Stocks/Bonds 60/40 vs Ted Aronson Family Taxable Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 60/40 Portfolio obtained a 8.22% compound annual return, with a 9.62% standard deviation, in the last 30 Years.

The Ted Aronson Family Taxable Portfolio obtained a 7.56% compound annual return, with a 11.63% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Ted Aronson Family Taxable Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 70%
Fixed Income 40% 30%
Commodities 0% 0%
30 Years Stats Return +8.22% +7.56%
Std Dev 9.62% 11.63%
Max Drawdown -30.55% -38.46%
All time Stats
(Since Jan 1985)
Return +9.36% +9.81%
Std Dev 9.82% 11.97%
Max Drawdown -30.55% -38.46%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 60/40 Portfolio +2.65 +9.22 +18.40 +8.67 +7.85 +8.22 +9.36
Ted Aronson Family Taxable Portfolio +2.42 +7.02 +11.34 +6.06 +6.10 +7.56 +9.81
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 10.68$, with a total return of 968.39% (8.22% annualized).

Ted Aronson Family Taxable Portfolio: an investment of 1$, since March 1994, now would be worth 8.89$, with a total return of 789.11% (7.56% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 33.28$, with a total return of 3228.44% (9.36% annualized).

Ted Aronson Family Taxable Portfolio: an investment of 1$, since January 1985, now would be worth 39.08$, with a total return of 3808.16% (9.81% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Stocks/Bonds 60/40 Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-38.46% Nov 2007 Feb 2009 (16) Dec 2010 (38) 16.77
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-23.76% Jan 2022 Sep 2022 (9) In progress (26) 13.33
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-19.15% Apr 2000 Sep 2002 (30) Oct 2003 (43) 10.85
-15.50% Jan 2020 Mar 2020 (3) Aug 2020 (8) 6.80
-14.91% May 1998 Aug 1998 (4) Dec 1998 (8) 6.98
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-11.35% May 2011 Sep 2011 (5) Jan 2012 (9) 4.85
-11.15% Sep 2018 Dec 2018 (4) Sep 2019 (13) 4.60
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.47% May 2015 Jan 2016 (9) Jul 2016 (15) 5.16
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-5.47% Mar 1994 Mar 1994 (1) Aug 1994 (6) 3.55
-5.35% Apr 2000 May 2000 (2) Aug 2000 (5) 2.94
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-5.12% Apr 2012 May 2012 (2) Aug 2012 (5) 2.28
-4.83% Sep 1994 Jan 1995 (5) Apr 1995 (8) 2.87

Drawdown comparison chart since January 1985.

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Stocks/Bonds 60/40 Portfolio
Ted Aronson Family Taxable Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-38.46% Nov 2007 Feb 2009 (16) Dec 2010 (38) 16.77
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-23.76% Jan 2022 Sep 2022 (9) In progress (26) 13.33
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-19.80% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.15
-19.17% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.40
-19.15% Apr 2000 Sep 2002 (30) Oct 2003 (43) 10.85
-16.23% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.87
-15.50% Jan 2020 Mar 2020 (3) Aug 2020 (8) 6.80
-14.91% May 1998 Aug 1998 (4) Dec 1998 (8) 6.98
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-11.35% May 2011 Sep 2011 (5) Jan 2012 (9) 4.85
-11.15% Sep 2018 Dec 2018 (4) Sep 2019 (13) 4.60
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.47% May 2015 Jan 2016 (9) Jul 2016 (15) 5.16
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.52% Jul 1990 Oct 1990 (4) Jan 1991 (7) 5.05
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-8.05% Feb 1994 Mar 1994 (2) Apr 1995 (15) 5.21

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+3.27%
0.00%
+1.10%
-1.29%
2023
+17.79%
-7.47%
+14.12%
-10.26%
2022
-16.95%
-20.69%
-17.99%
-23.76%
2021
+14.66%
-3.24%
+11.93%
-2.70%
2020
+15.70%
-12.29%
+14.59%
-15.50%
2019
+21.94%
-3.41%
+19.91%
-4.16%
2018
-3.17%
-8.38%
-7.55%
-11.15%
2017
+14.15%
0.00%
+18.03%
0.00%
2016
+8.71%
-2.95%
+11.10%
-3.28%
2015
+0.44%
-5.24%
-2.35%
-8.94%
2014
+9.85%
-1.50%
+5.69%
-3.72%
2013
+19.23%
-2.27%
+16.00%
-3.60%
2012
+11.13%
-3.54%
+13.70%
-5.12%
2011
+3.75%
-9.00%
+1.62%
-11.35%
2010
+12.93%
-7.13%
+15.27%
-7.89%
2009
+18.79%
-11.70%
+22.79%
-16.25%
2008
-19.44%
-22.19%
-23.35%
-29.03%
2007
+5.99%
-3.07%
+8.73%
-4.14%
2006
+11.12%
-2.03%
+13.15%
-3.87%
2005
+4.74%
-2.34%
+11.21%
-3.74%
2004
+9.37%
-2.68%
+15.55%
-4.55%
2003
+20.04%
-1.99%
+29.19%
-3.01%
2002
-8.98%
-13.74%
-6.02%
-12.97%
2001
-3.21%
-11.68%
-4.75%
-14.72%
2000
-1.79%
-8.27%
-3.43%
-9.39%
1999
+13.98%
-3.76%
+21.96%
-3.52%
1998
+17.39%
-10.18%
+8.20%
-14.91%
1997
+22.37%
-3.12%
+11.05%
-4.65%
1996
+14.01%
-3.33%
+9.90%
-4.53%
1995
+28.74%
-0.20%
+22.30%
-1.48%
1994
-1.16%
-6.47%
-1.76%
-8.05%
1993
+10.25%
-1.36%
+27.27%
-4.14%
1992
+8.32%
-1.65%
+4.09%
-3.41%
1991
+25.53%
-2.86%
+34.68%
-4.22%
1990
-0.19%
-8.52%
-8.23%
-16.23%
1989
+22.33%
-1.36%
+26.56%
-2.22%
1988
+13.33%
-2.24%
+19.56%
-3.39%
1987
+2.18%
-19.17%
+1.58%
-19.80%
1986
+14.79%
-5.58%
+27.86%
-4.58%
1985
+27.66%
-2.15%
+34.27%
-2.36%