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
| 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
| 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 |
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.
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.
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.
| 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% |