US Municipal Bonds (MUB)
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% |
| US Municipal Bonds (MUB) | -0.21% | -0.23% | -0.42% | 2.80% | -0.16% | 2.77% | -7.86% | -2.12% |
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% |
| US Municipal Bonds (MUB) | 1.27% | 5.58% | -7.36% | 1.00% | 5.09% | 7.03% | 0.91% | 4.71% | -0.17% | 2.91% |
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 |
| US Municipal Bonds (MUB) | -2.12% | -0.09% | -0.21% | -15.53% | -0.63 | -0.67 | -0.01 | 0.07 |
Total Return
No Taxes, No Rebalancing.