Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
United States 60/40 Portfolio
Details
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.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
9.3%
Sharpe Ratio
0.51
10 Year Annual Return
7.9%
Volatility (annualized)
9.9%
Max Drawdown
-29.7%
Positive Periods
65.8%
Dot Com Annual Return
-4.2%
Great Financial Crisis Return
-0.3%
Trade Frequency
Static
Ulcer Performance Index
0.8
How to Invest in the United States 60/40 Portfolio
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
