Data Source: from January 1973 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.28%
1 Day
Jul 05 2022, 03:00PM Eastern Time
0.22%
Current Month
July 2022
The Harry Browne Permanent Portfolio is a Medium Risk portfolio and can be implemented with 4 ETFs.
It's exposed for 25% on the Stock Market and for 25% on Commodities.
In the last 30 Years, the Harry Browne Permanent Portfolio obtained a 6.64% compound annual return, with a 6.22% standard deviation.
Asset Allocation and ETFs
The Harry Browne Permanent Portfolio has the following asset allocation:
The Harry Browne Permanent Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 25.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 25.00 % | BIL | SPDR Blmbg Barclays 1-3 Mth T-Bill | Bond, U.S., Ultra Short-Term | |
| 25.00 % | TLT | iShares 20+ Year Treasury Bond | Bond, U.S., Long-Term | |
| 25.00 % | GLD | SPDR Gold Trust | Commodity, Gold |
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.
Portfolio and ETF Returns
The Harry Browne Permanent Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1973.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
HARRY BROWNE PERMANENT PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Harry Browne Permanent Portfolio | -0.28 | 0.22 | -2.62 | -11.14 | -7.43 | 5.19 | 4.32 | 6.64 | |
| US Inflation Adjusted return | -2.62 | -14.59 | -13.95 | 1.53 | 1.82 | 4.07 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
-0.20 |
02:59PM Jul 05 2022 |
0.85 | -8.23 | -21.32 | -14.17 | 10.53 | 12.52 | 9.81 |
|
BIL SPDR Blmbg Barclays 1-3 Mth T-Bill |
0.00 |
02:59PM Jul 05 2022 |
-0.01 | 0.08 | 0.12 | 0.08 | 0.92 | 0.47 | 2.19 |
|
TLT iShares 20+ Year Treasury Bond |
1.29 |
03:00PM Jul 05 2022 |
2.33 | -1.27 | -21.88 | -19.11 | 0.34 | 1.51 | 6.36 |
|
GLD SPDR Gold Trust |
-2.20 |
03:00PM Jul 05 2022 |
-2.28 | -1.57 | -1.46 | 1.71 | 7.38 | 0.82 | 5.43 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Harry Browne Permanent Portfolio granted a 0.73% dividend yield. If you are interested in getting periodic income, please refer to the Harry Browne Permanent Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Harry Browne Permanent Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
HARRY BROWNE PERMANENT PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1973 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-2.62
|
-2.62
|
-2.62
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-8.78
|
-9.96
|
-8.78
Apr 2022 - Jun 2022
|
0 - 3
|
|
|
6M
|
-11.14
|
-14.59
|
-11.14
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
YTD
|
-11.14
|
-14.59
|
-11.14
Jan 2022 - Jun 2022
|
1 - 5
|
|
|
1Y
|
-7.43
|
-13.95
|
7.70
|
-11.14
Jan 2022 - Jun 2022
|
6 - 6
50% pos
|
|
3Y(*)
|
4.31
|
-0.19
|
7.79
|
-11.14
Jan 2022 - Jun 2022
|
21 - 15
58% pos
|
|
5Y(*)
|
5.19
|
1.53
|
6.74
|
-11.14
Jan 2022 - Jun 2022
|
39 - 21
65% pos
|
|
10Y(*)
|
4.32
|
1.82
|
6.33
|
-11.14
Jan 2022 - Jun 2022
|
69 - 51
58% pos
|
|
15Y(*)
|
6.03
|
3.64
|
7.12
|
-12.63
Mar 2008 - Oct 2008
|
107 - 73
59% pos
|
|
20Y(*)
|
6.81
|
4.25
|
6.72
|
-12.63
Mar 2008 - Oct 2008
|
148 - 92
62% pos
|
|
25Y(*)
|
6.36
|
3.85
|
6.55
|
-12.63
Mar 2008 - Oct 2008
|
187 - 113
62% pos
|
|
30Y(*)
|
6.64
|
4.07
|
6.22
|
-12.63
Mar 2008 - Oct 2008
|
228 - 132
63% pos
|
|
MAX(*)
01 Jan 1973
|
8.25
|
4.12
|
7.42
|
-12.63
Mar 2008 - Oct 2008
|
378 - 216
64% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 6883.01$, with a total return of 588.30% (6.64% annualized).
