Last Update: 31 March 2024
The Stocks/Bonds 60/40 Portfolio obtained a 8.42% compound annual return, with a 9.60% standard deviation, in the last 30 Years.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.44% compound annual return, with a 11.64% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 60/40 Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 71% |
| Fixed Income | 40% | 29% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.42% | +8.44% |
| Std Dev | 9.60% | 11.64% | |
| Max Drawdown | -30.55% | -41.80% | |
| All time Stats (Since Jan 1985) |
Return | +9.40% | +9.82% |
| Std Dev | 9.81% | 11.63% | |
| Max Drawdown | -30.55% | -41.80% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 Portfolio | +2.12 | +16.12 | +17.74 | +8.77 | +8.05 | +8.42 | +9.40 |
| Burton Malkiel Late Sixties and Beyond Portfolio | +2.13 | +14.78 | +14.03 | +6.92 | +6.77 | +8.44 | +9.82 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994,
now would be worth 11.32$, with a total return of 1031.62%
(8.42% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since April 1994, now would be worth 11.37$, with a total return of 1036.72% (8.44% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since April 1994, now would be worth 11.37$, with a total return of 1036.72% (8.44% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1985,
now would be worth 33.99$, with a total return of 3298.88%
(9.40% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1985, now would be worth 39.50$, with a total return of 3849.86% (9.82% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1985, now would be worth 39.50$, with a total return of 3849.86% (9.82% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 60/40 Portfolio
|
Burton Malkiel Late Sixties and Beyond Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -41.80% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 18.91 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -22.44% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.92 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -16.82% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.53 | |||||
| -16.48% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 6.57 | |||||
| -13.38% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.60 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -12.20% | May 2002 | Sep 2002 (5) | May 2003 (13) | 8.08 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.27% | Feb 2001 | Sep 2001 (8) | Feb 2002 (13) | 3.95 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -8.08% | Feb 2018 | Dec 2018 (11) | Feb 2019 (13) | 3.63 | |||||
| -7.72% | Mar 2015 | Sep 2015 (7) | Jun 2016 (16) | 3.95 | |||||
| -7.04% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.88 | |||||
| -6.12% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 3.15 | |||||
| -5.35% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.94 | |||||
| -5.24% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.81 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Stocks/Bonds 60/40 Portfolio
|
Burton Malkiel Late Sixties and Beyond Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -41.80% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 18.91 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -22.44% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.92 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -19.17% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.40 | |||||
| -19.08% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.05 | |||||
| -16.82% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.53 | |||||
| -16.48% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 6.57 | |||||
| -13.63% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 7.86 | |||||
| -13.38% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 5.60 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -12.20% | May 2002 | Sep 2002 (5) | May 2003 (13) | 8.08 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.27% | Feb 2001 | Sep 2001 (8) | Feb 2002 (13) | 3.95 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.52% | Jul 1990 | Oct 1990 (4) | Jan 1991 (7) | 5.05 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -8.08% | Feb 2018 | Dec 2018 (11) | Feb 2019 (13) | 3.63 | |||||
| -7.72% | Mar 2015 | Sep 2015 (7) | Jun 2016 (16) | 3.95 | |||||
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 |
+5.46%
|
0.00% |
+3.75%
|
-0.95% |
| 2023 |
+17.79%
|
-7.47% |
+14.40%
|
-8.53% |
| 2022 |
-16.95%
|
-20.69% |
-16.23%
|
-22.44% |
| 2021 |
+14.66%
|
-3.24% |
+15.40%
|
-3.79% |
| 2020 |
+15.70%
|
-12.29% |
+10.03%
|
-16.82% |
| 2019 |
+21.94%
|
-3.41% |
+22.55%
|
-3.12% |
| 2018 |
-3.17%
|
-8.38% |
-5.90%
|
-8.08% |
| 2017 |
+14.15%
|
0.00% |
+16.49%
|
0.00% |
| 2016 |
+8.71%
|
-2.95% |
+8.48%
|
-3.07% |
| 2015 |
+0.44%
|
-5.24% |
-1.63%
|
-7.72% |
| 2014 |
+9.85%
|
-1.50% |
+9.01%
|
-3.10% |
| 2013 |
+19.23%
|
-2.27% |
+12.49%
|
-4.03% |
| 2012 |
+11.13%
|
-3.54% |
+14.20%
|
-5.09% |
| 2011 |
+3.75%
|
-9.00% |
+1.01%
|
-13.38% |
| 2010 |
+12.93%
|
-7.13% |
+14.47%
|
-8.21% |
| 2009 |
+18.79%
|
-11.70% |
+25.30%
|
-17.05% |
| 2008 |
-19.44%
|
-22.19% |
-26.02%
|
-31.57% |
| 2007 |
+5.99%
|
-3.07% |
+5.18%
|
-5.15% |
| 2006 |
+11.12%
|
-2.03% |
+20.06%
|
-2.71% |
| 2005 |
+4.74%
|
-2.34% |
+9.86%
|
-2.99% |
| 2004 |
+9.37%
|
-2.68% |
+14.78%
|
-7.04% |
| 2003 |
+20.04%
|
-1.99% |
+29.73%
|
-0.86% |
| 2002 |
-8.98%
|
-13.74% |
-5.70%
|
-12.20% |
| 2001 |
-3.21%
|
-11.68% |
+5.85%
|
-9.27% |
| 2000 |
-1.79%
|
-8.27% |
+2.46%
|
-6.12% |
| 1999 |
+13.98%
|
-3.76% |
+12.48%
|
-4.06% |
| 1998 |
+17.39%
|
-10.18% |
+5.92%
|
-16.48% |
| 1997 |
+22.37%
|
-3.12% |
+15.13%
|
-4.83% |
| 1996 |
+14.01%
|
-3.33% |
+18.95%
|
-2.65% |
| 1995 |
+28.74%
|
-0.20% |
+20.20%
|
-1.35% |
| 1994 |
-1.16%
|
-6.47% |
-3.17%
|
-7.20% |
| 1993 |
+10.25%
|
-1.36% |
+23.51%
|
-2.85% |
| 1992 |
+8.32%
|
-1.65% |
+4.84%
|
-2.71% |
| 1991 |
+25.53%
|
-2.86% |
+33.86%
|
-3.74% |
| 1990 |
-0.19%
|
-8.52% |
-5.42%
|
-13.63% |
| 1989 |
+22.33%
|
-1.36% |
+26.07%
|
-1.94% |
| 1988 |
+13.33%
|
-2.24% |
+16.73%
|
-2.39% |
| 1987 |
+2.18%
|
-19.17% |
-0.94%
|
-19.08% |
| 1986 |
+14.79%
|
-5.58% |
+18.93%
|
-4.58% |
| 1985 |
+27.66%
|
-2.15% |
+27.52%
|
-2.25% |
