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

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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

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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 +8.87
Stocks/Bonds 60/40 with Bitcoin Portfolio -3.81 -0.13 -17.90 +6.32 +18.80 +19.50
(*) 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 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.

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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.

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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.

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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%
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