The Inflation Adjusted Capital now would be 3308.39$, with a net total return of 230.84% (4.07% annualized).
The Inflation Adjusted Capital now would be 3308.39$, with a net total return of 230.84% (4.07% annualized).
An investment of 1000$, since January 1973,
now would be worth 50520.23$, with a total return of 4952.02% (8.25% annualized).
The Inflation Adjusted Capital now would be 7366.39$, with a net total return of 636.64% (4.12% annualized).
The Inflation Adjusted Capital now would be 7366.39$, with a net total return of 636.64% (4.12% annualized).
Drawdowns
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Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -12.63% | Mar 2008 | Oct 2008 | 8 | Aug 2009 | 10 | 18 |
| -11.14% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -6.98% | Aug 2016 | Dec 2016 | 5 | Aug 2017 | 8 | 13 |
| -6.86% | Oct 2012 | Jun 2013 | 9 | Feb 2014 | 8 | 17 |
| -6.73% | Feb 2015 | Dec 2015 | 11 | Apr 2016 | 4 | 15 |
| -5.43% | Sep 2000 | Mar 2001 | 7 | Mar 2002 | 12 | 19 |
| -5.34% | Jul 1998 | Aug 1998 | 2 | Oct 1998 | 2 | 4 |
| -4.43% | Jan 2021 | Mar 2021 | 3 | May 2021 | 2 | 5 |
| -4.25% | Feb 2018 | Oct 2018 | 9 | Feb 2019 | 4 | 13 |
| -4.20% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
| -4.02% | Jun 2002 | Jul 2002 | 2 | Dec 2002 | 5 | 7 |
| -3.63% | Feb 1994 | Apr 1994 | 3 | Feb 1995 | 10 | 13 |
| -3.54% | May 1999 | Aug 1999 | 4 | Oct 1999 | 2 | 6 |
| -3.30% | Sep 2020 | Oct 2020 | 2 | Dec 2020 | 2 | 4 |
| -3.07% | Dec 2009 | Jan 2010 | 2 | Apr 2010 | 3 | 5 |
| -2.73% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -2.64% | Dec 1996 | Mar 1997 | 4 | May 1997 | 2 | 6 |
| -2.62% | Sep 2014 | Sep 2014 | 1 | Dec 2014 | 3 | 4 |
| -2.58% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -2.34% | Jun 2003 | Jul 2003 | 2 | Aug 2003 | 1 | 3 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -12.63% | Mar 2008 | Oct 2008 | 8 | Aug 2009 | 10 | 18 |
| -11.68% | Dec 1980 | Mar 1982 | 16 | Aug 1982 | 5 | 21 |
| -11.38% | Feb 1980 | Mar 1980 | 2 | Jun 1980 | 3 | 5 |
| -11.15% | Apr 1974 | Sep 1974 | 6 | Jan 1975 | 4 | 10 |
| -11.14% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -7.00% | Jul 1975 | Sep 1975 | 3 | Mar 1976 | 6 | 9 |
| -6.98% | Aug 2016 | Dec 2016 | 5 | Aug 2017 | 8 | 13 |
| -6.86% | Oct 2012 | Jun 2013 | 9 | Feb 2014 | 8 | 17 |
| -6.85% | Jul 1973 | Nov 1973 | 5 | Jan 1974 | 2 | 7 |
| -6.73% | Feb 2015 | Dec 2015 | 11 | Apr 2016 | 4 | 15 |
