60-40 Returns Were Better Than Normal Over The Last Decade
Nominal returns of the 60-40 portfolio rebalanced monthly from 1/1/1926 until 4/30/2022. Large cap stock and intermediate term bond Ibbotson data is used from 1926 through 2016. The S&P 500 ETF SPY and the iShares Core U.S. Aggregate Bond ETF AGG is used from 2017 through 2022. Returns are hypothetical and performance is annualized.