Data Source: from January 1800 to June 2026
Consolidated Returns as of 30 June 2026

Managing the US Stocks/Bonds 40/60 To GBP Portfolio with a yearly rebalancing, you would have obtained a 10.86% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 7.39%.

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 US Stocks/Bonds 40/60 To GBP Portfolio guaranteed the following returns.

US STOCKS/BONDS 40/60 TO GBP PORTFOLIO RETURNS
Period: January 1800 - 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 30Y MAX
(~227Y)
No Rebalancing 25.67 (0) 13.44 (0) 15.19 (0) 10.86 (0) 8.66 (0)
Yearly Rebalancing 14.47 (1) 6.05 (5) 7.07 (10) 7.51 (30) 7.28 (227)
Half Yearly Rebalancing 14.44 (2) 5.90 (10) 7.03 (20) 7.39 (60) 7.29 (453)
Quarterly Rebalancing 14.66 (4) 5.95 (20) 7.10 (40) 7.49 (120) 7.31 (906)
5% Tolerance per asset 14.73 (1) 5.99 (3) 7.11 (6) 7.59 (23) 7.32 (112)
10% Tolerance per asset 15.28 (0) 6.37 (1) 7.46 (3) 7.72 (8) 7.38 (36)

In order to have complete information about the portfolio, please refer to the US Stocks/Bonds 40/60 To GBP Portfolio: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of US Stocks/Bonds 40/60 To GBP Portfolio, after implementing different rebalancing strategies.

US STOCKS/BONDS 40/60 TO GBP PORTFOLIO PERFORMANCES
Period: January 1800 - 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 8.66 (0) 12.88 0.67 -73.27 0.12
Yearly Rebalancing 7.28 (227) 7.87 0.92 -27.94 0.26
Half Yearly Rebalancing 7.29 (453) 7.92 0.92 -27.68 0.26
Quarterly Rebalancing 7.31 (906) 7.94 0.92 -29.28 0.25
5% Tolerance per asset 7.32 (112) 7.95 0.92 -30.84 0.24
10% Tolerance per asset 7.38 (36) 8.06 0.92 -28.88 0.26
(*) Since Jan 1800 (~227 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of US Stocks/Bonds 40/60 To GBP Portfolio, after implementing different rebalancing strategies.

US STOCKS/BONDS 40/60 TO GBP PORTFOLIO DRAWDOWNS
Period: January 1800 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-73.27
Sep 1929 - Mar 1943
-27.94
Sep 1929 - Oct 1935
-27.68
Sep 1931 - Jun 1935
-29.28
Sep 1931 - Jun 1933
-30.84
Sep 1931 - Jul 1935
-28.88
Sep 1931 - Jul 1935
-48.10
Sep 2000 - Dec 2010
-25.25
Jan 1839 - Jun 1843
-24.90
Jan 1839 - Jun 1843
-24.76
Feb 1813 - Feb 1817
-24.81
Feb 1813 - Feb 1817
-25.74
Jan 1839 - Jun 1843
-45.07
Jan 1973 - Jan 1976
-24.67
Feb 1813 - Feb 1817
-24.71
Feb 1813 - Feb 1817
-24.61
Jan 1839 - Jun 1843
-24.30
Jan 1839 - Jun 1843
-24.81
Feb 1813 - Feb 1817
-36.85
Sep 1987 - May 1989
-23.81
Dec 1986 - Apr 1989
-22.60
Dec 1986 - Apr 1989
-22.22
Dec 1986 - Apr 1989
-22.96
Dec 1986 - Apr 1989
-21.84
Mar 1937 - Dec 1938
-30.49
Sep 1989 - May 1991
-20.50
Dec 1989 - Mar 1991
-20.54
Dec 1989 - Mar 1991
-20.63
Dec 1989 - Mar 1991
-20.63
Dec 1989 - Mar 1991
-21.64
Aug 1987 - Mar 1989
5 Worst Drawdowns - Average
-46.76 -24.43 -24.09 -24.30 -24.71 -24.58
10 Worst Drawdowns - Average
-36.22 -21.48 -21.49 -21.59 -21.74 -21.64

For a deeper insight, please refer to the US Stocks/Bonds 40/60 To GBP Portfolio: ETF allocation and returns page.