Classic 60/40 US
buy-and-hold
balanced
conservative
us
monthly
A monthly-rebalanced two-asset portfolio holding 60% US equities (SPY) and 40% aggregate bonds (AGG). The canonical passive benchmark for risk-adjusted returns — simple, cheap, and widely cited.
Jan 1, 2007 — present
·
$10,000 initial
·
updated Jun 4
·
Live
Performance Summary
Total P&L
+$35.2K
Annualised Return
+8.07%
Sharpe Ratio
0.72
Max Drawdown
−34.82%
Oct '07 – Mar '09
Simple Return
+351.95%
Win Rate
91.8%
Profit Factor
34.27
Volatility (Ann.)
11.67%
Period
1 Jan 2007 – Present
Initial Capital
$10.0K
Final Value
$45.2K
Total Return
+351.95%
Equity PerformanceAll Time – Present
vs INDEX:SP:GSPCAlpha +2.2%Beta 0.62Outperformed 41.03% of months
Strategy
INDEX:SP:GSPC
Monthly Returns% · green = positive · red = negative
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | +0.89% | -0.54% | +0.61% | +2.87% | +1.66% | -1.01% | -1.43% | +1.27% | +2.55% | +1.22% | -1.62% | -0.66% | +5.8% |
| 2008 | -2.67% | -1.59% | -0.48% | +3.08% | +0.39% | -5.09% | -0.38% | +1.22% | -6.32% | -10.62% | -2.88% | +3.78% | -20.3% |
| 2009 | -5.58% | -6.74% | +5.69% | +6.14% | +3.79% | +0.18% | +4.92% | +2.69% | +2.57% | -1.07% | +4.18% | +0.40% | +17.5% |
| 2010 | -1.58% | +1.90% | +3.62% | +1.32% | -4.27% | -2.34% | +4.40% | -2.11% | +5.21% | +2.34% | -0.33% | +3.70% | +12.0% |
| 2011 | +1.37% | +2.20% | -0.08% | +2.34% | -0.06% | -1.17% | -0.52% | -2.63% | -3.80% | +6.69% | -0.43% | +1.16% | +4.8% |
| 2012 | +3.05% | +2.60% | +1.69% | -0.03% | -3.11% | +2.49% | +1.24% | +1.50% | +1.61% | -1.11% | +0.45% | +0.43% | +11.2% |
| 2013 | +2.80% | +1.00% | +2.30% | +1.52% | +0.63% | -1.41% | +3.20% | -2.08% | +2.30% | +3.07% | +1.68% | +1.33% | +17.4% |
| 2014 | -1.53% | +2.85% | +0.44% | +0.75% | +1.85% | +1.21% | -0.89% | +2.78% | -1.06% | +1.82% | +1.90% | -0.09% | +10.4% |
| 2015 | -0.97% | +2.95% | -0.77% | +0.45% | +0.59% | -1.64% | +1.69% | -3.78% | -1.16% | +5.01% | +0.08% | -1.10% | +1.1% |
| 2016 | -2.46% | +0.30% | +4.28% | +0.34% | +1.02% | +0.97% | +2.41% | -0.01% | +0.02% | -1.36% | +1.18% | +1.31% | +8.1% |
| 2017 | +1.15% | +2.60% | +0.07% | +0.95% | +1.11% | +0.37% | +1.36% | +0.55% | +0.98% | +1.44% | +1.78% | +0.94% | +14.1% |
| 2018 | +2.93% | -2.59% | -1.37% | -0.04% | +1.73% | +0.39% | +2.20% | +2.15% | +0.11% | -4.42% | +1.30% | -4.40% | -2.3% |
| 2019 | +5.04% | +1.91% | +1.93% | +2.36% | -3.12% | +4.52% | +0.98% | +0.08% | +0.91% | +1.40% | +2.17% | +1.72% | +21.5% |
| 2020 | +0.79% | -4.04% | -7.48% | +8.52% | +3.06% | +1.33% | +4.08% | +3.88% | -2.25% | -1.68% | +6.81% | +2.24% | +15.1% |
| 2021 | -0.90% | +1.06% | +2.28% | +3.46% | +0.47% | +1.66% | +1.91% | +1.72% | -3.15% | +4.12% | -0.38% | +2.42% | +15.5% |
| 2022 | -3.94% | -2.20% | +1.17% | -6.77% | +0.43% | -5.46% | +6.37% | -3.64% | -7.15% | +4.22% | +4.85% | -3.84% | -15.9% |
| 2023 | +5.06% | -2.58% | +3.28% | +1.19% | -0.18% | +3.73% | +1.96% | -1.21% | -3.83% | -1.90% | +7.16% | +4.17% | +17.5% |
| 2024 | +0.89% | +2.55% | +2.33% | -3.42% | +3.71% | +2.45% | +1.69% | +1.98% | +1.79% | -1.53% | +3.99% | -2.12% | +14.9% |
| 2025 | +1.82% | +0.10% | -3.35% | -0.33% | +3.42% | +3.66% | +1.29% | +1.72% | +2.57% | +1.68% | +0.36% | -0.06% | +13.4% |
| 2026 | +1.00% | +0.13% | -3.63% | +6.18% | +3.17% | -0.27% | — | — | — | — | — | — | +6.5% |
Holdings
ETF:NYSE_ARCA:AGG$17,927
39.7%+$2,003 (+12.6%)
ETF:NYSE_ARCA:SPY$27,153
60.1%+$22,614 (+498.3%)
2 positions · $45,080
Insights
Insights generation not implemented yet