Balanced Portfolios: Risk & Risk-Adjusted Returns
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



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The table below displays risk metrics for a group of balanced portfolios from leading fund companies including Janus, Vanguard, Dodge & Cox, Wells Fargo, and Fidelity. Each portfolio is represented by a mutual fund with the ticker at the far right of the table. Also shown is a reference portfolio (item #9 in the table) of two ETFs: 60% VTI and 40% BND.

The table below is an excerpt from the full 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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