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-Tax Aware Portfolio by Schwab
Details
The Conservative Income – Tax Aware Portfolio was developed by Charles Schwab and is one of their Schwab Managed Portfolios.
It is intended for those looking for a conservative portfolio that generates income, but held in a taxable account.
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
0.58
10 Year Annual Return
1.5%
Volatility (annualized)
3.3%
Max Drawdown
-12.2%
Positive Periods
68.7%
Dot Com Annual Return
8.8%
Great Financial Crisis Return
3.4%
Trade Frequency
Static
Ulcer Performance Index
0.9
How to Invest in the Conservative Income-Tax Aware Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
