High Yield Bonds Income vs Stocks/Bonds 40/60 Portfolio Comparison

Last Update: 29 February 2024

The High Yield Bonds Income Portfolio obtained a 6.50% compound annual return, with a 8.82% standard deviation, in the last 30 Years.

The Stocks/Bonds 40/60 Portfolio obtained a 7.00% compound annual return, with a 6.99% standard deviation, in the last 30 Years.

Summary

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High Yield Bonds Income Portfolio Stocks/Bonds 40/60 Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 0% 40%
Fixed Income 100% 60%
Commodities 0% 0%
30 Years Stats Return +6.50% +7.00%
Std Dev 8.82% 6.99%
Max Drawdown -23.97% -19.17%
All time Stats
(Since Jan 1985)
Return +7.73% +8.24%
Std Dev 8.21% 7.26%
Max Drawdown -23.97% -19.17%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
High Yield Bonds Income Portfolio -0.33 +5.35 +8.92 +1.94 +2.90 +6.50 +7.73
Stocks/Bonds 40/60 Portfolio +1.32 +6.96 +13.37 +6.01 +5.74 +7.00 +8.24
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

High Yield Bonds Income Portfolio: an investment of 1$, since March 1994, now would be worth 6.62$, with a total return of 561.58% (6.50% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since March 1994, now would be worth 7.61$, with a total return of 661.45% (7.00% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since January 1985, now would be worth 18.46$, with a total return of 1745.99% (7.73% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 1985, now would be worth 22.26$, with a total return of 2126.34% (8.24% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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High Yield Bonds Income Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-19.17% Nov 2007 Feb 2009 (16) Nov 2009 (25) 8.87
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.59% Sep 2000 Sep 2002 (25) May 2003 (33) 4.25
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.25% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.81
-5.42% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.76
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-4.10% Mar 1994 Jun 1994 (4) Jan 1995 (11) 2.30
-3.96% May 2010 Jun 2010 (2) Sep 2010 (5) 2.10

Drawdown comparison chart since January 1985.

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High Yield Bonds Income Portfolio
Stocks/Bonds 40/60 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-19.17% Nov 2007 Feb 2009 (16) Nov 2009 (25) 8.87
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-13.08% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.07
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.59% Sep 2000 Sep 2002 (25) May 2003 (33) 4.25
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-7.89% Aug 1990 Sep 1990 (2) Feb 1991 (7) 4.98
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.63% Mar 1987 Oct 1987 (8) Feb 1988 (12) 4.16
-7.41% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.25% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.81
-5.98% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.72
-5.70% Aug 1990 Sep 1990 (2) Dec 1990 (5) 3.67
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98

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
-0.74%
-0.74%
+1.67%
0.00%
2023
+11.21%
-5.58%
+13.66%
-6.58%
2022
-16.88%
-21.38%
-15.67%
-18.63%
2021
+0.88%
-3.16%
+9.15%
-2.56%
2020
+7.08%
-11.99%
+13.04%
-8.09%
2019
+16.98%
-0.39%
+17.57%
-1.77%
2018
-4.53%
-4.53%
-2.15%
-5.36%
2017
+8.78%
-0.17%
+10.63%
-0.00%
2016
+12.01%
-3.93%
+6.64%
-1.57%
2015
-3.94%
-6.90%
+0.48%
-3.41%
2014
+6.28%
-2.37%
+8.51%
-1.20%
2013
-0.40%
-6.71%
+12.12%
-1.84%
2012
+12.61%
-1.87%
+8.47%
-2.11%
2011
+9.07%
-4.40%
+5.14%
-4.76%
2010
+11.52%
-3.24%
+10.69%
-3.96%
2009
+23.52%
-10.62%
+13.74%
-8.68%
2008
-10.54%
-23.59%
-10.67%
-14.39%
2007
+3.36%
-3.84%
+6.30%
-1.93%
2006
+7.28%
-2.69%
+8.84%
-1.40%
2005
+5.61%
-2.30%
+3.96%
-1.77%
2004
+9.55%
-4.56%
+7.66%
-2.46%
2003
+18.30%
-3.91%
+14.68%
-1.08%
2002
+7.38%
-6.70%
-3.23%
-6.97%
2001
+10.89%
-3.49%
+0.67%
-5.62%
2000
+6.15%
-3.14%
+2.61%
-4.51%
1999
+6.34%
-3.60%
+9.07%
-2.57%
1998
+2.17%
-8.48%
+14.45%
-6.25%
1997
+13.61%
-2.54%
+18.06%
-2.41%
1996
+14.28%
-2.87%
+10.53%
-2.15%
1995
+22.64%
-0.20%
+25.22%
0.00%
1994
-4.27%
-7.41%
-1.66%
-5.98%
1993
+18.58%
-0.44%
+10.06%
-1.23%
1992
+12.00%
-2.11%
+7.93%
-1.27%
1991
+25.88%
0.00%
+22.10%
-1.98%
1990
-0.59%
-7.89%
+2.76%
-5.70%
1989
+8.29%
-0.68%
+19.43%
-1.12%
1988
+11.12%
-1.52%
+11.34%
-1.71%
1987
+0.07%
-7.63%
+1.97%
-13.08%
1986
+15.01%
-0.64%
+14.89%
-4.37%
1985
+21.64%
-1.39%
+25.86%
-1.17%