Last Update: 31 March 2024
The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.25% compound annual return, with a 8.96% standard deviation, in the last 10 Years.
The iShares Lifepath Fund Portfolio obtained a 4.91% compound annual return, with a 7.64% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 with Bitcoin Portfolio | iShares Lifepath Fund Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 39% | 40.42% |
| Fixed Income | 59% | 59.58% | |
| Commodities | 2% | 0% | |
| 10 Years Stats | Return | +9.25% | +4.91% |
| Std Dev | 8.96% | 7.64% | |
| Max Drawdown | -19.39% | -18.92% | |
| All time Stats (Since Jan 2009) |
Return | +17.41% | +6.36% |
| Std Dev | 34.12% | 7.52% | |
| Max Drawdown | -41.83% | -18.92% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 2009
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 with Bitcoin Portfolio | +2.07 | +15.54 | +14.85 | +8.05 | +9.25 | +17.41 |
| iShares Lifepath Fund Portfolio | +1.69 | +11.40 | +9.79 | +5.01 | +4.91 | +6.36 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since April 2014,
now would be worth 2.42$, with a total return of 142.14%
(9.25% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since April 2014, now would be worth 1.61$, with a total return of 61.44% (4.91% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since April 2014, now would be worth 1.61$, with a total return of 61.44% (4.91% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009,
now would be worth 11.57$, with a total return of 1056.52%
(17.41% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since January 2009, now would be worth 2.56$, with a total return of 156.26% (6.36% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since January 2009, now would be worth 2.56$, with a total return of 156.26% (6.36% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin 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 |
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -18.92% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.78 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -8.33% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -5.27% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.66 | |||||
| -4.45% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.49 | |||||
| -3.50% | Aug 2015 | Sep 2015 (2) | Nov 2015 (4) | 2.04 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.73% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.82 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
| -2.41% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.38 | |||||
| -2.36% | Dec 2015 | Jan 2016 (2) | Mar 2016 (4) | 1.30 | |||||
| -2.34% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.35 | |||||
| -1.94% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.28 | |||||
| -1.80% | Oct 2016 | Nov 2016 (2) | Jan 2017 (4) | 1.07 | |||||
| -1.78% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.92 | |||||
| -1.68% | May 2019 | May 2019 (1) | Jun 2019 (2) | 0.97 | |||||
| -1.50% | Sep 2014 | Sep 2014 (1) | Nov 2014 (3) | 0.75 | |||||
| -1.16% | Jun 2015 | Jun 2015 (1) | Jul 2015 (2) | 0.67 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin 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 |
| -41.83% | Jul 2011 | Nov 2011 (5) | Oct 2013 (28) | 26.75 | |||||
| -22.55% | Dec 2013 | Jan 2014 (2) | Jul 2017 (44) | 15.16 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -18.92% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.78 | |||||
| -9.43% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 4.97 | |||||
| -8.64% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 4.14 | |||||
| -8.48% | Jan 2009 | Feb 2009 (2) | May 2009 (5) | 4.46 | |||||
| -8.33% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -5.78% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.83 | |||||
| -5.64% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.15 | |||||
| -5.27% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.66 | |||||
| -4.45% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.49 | |||||
| -3.85% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.04 | |||||
| -3.83% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.07 | |||||
| -2.99% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.60 | |||||
| -2.95% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.84 | |||||
| -2.74% | May 2012 | May 2012 (1) | Jul 2012 (3) | 1.44 | |||||
| -2.73% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.82 | |||||
| -2.68% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.55 | |||||
| -2.41% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.38 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.60%
|
0.00% |
+2.58%
|
-0.08% |
| 2023 |
+16.42%
|
-5.79% |
+11.93%
|
-6.77% |
| 2022 |
-16.62%
|
-19.39% |
-15.14%
|
-18.92% |
| 2021 |
+10.09%
|
-2.68% |
+8.05%
|
-2.34% |
| 2020 |
+18.86%
|
-8.64% |
+11.47%
|
-8.33% |
| 2019 |
+19.07%
|
-0.26% |
+16.20%
|
-1.68% |
| 2018 |
-3.54%
|
-5.78% |
-3.49%
|
-5.27% |
| 2017 |
+35.81%
|
-0.29% |
+11.24%
|
0.00% |
| 2016 |
+8.97%
|
-1.74% |
+6.11%
|
-1.80% |
| 2015 |
+1.21%
|
-3.50% |
-0.37%
|
-4.45% |
| 2014 |
+7.16%
|
-1.50% |
+6.00%
|
-1.78% |
| 2013 |
+135.55%
|
-22.50% |
+9.07%
|
-2.99% |
| 2012 |
+11.90%
|
-1.96% |
+9.09%
|
-2.74% |
| 2011 |
+34.51%
|
-41.83% |
+3.66%
|
-5.64% |
| 2010 |
+17.41%
|
-3.85% |
+10.07%
|
-3.83% |
| 2009 |
+13.41%
|
-8.48% |
+15.04%
|
-9.43% |
