As of October 2024, in the previous 30 Years, the Stocks/Bonds 20/80 Portfolio obtained a 5.92% compound annual return, with a 4.94% standard deviation. It ...

The portfolio had a positive return during 183 of the 289 months (63%) between 1999 and 2023. Best months. April 2009. 9.7%. April 2020. 8.9%.

Returns By Period As of Nov 24, 2024, the Stocks/Bonds 20/80 Portfolio returned 6.35% Year-To-Date and 3.76% of annualized return in the last 10 years.

The portfolio had a positive return during 4 of the 6 years (67%) between 2018 and 2023. The histogram shows the frequency of each annual return.

As of October 2024, in the previous 30 Years, the All Country World 20/80 Portfolio obtained a 6.23% compound annual return, with a 5.65% standard deviation. ...

Returns By Period As of Nov 24, 2024, the Stocks/Bonds 80/20 Portfolio returned 21.08% Year-To-Date and 10.59% of annualized return in the last 10 years.

Historical Rate of Return for Equity and Bond Portfolios (1926 - 2022) Using US Large Cap Equity and US Intermediate Bonds

Over the last 30 years (last update: October 2024), the portfolio has returned 5.83% annualized, with a maximum drawdown of -16.54%. 6.23% has been a safe ...

The historical returns for stocks is between 8% – 10% since 1926. The historical returns for bonds is between 4% – 6% since 1926.

The 20/80 ETF Model Portfolio ... This provides a historical measure of the variability of the investment strategy's returns relative to its benchmark.