Last Update: 31 December 2022

The Stocks/Bonds 60/40 Portfolio obtained a 7.87% compound annual return, with a 9.40% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.43% compound annual return, with a 11.53% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 60% 71%
Fixed Income 40% 29%
Commodities 0% 0%
30 Years Stats Return +7.87% +8.43%
Std Dev 9.40% 11.53%
Max Drawdown -30.55% -41.80%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Stocks/Bonds 60/40 Portfolio -3.80 -0.03 -16.95 +5.40 +7.82 +7.87 +9.10
Burton Malkiel Late Sixties and Beyond Portfolio -3.14 +0.80 -16.23 +4.17 +6.46 +8.43 +9.66
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1993, now would be worth 9710.81$, with a total return of 871.08% (7.87% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1993, now would be worth 11339.88$, with a total return of 1033.99% (8.43% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 27360.45$, with a total return of 2636.04% (9.10% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 33280.93$, with a total return of 3228.09% (9.66% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Stocks/Bonds 60/40 Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-13.38% May 2011 Sep 2011
-12.29% Feb 2020 Mar 2020
-12.20% May 2002 Sep 2002
-10.18% Jul 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.47% Feb 1994 Jun 1994
-6.12% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Stocks/Bonds 60/40 Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-30.55% Nov 2007 Feb 2009
-22.44% Jan 2022 Sep 2022
-21.56% Sep 2000 Sep 2002
-20.69% Jan 2022 Sep 2022
-19.17% Sep 1987 Nov 1987
-19.08% Sep 1987 Nov 1987
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-13.63% Aug 1990 Sep 1990
-13.38% May 2011 Sep 2011
-12.29% Feb 2020 Mar 2020
-12.20% May 2002 Sep 2002
-10.18% Jul 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-9.00% May 2011 Sep 2011
-8.52% Jul 1990 Oct 1990
-8.38% Sep 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Stocks/Bonds 60/40 Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-16.95% -16.23%
2021
+14.66% +15.40%
2020
+15.70% +10.03%
2019
+21.94% +22.55%
2018
-3.17% -5.90%
2017
+14.15% +16.49%
2016
+8.71% +8.48%
2015
+0.44% -1.63%
2014
+9.85% +9.01%
2013
+19.23% +12.49%
2012
+11.13% +14.20%
2011
+3.75% +1.01%
2010
+12.93% +14.47%
2009
+18.79% +25.30%
2008
-19.44% -26.02%
2007
+5.99% +5.18%
2006
+11.12% +20.06%
2005
+4.74% +9.86%
2004
+9.37% +14.78%
2003
+20.04% +29.73%
2002
-8.98% -5.70%
2001
-3.21% +5.85%
2000
-1.79% +2.46%
1999
+13.98% +12.48%
1998
+17.39% +5.92%
1997
+22.37% +15.13%
1996
+14.01% +18.95%
1995
+28.74% +20.20%
1994
-1.16% -3.17%
1993
+10.25% +23.51%
1992
+8.32% +4.84%
1991
+25.53% +33.86%
1990
-0.19% -5.42%
1989
+22.33% +26.07%
1988
+13.33% +16.73%
1987
+2.18% -0.94%
1986
+14.79% +18.93%
1985
+27.66% +27.52%
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