60/40 portfolio backtest
See how $10,000 in the 60/40 portfolio would have grown — real, dividend-adjusted history, rebalanced yearly. No signup.
The classic balanced portfolio: 60% US stocks, 40% US bonds.
- SPY · SPDR S&P 500 ETF Trust60%
- AGG · iShares Core U.S. Aggregate Bond ETF40%
Want more than a famous preset? Log in to try our tool — test your own portfolio strategies and study your diversification with our correlation matrices.
Defaults to the last 10 years. Clean, fee-free backtest with annual rebalancing.
Ready to backtest 60/40
Pick a date range above (or use the last 10 years) and hit Run backtest.
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Frequently asked questions
The 60/40 is the classic balanced portfolio: 60% in stocks for growth and 40% in bonds to cushion drawdowns. It has been a default benchmark for diversified investing for decades.
For educational and informational purposes only. Backtests use split- and dividend-adjusted historical prices with annual rebalancing and no fees, taxes, or slippage; real-world results differ. Past performance is not indicative of future results. Awalyt does not provide investment advice.