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

Last Update: 31 May 2023

The Stocks/Bonds 60/40 with Bitcoin Portfolio obtained a 16.93% compound annual return, with a 37.56% standard deviation, in the last 10 Years.

The Stocks/Bonds 60/40 ESG Portfolio obtained a 6.52% compound annual return, with a 10.02% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 60/40 with Bitcoin Portfolio Stocks/Bonds 60/40 ESG Portfolio
Risk High High
Asset Allocation Stocks 59% 60%
Fixed Income 39% 40%
Commodities 2% 0%
10 Years Stats Return +16.93% +6.52%
Std Dev 37.56% 10.02%
Max Drawdown -22.56% -22.44%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 60/40 with Bitcoin Portfolio -0.43 +3.31 +0.75 +7.87 +16.93 +19.47
Stocks/Bonds 60/40 ESG Portfolio +0.62 +3.95 +1.34 +6.25 +6.52 +9.09
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since June 2013, now would be worth 4779.74$, with a total return of 377.97% (16.93% annualized).

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since June 2013, now would be worth 1880.12$, with a total return of 88.01% (6.52% annualized).

Stocks/Bonds 60/40 with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 13001.70$, with a total return of 1200.17% (19.47% annualized).

Stocks/Bonds 60/40 ESG Portfolio: an investment of 1000$, since January 2009, now would be worth 3504.57$, with a total return of 250.46% (9.09% annualized).

Drawdowns

Drawdown comparison chart since May 2013.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 ESG Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-22.56% Dec 2013 Jan 2014
-22.44% Jan 2022 Sep 2022
-21.45% Jan 2022 Sep 2022
-12.82% Feb 2020 Mar 2020
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-8.81% Sep 2018 Dec 2018
-8.11% Jun 2015 Jan 2016
-4.96% Jun 2013 Jun 2013
-4.00% Feb 2018 Mar 2018
-3.85% Sep 2020 Oct 2020
-3.74% Sep 2021 Sep 2021
-3.35% Sep 2021 Sep 2021
-3.32% May 2019 May 2019
-3.12% Sep 2014 Sep 2014
-2.88% Sep 2020 Oct 2020
-2.38% Jul 2014 Jul 2014
-2.36% Aug 2013 Aug 2013
-1.79% May 2019 May 2019
-1.69% Jun 2013 Jun 2013

Drawdown comparison chart since January 2009.

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Stocks/Bonds 60/40 with Bitcoin Portfolio
Stocks/Bonds 60/40 ESG Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.67% Jul 2011 Nov 2011
-22.56% Dec 2013 Jan 2014
-22.44% Jan 2022 Sep 2022
-21.45% Jan 2022 Sep 2022
-14.77% May 2011 Sep 2011
-12.82% Feb 2020 Mar 2020
-11.49% Jan 2009 Feb 2009
-10.57% Feb 2020 Mar 2020
-10.20% Feb 2018 Dec 2018
-9.85% Jan 2009 Feb 2009
-8.81% Sep 2018 Dec 2018
-8.11% Jun 2015 Jan 2016
-7.23% May 2010 Jun 2010
-7.03% May 2010 Jun 2010
-4.00% Feb 2018 Mar 2018
-3.85% Sep 2020 Oct 2020
-3.74% Sep 2021 Sep 2021
-3.35% Sep 2021 Sep 2021
-3.32% May 2019 May 2019
-3.12% Sep 2014 Sep 2014

Yearly Returns

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

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Year Stocks/Bonds 60/40 with Bitcoin Portfolio Stocks/Bonds 60/40 ESG Portfolio
2023
 +7.40% +8.32%
2022
 -17.90% -19.58%
2021
 +15.60% +14.84%
2020
 +21.52% +18.27%
2019
 +23.43% +23.31%
2018
 -4.56% -9.29%
2017
 +39.33% +9.32%
2016
 +11.03% +8.09%
2015
 +1.17% +1.04%
2014
 +8.50% +7.55%
2013
 +142.67% +22.59%
2012
 +14.56% +13.87%
2011
 +33.12% -1.55%
2010
 +19.66% +15.13%
2009
 +18.47% +30.34%