Stocks/Bonds 40/60 vs Stocks/Bonds 40/60 with Bitcoin Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 Portfolio obtained a 5.74% compound annual return, with a 7.77% standard deviation, in the last 10 Years.

The Stocks/Bonds 40/60 with Bitcoin Portfolio obtained a 9.01% compound annual return, with a 8.96% standard deviation, in the last 10 Years.

Summary

Swipe left to see all data
Stocks/Bonds 40/60 Portfolio Stocks/Bonds 40/60 with Bitcoin Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 39%
Fixed Income 60% 59%
Commodities 0% 2%
10 Years Stats Return +5.74% +9.01%
Std Dev 7.77% 8.96%
Max Drawdown -18.63% -19.39%
All time Stats
(Since Jan 2009)
Return +7.18% +17.36%
Std Dev 7.40% 34.21%
Max Drawdown -18.63% -41.83%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

Swipe left to see all data
1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 Portfolio +1.32 +6.96 +13.37 +6.01 +5.74 +7.18
Stocks/Bonds 40/60 with Bitcoin Portfolio +2.13 +9.47 +16.18 +8.00 +9.01 +17.36
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since March 2014, now would be worth 1.75$, with a total return of 74.72% (5.74% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.37$, with a total return of 136.86% (9.01% annualized).

Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 2009, now would be worth 2.86$, with a total return of 186.43% (7.18% annualized).

Stocks/Bonds 40/60 with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.33$, with a total return of 1033.08% (17.36% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

Swipe left to see all data
Stocks/Bonds 40/60 Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-3.50% Aug 2015 Sep 2015 (2) Nov 2015 (4) 2.04
-3.41% Jun 2015 Sep 2015 (4) Mar 2016 (10) 1.86
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.87% Feb 2018 Apr 2018 (3) Jul 2018 (6) 1.80
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.59% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.49
-2.56% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.48
-2.36% Dec 2015 Jan 2016 (2) Mar 2016 (4) 1.30
-1.94% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.28
-1.77% May 2019 May 2019 (1) Jun 2019 (2) 1.02
-1.50% Sep 2014 Sep 2014 (1) Nov 2014 (3) 0.75
-1.45% Oct 2016 Oct 2016 (1) Jan 2017 (4) 0.84
-1.20% Sep 2014 Sep 2014 (1) Oct 2014 (2) 0.69
-1.16% Jun 2015 Jun 2015 (1) Jul 2015 (2) 0.67

Drawdown comparison chart since January 2009.

Swipe left to see all data
Stocks/Bonds 40/60 Portfolio
Stocks/Bonds 40/60 with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.83% Jul 2011 Nov 2011 (5) Oct 2013 (28) 26.75
-22.55% Dec 2013 Jan 2014 (2) Jul 2017 (44) 15.16
-19.39% Nov 2021 Sep 2022 (11) In progress (28) 10.86
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-8.68% Jan 2009 Feb 2009 (2) May 2009 (5) 4.56
-8.64% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-8.48% Jan 2009 Feb 2009 (2) May 2009 (5) 4.46
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-5.78% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.83
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98
-3.96% May 2010 Jun 2010 (2) Sep 2010 (5) 2.10
-3.85% May 2010 Jun 2010 (2) Sep 2010 (5) 2.04
-3.41% Jun 2015 Sep 2015 (4) Mar 2016 (10) 1.86
-2.95% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.84
-2.87% Feb 2018 Apr 2018 (3) Jul 2018 (6) 1.80
-2.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.55
-2.59% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.49
-2.56% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.48
-2.11% May 2012 May 2012 (1) Jul 2012 (3) 1.08

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+1.67%
0.00%
+2.48%
0.00%
2023
+13.66%
-6.58%
+16.42%
-5.79%
2022
-15.67%
-18.63%
-16.62%
-19.39%
2021
+9.15%
-2.56%
+10.09%
-2.68%
2020
+13.04%
-8.09%
+18.86%
-8.64%
2019
+17.57%
-1.77%
+19.07%
-0.26%
2018
-2.15%
-5.36%
-3.54%
-5.78%
2017
+10.63%
-0.00%
+35.81%
-0.29%
2016
+6.64%
-1.57%
+8.97%
-1.74%
2015
+0.48%
-3.41%
+1.21%
-3.50%
2014
+8.51%
-1.20%
+7.16%
-1.50%
2013
+12.12%
-1.84%
+135.55%
-22.50%
2012
+8.47%
-2.11%
+11.90%
-1.96%
2011
+5.14%
-4.76%
+34.51%
-41.83%
2010
+10.69%
-3.96%
+17.41%
-3.85%
2009
+13.74%
-8.68%
+13.41%
-8.48%