Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Balanced - Tax Aware Portfolio by Schwab
Details
The Balanced – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
It is intended for those looking for a balanced, global portfolio, but held in a taxable account.
The portfolio holds 37% in equities, 38% in bonds, 15% in cash, and 10% in REITs and commodities.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
6.3%
Sharpe Ratio
0.58
10 Year Annual Return
4.2%
Volatility (annualized)
7.2%
Max Drawdown
-25.4%
Positive Periods
68.2%
Dot Com Annual Return
1.4%
Great Financial Crisis Return
1.7%
Trade Frequency
Static
Ulcer Performance Index
1.0
How to Invest in the Balanced - Tax Aware Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
