Developed Markets Bonds (BNDX)
VS
60/40 Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | -0.07% | -0.13% | 0.07% | 2.95% | 8.12% | 38.73% | 36.37% | 98.08% |
| Developed Markets Bonds (BNDX) | -0.26% | -0.32% | -0.68% | 0.65% | -0.82% | 2.06% | -15.15% | -6.75% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Developed Markets Bonds (BNDX) | 3.55% | 8.73% | -12.72% | -2.28% | 4.63% | 7.84% | 2.79% | 2.38% | 4.60% | 1.19% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 98.08% | 7.51% | 7.09% | -39.57% | 0.39 | 0.48 | 0.19 | 0.07 |
| Developed Markets Bonds (BNDX) | -6.75% | -0.60% | -0.70% | -23.08% | -0.81 | -0.94 | -0.03 | 0.11 |
Total Return
No Taxes, No Rebalancing.