{"slug":"60-40","from":1975,"to":"now","endYm":"2024-06","startYm":"1975-01","capped":"2024-06","years":49.416666666666664,"amount":10000,"monthly":0,"indexed":false,"fee":0.0022,"nominal":1463489.7035161108,"real":1526283.82960703,"paidIn":10000,"paidInReal":130206.29151628359,"gain":1453489.7035161108,"realGain":1396077.5380907464,"multiple":146.3489703516111,"realMultiple":11.722043626564336,"cagr":0.10616271369336494,"realCagr":0.05107194754945077,"beatInflation":true,"contributions":0,"series":{"key":"60-40","name":"a 60/40 portfolio","source":"S&P 500 and Bank Rate, rebalanced monthly","synthetic":true,"covers":["1975-01","2024-06"]},"caveats":["A backtest, not a fund: 60% S&P 500, 40% cash at Bank Rate. Cash stands in for bonds, which understates the bond years.","60/40 data ends June 2024, so that is where this stops — not today.","Charges of 0.22% a year are taken off. Tax is not."],"url":"https://pound.one/compound/10000/1975/60-40","card":"https://pound.one/compound/10000/1975/60-40/card.png"}