Last Update: 31 July 2022
The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 17.98% compound annual return, with a 38.19% standard deviation, in the last 10 Years.
The Stocks/Bonds 40/60 Portfolio obtained a 6.46% compound annual return, with a 6.58% standard deviation, in the last 10 Years.
Summary
Stocks/Bonds 40/60 with Bitcoin Portfolio | Stocks/Bonds 40/60 Portfolio | ||
---|---|---|---|
Risk | Medium | Medium | |
Asset Allocation | Stocks | 39% | 40% |
Fixed Income | 59% | 60% | |
Commodities | 2% | 0% | |
10 Years Stats | Return | +17.98% | +6.46% |
Std Dev | 38.19% | 6.58% | |
Max Drawdown | -22.55% | -14.74% |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 2009
1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
---|---|---|---|---|---|---|
Stocks/Bonds 40/60 with Bitcoin Portfolio | +5.13 | -7.65 | -8.88 | +10.57 | +17.98 | +18.57 |
Stocks/Bonds 40/60 Portfolio | +4.95 | -7.11 | -8.29 | +5.79 | +6.46 | +7.38 |
Capital Growth as of Jul 31, 2022
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 5223.13$, with a total return of 422.31% (17.98% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since August 2012, now would be worth 1869.63$, with a total return of 86.96% (6.46% annualized).
Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10106.51$, with a total return of 910.65% (18.57% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1000$, since January 2009, now would be worth 2630.08$, with a total return of 163.01% (7.38% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Stocks/Bonds 40/60 with Bitcoin Portfolio |
Stocks/Bonds 40/60 Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-22.55% | Dec 2013 | Jan 2014 | |||
-15.61% | Nov 2021 | Jun 2022 | |||
-14.74% | Jan 2022 | Jun 2022 | |||
-8.64% | Feb 2020 | Mar 2020 | |||
-8.09% | Feb 2020 | Mar 2020 | |||
-6.33% | May 2013 | Jun 2013 | |||
-5.78% | Sep 2018 | Dec 2018 | |||
-5.36% | Sep 2018 | Dec 2018 | |||
-3.41% | Jun 2015 | Sep 2015 | |||
-2.95% | Feb 2018 | Mar 2018 | |||
-2.87% | Feb 2018 | Apr 2018 | |||
-2.68% | Sep 2021 | Sep 2021 | |||
-2.59% | Sep 2020 | Oct 2020 | |||
-2.56% | Sep 2021 | Sep 2021 | |||
-1.94% | Sep 2020 | Oct 2020 | |||
-1.84% | Aug 2013 | Aug 2013 | |||
-1.77% | May 2019 | May 2019 | |||
-1.61% | May 2013 | Jun 2013 | |||
-1.45% | Oct 2016 | Oct 2016 | |||
-1.23% | Oct 2012 | Oct 2012 |
Drawdown comparison chart since January 2009.
Stocks/Bonds 40/60 with Bitcoin Portfolio |
Stocks/Bonds 40/60 Portfolio |
||||
---|---|---|---|---|---|
Drawdown | Start | Bottom | Drawdown | Start | Bottom |
-41.83% | Jul 2011 | Nov 2011 | |||
-22.55% | Dec 2013 | Jan 2014 | |||
-15.61% | Nov 2021 | Jun 2022 | |||
-14.74% | Jan 2022 | Jun 2022 | |||
-8.68% | Jan 2009 | Feb 2009 | |||
-8.64% | Feb 2020 | Mar 2020 | |||
-8.48% | Jan 2009 | Feb 2009 | |||
-8.09% | Feb 2020 | Mar 2020 | |||
-5.78% | Sep 2018 | Dec 2018 | |||
-5.36% | Sep 2018 | Dec 2018 | |||
-4.76% | Jun 2011 | Sep 2011 | |||
-3.96% | May 2010 | Jun 2010 | |||
-3.85% | May 2010 | Jun 2010 | |||
-3.41% | Jun 2015 | Sep 2015 | |||
-2.95% | Feb 2018 | Mar 2018 | |||
-2.87% | Feb 2018 | Apr 2018 | |||
-2.68% | Sep 2021 | Sep 2021 | |||
-2.59% | Sep 2020 | Oct 2020 | |||
-2.56% | Sep 2021 | Sep 2021 | |||
-2.11% | May 2012 | May 2012 |
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
Year | Stocks/Bonds 40/60 with Bitcoin Portfolio | Stocks/Bonds 40/60 Portfolio |
---|---|---|
2022 |
-11.27% | -10.51% |
2021 |
+10.09% | +9.15% |
2020 |
+18.86% | +13.04% |
2019 |
+19.07% | +17.57% |
2018 |
-3.54% | -2.15% |
2017 |
+35.81% | +10.63% |
2016 |
+8.97% | +6.64% |
2015 |
+1.21% | +0.48% |
2014 |
+7.16% | +8.51% |
2013 |
+135.55% | +12.12% |
2012 |
+11.90% | +8.47% |
2011 |
+34.51% | +5.14% |
2010 |
+17.41% | +10.69% |
2009 |
+13.41% | +13.74% |