Real Estate
VS
Sixty Forty
Total Return by Period
Updated: Mar 09, 2026
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 0.63% | -0.83% | -1.23% | 0.44% | 14.07% | 51.56% | 42.58% | 147.73% |
| Real Estate | 0.21% | -2.14% | 1.73% | 7.28% | 4.65% | 32.02% | 34.45% | 96.31% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | |
| Real Estate | 5.16% | 12.26% | -26.14% | 46.04% | -2.36% | 28.67% | -2.32% | 10.63% | 2.73% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 147.73% | 9.76% | 9.53% | -42.76% | 0.59 | 0.71 | 0.23 | 0.06 |
| Real Estate | 96.31% | 8.86% | 7.00% | -70.30% | 0.29 | 0.36 | 0.13 | 0.13 |
Total Return
No Taxes, No Rebalancing.