Data Source: from January 1986 to April 2022
Consolidated Returns as of 30 April 2022
Live Update: May 27 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.66%
1 Day
May 27 2022
0.99%
Current Month
May 2022
In the last 30 Years, the Vanguard LifeStrategy Growth Fund Portfolio obtained a 8.05% compound annual return, with a 11.93% standard deviation.
Asset Allocation and ETFs
The Vanguard LifeStrategy Growth Fund Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.
It has the following asset allocation:
The Vanguard LifeStrategy Growth Fund Portfolio can be implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 48.00 % | VTI | Vanguard Total Stock Market | Equity, U.S., Large Cap | |
| 32.00 % | VEU | Vanguard FTSE All-World ex-US | Equity, Global ex-US, Large Cap | |
| 14.00 % | BND | Vanguard Total Bond Market | Bond, U.S., All-Term | |
| 6.00 % | BNDX | Vanguard Total International Bond | Bond, Developed Markets, All-Term |
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 Vanguard LifeStrategy Growth Fund Portfolio guaranteed the following returns.
According to the available data source, let's assume we built the portfolio on January 1986.
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
VANGUARD LIFESTRATEGY GROWTH FUND PORTFOLIO RETURNS
Consolidated returns as of 30 April 2022
Live Update: May 27 2022
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Apr 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | May 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Vanguard LifeStrategy Growth Fund Portfolio | 1.66 | 0.99 | -7.19 | -11.53 | -6.51 | 8.20 | 8.58 | 8.05 | |
| US Inflation Adjusted return | -7.50 | -15.23 | -13.61 | 4.64 | 6.10 | 5.46 | |||
| Components | |||||||||
|
VTI Vanguard Total Stock Market |
2.53 | May 27 2022 | 0.58 | -9.13 | -12.09 | -3.47 | 12.94 | 13.24 | 10.09 |
|
VEU Vanguard FTSE All-World ex-US |
1.22 | May 27 2022 | 1.62 | -6.48 | -12.62 | -10.84 | 4.94 | 5.25 | 5.58 |
|
BND Vanguard Total Bond Market |
0.29 | May 27 2022 | 1.41 | -3.97 | -9.68 | -8.71 | 1.16 | 1.59 | 4.77 |
|
BNDX Vanguard Total International Bond |
0.18 | May 27 2022 | 0.07 | -3.00 | -7.36 | -7.46 | 1.34 | 2.68 | 5.61 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40% , 10Y: 2.33% , 30Y: 2.46%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Vanguard LifeStrategy Growth Fund Portfolio granted a 2.27% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard LifeStrategy Growth Fund Portfolio: Dividend Yield page.
Readings that may interest you
Historical Returns as of Apr 30, 2022
Historical returns and stats of Vanguard LifeStrategy Growth Fund Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
VANGUARD LIFESTRATEGY GROWTH FUND PORTFOLIO
Consolidated returns as of 30 April 2022
Data Source: from January 1986 to April 2022
Swipe left to see all data
| Period | Return (%) as of Apr 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Apr 2022
|
-7.19
|
-7.50
|
-7.19
Apr 2022 - Apr 2022
|
0 - 1
|
|
|
3M
|
-8.67
|
-10.80
|
-8.67
Feb 2022 - Apr 2022
|
1 - 2
|
|
|
6M
|
-11.53
|
-15.23
|
-12.36
Jan 2022 - Apr 2022
|
2 - 4
|
|
|
YTD
|
-12.36
|
-14.96
|
-12.36
Jan 2022 - Apr 2022
|
1 - 3
|
|
|
1Y
|
-6.51
|
-13.61
|
11.04
|
-12.36
Jan 2022 - Apr 2022
|
7 - 5
58% pos
|
|
3Y(*)
|
7.79
|
3.44
|
14.44
|
-17.22
Jan 2020 - Mar 2020
|
23 - 13
64% pos
|
|
5Y(*)
|
8.20
|
4.64
|
12.70
|
-17.22
Jan 2020 - Mar 2020
|
42 - 18
70% pos
|
|
10Y(*)
|
8.58
|
6.10
|
10.89
|
-17.22
Jan 2020 - Mar 2020
|
83 - 37
69% pos
|
|
15Y(*)
|
6.31
|
3.94
|
13.20
|
-44.18
Nov 2007 - Feb 2009
|
114 - 66
63% pos
|
|
20Y(*)
|
7.56
|
5.03
|
12.39
|
-44.18
Nov 2007 - Feb 2009
|
155 - 85
65% pos
|
|
25Y(*)
|
7.24
|
4.74
|
12.65
|
-44.18
Nov 2007 - Feb 2009
|
188 - 112
63% pos
|
|
30Y(*)
|
8.05
|
5.46
|
11.93
|
-44.18
Nov 2007 - Feb 2009
|
231 - 129
64% pos
|
|
MAX(*)
01 Jan 1986
|
8.92
|
6.05
|
12.20
|
-44.18
Nov 2007 - Feb 2009
|
283 - 153
65% 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 Apr 30, 2022
An investment of 1000$, since May 1992,
now would be worth 10203.75$, with a total return of 920.38% (8.05% annualized).
