 with Bitcoin Portfolio +2.13 +9.47 +16.18 +8.00 +9.01 +17.36
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since March 2014, now would be worth 1.62$, with a total return of 62.26% (4.96% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.37$, with a total return of 136.86% (9.01% annualized).

Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since January 2009, now would be worth 3.03$, with a total return of 203.37% (7.59% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.33$, with a total return of 1033.08% (17.36% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 40/60 ESG Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-19.76% Jan 2022 Sep 2022 (9) In progress (26) 11.97
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-6.33% Feb 2020 Mar 2020 (2) May 2020 (4) 3.01
-6.32% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.03
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-5.47% Jun 2015 Jan 2016 (8) Apr 2016 (11) 3.06
-3.50% Aug 2015 Sep 2015 (2) Nov 2015 (4) 2.04
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.92% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.69
-2.83% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.64
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.36% Dec 2015 Jan 2016 (2) Mar 2016 (4) 1.30
-2.34% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.24
-1.94% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.28
-1.78% Jul 2014 Jul 2014 (1) Aug 2014 (2) 1.03
-1.73% May 2019 May 2019 (1) Jun 2019 (2) 1.00
-1.50% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.75
-1.33% Sep 2016 Oct 2016 (2) Jan 2017 (5) 0.77
-1.16% Jun 2015 Jun 2015 (1) Jul 2015 (2) 0.67

Drawdown comparison chart since January 2009.

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Stocks/Bonds 40/60 ESG Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.83% Jul 2011 Nov 2011 (5) Oct 2013 (28) 26.75
-22.55% Dec 2013 Jan 2014 (2) Jul 2017 (44) 15.16
-19.76% Jan 2022 Sep 2022 (9) In progress (26) 11.97
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-10.14% May 2011 Sep 2011 (5) Feb 2012 (10) 4.68
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-8.48% Jan 2009 Feb 2009 (2) May 2009 (5) 4.46
-6.89% Jan 2009 Feb 2009 (2) Apr 2009 (4) 3.42
-6.33% Feb 2020 Mar 2020 (2) May 2020 (4) 3.01
-6.32% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.03
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-5.47% Jun 2015 Jan 2016 (8) Apr 2016 (11) 3.06
-4.31% May 2010 Jun 2010 (2) Sep 2010 (5) 2.40
-3.85% May 2010 Jun 2010 (2) Sep 2010 (5) 2.04
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.92% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.69
-2.83% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.64
-2.80% Apr 2012 May 2012 (2) Jul 2012 (4) 1.33
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.34% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.24

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
+1.81%
0.00%
+2.48%
0.00%
2023
+15.57%
-6.70%
+16.42%
-5.79%
2022
-17.35%
-19.76%
-16.62%
-19.39%
2021
+9.16%
-2.92%
+10.09%
-2.68%
2020
+14.57%
-6.33%
+18.86%
-8.64%
2019
+18.28%
-1.73%
+19.07%
-0.26%
2018
-6.08%
-6.32%
-3.54%
-5.78%
2017
+7.47%
-0.35%
+35.81%
-0.29%
2016
+6.31%
-1.90%
+8.97%
-1.74%
2015
+0.50%
-4.93%
+1.21%
-3.50%
2014
+6.76%
-2.34%
+7.16%
-1.50%
2013
+14.40%
-1.89%
+135.55%
-22.50%
2012
+12.12%
-2.80%
+11.90%
-1.96%
2011
+0.56%
-10.14%
+34.51%
-41.83%
2010
+12.75%
-4.31%
+17.41%
-3.85%
2009
+25.96%
-6.89%
+13.41%
-8.48%