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 with Bitcoin Portfolio obtained a 18.80% compound annual return, with a 37.65% standard deviation, in the last 10 Years.
Summary
| Stocks/Bonds 60/40 Portfolio | Stocks/Bonds 60/40 with Bitcoin Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 59% |
| Fixed Income | 40% | 39% | |
| Commodities | 0% | 2% | |
| 10 Years Stats | Return | +7.82% | +18.80% |
| Std Dev | 9.65% | 37.65% | |
| Max Drawdown | -20.69% | -22.56% | |
Last Update: 31 December 2022
Historical Returns as of Dec 31, 2022
Comparison period starts from January 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 Portfolio | -3.80 | -0.03 | -16.95 | +5.40 | +7.82 | +8.87 |
| Stocks/Bonds 60/40 with Bitcoin Portfolio | -3.81 | -0.13 | -17.90 | +6.32 | +18.80 | +19.50 |
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 with Bitcoin Portfolio: an investment of 1000$, since January 2013, now would be worth 5599.99$, with a total return of 460.00% (18.80% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 2009, now would be worth 3284.55$, with a total return of 228.46% (8.87% annualized).
Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 12105.77$, with a total return of 1110.58% (19.50% annualized).
Drawdowns
Drawdown comparison chart since December 2012.
Stocks/Bonds 60/40 Portfolio |
Stocks/Bonds 60/40 with Bitcoin Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -22.56% | Dec 2013 | Jan 2014 | |||
| -21.45% | Jan 2022 | Sep 2022 | |||
| -20.69% | Jan 2022 | Sep 2022 | |||
| -12.82% | Feb 2020 | Mar 2020 | |||
| -12.29% | Feb 2020 | Mar 2020 | |||
| -8.81% | Sep 2018 | Dec 2018 | |||
| -8.38% | Sep 2018 | Dec 2018 | |||
| -5.47% | May 2013 | Jun 2013 | |||
| -5.24% | Jun 2015 | Sep 2015 | |||
| -4.00% | Feb 2018 | Mar 2018 | |||
| -3.67% | Feb 2018 | Apr 2018 | |||
| -3.54% | Sep 2020 | Oct 2020 | |||
| -3.41% | May 2019 | May 2019 | |||
| -3.35% | Sep 2021 | Sep 2021 | |||
| -3.24% | Sep 2021 | Sep 2021 | |||
| -2.88% | Sep 2020 | Oct 2020 | |||
| -2.27% | Aug 2013 | Aug 2013 | |||
| -1.79% | May 2019 | May 2019 | |||
| -1.70% | Oct 2016 | Oct 2016 | |||
| -1.51% | Jun 2013 | Jun 2013 | |||
Drawdown comparison chart since January 2009.
Stocks/Bonds 60/40 Portfolio |
Stocks/Bonds 60/40 with Bitcoin Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -42.67% | Jul 2011 | Nov 2011 | |||
| -22.56% | Dec 2013 | Jan 2014 | |||
| -21.45% | Jan 2022 | Sep 2022 | |||
| -20.69% | Jan 2022 | Sep 2022 | |||
| -12.82% | Feb 2020 | Mar 2020 | |||
| -12.29% | Feb 2020 | Mar 2020 | |||
| -11.70% | Jan 2009 | Feb 2009 | |||
| -11.49% | Jan 2009 | Feb 2009 | |||
| -9.00% | May 2011 | Sep 2011 | |||
| -8.81% | Sep 2018 | Dec 2018 | |||
| -8.38% | Sep 2018 | Dec 2018 | |||
| -7.13% | May 2010 | Jun 2010 | |||
| -7.03% | May 2010 | Jun 2010 | |||
| -5.24% | Jun 2015 | Sep 2015 | |||
| -4.00% | Feb 2018 | Mar 2018 | |||
| -3.67% | Feb 2018 | Apr 2018 | |||
| -3.54% | Sep 2020 | Oct 2020 | |||
| -3.54% | May 2012 | May 2012 | |||
| -3.41% | May 2019 | May 2019 | |||
| -3.35% | Sep 2021 | Sep 2021 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
| Year | Stocks/Bonds 60/40 Portfolio | Stocks/Bonds 60/40 with Bitcoin Portfolio |
|---|---|---|
| 2022 |
-16.95% | -17.90% |
| 2021 |
+14.66% | +15.60% |
| 2020 |
+15.70% | +21.52% |
| 2019 |
+21.94% | +23.43% |
| 2018 |
-3.17% | -4.56% |
| 2017 |
+14.15% | +39.33% |
| 2016 |
+8.71% | +11.03% |
| 2015 |
+0.44% | +1.17% |
| 2014 |
+9.85% | +8.50% |
| 2013 |
+19.23% | +142.67% |
| 2012 |
+11.13% | +14.56% |
| 2011 |
+3.75% | +33.12% |
| 2010 |
+12.93% | +19.66% |
| 2009 |
+18.79% | +18.47% |