Analysis of 60/40 Portfolio based on historical data between January 1985 and September 2024. It includes the growth rate, Sharpe ratio, drawdown chart, ...

Calculates historical compound adjusted returns (real and nominal) for portfolios consisting of all stocks, all bonds, and mix of both at 10% increments.

The histogram shows the frequency of each monthly return. The portfolio had a positive return during 307 of the 476 months (64%) between 1985 and 2024.

This portfolio backtesting tool allows you to construct one or more portfolios based on the selected mutual funds, ETFs, and stocks.

As of October 2024, in the previous 30 Years, the Stocks/Bonds 60/40 Portfolio obtained a 8.54% compound annual return, with a 9.63% standard deviation. It ...

Stocks/Bonds 60/40 Portfolio - asset allocation, performance, historical returns, drawdowns, sharpe ratio, and more.

Our asset allocation tool shows you suggested portfolio breakdowns based on the risk profile that you choose. We use historical returns and standard deviations ...

The 60/40 portfolio, defined here as a mix of 60% U.S. equities and 40% U.S. Treasury bonds, saw a rollercoaster ride down. 17.5% in 2022 and up 17.2% in ...

This calculator can show your potential returns over time. Choose how long you want to invest, and select different rates of return to see how market ...

Select a fund category, a performance type, and a date range then click on 'Calculate'. Read the important information about dates for this calculator.