Last Update: 31 December 2022

The Stocks/Bonds 60/40 Portfolio obtained a 7.82% compound annual return, with a 9.65% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 12.60% compound annual return, with a 17.91% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
10 Years Stats Return +7.82% +12.60%
Std Dev 9.65% 17.91%
Max Drawdown -20.69% -39.53%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 Portfolio -3.80 -0.03 -16.95 +5.40 +7.82 +8.21
Stocks/Bonds 60/40 2x Leveraged Portfolio -8.36 -5.99 -35.46 +6.15 +12.60 +14.04
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 2013, now would be worth 2123.44$, with a total return of 112.34% (7.82% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since January 2013, now would be worth 3276.91$, with a total return of 227.69% (12.60% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since March 2010, now would be worth 2752.77$, with a total return of 175.28% (8.21% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 5396.69$, with a total return of 439.67% (14.04% annualized).

Drawdowns

Drawdown comparison chart since December 2012.

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Stocks/Bonds 60/40 Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.53% Jan 2022 Sep 2022
-20.69% Jan 2022 Sep 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-12.29% Feb 2020 Mar 2020
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-8.38% Sep 2018 Dec 2018
-8.27% Sep 2020 Oct 2020
-7.42% Sep 2021 Sep 2021
-6.52% May 2019 May 2019
-5.24% Jun 2015 Sep 2015
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-3.81% Jun 2013 Jun 2013
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.41% May 2019 May 2019
-3.24% Sep 2021 Sep 2021
-2.67% Sep 2014 Sep 2014

Drawdown comparison chart since March 2010.

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Stocks/Bonds 60/40 Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.53% Jan 2022 Sep 2022
-20.69% Jan 2022 Sep 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-12.29% Feb 2020 Mar 2020
-11.64% May 2010 Jun 2010
-11.21% Jun 2011 Sep 2011
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.27% Sep 2020 Oct 2020
-7.42% Sep 2021 Sep 2021
-7.20% May 2010 Jun 2010
-6.52% May 2019 May 2019
-5.28% May 2012 May 2012
-5.24% Jun 2015 Sep 2015
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-3.81% Jun 2013 Jun 2013

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Stocks/Bonds 60/40 Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
2022
-16.95% -35.46%
2021
+14.66% +33.12%
2020
+15.70% +20.45%
2019
+21.94% +43.41%
2018
-3.17% -9.21%
2017
+14.15% +27.89%
2016
+8.71% +13.14%
2015
+0.44% +0.05%
2014
+9.85% +22.38%
2013
+19.23% +37.26%
2012
+11.13% +21.30%
2011
+3.75% +10.55%
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