Data as of: Jul 03, 2025

BNCH: All-World 60-40 Benchmark

  • Last Price
  • 418.35
  • Volatility *
  • S&P 500 Volatility *
  • S&P 500 Correlation *
  • 10.9 %
  • 20.6 %
  • +0.90
  • First Data
  • Dec 31, 1999
* Last Twelve Completed Months
  Q1 Q2 Q3 Q4 Annual
2025 +2.45 % +7.19 % +0.15 % +9.98 %
2024 +4.21 % +0.88 % +6.18 % -3.59 % +7.62 %
2023 +6.42 % +2.72 % -4.21 % +9.42 % +14.57 %
2022 -6.04 % -10.85 % -6.69 % +7.61 % -15.90 %
2021 +0.78 % +5.05 % -0.34 % +3.66 % +9.38 %
2020 -9.75 % +11.29 % +4.25 % +8.55 % +13.66 %
2019 +8.40 % +3.95 % +1.24 % +4.35 % +19.04 %
2018 -1.17 % +0.54 % +2.28 % -6.68 % -5.16 %
2017 +4.47 % +3.39 % +3.02 % +2.94 % +14.54 %
2016 +1.54 % +1.86 % +2.87 % -1.46 % +4.85 %
2015 +3.30 % -0.81 % -3.90 % +2.30 % +0.74 %
2014 +1.90 % +3.68 % -1.67 % +1.46 % +5.40 %
2013 +4.42 % -1.14 % +5.35 % +3.86 % +12.96 %
2012 +6.23 % -0.82 % +4.04 % +2.42 % +12.27 %
2011 +2.68 % +2.18 % -7.21 % +5.66 % +2.86 %
2010 +2.98 % -5.20 % +10.77 % +3.88 % +12.34 %
2009 -8.70 % +10.09 % +11.67 % +1.32 % +13.73 %
2008 -3.03 % -2.34 % -7.31 % -8.33 % -19.53 %
2007 +2.26 % +3.05 % +3.10 % +0.28 % +8.95 %
2006 +3.53 % -0.60 % +4.30 % +5.47 % +13.19 %
2005 -1.31 % +2.36 % +3.65 % +2.22 % +7.04 %
2004 +3.56 % -1.06 % +0.87 % +7.58 % +11.19 %
2003 -3.21 % +12.08 % +3.06 % +8.52 % +21.32 %
2002 +0.67 % -2.63 % -7.86 % +4.47 % -5.65 %
2001 -6.54 % +2.12 % -7.07 % +5.52 % -6.40 %
2000 +2.16 % -1.67 % -1.18 % -2.08 % -2.80 %
  Q1 Q2 Q3 Q4 Annual
2025 $0.00 $0.00 $0.00 $0.00
2024 $0.00 $0.00 $0.00 $0.00 $0.00
2023 $0.00 $0.00 $0.00 $0.00 $0.00
2022 $0.00 $0.00 $0.00 $0.00 $0.00
2021 $0.00 $0.00 $0.00 $0.00 $0.00
2020 $0.00 $0.00 $0.00 $0.00 $0.00
2019 $0.00 $0.00 $0.00 $0.00 $0.00
2018 $0.00 $0.00 $0.00 $0.00 $0.00
2017 $0.00 $0.00 $0.00 $0.00 $0.00
2016 $0.00 $0.00 $0.00 $0.00 $0.00
2015 $0.00 $0.00 $0.00 $0.00 $0.00
2014 $0.00 $0.00 $0.00 $0.00 $0.00
2013 $0.00 $0.00 $0.00 $0.00 $0.00
2012 $0.00 $0.00 $0.00 $0.00 $0.00
2011 $0.00 $0.00 $0.00 $0.00 $0.00
2010 $0.00 $0.00 $0.00 $0.00 $0.00
2009 $0.00 $0.00 $0.00 $0.00 $0.00
2008 $0.00 $0.00 $0.00 $0.00 $0.00
2007 $0.00 $0.00 $0.00 $0.00 $0.00
2006 $0.00 $0.00 $0.00 $0.00 $0.00
2005 $0.00 $0.00 $0.00 $0.00 $0.00
2004 $0.00 $0.00 $0.00 $0.00 $0.00
2003 $0.00 $0.00 $0.00 $0.00 $0.00
2002 $0.00 $0.00 $0.00 $0.00 $0.00
2001 $0.00 $0.00 $0.00 $0.00 $0.00
2000 $0.00 $0.00 $0.00 $0.00 $0.00
Sep 09, 2016
The ETFreplay All-World 60-40 Benchmark is a monthly rebalanced portfolio of IEF 40%, EFA 30% and VTI 30%. Prior to Aug 1, 2002, the portfolio consisted of VFITX 40%, VGTSX 30% and VTSMX 30%.

Monthly Total Returns (including all dividends): Jul-23 - Jul-25

BNCH monthly returns chart

Notes:

Though most ETFs have never paid a capital gains distribution, investors should monitor for non-recurring payments when considering yield.

Volatility is the annualized standard deviation of daily returns
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