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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