Issue link: https://resources.envestnet.com/i/1540867
54 © 2025 Envestnet, Inc. All rights reserved. For one-on-one use with a client's financial advisor only. US Bond Market Bonds, including riskier high yield securities, have historically been key to earning portfolio income. 1 Callan. Bloomberg US Aggregate Total Returns. Source: YCharts Since 1997, the US bond market has returned 4.2% on average annually. The average annual drawdown is 4.1%. Stock and bond markets have only fallen together in three years since 1926. 1 1.25% 5.53% -13.0% -1.5% 7.5% 8.7% 0.0% 3.5% 2.6% 0.6% 6.0% -2.0% 4.2% 7.8% 6.5% 5.9% 5.2% 7.0% 4.3% 2.4% 4.3% 4.1% 10.3% 8.4% 11.6% -0.8% 8.7% 9.7% -4.1% -9.7% -17.4% -4.0% -6.3% -2.1% -3.3% -3.8% -4.4% -2.8% -2.5% -4.9% -1.3% -3.3% -3.3% -2.0% -5.1% -2.3% -2.0% -2.4% -4.6% -4.6% -2.6% -3.6% -2.8% -3.7% -2.8% -2.1% 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 Annual Return Max Drawdown 20251017-4912642