How a 60/40 stocks-and-cash portfolio fared in the eurozone debt crisis
60/40 (stocks/cash): 60% equities · 40% cash · quarterly rebalance · physical costs on (coins) · window 2011-04-29 to 2012-03-13 · computed 2026-07-13 with the same engine the app runs.
Solid: this portfolio, real (CPI-deflated) value of $10,000. Dashed: the all-equity baseline.
| Total return (real) | −0.1% |
|---|---|
| Total return (nominal) | +2.0% |
| CAGR (real) | −0.1% |
| Max drawdown (real) | −12.9% |
| Recovery | not recovered in window |
| Purchasing-power ratio | 1.00× |
| Ulcer index | 6.0 |
| Worst calendar year | — |
| Physical costs paid | $0 |
| Liquidation value | $10,202 |
A $10,000 stake in a 60/40 stocks-and-cash portfolio (60% equities · 40% cash, rebalanced quarterly, physical costs on coins applied) entering the eurozone debt crisis would have ended the window worth $9,992 in real, CPI-deflated terms: a real return of −0.1%. Along the way it fell at most 12.9% from its peak (not recovered in window), with an ulcer index of 6.0. The same stake in equities alone returned +0.3% real. This allocation trailed it by 0.3 percentage points of purchasing power. This allocation carries no physical sleeves, so no ownership costs applied.
Open this portfolio in the stress-tester More scenarios
The link above prefills the allocation. Adjust weights, costs, and windows from there. Sources and formulas: methodology.
Educational estimates, not financial advice