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
| 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
| 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 |
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.
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.
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.
| 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% |