All Country World Bonds vs Larry Swedroe Larry Portfolio Comparison

Last Update: 31 March 2024

The All Country World Bonds Portfolio obtained a 5.30% compound annual return, with a 4.59% standard deviation, in the last 30 Years.

The Larry Swedroe Larry Portfolio obtained a 6.01% compound annual return, with a 5.50% standard deviation, in the last 30 Years.

Summary

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All Country World Bonds Portfolio Larry Swedroe Larry Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 0% 30%
Fixed Income 100% 70%
Commodities 0% 0%
30 Years Stats Return +5.30% +6.01%
Std Dev 4.59% 5.50%
Max Drawdown -17.60% -15.96%
All time Stats
(Since Jan 1985)		 Return +6.66% +7.82%
Std Dev 4.90% 6.16%
Max Drawdown -17.60% -15.96%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
All Country World Bonds Portfolio +1.12 +6.95 +4.00 +0.33 +1.89 +5.30 +6.66
Larry Swedroe Larry Portfolio +1.21 +6.87 +3.69 +2.00 +2.61 +6.01 +7.82
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

All Country World Bonds Portfolio: an investment of 1$, since April 1994, now would be worth 4.71$, with a total return of 370.62% (5.30% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since April 1994, now would be worth 5.76$, with a total return of 475.73% (6.01% annualized).

All Country World Bonds Portfolio: an investment of 1$, since January 1985, now would be worth 12.55$, with a total return of 1155.18% (6.66% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since January 1985, now would be worth 19.18$, with a total return of 1818.06% (7.82% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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All Country World Bonds Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (39) 10.55
-15.96% Jun 2021 Sep 2022 (16) In progress (34) 9.03
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-4.08% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.25
-3.98% Apr 2004 May 2004 (2) Sep 2004 (6) 2.62
-3.97% Aug 2011 Sep 2011 (2) Jan 2012 (6) 1.63
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.55% Sep 1994 Nov 1994 (3) Mar 1995 (7) 2.11
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.38% Jan 1999 Feb 1999 (2) Apr 1999 (4) 1.70
-3.31% May 2015 Jan 2016 (9) Mar 2016 (11) 2.21
-3.22% Jun 2003 Jul 2003 (2) Sep 2003 (4) 1.81
-3.02% Apr 2004 May 2004 (2) Aug 2004 (5) 2.02
-3.00% Jan 2009 Feb 2009 (2) Apr 2009 (4) 1.69
-2.69% May 1999 Aug 1999 (4) Nov 1999 (7) 1.71
-2.42% Apr 1994 Jun 1994 (3) Feb 1995 (11) 1.42

Drawdown comparison chart since January 1985.

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All Country World Bonds Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.60% Jan 2021 Oct 2022 (22) In progress (39) 10.55
-15.96% Jun 2021 Sep 2022 (16) In progress (34) 9.03
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-9.16% Sep 1987 Nov 1987 (3) Jun 1988 (10) 4.44
-8.82% Mar 2008 Oct 2008 (8) Dec 2008 (10) 3.50
-7.44% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-6.85% Feb 1994 Jun 1994 (5) May 1995 (16) 4.92
-6.63% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.69
-5.71% Mar 1987 Sep 1987 (7) Jan 1988 (11) 3.06
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.16% May 2013 Aug 2013 (4) May 2014 (13) 3.09
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-4.70% Mar 1987 May 1987 (3) Aug 1987 (6) 2.58
-4.19% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.44
-4.08% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.25
-3.98% Apr 2004 May 2004 (2) Sep 2004 (6) 2.62
-3.97% Aug 2011 Sep 2011 (2) Jan 2012 (6) 1.63
-3.92% Mar 2020 Mar 2020 (1) Jun 2020 (4) 1.86
-3.54% Oct 2016 Nov 2016 (2) Aug 2017 (11) 1.91
-3.38% Jan 1999 Feb 1999 (2) Apr 1999 (4) 1.70

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-0.12%
 -1.22%
-0.12%
 -1.32%
2023
+7.31%
 -4.10%
+6.94%
 -6.22%
2022
-13.82%
 -15.86%
-11.20%
 -14.55%
2021
-2.06%
 -3.44%
+3.41%
 -2.64%
2020
+6.30%
 -3.92%
+6.44%
 -5.38%
2019
+9.49%
 -0.86%
+10.64%
 -1.45%
2018
+0.10%
 -1.92%
-3.54%
 -4.08%
2017
+4.16%
 -0.40%
+7.74%
 0.00%
2016
+4.27%
 -3.54%
+6.87%
 -1.26%
2015
+0.85%
 -2.23%
-0.54%
 -3.22%
2014
+6.88%
 -0.66%
+2.38%
 -2.37%
2013
-2.50%
 -5.16%
+6.31%
 -2.41%
2012
+7.45%
 -0.22%
+7.27%
 -2.25%
2011
+8.12%
 -0.42%
+3.23%
 -3.97%
2010
+7.71%
 -2.17%
+10.82%
 -2.16%
2009
+9.48%
 -3.00%
+10.12%
 -7.76%
2008
+2.29%
 -8.82%
-2.44%
 -7.60%
2007
+6.05%
 -1.42%
+8.99%
 -0.45%
2006
+4.63%
 -1.46%
+9.57%
 -2.17%
2005
+4.71%
 -1.32%
+6.71%
 -1.81%
2004
+6.09%
 -3.02%
+10.23%
 -3.98%
2003
+8.25%
 -3.22%
+16.93%
 -0.92%
2002
+9.30%
 -1.07%
+7.68%
 -1.92%
2001
+12.23%
 -0.35%
+6.47%
 -2.38%
2000
+11.10%
 -0.72%
+10.81%
 -1.59%
1999
+3.71%
 -2.69%
+4.08%
 -3.38%
1998
+8.51%
 -2.13%
+6.06%
 -5.14%
1997
+5.56%
 -2.07%
+8.62%
 -1.80%
1996
+8.94%
 -2.00%
+5.81%
 -1.78%
1995
+20.40%
 -0.22%
+18.99%
 0.00%
1994
-5.13%
 -6.85%
-4.77%
 -7.44%
1993
+14.09%
 -0.38%
+20.95%
 -1.55%
1992
+9.20%
 -1.73%
+9.36%
 -1.05%
1991
+18.81%
 -0.40%
+26.47%
 -2.04%
1990
+7.31%
 -2.97%
+1.93%
 -6.63%
1989
+12.84%
 -1.53%
+22.14%
 0.00%
1988
+7.90%
 -2.11%
+12.93%
 -1.48%
1987
+1.20%
 -5.71%
-0.86%
 -9.16%
1986
+15.08%
 -2.62%
+17.85%
 -3.07%
1985
+22.99%
 -2.83%
+27.10%
 -0.72%