Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Income with Growth - Tax Aware Portfolio by Schwab
Details
The Income with Growth – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
It is intended for those looking for a slightly more aggressive portfolio that generates income, but held in a taxable account.
The portfolio holds 19% in equities, 55% in bonds, 20% in cash, and 6% in REITs and commodities.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
5.14%
Sharpe Ratio
0.63
10 Year Annual Return
3.1%
Volatility (annualized)
4.6%
Max Drawdown
-14.0%
Positive Periods
70.5%
Dot Com Annual Return
5.0%
Great Financial Crisis Return
2.8%
Trade Frequency
Static
Ulcer Performance Index
1.1
How to Invest in the Income with Growth - Tax Aware
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
