Portfolios›Classic 60/40 Portfolio

Classic 60/40 Portfolio

Moderate

by Traditional Finance

The cornerstone of institutional asset allocation: 60% equities for growth and 40% bonds for ballast. Widely used as a benchmark, the 60/40 mix aims to balance risk and reward across full market cycles.

MAX DRAWDOWN

-30%

historical worst

RECOVERY

26 mo

from max drawdown

AVG CRISIS RETURN

-14%

across 7 events

Holdings Allocation

2 assets
VTIUS Stocks (VTI)
60%
BNDUS Aggregate Bonds (BND)
40%

Crisis Performance History

7 historical scenarios
2008 Global Financial Crisis
-22%
Dot-com Bust
-20%
Rate Hike Cycle 2022
-17%
Black Monday 1987
-13%
COVID-19 Crash
-12%
EU Debt Crisis 2011
-8%
Bond Massacre 1994
-3%

Returns = weighted portfolio peak-to-trough drawdown during each crisis period based on constituent ETF data.

PORTFOLIO STRESS TEST

Customize this portfolio

Adjust the Classic 60/40 Portfolio weights, add your own holdings, and stress test against 18+ crisis scenarios — including hypothetical tail-risk events like China-Taiwan invasion and SWIFT cyber attack.

Run Portfolio Stress Test →

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Historical data is educational only. Not financial advice. Past crisis returns do not predict future performance.