| -5.78% | Sep 1987 | Nov 1987 | 3 | Jan 1989 | 14 | 17 |
| -5.43% | Sep 2000 | Mar 2001 | 7 | Mar 2002 | 12 | 19 |
| -5.34% | Jul 1998 | Aug 1998 | 2 | Oct 1998 | 2 | 4 |
| -5.31% | Nov 1978 | Nov 1978 | 1 | Jan 1979 | 2 | 3 |
| -5.13% | Jul 1983 | Jul 1984 | 13 | Oct 1984 | 3 | 16 |
| -4.53% | Jan 1990 | Apr 1990 | 4 | Dec 1990 | 8 | 12 |
| -4.50% | Oct 1979 | Oct 1979 | 1 | Nov 1979 | 1 | 2 |
| -4.43% | Jan 2021 | Mar 2021 | 3 | May 2021 | 2 | 5 |
| -4.25% | Feb 2018 | Oct 2018 | 9 | Feb 2019 | 4 | 13 |
| -4.20% | Apr 2004 | Apr 2004 | 1 | Oct 2004 | 6 | 7 |
Rolling Returns ( more details)
Harry Browne Permanent Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
8.65 |
45.29 Feb 1979 - Jan 1980 |
-9.87 Oct 1980 - Sep 1981 |
11.15% |
| 2 Years |
8.52 |
30.12 Jul 1978 - Jun 1980 |
-4.36 Jul 1980 - Jun 1982 |
1.05% |
| 3 Years |
8.43 |
22.66 Jul 1977 - Jun 1980 |
0.68 Oct 2012 - Sep 2015 |
0.00% |
| 5 Years |
8.38 |
17.20 Oct 1975 - Sep 1980 |
2.72 Feb 2012 - Jan 2017 |
0.00% |
| 7 Years |
8.35 |
15.71 Feb 1973 - Jan 1980 |
3.19 Nov 2011 - Oct 2018 |
0.00% |
| 10 Years |
8.26 |
14.01 Sep 1976 - Aug 1986 |
4.32 Jul 2012 - Jun 2022 |
0.00% |
| 15 Years |
8.12 |
12.18 Feb 1973 - Jan 1988 |
5.69 Aug 1987 - Jul 2002 |
0.00% |
| 20 Years |
7.95 |
10.76 Feb 1973 - Jan 1993 |
6.11 Jan 1999 - Dec 2018 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Harry Browne Permanent Portfolio: Rolling Returns page.
Seasonality
Harry Browne Permanent Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.91 70% |
0.54 62% |
0.21 58% |
0.65 68% |
0.75 66% |
0.57 58% |
0.54 55% |
0.77 61% |
0.56 59% |
0.41 61% |
1.12 71% |
1.20 73% |
| Best Year |
6.8 1980 |
6.5 1974 |
4.8 1986 |
5.9 1980 |
8.2 1973 |
7.7 1980 |
5.4 2020 |
9.6 1982 |
7.7 1979 |
7.6 1974 |
5.6 2008 |
9.3 1979 |
| Worst Year |
-4.6 1981 |
-2.7 1983 |
-9.3 1980 |
-4.9 2022 |
-3.0 1974 |
-3.5 2013 |
-2.2 2002 |
-4.1 1998 |
-3.6 1975 |
-8.5 2008 |
-5.3 1978 |
-2.6 2009 |
Statistics calculated for the period Jan 1973 - Jun 2022
Monthly/Yearly Returns
Harry Browne Permanent Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
378 Positive Months (64%) - 216 Negative Months (36%)
Jan 1973 - Jun 2022
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Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-11.14 | -14.59 | -2.9 | 0.5 | -0.2 | -4.9 | -1.5 | -2.6 | ||||||
| 2021 |
+4.21 | -2.70 | -1.8 | -2.2 | -0.5 | 2.8 | 1.9 | -0.1 | 1.9 | 0.7 | -2.7 | 2.8 | 0.0 | 1.4 |
