Lemoney
Portfolios

Classic 60/40

by ElderLemon · shared 16 Sept 2026 · Published by Convention (popularized by John Bogle and others) · source

Open in the Lab

Weights

SPYSPDR S&P 500 ETF Trust60.0%AGGiShares Core US Aggregate Bond ETF40.0%
  • SPYSPDR S&P 500 ETF Trust60.0%
  • AGGiShares Core US Aggregate Bond ETF40.0%

Performance

CAGR
+8.3%
Final value
$63k
Max drawdown
−32.8%
Volatility
10.6%
Sharpe
0.81
Sortino
1.15

Correlation

weekly returns
SPYAGG
SPY·0.17
AGG0.17·

Growth of $10K

Long only · Fixed weights · annually · 2003-10-03 to 2026-10-09
$20k$50k2006200920122015201820212024$63k
$63,200Oct 9, 2026
−15%−30%2006200920122015201820212024−30.3% · 2009-02
−0.5%Oct 9, 2026

Annual returns

* partial
through 2026-10-09