US High Yield Bonds (HYG)
VS
Sixty Forty


Total Return by Period

Updated: Jan 15, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty0.12%0.43%1.67%2.35%11.09%40.53%32.95%115.01%
US High Yield Bonds (HYG)0.00%0.12%0.32%0.40%2.19%5.74%-6.97%4.02%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.66%17.59%-16.75%14.16%15.99%21.78%-3.03%14.04%8.75%
US High Yield Bonds (HYG)7.96%11.54%-10.94%3.72%4.56%14.03%-2.00%6.06%13.34%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty115.01%8.32%7.97%-41.90%0.470.570.200.07
US High Yield Bonds (HYG)4.02%0.76%0.40%-26.11%-0.26-0.320.030.09

Total Return

No Taxes, No Rebalancing.

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