Stocks/Bonds 60/40 with Bitcoin vs Stocks/Bonds 60/40 Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 11.08% compound annual return, with a 11.18% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 7.85% compound annual return, with a 10.15% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Stocks/Bonds 60/40 Portfolio
Portfolio Risk High High
Asset Allocation Stocks 59% 60%
Fixed Income 39% 40%
Commodities 2% 0%
10 Years Stats Return +11.08% +7.85%
Std Dev 11.18% 10.15%
Max Drawdown -21.45% -20.69%
All time Stats
(Since Jan 2009)
Return +19.65% +9.56%
Std Dev 33.94% 10.00%
Max Drawdown -42.67% -20.69%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 60/40 with Bitcoin Portfolio +3.46 +11.70 +21.22 +10.63 +11.08 +19.65
Stocks/Bonds 60/40 Portfolio +2.65 +9.22 +18.40 +8.67 +7.85 +9.56
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.86$, with a total return of 186.04% (11.08% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since March 2014, now would be worth 2.13$, with a total return of 112.96% (7.85% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 15.19$, with a total return of 1418.90% (19.65% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 2009, now would be worth 4.00$, with a total return of 299.57% (9.56% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.45% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.74
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-12.82% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.49
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-8.81% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.93
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-5.38% Aug 2015 Sep 2015 (2) Nov 2015 (4) 3.04
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-4.11% Dec 2015 Jan 2016 (2) Mar 2016 (4) 2.46
-4.00% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.53
-3.67% Feb 2018 Apr 2018 (3) Jul 2018 (6) 2.37
-3.54% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.08
-3.41% May 2019 May 2019 (1) Jun 2019 (2) 1.97
-3.35% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.93
-3.24% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.87
-2.88% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.86
-1.81% Sep 2014 Sep 2014 (1) Oct 2014 (2) 1.04
-1.79% May 2019 May 2019 (1) Jun 2019 (2) 1.03
-1.70% Oct 2016 Oct 2016 (1) Dec 2016 (3) 0.85
-1.50% Sep 2014 Sep 2014 (1) Oct 2014 (2) 0.87

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-42.67% Jul 2011 Nov 2011 (5) Oct 2013 (28) 26.48
-22.56% Dec 2013 Jan 2014 (2) Apr 2017 (41) 14.30
-21.45% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.74
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-12.82% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.49
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-11.70% Jan 2009 Feb 2009 (2) May 2009 (5) 6.08
-11.49% Jan 2009 Feb 2009 (2) May 2009 (5) 5.97
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.81% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.93
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-7.13% May 2010 Jun 2010 (2) Sep 2010 (5) 4.20
-7.03% May 2010 Jun 2010 (2) Oct 2010 (6) 3.83
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-4.00% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.53
-3.67% Feb 2018 Apr 2018 (3) Jul 2018 (6) 2.37
-3.54% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.08
-3.54% May 2012 May 2012 (1) Aug 2012 (4) 1.66
-3.41% May 2019 May 2019 (1) Jun 2019 (2) 1.97
-3.35% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.93

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
+4.08%
0.00%
+3.27%
0.00%
2023
+20.55%
-6.70%
+17.79%
-7.47%
2022
-17.90%
-21.45%
-16.95%
-20.69%
2021
+15.60%
-3.35%
+14.66%
-3.24%
2020
+21.52%
-12.82%
+15.70%
-12.29%
2019
+23.43%
-1.79%
+21.94%
-3.41%
2018
-4.56%
-8.81%
-3.17%
-8.38%
2017
+39.33%
-0.27%
+14.15%
0.00%
2016
+11.03%
-3.13%
+8.71%
-2.95%
2015
+1.17%
-5.38%
+0.44%
-5.24%
2014
+8.50%
-1.81%
+9.85%
-1.50%
2013
+142.67%
-21.78%
+19.23%
-2.27%
2012
+14.56%
-3.39%
+11.13%
-3.54%
2011
+33.12%
-42.67%
+3.75%
-9.00%
2010
+19.66%
-7.03%
+12.93%
-7.13%
2009
+18.47%
-11.49%
+18.79%
-11.70%