Balanced Portfolios: Risk vs. Return Scatterplots
data through June 2013



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61 Asset Allocation Portfolios Compared
See our Asset Allocation & Manager Comparison report which is part of the Basic Subscription.

The Asset Allocation & Manager Comparison includes the following: 
▪ Detailed comparison monthly PDF report 
▪ Total Return metrics
▪ Risk-adjusted returns
▪ Correlations
▪ Risk/Return scatterplots



See our Products page for the complete list of VizMetrics Comparison reports.



The chart below displays risk vs. return scatterplots for a group of balanced portfolios from the leading fund companies such as Janus, Vanguard, Dodge & Cox, Wells Fargo, and Fidelity. The description of each portfolio is listed below the charts.  Also shown is a reference portfolio (item #9 on the chart) of two ETFs: 60% VTI and 40% BND.

The table below is an excerpt from Allocation & Manager Comparison report which compares 61 asset allocation portfolios. A similar report comparing 59 asset classes is available as a free subscription.








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