The library · Official strategy
Classic 60/40
PublicSixty percent global equities, forty percent bonds, held at fixed weights and rebalanced every quarter. The reference portfolio every other strategy is measured against.
2 modelsFixed AllocationRebalance every 3 mo
Up to date · as of 19 Jul 202616 yrs · since 2010
Backtest
StrategyS&P 500 (benchmark)
201020132016201920222026
Drawdownmin −21.3%
Final value
$29,300
from $10,000 invested
CAGR
+6.8%
vs +9.8% benchmark
Max drawdown
−21.3%
vs −34% benchmark
Sharpe ratio
0.62
volatility 10.4% · 16 yrs
Simulation 2010-01 → 2026-07 · costs included at every rebalanceBacktests show what would have happened — not what will.
Every rule visible
The whole strategy, in the open.
A strategy is a portfolio of models. The rules at both levels are the ones the backtest above runs on.
Classic 60/40Rebalance every 1 mo
Open in the appAllocation across modelsFixed Allocation
Global Equities60%
Global Bonds40%
Global Equities
Model · 60% of the portfolio
1 instrumentEqual Weights
Global Bonds
Model · 40% of the portfolio
1 instrumentEqual Weights
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Fincanva provides no financial advice. Backtests show what would have happened — not what will.