The Inflation Adjusted Capital now would be 4927.56$, with a net total return of 392.76% (5.46% annualized).
The Inflation Adjusted Capital now would be 4927.56$, with a net total return of 392.76% (5.46% annualized).
An investment of 1000$, since January 1986,
now would be worth 22285.43$, with a total return of 2128.54% (8.92% annualized).
The Inflation Adjusted Capital now would be 8453.64$, with a net total return of 745.36% (6.05% annualized).
The Inflation Adjusted Capital now would be 8453.64$, with a net total return of 745.36% (6.05% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -44.18% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -33.43% | Apr 2000 | Sep 2002 | 30 | Dec 2004 | 27 | 57 |
| -17.22% | Jan 2020 | Mar 2020 | 3 | Jul 2020 | 4 | 7 |
| -15.97% | May 2011 | Sep 2011 | 5 | Sep 2012 | 12 | 17 |
| -12.36% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
| -12.34% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
| -10.58% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
| -10.02% | Jun 2015 | Feb 2016 | 9 | Jul 2016 | 5 | 14 |
| -4.78% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
| -4.69% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -4.68% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -4.25% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -4.21% | Oct 1997 | Oct 1997 | 1 | Feb 1998 | 4 | 5 |
| -4.05% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.91% | Sep 1994 | Nov 1994 | 3 | Mar 1995 | 4 | 7 |
| -3.84% | Sep 2020 | Oct 2020 | 2 | Nov 2020 | 1 | 3 |
| -3.62% | Jun 1996 | Jul 1996 | 2 | Sep 1996 | 2 | 4 |
| -3.51% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
| -3.29% | Mar 2005 | Apr 2005 | 2 | Jul 2005 | 3 | 5 |
| -3.10% | May 2006 | Jun 2006 | 2 | Sep 2006 | 3 | 5 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -44.18% | Nov 2007 | Feb 2009 | 16 | Apr 2011 | 26 | 42 |
| -33.43% | Apr 2000 | Sep 2002 | 30 | Dec 2004 | 27 | 57 |
| -18.83% | Sep 1987 | Nov 1987 | 3 | Jan 1989 | 14 | 17 |
| -17.22% | Jan 2020 | Mar 2020 | 3 | Jul 2020 | 4 | 7 |
| -15.97% | May 2011 | Sep 2011 | 5 | Sep 2012 | 12 | 17 |
| -15.83% | Jan 1990 | Sep 1990 | 9 | Feb 1991 | 5 | 14 |
| -12.36% | Jan 2022 | Apr 2022 | 4 | in progress | 4 | |
| -12.34% | Jul 1998 | Aug 1998 | 2 | Nov 1998 | 3 | 5 |
| -10.58% | Feb 2018 | Dec 2018 | 11 | Apr 2019 | 4 | 15 |
| -10.02% | Jun 2015 | Feb 2016 | 9 | Jul 2016 | 5 | 14 |
| -4.99% | Sep 1986 | Oct 1986 | 2 | Jan 1987 | 3 | 5 |
| -4.94% | Jan 1992 | Mar 1992 | 3 | Dec 1992 | 9 | 12 |
