Last Update: 31 March 2024
The Stocks/Bonds 40/60 Portfolio obtained a 5.91% compound annual return, with a 7.77% standard deviation, in the last 10 Years.
The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.43% compound annual return, with a 14.64% standard deviation, in the last 10 Years.
Summary
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| Stocks/Bonds 40/60 Portfolio | Stocks/Bonds 40/60 2x Leveraged Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 60% | 60% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +5.91% | +8.43% |
| Std Dev | 7.77% | 14.64% | |
| Max Drawdown | -18.63% | -36.46% | |
| All time Stats (Since Mar 2010) |
Return | +6.84% | +11.48% |
| Std Dev | 7.18% | 13.27% | |
| Max Drawdown | -18.63% | -36.46% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from March 2010
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Stocks/Bonds 40/60 Portfolio | +1.71 | +12.72 | +12.29 | +6.01 | +5.91 | +6.84 |
| Stocks/Bonds 40/60 2x Leveraged Portfolio | +3.56 | +22.47 | +14.99 | +6.83 | +8.43 | +11.48 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since April 2014,
now would be worth 1.78$, with a total return of 77.53%
(5.91% annualized).
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since April 2014, now would be worth 2.25$, with a total return of 124.72% (8.43% annualized).
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since April 2014, now would be worth 2.25$, with a total return of 124.72% (8.43% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since March 2010,
now would be worth 2.54$, with a total return of 154.06%
(6.84% annualized).
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.62$, with a total return of 362.33% (11.48% annualized).
Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.62$, with a total return of 362.33% (11.48% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Stocks/Bonds 40/60 Portfolio
|
Stocks/Bonds 40/60 2x Leveraged Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.46% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.55 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -9.59% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.96 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -7.29% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.46 | |||||
| -7.11% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 4.21 | |||||
| -6.54% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 3.58 | |||||
| -6.16% | Sep 2021 | Sep 2021 (1) | Nov 2021 (3) | 3.08 | |||||
| -6.13% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.32 | |||||
| -5.62% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.68 | |||||
| -5.36% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.59 | |||||
| -3.41% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 1.86 | |||||
| -2.97% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 1.88 | |||||
| -2.87% | Feb 2018 | Apr 2018 (3) | Jul 2018 (6) | 1.80 | |||||
| -2.86% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.65 | |||||
| -2.59% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.49 | |||||
| -2.56% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.48 | |||||
| -2.54% | Sep 2014 | Sep 2014 (1) | Oct 2014 (2) | 1.47 | |||||
| -1.77% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.02 | |||||
| -1.51% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 0.87 | |||||
Drawdown comparison chart since March 2010.
Swipe left to see all data
|
Stocks/Bonds 40/60 Portfolio
|
Stocks/Bonds 40/60 2x Leveraged Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.46% | Jan 2022 | Sep 2022 (9) | In progress (27) | 25.55 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -9.59% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 4.96 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -7.29% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.46 | |||||
| -7.11% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 4.21 | |||||
| -6.54% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 3.58 | |||||
| -6.16% | Sep 2021 | Sep 2021 (1) | Nov 2021 (3) | 3.08 | |||||
| -6.13% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.32 | |||||
| -5.62% | Mar 2015 | Sep 2015 (7) | Mar 2016 (13) | 2.68 | |||||
| -5.58% | May 2013 | Aug 2013 (4) | Oct 2013 (6) | 3.04 | |||||
| -5.36% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.59 | |||||
| -4.76% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.98 | |||||
| -4.27% | May 2010 | Jun 2010 (2) | Jul 2010 (3) | 2.87 | |||||
| -4.03% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.15 | |||||
| -3.41% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 1.86 | |||||
| -2.97% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 1.88 | |||||
| -2.87% | Feb 2018 | Apr 2018 (3) | Jul 2018 (6) | 1.80 | |||||
| -2.86% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.65 | |||||
| -2.59% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.49 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.41%
|
0.00% |
+5.22%
|
0.00% |
| 2023 |
+13.66%
|
-6.58% |
+18.74%
|
-14.99% |
| 2022 |
-15.67%
|
-18.63% |
-33.70%
|
-36.46% |
| 2021 |
+9.15%
|
-2.56% |
+19.46%
|
-6.16% |
| 2020 |
+13.04%
|
-8.09% |
+19.91%
|
-7.29% |
| 2019 |
+17.57%
|
-1.77% |
+33.39%
|
-2.86% |
| 2018 |
-2.15%
|
-5.36% |
-6.50%
|
-9.59% |
| 2017 |
+10.63%
|
-0.00% |
+19.66%
|
-0.19% |
| 2016 |
+6.64%
|
-1.57% |
+8.94%
|
-6.54% |
| 2015 |
+0.48%
|
-3.41% |
+0.67%
|
-5.62% |
| 2014 |
+8.51%
|
-1.20% |
+20.80%
|
-2.54% |
| 2013 |
+12.12%
|
-1.84% |
+20.66%
|
-5.58% |
| 2012 |
+8.47%
|
-2.11% |
+16.43%
|
-2.46% |
| 2011 |
+5.14%
|
-4.76% |
+17.29%
|
-1.97% |
