The United States 60/40 Portfolio is the benchmark with which most portfolio’s are measured against.
It doesn’t get more basic than this two fund asset allocation.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
60% | SPY | SPDR S&P 500 ETF | Equity, U.S., Large Cap | |
40% | IEF | iShares 7-10 Year Treasury Bond ETF | Bond, U.S., Intermediate-Term |
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Low | Average | High | |
|---|---|---|---|
1-Year | -26.2% | 10.0% | 50.4% |
3-Year | -6.0% | 9.7% | 27.5% |
5-Year | -1.7% | 9.7% | 24.6% |
10-Year | 0.9% | 10.0% | 17.4% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 9.3% | 9.3% | 10.3% |
10Y Annual Return | 7.9% | 7.9% | 12.2% |
Sharpe Ratio | 0.51 | 0.51 | 0.43 |
Max Drawdown | -29.7% | -29.7% | -50.97% |
Volatility (annualized) | 9.9% | 9.9% | 15.4% |
Dot Com Annual Return | -4.2% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | -0.3% | -0.3% | -5.66% |
Positive Periods | 65.8% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
