Last Update: 31 July 2022

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 20.12% compound annual return, with a 37.47% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 8.84% compound annual return, with a 9.01% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 59% 60%
Fixed Income 39% 40%
Commodities 2% 0%
10 Years Stats Return +20.12% +8.84%
Std Dev 37.47% 9.01%
Max Drawdown -22.56% -16.93%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 with Bitcoin Portfolio +6.54 -8.09 -8.61 +12.67 +20.12 +20.72
Stocks/Bonds 60/40 Portfolio +6.34 -7.54 -7.98 +7.96 +8.84 +9.65
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 6255.85$, with a total return of 525.59% (20.12% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since August 2012, now would be worth 2331.92$, with a total return of 133.19% (8.84% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 12913.78$, with a total return of 1191.38% (20.72% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 2009, now would be worth 3493.68$, with a total return of 249.37% (9.65% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-17.79% Jan 2022 Jun 2022
-16.93% Jan 2022 Jun 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
-1.56% Oct 2012 Oct 2012

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 Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-17.79% Jan 2022 Jun 2022
-16.93% Jan 2022 Jun 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 with Bitcoin Portfolio Stocks/Bonds 60/40 Portfolio
2022
-12.42% -11.66%
2021
+15.60% +14.66%
2020
+21.52% +15.70%
2019
+23.43% +21.94%
2018
-4.56% -3.17%
2017
+39.33% +14.15%
2016
+11.03% +8.71%
2015
+1.17% +0.44%
2014
+8.50% +9.85%
2013
+142.67% +19.23%
2012
+14.56% +11.13%
2011
+33.12% +3.75%
2010
+19.66% +12.93%
2009
+18.47% +18.79%
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