Stocks/Bonds 60/40 vs Stocks/Bonds 60/40 2x Leveraged Portfolio Comparison

Last Update: 30 April 2023

The Stocks/Bonds 60/40 Portfolio obtained a 7.66% compound annual return, with a 9.80% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 2x Leveraged Portfolio obtained a 12.17% compound annual return, with a 18.25% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
10 Years Stats Return +7.66% +12.17%
Std Dev 9.80% 18.25%
Max Drawdown -20.69% -39.53%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 Portfolio +0.89 +7.06 +0.75 +6.97 +7.66 +8.51
Stocks/Bonds 60/40 2x Leveraged Portfolio +1.98 +11.79 -5.35 +9.71 +12.17 +14.66
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2023

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since May 2013, now would be worth 2092.27$, with a total return of 109.23% (7.66% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since May 2013, now would be worth 3154.43$, with a total return of 215.44% (12.17% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since March 2010, now would be worth 2930.21$, with a total return of 193.02% (8.51% annualized).

Stocks/Bonds 60/40 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 6058.75$, with a total return of 505.88% (14.66% annualized).

Drawdowns

Drawdown comparison chart since April 2013.

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Stocks/Bonds 60/40 Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.53% Jan 2022 Sep 2022
-20.69% Jan 2022 Sep 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-12.29% Feb 2020 Mar 2020
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-8.38% Sep 2018 Dec 2018
-8.27% Sep 2020 Oct 2020
-7.42% Sep 2021 Sep 2021
-6.52% May 2019 May 2019
-5.24% Jun 2015 Sep 2015
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-3.81% Jun 2013 Jun 2013
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.41% May 2019 May 2019
-3.24% Sep 2021 Sep 2021
-2.67% Sep 2014 Sep 2014

Drawdown comparison chart since March 2010.

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Stocks/Bonds 60/40 Portfolio
Stocks/Bonds 60/40 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-39.53% Jan 2022 Sep 2022
-20.69% Jan 2022 Sep 2022
-18.11% Feb 2020 Mar 2020
-15.62% Sep 2018 Dec 2018
-12.29% Feb 2020 Mar 2020
-11.64% May 2010 Jun 2010
-11.21% Jun 2011 Sep 2011
-9.46% Jun 2015 Sep 2015
-9.19% Feb 2018 Apr 2018
-9.00% May 2011 Sep 2011
-8.38% Sep 2018 Dec 2018
-8.27% Sep 2020 Oct 2020
-7.42% Sep 2021 Sep 2021
-7.20% May 2010 Jun 2010
-6.52% May 2019 May 2019
-5.28% May 2012 May 2012
-5.24% Jun 2015 Sep 2015
-5.13% Aug 2013 Aug 2013
-4.20% Aug 2016 Oct 2016
-3.81% Jun 2013 Jun 2013

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Stocks/Bonds 60/40 Portfolio Stocks/Bonds 60/40 2x Leveraged Portfolio
2023
 +6.45% +12.27%
2022
 -16.95% -35.46%
2021
 +14.66% +33.12%
2020
 +15.70% +20.45%
2019
 +21.94% +43.41%
2018
 -3.17% -9.21%
2017
 +14.15% +27.89%
2016
 +8.71% +13.14%
2015
 +0.44% +0.05%
2014
 +9.85% +22.38%
2013
 +19.23% +37.26%
2012
 +11.13% +21.30%
2011
 +3.75% +10.55%