Data Source: from January 2011 to June 2026
Consolidated Returns as of 30 June 2026

Managing the All Country World 40/60 with Bitcoin Portfolio with a yearly rebalancing, you would have obtained a 56.01% compound annual return in the last 10 Years.

With a quarterly rebalancing, over the same period, the return would have been 6.91%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the All Country World 40/60 with Bitcoin Portfolio guaranteed the following returns.

ALL COUNTRY WORLD 40/60 WITH BITCOIN PORTFOLIO RETURNS
Period: January 2011 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y MAX
(~16Y)
No Rebalancing -43.54 (0) 12.38 (0) 56.01 (0) 74.06 (0)
Yearly Rebalancing 10.48 (1) 4.80 (5) 8.20 (10) 15.53 (16)
Half Yearly Rebalancing 10.44 (2) 4.47 (10) 6.91 (20) 13.90 (31)
Quarterly Rebalancing 10.37 (4) 4.49 (20) 6.69 (40) 11.03 (62)
5% Tolerance per asset 10.97 (1) 4.55 (3) 6.30 (6) 10.80 (12)
10% Tolerance per asset 11.02 (0) 4.61 (1) 7.26 (3) 13.40 (6)

In order to have complete information about the portfolio, please refer to the All Country World 40/60 with Bitcoin Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of All Country World 40/60 with Bitcoin Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD 40/60 WITH BITCOIN PORTFOLIO PERFORMANCES
Period: January 2011 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 74.06 (0) 136.00 0.54 -75.69 0.98
Yearly Rebalancing 15.53 (16) 34.11 0.46 -39.48 0.39
Half Yearly Rebalancing 13.90 (31) 14.61 0.95 -12.90 1.08
Quarterly Rebalancing 11.03 (62) 10.02 1.10 -12.84 0.86
5% Tolerance per asset 10.80 (12) 10.18 1.06 -12.62 0.86
10% Tolerance per asset 13.40 (6) 16.60 0.81 -12.70 1.06
(*) Since Jan 2011 (~16 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of All Country World 40/60 with Bitcoin Portfolio, after implementing different rebalancing strategies.

ALL COUNTRY WORLD 40/60 WITH BITCOIN PORTFOLIO DRAWDOWNS
Period: January 2011 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-75.69
Dec 2013 - Dec 2016
-39.48
Jul 2011 - Oct 2013
-12.90
Jan 2022 - Mar 2024
-12.84
Jan 2022 - Mar 2024
-12.62
Jan 2022 - Mar 2024
-12.70
Jan 2022 - Mar 2024
-74.30
Jan 2018 - Oct 2020
-23.97
Dec 2013 - Jul 2016
-8.38
Feb 2020 - Nov 2020
-8.38
Feb 2020 - Nov 2020
-8.62
Feb 2020 - Nov 2020
-8.62
Feb 2020 - Nov 2020
-70.90
Nov 2021 - Feb 2024
-12.85
Jan 2022 - Feb 2024
-8.30
Dec 2013 - Aug 2014
-7.80
Feb 2025 - May 2026
-8.12
Feb 2025 - May 2026
-7.84
Apr 2015 - Jun 2016
-49.36
Aug 2025 - In progress
-8.38
Feb 2020 - Nov 2020
-7.80
Feb 2025 - May 2026
-7.57
Apr 2015 - Nov 2015
-7.84
Apr 2015 - Jun 2016
-7.80
Feb 2025 - May 2026
-41.16
Apr 2021 - Oct 2021
-7.80
Feb 2025 - May 2026
-7.60
Apr 2015 - Nov 2015
-6.61
Dec 2013 - Jul 2014
-4.29
Sep 2018 - Feb 2019
-5.15
Jul 2011 - Dec 2011
5 Worst Drawdowns - Average
-62.28 -18.50 -9.00 -8.64 -8.30 -8.42
10 Worst Drawdowns - Average
-42.67 -10.69 -6.73 -6.16 -5.60 -5.93

For a deeper insight, please refer to the All Country World 40/60 with Bitcoin Portfolio: ETF allocation and returns page.