Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND)
Backtest results
Metrics
1Y · since Oct 2025Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) | |
|---|---|
| Total Return | +7.08% |
| CAGR | +7.14% |
| Sharpe | 0.87 |
| Calmar | 1.22 |
| Max DD | -5.84% |
| Volatility | 8.41% |
| Win Rate | 51.8% |
Last year of a hypothetical backtest, Oct 30, 2025 to Oct 30, 2026. Create an account to see the full history.
About this strategy
A steady 60-percent allocation to the S&P 500 (SPY) and 40-percent to a total bond market fund (BND) provides a balanced mix of equity growth and fixed-income stability. The portfolio is rebalanced periodically to maintain the 60/40 split, ensuring consistent exposure to the broad U.S. market while protecting against downturns with a sizable bond component.
Current allocation
What the rules select as of Oct 30, 2026.
Frequently asked questions
What is Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND)?
A steady 60-percent allocation to the S&P 500 (SPY) and 40-percent to a total bond market fund (BND) provides a balanced mix of equity growth and fixed-income stability. The portfolio is rebalanced periodically to maintain the 60/40 split, ensuring consistent exposure to the broad U.S. market while protecting against downturns with a sizable bond component.
What is Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) holding today?
As of Oct 30, 2026, Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) allocates to SPY 60%, BND 40%.
How has Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) performed over the past year?
From Oct 30, 2025 to Oct 30, 2026, Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) returned +7.4% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND)?
From Oct 30, 2025 to Oct 30, 2026, the largest peak-to-trough decline of Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) in a hypothetical backtest was -5.8%.
How do I use Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND)?
Open Benchmark Basic 60:40 Portfolio (60% SPY | 40% BND) in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.