| 2020 |
+16.10 | +14.63 | 3.1 | -0.3 | -1.3 | 4.8 | 1.3 | 1.3 | 5.4 | 0.1 | -1.8 | -1.5 | 1.7 | 2.7 |
| 2019 |
+16.17 | +13.60 | 3.0 | 0.5 | 1.4 | 0.5 | 0.3 | 4.1 | 0.5 | 4.2 | -1.1 | 0.9 | 0.1 | 0.9 |
| 2018 |
-1.76 | -3.60 | 1.3 | -2.2 | 0.4 | -0.6 | 0.9 | -0.5 | 0.0 | 0.8 | -0.8 | -2.2 | 1.1 | 0.2 |
| 2017 |
+10.97 | +8.66 | 2.0 | 2.1 | -0.3 | 1.1 | 0.7 | -0.1 | 0.9 | 2.0 | -0.8 | 0.4 | 1.1 | 1.3 |
| 2016 |
+5.54 | +3.42 | 1.3 | 3.6 | 1.3 | 1.4 | -1.1 | 4.2 | 2.0 | -1.1 | -0.2 | -2.5 | -3.3 | -0.1 |
| 2015 |
-3.06 | -3.67 | 3.9 | -1.8 | -0.6 | -0.8 | -0.1 | -1.8 | -0.1 | -0.9 | -0.7 | 2.4 | -1.7 | -0.7 |
| 2014 |
+9.40 | +8.69 | 1.6 | 2.9 | -0.5 | 0.7 | 0.5 | 2.1 | -1.3 | 2.4 | -2.6 | 0.7 | 1.4 | 1.2 |
| 2013 |
-2.08 | -3.54 | 0.4 | -0.6 | 1.2 | -0.2 | -2.4 | -3.5 | 2.6 | -0.2 | 0.3 | 1.6 | -0.9 | -0.2 |
| 2012 |
+6.41 | +4.57 | 4.0 | -0.3 | -0.5 | 0.9 | -1.2 | 1.2 | 1.4 | 1.6 | 1.2 | -1.4 | 0.4 | -0.9 |
| 2011 |
+11.11 | +7.81 | -1.9 | 2.8 | 0.5 | 3.5 | 0.1 | -1.7 | 2.6 | 4.2 | -1.4 | 2.7 | 0.9 | -1.7 |
| 2010 |
+13.92 | +12.31 | -0.5 | 1.6 | 0.9 | 2.8 | 0.0 | 0.7 | -0.1 | 2.6 | 2.6 | 0.7 | 0.3 | 1.5 |
| 2009 |
+7.85 | +4.90 | -3.8 | -2.5 | 2.0 | 0.0 | 3.3 | -1.2 | 2.8 | 1.5 | 3.2 | -0.3 | 5.4 | -2.6 |
| 2008 |
+0.87 | +0.89 | 1.8 | 0.8 | -1.3 | -0.7 | 0.1 | -0.1 | -0.6 | -1.5 | -0.6 | -8.5 | 5.6 | 6.5 |
| 2007 |
+12.69 | +8.25 | 1.0 | 1.2 | -0.3 | 1.9 | -0.1 | -1.1 | 0.6 | 1.2 | 3.8 | 2.8 | -0.2 | 1.6 |
| 2006 |
+10.94 | +8.21 | 3.0 | 0.1 | 0.5 | 3.0 | -1.1 | -1.0 | 1.4 | 1.0 | -0.2 | 1.5 | 3.1 | -0.7 |
| 2005 |
+8.91 | +5.40 | -0.6 | 0.9 | -0.9 | 0.8 | 0.8 | 1.8 | -0.1 | 1.0 | 1.1 | -1.3 | 2.9 | 2.1 |
| 2004 |
+6.83 | +3.38 | 0.1 | 0.7 | 1.8 | -4.2 | 0.6 | 1.0 | -0.8 | 2.1 | 1.2 | 1.5 | 2.2 | 0.6 |
| 2003 |
+13.32 | +11.06 | 0.6 | -1.0 | -1.1 | 2.5 | 4.9 | -1.1 | -1.3 | 2.4 | 1.9 | 0.8 | 1.3 | 2.6 |
| 2002 |
+5.85 | +3.29 | 0.6 | 1.2 | 0.3 | 0.4 | 1.4 | -1.8 | -2.2 | 2.1 | 0.1 | 0.0 | 1.1 | 2.6 |
| 2001 |
-0.52 | -2.09 | 0.3 | -1.7 | -2.5 | 1.8 | 0.8 | 0.2 | 0.1 | -0.1 | 0.2 | 0.6 | -0.1 | 0.0 |
| 2000 |
+2.40 | -1.00 | -1.2 | 2.4 | 0.9 | -1.5 | -1.1 | 3.2 | -0.9 | 2.5 | -1.6 | -0.7 | -1.0 | 1.7 |
| 1999 |
+5.17 | +2.43 | 1.0 | -1.9 | 0.3 | 2.0 | -2.4 | 0.6 | -1.4 | -0.3 | 3.6 | 1.8 | 0.2 | 1.8 |
| 1998 |
+10.09 | +8.35 | 2.0 | 1.1 | 1.8 | 1.3 | -1.6 | 1.8 | -1.3 | -4.1 | 4.3 | 1.3 | 2.1 | 1.2 |
| 1997 |
+7.19 | +5.40 | -0.3 | 0.9 | -2.3 | 1.3 | 2.6 | 1.0 | 3.1 | -1.7 | 2.9 | -1.5 | 0.5 | 0.6 |