| -4.78% | Feb 1994 | Mar 1994 | 2 | Aug 1994 | 5 | 7 |
| -4.69% | May 2019 | May 2019 | 1 | Jun 2019 | 1 | 2 |
| -4.68% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -4.33% | Jun 1991 | Jun 1991 | 1 | Aug 1991 | 2 | 3 |
| -4.25% | Nov 1993 | Nov 1993 | 1 | Jan 1994 | 2 | 3 |
| -4.21% | Oct 1997 | Oct 1997 | 1 | Feb 1998 | 4 | 5 |
| -4.05% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.91% | Sep 1994 | Nov 1994 | 3 | Mar 1995 | 4 | 7 |
Rolling Returns ( more details)
Vanguard LifeStrategy Growth Fund Portfolio: annualized rolling and average returns
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| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
9.72 |
49.02 Mar 2009 - Feb 2010 |
-37.75 Mar 2008 - Feb 2009 |
18.59% |
| 2 Years |
8.86 |
33.47 Mar 2009 - Feb 2011 |
-20.56 Mar 2007 - Feb 2009 |
13.08% |
| 3 Years |
8.56 |
22.03 Mar 2009 - Feb 2012 |
-12.11 Apr 2000 - Mar 2003 |
12.47% |
| 5 Years |
8.30 |
18.46 Mar 2009 - Feb 2014 |
-2.41 Mar 2004 - Feb 2009 |
2.12% |
| 7 Years |
8.15 |
15.37 Jan 1993 - Dec 1999 |
0.69 Mar 2002 - Feb 2009 |
0.00% |
| 10 Years |
8.04 |
13.44 Oct 1990 - Sep 2000 |
0.40 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
7.49 |
12.53 Feb 1986 - Jan 2001 |
4.42 Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
7.51 |
10.53 Feb 1986 - Jan 2006 |
4.65 Apr 2000 - Mar 2020 |
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 Vanguard LifeStrategy Growth Fund Portfolio: Rolling Returns page.
Seasonality
Vanguard LifeStrategy Growth Fund 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 % |
0.56 59% |
0.69 57% |
0.95 65% |
1.74 81% |
0.69 67% |
0.30 53% |
1.17 67% |
-0.06 61% |
-0.24 56% |
0.53 61% |
1.10 69% |
1.87 83% |
| Best Year |
10.2 1987 |
7.5 1986 |
7.6 1986 |
9.4 2009 |
8.3 1990 |
5.6 2019 |
7.8 1989 |
6.2 1986 |
7.7 2010 |
8.8 2011 |
9.8 2020 |
7.3 1991 |
| Worst Year |
-8.2 2009 |
-8.0 2009 |
-11.6 2020 |
-7.2 2022 |
-7.0 2010 |
-6.6 2008 |
-6.9 2002 |
-11.7 1998 |
-8.5 2008 |
-15.5 2008 |
-5.8 2000 |
-5.8 2018 |
Statistics calculated for the period Jan 1986 - Apr 2022
Monthly/Yearly Returns
Vanguard LifeStrategy Growth Fund Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
283 Positive Months (65%) - 153 Negative Months (35%)
Jan 1986 - Apr 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 |
-12.36 | -14.96 | -4.0 | -2.4 | 0.8 | -7.2 | ||||||||
| 2021 |
+14.57 | +6.98 | -0.2 | 1.9 | 2.2 | 3.4 | 1.3 | 1.2 | 0.6 | 1.9 | -3.5 | 4.2 | -2.0 | 3.0 |
| 2020 |
