First, the "Income Oriented" Portfolios
|
|
|
| |
100% Bonds
|
| Historic risk/return (1926-2006) |
| Average return |
5.5% |
| Best year |
32.6% (1982) |
| Worst year |
–8.1% (1969) |
| Years with a loss |
13 of 81 (16.0%) |
|
| |
80% Bonds / 20% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
6.8% |
| Best year |
29.8% (1982) |
| Worst year |
–10.3% (1974) |
| Years with a loss |
11 of 81 (13.6%) |
|
| |
70% Bonds / 30% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
7.4% |
| Best year |
28.4% (1982) |
| Worst year |
–14.2% (1931) |
| Years with a loss |
13 of 81 (16.0%) |
|
| |
Next, the so-called "Balanced Portfolios"
|
|
|
| |
60% Bonds / 40% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
7.9% |
| Best year |
27.9% (1933) |
| Worst year |
–18.4% (1931) |
| Years with a loss |
15 of 81 (18.5%) |
|
| |
50% Bonds / 50% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
8.5% |
| Best year |
32.3% (1933) |
| Worst year |
–22.5% (1931) |
| Years with a loss |
16 of 81 (19.8%) |
|
| |
40% Bonds / 60% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
8.9% |
| Best year |
36.7% (1933) |
| Worst year |
–26.6% (1931) |
| Years with a loss |
20 of 81 (24.7%) |
|
| |
Finally, the so-called "Growth" portfolios, which are really the Equity hogs.
|
|
|
| |
30% Bonds / 70% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
9.4% |
| Best year |
41.1% (1933) |
| Worst year |
–30.7% (1931) |
| Years with a loss |
21 of 81 (25.9%) |
|
| |
20% Bonds / 80% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
9.8% |
| Best year |
45.4% (1933) |
| Worst year |
–34.9% (1931) |
| Years with a loss |
22 of 81 (27.2%) |
|
| |
100% Stocks
|
| Historic risk/return (1926-2006) |
| Average return |
10.5% |
| Best year |
54.2% (1933) |
| Worst year |
–43.1% (1931) |
| Years with a loss |
24 of 81 (29.6%) |
|