| 1996 |
+5.08 | +1.65 | 2.0 | -1.0 | -0.3 | 0.0 | 0.7 | -0.2 | -1.1 | 0.7 | 1.7 | 1.4 | 2.2 | -0.9 |
| 1995 |
+18.11 | +15.20 | 0.8 | 1.9 | 2.0 | 1.0 | 2.6 | 1.4 | 0.6 | 0.9 | 1.7 | 0.5 | 2.2 | 1.2 |
| 1994 |
-1.37 | -3.87 | 0.5 | -1.3 | -1.5 | -0.9 | 0.9 | -0.8 | 1.2 | 1.1 | -0.5 | -0.3 | -0.8 | 0.8 |
| 1993 |
+12.00 | +8.93 | 0.8 | 0.8 | 1.5 | 0.8 | 2.6 | 1.3 | 2.0 | 0.0 | -0.9 | 1.6 | -0.9 | 2.1 |
| 1992 |
+3.57 | +0.59 | -0.7 | 0.5 | -1.6 | 0.0 | 0.9 | 0.3 | 3.1 | -1.5 | 1.3 | -0.8 | 0.9 | 1.1 |
| 1991 |
+11.72 | +8.48 | 0.3 | 1.8 | 0.5 | 0.7 | 1.4 | -0.9 | 1.5 | 0.8 | 1.0 | 0.7 | -0.5 | 3.8 |
| 1990 |
+1.11 | -4.84 | -1.5 | 0.0 | -1.8 | -1.3 | 3.1 | -0.1 | 1.4 | -2.2 | 0.6 | -1.4 | 3.1 | 1.5 |
| 1989 |
+12.90 | +7.89 | 1.3 | -1.2 | 0.7 | 1.8 | 1.1 | 2.3 | 2.5 | -0.4 | 0.5 | 0.8 | 2.7 | 0.1 |
| 1988 |
+4.39 | -0.02 | 1.0 | 0.1 | 0.7 | -0.3 | 0.0 | 1.5 | -0.5 | -1.0 | 0.6 | 2.1 | -0.3 | 0.4 |
| 1987 |
+7.42 | +2.96 | 4.4 | 2.0 | 1.3 | 0.5 | -0.2 | 1.4 | 2.1 | 0.4 | -0.9 | -4.8 | -0.1 | 1.6 |
| 1986 |
+17.64 | +16.26 | 2.2 | 4.0 | 4.8 | 0.1 | 0.5 | 2.5 | -1.3 | 4.6 | -0.5 | -0.1 | 0.5 | -0.8 |
| 1985 |
+20.47 | +16.07 | 3.3 | -2.0 | 4.1 | 0.1 | 3.3 | 1.4 | 0.5 | 1.1 | -1.5 | 2.2 | 3.3 | 3.2 |
| 1984 |
+2.22 | -1.75 | -0.3 | 0.1 | -0.4 | -0.9 | -2.0 | 0.6 | -0.7 | 4.3 | 0.7 | 1.3 | 0.0 | -0.2 |
| 1983 |
+3.46 | -0.31 | 2.5 | -2.7 | 1.3 | 3.9 | -0.1 | 0.3 | -1.8 | -0.2 | 1.4 | -2.3 | 2.7 | -1.4 |
| 1982 |
+23.27 | +18.73 | -1.3 | -2.1 | -2.2 | 5.0 | -2.4 | -1.5 | 2.8 | 9.6 | 1.6 | 6.7 | 3.2 | 2.6 |
| 1981 |
-5.34 | -13.09 | -4.6 | -1.2 | 3.5 | -2.9 | 1.9 | -2.4 | -1.5 | -1.4 | -1.5 | 3.5 | 4.0 | -2.4 |
| 1980 |
+13.65 | +1.16 | 6.8 | -2.3 | -9.3 | 5.9 | 3.9 | 7.7 | -1.4 | 0.8 | 2.0 | -1.5 | 2.8 | -1.3 |
| 1979 |
+39.77 | +23.41 | 2.7 | 1.0 | 1.0 | 0.6 | 3.4 | 2.4 | 2.2 | 3.5 | 7.7 | -4.5 | 5.1 | 9.3 |
| 1978 |
+12.78 | +3.48 | 0.1 | 0.8 | 0.8 | 0.5 | 2.6 | -0.4 | 4.4 | 2.8 | 0.9 | 0.3 | -5.3 | 5.0 |
| 1977 |
+6.43 | -0.24 | -2.0 | 1.6 | 1.2 | 0.1 | -0.7 | 1.8 | -0.1 | 0.5 | 1.6 | 0.3 | 1.1 | 0.9 |
| 1976 |
+11.22 | +5.89 | 1.5 | 1.2 | 0.7 | -0.3 | -1.1 | 1.6 | -1.8 | -1.0 | 3.4 | 0.9 | 2.2 | 3.4 |
| 1975 |
+6.98 | -0.14 | 2.8 | 3.0 | -0.1 | -0.2 | 2.3 | 2.2 | -1.9 | -1.7 | -3.6 | 3.1 | 0.4 | 0.7 |
| 1974 |
+12.43 | +0.29 | 5.0 | 6.5 | 1.0 | -1.9 | -3.0 | -3.1 | 1.0 | -2.1 | -2.5 | 7.6 | 3.6 | 0.4 |
| 1973 |
+15.65 | +6.15 | -0.2 | 6.5 | 1.7 | -0.5 | 8.2 | 2.7 | -2.1 | -4.0 | 0.8 | -0.4 | -1.3 | 3.9 |
