Last Update: 31 December 2022

The Bill Bernstein Sheltered Sam 30/70 Portfolio obtained a 5.91% compound annual return, with a 5.14% standard deviation, in the last 30 Years.

The Larry Swedroe Larry Portfolio obtained a 6.28% compound annual return, with a 5.46% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Bill Bernstein Sheltered Sam 30/70 Portfolio Larry Swedroe Larry Portfolio
Risk Medium Medium
Asset Allocation Stocks 29.1% 30%
Fixed Income 70% 70%
Commodities 0.9% 0%
30 Years Stats Return +5.91% +6.28%
Std Dev 5.14% 5.46%
Max Drawdown -16.58% -15.96%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bill Bernstein Sheltered Sam 30/70 Portfolio -1.48 -0.70 -9.07 +2.68 +3.39 +5.91 +7.28
Larry Swedroe Larry Portfolio -1.63 -1.72 -11.20 +0.85 +2.66 +6.28 +7.90
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1993, now would be worth 5598.73$, with a total return of 459.87% (5.91% annualized).

Larry Swedroe Larry Portfolio: an investment of 1000$, since January 1993, now would be worth 6218.76$, with a total return of 521.88% (6.28% annualized).

Bill Bernstein Sheltered Sam 30/70 Portfolio: an investment of 1000$, since January 1985, now would be worth 14421.47$, with a total return of 1342.15% (7.28% annualized).

Larry Swedroe Larry Portfolio: an investment of 1000$, since January 1985, now would be worth 17957.61$, with a total return of 1695.76% (7.90% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

Swipe left to see all data
Bill Bernstein Sheltered Sam 30/70 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.58% Jun 2008 Feb 2009
-15.96% Jun 2021 Sep 2022
-12.55% Jan 2022 Sep 2022
-11.47% Apr 2008 Feb 2009
-7.44% Feb 1994 Jun 1994
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.38% Jan 2020 Mar 2020
-5.14% May 1998 Aug 1998
-4.37% May 2011 Sep 2011
-4.08% Sep 2018 Dec 2018
-4.01% Jul 1998 Aug 1998
-3.98% Apr 2004 May 2004
-3.98% Sep 2018 Dec 2018
-3.97% Aug 2011 Sep 2011
-3.54% May 2015 Sep 2015
-3.38% Jan 1999 Feb 1999
-3.32% May 2010 Jun 2010
-3.31% May 2015 Jan 2016
-3.26% Apr 2004 Apr 2004

Drawdown comparison chart since January 1985.

Swipe left to see all data
Bill Bernstein Sheltered Sam 30/70 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.58% Jun 2008 Feb 2009
-15.96% Jun 2021 Sep 2022
-12.55% Jan 2022 Sep 2022
-11.47% Apr 2008 Feb 2009
-9.16% Sep 1987 Nov 1987
-7.59% Sep 1987 Nov 1987
-7.44% Feb 1994 Jun 1994
-6.63% Aug 1990 Sep 1990
-6.24% Feb 2020 Mar 2020
-5.67% Feb 1994 Jun 1994
-5.38% Jan 2020 Mar 2020
-5.14% May 1998 Aug 1998
-4.70% Mar 1987 May 1987
-4.64% Aug 1990 Sep 1990
-4.37% May 2011 Sep 2011
-4.19% Jan 1990 Apr 1990
-4.08% Sep 2018 Dec 2018
-4.01% Jul 1998 Aug 1998
-3.98% Apr 2004 May 2004
-3.98% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

Swipe left to see all data
Year Bill Bernstein Sheltered Sam 30/70 Portfolio Larry Swedroe Larry Portfolio
2022
-9.07% -11.20%
2021
+8.27% +3.41%
2020
+6.68% +6.44%
2019
+11.29% +10.64%
2018
-2.35% -3.54%
2017
+6.35% +7.74%
2016
+6.14% +6.87%
2015
-1.08% -0.54%
2014
+3.87% +2.38%
2013
+5.39% +6.31%
2012
+6.92% +7.27%
2011
+3.74% +3.23%
2010
+8.08% +10.82%
2009
+11.17% +10.12%
2008
-8.30% -2.44%
2007
+7.21% +8.99%
2006
+8.56% +9.57%
2005
+4.67% +6.71%
2004
+8.30% +10.23%
2003
+14.34% +16.93%
2002
+3.99% +7.68%
2001
+3.89% +6.47%
2000
+9.31% +10.81%
1999
+4.74% +4.08%
1998
+8.32% +6.06%
1997
+12.35% +8.62%
1996
+8.07% +5.81%
1995
+19.30% +18.99%
1994
-2.28% -4.77%
1993
+14.75% +20.95%
1992
+8.20% +9.36%
1991
+19.59% +26.47%
1990
+2.91% +1.93%
1989
+17.14% +22.14%
1988
+10.47% +12.93%
1987
+3.06% -0.86%
1986
+17.32% +17.85%
1985
+23.63% +27.10%
Share this page