Real Estate
VS
Sixty Forty


Total Return by Period

Updated: Jan 02, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Sixty Forty0.16%-0.65%-0.30%1.00%10.61%44.14%31.88%103.75%
Real Estate0.07%-0.35%-1.49%-4.04%0.22%8.93%10.45%28.67%

Total Return by Year

Name2024202320222021202020192018201720162015
Sixty Forty14.66%17.59%-16.75%14.16%15.99%21.78%-3.03%14.04%8.75%
Real Estate5.16%12.26%-26.14%46.04%-2.36%28.67%-2.32%10.63%2.73%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Sixty Forty103.75%7.79%7.39%-40.06%0.420.510.190.07
Real Estate28.67%4.68%2.56%-62.52%0.080.100.070.16

Total Return

No Taxes, No Rebalancing.

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