A Balanced Portfolio Came Out on Top
Cumulative Returns
| Years | Stocks | Bonds | Balanced | Investor Mindset |
| 2000-2002 | -37.6% | 33.5% | -6.4% | "Why do I own stocks?" |
| 2003-2007 | 82.9% | 24.2% | 51.8% | "Why do I own bonds?" |
| 2008 | -37.0% | 5.2% | -15.9% | "Why do I own stocks?" |
| 2009-2017 | 258.8% | 40.7% | 129.8% | "Why do I own bonds?" |
| 2018 | -4.4% | 0.0% | -2.2% | "Why do I own stocks?" |
| 2019 | 31.5% | 8.7% | 20.1% | "Why do I own bonds?" |
| 2000-2019 | 224.2% | 166.9% | 222.9% | |
| Growth of $100k | $324,209 | $266,866 | $322,848 |
Source: Morningstar and Hartford Funds, 1/20.
Stocks represented by S&P 500 Index; Balanced Portfolio represented by 60% S&P 500 Index and 40% Bloomberg Barclays US Aggregate Bond Index; Bonds represented by 100% Bloomberg Barclays US Aggregate Bond Index
Past performance does not guarantee future results. For illustrative purposes only. Indices are unmanaged and not available for direct investment.
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