+15.01 | +13.56 | -0.7 | -5.6 | -11.6 | 8.7 | 4.1 | 2.5 | 4.2 | 4.6 | -2.2 | -1.6 | 9.8 | 4.1 |
| 2019 |
+23.41 | +20.69 | 6.7 | 2.3 | 1.4 | 2.9 | -4.7 | 5.6 | 0.2 | -1.3 | 1.7 | 2.1 | 2.2 | 2.7 |
| 2018 |
-6.89 | -8.64 | 4.1 | -3.7 | -0.9 | 0.3 | 0.7 | -0.3 | 2.5 | 1.1 | 0.1 | -6.4 | 1.6 | -5.8 |
| 2017 |
+19.59 | +17.10 | 2.2 | 2.3 | 1.0 | 1.3 | 1.6 | 0.6 | 2.1 | 0.4 | 1.7 | 1.7 | 1.7 | 1.3 |
| 2016 |
+8.36 | +6.18 | -4.3 | -0.6 | 6.1 | 1.0 | 0.6 | 0.3 | 3.4 | 0.3 | 0.6 | -1.8 | 1.1 | 1.7 |
| 2015 |
-1.21 | -1.83 | -0.9 | 4.4 | -0.9 | 1.7 | 0.2 | -2.0 | 0.9 | -5.5 | -2.5 | 5.9 | -0.2 | -1.9 |
| 2014 |
+5.91 | +5.22 | -3.1 | 4.2 | 0.4 | 0.6 | 1.8 | 1.8 | -1.4 | 2.6 | -2.6 | 1.6 | 1.3 | -1.1 |
| 2013 |
+20.25 | +18.46 | 3.3 | 0.3 | 2.2 | 2.2 | -0.2 | -2.1 | 4.5 | -2.3 | 4.5 | 3.4 | 1.5 | 1.8 |
| 2012 |
+14.96 | +12.97 | 4.8 | 3.8 | 1.1 | -0.7 | -6.6 | 4.0 | 0.9 | 2.2 | 2.4 | -0.7 | 1.0 | 2.2 |
| 2011 |
-2.40 | -5.30 | 1.3 | 2.7 | 0.1 | 3.4 | -1.3 | -1.3 | -1.5 | -5.3 | -7.5 | 8.8 | -1.0 | 0.1 |
| 2010 |
+13.52 | +11.91 | -3.3 | 2.1 | 5.2 | 0.8 | -7.0 | -3.0 | 6.7 | -2.9 | 7.7 | 3.1 | -1.2 | 5.7 |
| 2009 |
+27.33 | +23.84 | -8.2 | -8.0 | 7.1 | 9.4 | 7.6 | -0.4 | 7.6 | 3.0 | 4.1 | -2.3 | 4.6 | 1.7 |
| 2008 |
-30.83 | -30.82 | -5.1 | -1.2 | -0.5 | 4.0 | 1.2 | -6.6 | -1.4 | -0.7 | -8.5 | -15.5 | -4.7 | 4.4 |
| 2007 |
+8.81 | +4.52 | 1.2 | -0.5 | 1.4 | 3.3 | 2.6 | -0.7 | -1.9 | 0.6 | 4.1 | 3.0 | -3.4 | -1.0 |
| 2006 |
+16.83 | +13.96 | 3.7 | -0.1 | 1.9 | 2.1 | -3.0 | -0.1 | 0.6 | 2.2 | 1.3 | 3.1 | 2.6 | 1.5 |
| 2005 |
+8.65 | +5.14 | -1.6 | 2.4 | -1.9 | -1.4 | 2.1 | 0.9 | 3.1 | 0.6 | 1.7 | -2.4 | 3.2 | 1.9 |
| 2004 |
+13.76 | +10.09 | 1.9 | 1.7 | -0.2 | -2.5 | 0.8 | 1.8 | -2.6 | 0.6 | 1.8 | 2.1 | 4.6 | 3.3 |
| 2003 |
+28.46 | +25.90 | -2.5 | -1.2 | -0.3 | 7.3 | 5.1 | 1.6 | 1.6 | 2.1 | 0.8 | 4.9 | 1.5 | 4.8 |
| 2002 |
-12.94 | -15.05 | -1.8 | -0.4 | 3.3 | -1.7 | -0.1 | -4.5 | -6.9 | 0.6 | -7.6 | 4.9 | 4.2 | -2.9 |
| 2001 |
-9.88 | -11.31 | 2.6 | -6.8 | -5.2 | 6.1 | -0.5 | -1.9 | -1.0 | -3.3 | -7.1 | 2.6 | 4.2 | 1.1 |
| 2000 |
-7.93 | -10.98 | -4.0 | 2.4 | 4.1 | -4.3 | -2.5 | 3.8 | -2.1 | 4.0 | -3.6 | -1.8 | -5.8 | 2.3 |
| 1999 |
+20.92 | +17.76 | 1.8 | -2.8 | 3.6 | 4.0 | -2.8 | 3.8 | -0.9 | -0.4 | -0.7 | 4.3 | 3.0 | 6.8 |
| 1998 |
+18.39 | +16.52 | 1.4 | 5.8 | 3.4 | 0.9 | -1.7 | 1.7 | -0.8 | -11.7 | 3.2 | 7.1 | 4.6 | 4.4 |
| 1997 |
+15.66 | +13.73 | 1.6 | 0.5 | -2.4 | 2.3 | 5.9 | 4.1 | 4.6 | -4.7 | 5.0 | -4.2 | 1.3 | 1.3 |
| 1996 |
+12.34 | +8.67 | 1.4 | 0.6 | 1.1 | 2.4 | 0.9 | -0.1 | -3.5 | 1.5 | 3.6 | 0.7 | 4.7 | -1.4 |