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- VTI - Vanguard Total Stock Market: simulated historical serie, up to December 2001
- BIL - SPDR Blmbg Barclays 1-3 Mth T-Bill: simulated historical serie, up to December 2007
- TLT - iShares 20+ Year Treasury Bond: simulated historical serie, up to December 2002
- GLD - SPDR Gold Trust: simulated historical serie, up to December 2004
Portfolio efficiency
Is the Harry Browne Permanent Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Harry Browne Permanent Portfolio is classified as Medium Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Medium Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+6.36%
(+3.85%) |
Bad : 1.3 / 5
|
Average : 2.4 / 5
|
| Standard Deviation over 25 Years |
6.55% |
Good : 3.9 / 5
|
Excellent : 4.2 / 5
|
| Maximum Drawdown over 25 Years |
-12.63% |
Excellent : 5 / 5
|
Excellent : 4.4 / 5
|
| Easy to manage | 4 ETFs |
Good : 3.5 / 5
|
Good : 3.5 / 5
|
| Rating assigned considering all the Medium Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Similar portfolios
These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.
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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
All Weather Portfolio with Bitcoin Ray Dalio |
+0.91 | +9.98 | -15.32 | 30 | 55 | 15 | ||
|
Permanent Portfolio with Bitcoin Harry Browne |
+0.35 | +9.91 | -12.29 | 25 | 50 | 25 | ||
|
Simplified Permanent Portfolio 2x Leveraged |
+0.81 | +6.91 | -21.26 | 25 | 50 | 25 | ||
|
All Weather Portfolio 2x Leveraged Ray Dalio |
+1.68 | +6.83 | -26.81 | 37.5 | 55 | 7.5 | ||
|
All Weather Portfolio Ray Dalio |
+0.76 | +5.36 | -13.67 | 30 | 55 | 15 | ||
|
Permanent Portfolio Harry Browne |
+0.22 | +5.19 | -11.14 | 25 | 50 | 25 | ||
|
Simplified Permanent Portfolio |
+0.43 | +5.13 | -10.97 | 25 | 50 | 25 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Best Classic Portfolios, with Medium Risk
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Couch Potato Scott Burns |
+1.08 | +8.25 | -27.04 | 50 | 50 | 0 | ||
|
Robo Advisor 50 Betterment |
+0.01 | +7.71 | -30.72 | 49.9 | 50.1 | 0 | ||
|
All Weather Portfolio Ray Dalio |
+0.76 | +7.67 | -13.67 | 30 | 55 | 15 | ||
|
Dynamic 40/60 Income |
+0.55 | +7.21 | -29.84 | 40 | 60 | 0 | ||
|
Simplified Permanent Portfolio |
+0.43 | +7.11 | -13.28 | 25 | 50 | 25 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
Last update: Jul 05 2022, 03:00PM Eastern Time.