Decade CAGR: 60/40 vs 50/20/15/15 Blend

Decade CAGR: When the Blend Wins vs. When 60/40 Wins

Nominal annualised CAGR per decade · 60/40 vs. 50/20/15/15 Blend · 1929–2025. Green = blend outperforms.

60/40 (Stocks / Bonds)

50/20/15/15 Blend

Blend outperforms decade

Invesense Research | Damodaran (NYU Stern) annual total return data 1928–2025 | S&P Dow Jones Indices | Bloomberg Terminal: SPTR, GOLDLNPM cross-reference | Blend = 50% S&P 500 TR / 20% 10Y T-Bond / 15% Gold (London PM Fix) / 15% NAREIT All Equity REIT TR. Annual rebalancing assumed.