| 1995 |
+22.27 | +19.25 | 0.1 | 0.7 | 3.3 | 2.6 | 2.0 | 1.1 | 3.8 | -0.1 | 2.6 | -1.0 | 3.3 | 2.1 |
| 1994 |
+2.23 | -0.36 | 4.9 | -1.3 | -3.5 | 1.4 | 0.3 | -0.7 | 1.9 | 2.6 | -2.0 | 1.7 | -3.5 | 1.0 |
| 1993 |
+17.02 | +13.82 | 0.8 | 1.7 | 4.5 | 2.2 | 2.7 | -0.5 | 1.6 | 3.9 | -1.1 | 1.3 | -4.3 | 3.2 |
| 1992 |
+1.35 | -1.57 | -1.1 | -0.4 | -3.5 | 0.6 | 2.7 | -2.0 | 1.4 | 1.1 | 0.0 | -1.3 | 2.4 | 1.6 |
| 1991 |
+22.00 | +18.47 | 3.1 | 7.1 | 0.0 | 0.9 | 2.0 | -4.3 | 3.9 | 0.9 | 1.6 | 1.7 | -3.4 | 7.3 |
| 1990 |
-9.21 | -14.55 | -4.9 | -1.3 | -2.0 | -2.4 | 8.3 | 0.0 | 0.4 | -7.9 | -6.5 | 4.2 | 1.3 | 2.2 |
| 1989 |
+20.19 | +14.86 | 4.1 | -0.8 | 0.4 | 3.2 | 0.9 | -0.2 | 7.8 | -0.3 | 1.5 | -2.1 | 2.4 | 2.2 |
| 1988 |
+18.08 | +13.09 | 3.9 | 4.8 | 1.1 | 1.1 | -1.0 | 1.8 | 0.2 | -3.3 | 3.1 | 3.1 | 1.3 | 0.8 |
| 1987 |
+11.43 | +6.81 | 10.2 | 3.2 | 4.7 | 2.3 | 0.3 | 1.1 | 2.0 | 4.7 | -1.8 | -14.9 | -2.9 | 4.1 |
| 1986 |
+30.37 | +28.84 | 1.2 | 7.5 | 7.6 | 2.2 | 0.6 | 3.7 | -0.3 | 6.2 | -4.5 | -0.5 | 2.8 | 0.9 |
Portofolio Returns, up to December 2013, 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
- VEU - Vanguard FTSE All-World ex-US: simulated historical serie, up to December 2007
- BND - Vanguard Total Bond Market: simulated historical serie, up to December 2007
- BNDX - Vanguard Total International Bond: simulated historical serie, up to December 2013
Portfolio efficiency
Is the Vanguard LifeStrategy Growth Fund Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Vanguard LifeStrategy Growth Fund Portfolio is classified as Very High 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%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+7.24%
(+4.74%) |
Bad : 1 / 5
|
Good : 3 / 5
|
| Standard Deviation over 25 Years |
12.65% |
Excellent : 4.7 / 5
|
Average : 2.7 / 5
|
| Maximum Drawdown over 25 Years |
-44.18% |
Excellent : 5 / 5
|
Average : 2.2 / 5
|
| Easy to manage | 4 ETFs |
Good : 3.5 / 5
|
Good : 3.5 / 5
|
| Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
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30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
-1.32 | +13.75 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.58 | +10.09 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.44 | +9.64 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
+2.92 | +9.56 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.74 | +9.30 | -41.09 | 80 | 20 | 0 | ||
May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.
Last update: May 27 2022.