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 Stocks/Bonds 40/60 ESG Portfolio obtained a 5.16% compound annual return, with a 7.84% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 with Bitcoin Portfolio | Stocks/Bonds 40/60 ESG Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 39% | 40% |
| Fixed Income | 59% | 60% | |
| Commodities | 2% | 0% | |
| 10 Years Stats | Return | +9.25% | +5.16% |
| Std Dev | 8.96% | 7.84% | |
| Max Drawdown | -19.39% | -19.76% | |
| All time Stats (Since Jan 2009) |
Return | +17.41% | +7.66% |
| Std Dev | 34.12% | 8.06% | |
| Max Drawdown | -41.83% | -19.76% | |
| 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 |
| Stocks/Bonds 40/60 ESG Portfolio | +1.63 | +13.46 | +13.29 | +6.34 | +5.16 | +7.66 |
| 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).
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since April 2014, now would be worth 1.65$, with a total return of 65.42% (5.16% annualized).
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since April 2014, now would be worth 1.65$, with a total return of 65.42% (5.16% 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).
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since January 2009, now would be worth 3.08$, with a total return of 208.32% (7.66% annualized).
Stocks/Bonds 40/60 ESG Portfolio: an investment of 1$, since January 2009, now would be worth 3.08$, with a total return of 208.32% (7.66% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin Portfolio
|
Stocks/Bonds 40/60 ESG 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 (27) | 11.75 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -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.
Swipe left to see all data
|
Stocks/Bonds 40/60 with Bitcoin Portfolio
|
Stocks/Bonds 40/60 ESG 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 (27) | 11.75 | |||||
| -19.39% | Nov 2021 | Sep 2022 (11) | Mar 2024 (29) | 10.67 | |||||
| -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.
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% |
+3.47%
|
0.00% |
| 2023 |
+16.42%
|
-5.79% |
+15.57%
|
-6.70% |
| 2022 |
-16.62%
|
-19.39% |
-17.35%
|
-19.76% |
| 2021 |
+10.09%
|
-2.68% |
+9.16%
|
-2.92% |
| 2020 |
+18.86%
|
-8.64% |
+14.57%
|
-6.33% |
| 2019 |
+19.07%
|
-0.26% |
+18.28%
|
-1.73% |
| 2018 |
-3.54%
|
-5.78% |
-6.08%
|
-6.32% |
| 2017 |
+35.81%
|
-0.29% |
+7.47%
|
-0.35% |
| 2016 |
+8.97%
|
-1.74% |
+6.31%
|
-1.90% |
| 2015 |
+1.21%
|
-3.50% |
+0.50%
|
-4.93% |
| 2014 |
+7.16%
|
-1.50% |
+6.76%
|
-2.34% |
| 2013 |
+135.55%
|
-22.50% |
+14.40%
|
-1.89% |
| 2012 |
+11.90%
|
-1.96% |
+12.12%
|
-2.80% |
| 2011 |
+34.51%
|
-41.83% |
+0.56%
|
-10.14% |
| 2010 |
+17.41%
|
-3.85% |
+12.75%
|
-4.31% |
| 2009 |
+13.41%
|
-8.48% |
+25.96%
|
-6.89% |
