Stocks/Bonds 60/40 vs Stocks/Bonds 60/40 with Bitcoin 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 with Bitcoin Portfolio obtained a 16.92% compound annual return, with a 37.56% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 Portfolio Stocks/Bonds 60/40 with Bitcoin Portfolio
Risk High High
Asset Allocation Stocks 60% 59%
Fixed Income 40% 39%
Commodities 0% 2%
10 Years Stats Return +7.66% +16.92%
Std Dev 9.80% 37.56%
Max Drawdown -20.69% -22.56%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 2009

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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 +9.13
Stocks/Bonds 60/40 with Bitcoin Portfolio +0.93 +8.25 +1.05 +8.31 +16.92 +19.63
(*) 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 with Bitcoin Portfolio: an investment of 1000$, since May 2013, now would be worth 4774.96$, with a total return of 377.50% (16.92% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1000$, since January 2009, now would be worth 3496.28$, with a total return of 249.63% (9.13% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 13058.31$, with a total return of 1205.83% (19.63% annualized).

Drawdowns

Drawdown comparison chart since April 2013.

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Stocks/Bonds 60/40 Portfolio
Stocks/Bonds 60/40 with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-21.45% Jan 2022 Sep 2022
-20.69% Jan 2022 Sep 2022
-12.82% Feb 2020 Mar 2020
-12.29% Feb 2020 Mar 2020
-8.81% Sep 2018 Dec 2018
-8.38% Sep 2018 Dec 2018
-5.47% May 2013 Jun 2013
-5.24% Jun 2015 Sep 2015
-4.00% Feb 2018 Mar 2018
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.41% May 2019 May 2019
-3.35% Sep 2021 Sep 2021
-3.24% Sep 2021 Sep 2021
-2.88% Sep 2020 Oct 2020
-2.27% Aug 2013 Aug 2013
-1.79% May 2019 May 2019
-1.70% Oct 2016 Oct 2016
-1.51% Jun 2013 Jun 2013

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 Portfolio
Stocks/Bonds 60/40 with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-21.45% Jan 2022 Sep 2022
-20.69% Jan 2022 Sep 2022
-12.82% Feb 2020 Mar 2020
-12.29% Feb 2020 Mar 2020
-11.70% Jan 2009 Feb 2009
-11.49% Jan 2009 Feb 2009
-9.00% May 2011 Sep 2011
-8.81% Sep 2018 Dec 2018
-8.38% Sep 2018 Dec 2018
-7.13% May 2010 Jun 2010
-7.03% May 2010 Jun 2010
-5.24% Jun 2015 Sep 2015
-4.00% Feb 2018 Mar 2018
-3.67% Feb 2018 Apr 2018
-3.54% Sep 2020 Oct 2020
-3.54% May 2012 May 2012
-3.41% May 2019 May 2019
-3.35% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Stocks/Bonds 60/40 Portfolio Stocks/Bonds 60/40 with Bitcoin Portfolio
2023
 +6.45% +7.87%
2022
 -16.95% -17.90%
2021
 +14.66% +15.60%
2020
 +15.70% +21.52%
2019
 +21.94% +23.43%
2018
 -3.17% -4.56%
2017
 +14.15% +39.33%
2016
 +8.71% +11.03%
2015
 +0.44% +1.17%
2014
 +9.85% +8.50%
2013
 +19.23% +142.67%
2012
 +11.13% +14.56%
2011
 +3.75% +33.12%
2010
 +12.93% +19.66%
2009
 +18.79% +18.47%