Real Estate
VS
Sixty Forty
Total Return by Period
Updated: Dec 12, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | -0.78% | -0.36% | 1.03% | 1.81% | 7.93% | 38.76% | 34.14% | 100.14% |
| Real Estate | -0.12% | -0.59% | -0.49% | -3.78% | -5.25% | 3.24% | 12.35% | 33.26% |
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% | 0.46% |
| 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 | 100.14% | 7.61% | 7.20% | -39.61% | 0.40 | 0.49 | 0.19 | 0.07 |
| Real Estate | 33.26% | 5.04% | 2.92% | -64.16% | 0.10 | 0.12 | 0.08 | 0.16 |
Total Return
No Taxes, No Rebalancing.