Change

Evolving Asset Allocation

Drag the toggles on the pie chart to build a portfolio.

Hypothetical Portfolio

Historical Results ( - )

 
Balanced Portfolio 60% Stocks & 40% Bonds
 
Hypothetical Portfolio A combination of stocks, bonds and alternatives, allocated as shown by the adjustable pie chart.

Reducing Stock Market Extremes

Continue making adjustments to the portfolio to reduce the number of months it could have experienced extreme returns.

Distribution of Monthly Returns -

Hypothetical Portfolio A combination of stocks, bonds and alternatives, allocated as shown by the adjustable pie chart.

Examining Additional Sources of Return

Change the portfolio allocation to see how alternatives could have affected its return.

Hypothetical Growth of $10,000 Invested -

HERE
HERE
Hypothetical Portfolio A combination of stocks, bonds and alternatives, allocated as shown by the adjustable pie chart.
Balanced Portfolio 60% Stocks & 40% Bonds

Market Flashback

Click and drag time periods into the chart to see how the portfolio could have stacked up against a balanced portfolio.

Historical Market Periods

Hypothetical Portfolio A combination of stocks, bonds and alternatives, allocated as shown by the adjustable pie chart.
Balanced Portfolio 60% Stocks & 40% Bonds

Investing for Outcomes

Evolving diversification is as important as ever. Looking back, adding alternatives to your portfolio could have offered broader diversification and the potential to reduce risk and enhance return.

 
15% from Stocks
to Alternatives
5% from Stocks,
10% from Bonds
to Alternatives
60% Stocks, 40% Bonds
45% Stocks, 40% Bonds, 15% Alternatives
55% Stocks, 30% Bonds, 15% Alternatives

For illustrative purposes only.

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About this Market Flashback:

This Market Flashback assumes no portfolio rebalancing over the times period listed. Results are for illustrative purposes only and do not guarantee future results. It is not possible to invest directly in an index. Index performance returns do not reflect any management fees, transaction costs or expenses.

There is one type of analysis available in this tool – historical date range

  • Historical Date Range: Defined using the starting and ending date values of each date period. The performance cited for the hypothetical portfolio in each time period is the weighted average of each index's returns over that time period. The time periods indicating each event were determined by BlackRock's research.

Alternatives are represented by the Credit Suisse Multi-Strategy Index.

Bonds are represented by the Bloomberg Barclays US Aggregate Bond Index.

Stocks are represented by the S&P 500 Index.