The Worst 50/50 Stock/Bond Real Returns

Following my post this week on the worst 10 year 50/50 stock/bond portfolio returns I received a number of requests from people asking what these performance numbers would look like on a real (inflation-adjusted) basis.  Here are annualized the results:

Real Rtns 10 yr 50.50

The deflationary period of the 1930s actually improves the performance on those 10 year cycles.  A few of these returns did drop into negative territory after accounting for inflation.  Two of the negative 10 year returns occured in the highly inflationary 1970s period while the 10 year stretch from 1937-1946 was just slightly negative.


Follow me on Twitter: @awealthofcs

Print Friendly, PDF & Email

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.

What's been said:

Discussions found on the web
  1. My Own Advisor commented on Apr 24

    Curious what your equity to bond split is in your portfolio Ben?

    I’m now 100% equities.


    • Ben commented on Apr 25

      Yeah I generally take the barbell approach and have more of my retirement money in stocks but all of my savings in online savings accounts. Basically really long-term capital and short-term money.