Backtest a mix
Test a mix of US stocks and funds on past prices, against the market.
Year by year
What each holding did
- SPY
+74%
60% of the mix, 60% at the end
- TLT
−34%
40% of the mix, 40% at the end
Trading costs took about 0.2% of the money over the whole test.
What $10,000 became, Nov 12, 2021 to Nov 11, 2026
60/40 mix+19.6%SPY+73.8%
Prices through Nov 11, 2026.
Typical yearly swing
12.6%
Worst year
−23.3%
2022
Best year
+16.4%
2023
Mix traded a year
11%
sold and rebought
It trailed the S&P 500 in every full year.