Balanced Stocks and Bonds

Equal-weight buy-and-hold allocation to US stocks and US bonds.

Total return

161.2%

CAGR

9.1%

Max drawdown

-21.6%

Volatility

11.3%

Performance graphs

Growth of $10,000 versus the same amount invested in SPY.

What was tested

This backtest simulates an equal-weight buy-and-hold portfolio of SPY, BND, starting with $10,000 split evenly across the holdings and running from 2015-01-02 to 2025-12-31. Each position is entered at its first available adjusted close and valued on adjusted daily prices.

Parameters

Universe: SPY, BND
Method: Equal-weight buy and hold
Period: 2015-01-02 to 2025-12-31
Initial capital: $10,000

Data limitations

Results use the price history currently available to EquityFolio. Delisted securities and symbols with incomplete history may be absent, which can introduce survivorship bias. Results exclude taxes, fees, slippage, and dividends.