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 Portfolio obtained a 7.55% compound annual return, with a 9.80% standard deviation, in the last 10 Years.
Summary
Stocks/Bonds 60/40 with Bitcoin Portfolio | Stocks/Bonds 60/40 Portfolio | ||
---|---|---|---|
Risk | High | High | |
Asset Allocation | Stocks | 59% | 60% |
Fixed Income | 39% | 40% | |
Commodities | 2% | 0% | |
10 Years Stats | Return | +16.93% | +7.55% |
Std Dev | 37.56% | 9.80% | |
Max Drawdown | -22.56% | -20.69% |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 2009
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 Portfolio | -0.19 | +2.20 | +0.36 | +6.52 | +7.55 | +9.06 |
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 Portfolio: an investment of 1000$, since June 2013, now would be worth 2071.48$, with a total return of 107.15% (7.55% 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 Portfolio: an investment of 1000$, since January 2009, now would be worth 3489.58$, with a total return of 248.96% (9.06% annualized).
Drawdowns
Drawdown comparison chart since May 2013.
Stocks/Bonds 60/40 with Bitcoin Portfolio |
Stocks/Bonds 60/40 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 | |||
-5.24% | Jun 2015 | Sep 2015 | |||
-4.96% | Jun 2013 | Jun 2013 | |||
-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.
Stocks/Bonds 60/40 with Bitcoin Portfolio |
Stocks/Bonds 60/40 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.
Year | Stocks/Bonds 60/40 with Bitcoin Portfolio | Stocks/Bonds 60/40 Portfolio |
---|---|---|
2023 |
+7.40% | +6.24% |
2022 |
-17.90% | -16.95% |
2021 |
+15.60% | +14.66% |
2020 |
+21.52% | +15.70% |
2019 |
+23.43% | +21.94% |
2018 |
-4.56% | -3.17% |
2017 |
+39.33% | +14.15% |
2016 |
+11.03% | +8.71% |
2015 |
+1.17% | +0.44% |
2014 |
+8.50% | +9.85% |
2013 |
+142.67% | +19.23% |
2012 |
+14.56% | +11.13% |
2011 |
+33.12% | +3.75% |
2010 |
+19.66% | +12.93% |
2009 |
+18.47% | +18.79% |