Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Conservative Income Portfolio by Schwab
Details
The Conservative Income Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
The portfolio holds 70% in bonds, 25% in cash, and 5% in REITs.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
3.9%
Sharpe Ratio
0.62
10 Year Annual Return
1.8%
Volatility (annualized)
3.1%
Max Drawdown
-11.3%
Positive Periods
70.3%
Dot Com Annual Return
7.6%
Great Financial Crisis Return
3.3%
Trade Frequency
Static
Ulcer Performance Index
0.9
How to Invest in the Conservative Income Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
