Consumer Discretionary
VS
60/40 Portfolio
Total Return by Period
Updated: Oct 31, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 0.22% | 0.06% | 1.13% | 6.19% | 12.27% | 44.53% | 46.50% | 97.34% |
| Consumer Discretionary | 2.64% | 0.96% | 0.87% | 11.03% | 21.86% | 68.29% | 67.82% | 193.85% |
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% |
| Consumer Discretionary | 26.37% | 39.50% | -36.19% | 27.83% | 29.27% | 28.34% | 1.78% | 22.81% | 5.97% | 9.91% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 97.34% | 7.48% | 7.05% | -38.88% | 0.39 | 0.47 | 0.19 | 0.07 |
| Consumer Discretionary | 193.85% | 13.23% | 11.41% | -104.30% | 0.47 | 0.59 | 0.13 | 0.14 |
Total Return
No Taxes, No Rebalancing.