Last Update: 31 July 2022

The Bogleheads Four Funds Portfolio obtained a 8.12% compound annual return, with a 12.06% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.48% compound annual return, with a 13.99% standard deviation, in the last 30 Years.

Summary

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Bogleheads Four Funds Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +8.12% +9.48%
Std Dev 12.06% 13.99%
Max Drawdown -44.08% -52.63%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bogleheads Four Funds Portfolio +6.23 -8.90 -9.34 +7.56 +8.86 +8.12 +7.99
Aggressive Global Income Portfolio +4.61 -5.55 -3.11 +4.76 +7.11 +9.48 +9.34
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Bogleheads Four Funds Portfolio: an investment of 1000$, since August 1992, now would be worth 10410.93$, with a total return of 941.09% (8.12% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since August 1992, now would be worth 15140.80$, with a total return of 1414.08% (9.48% annualized).

Bogleheads Four Funds Portfolio: an investment of 1000$, since June 1991, now would be worth 10974.46$, with a total return of 997.45% (7.99% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since June 1991, now would be worth 16185.80$, with a total return of 1518.58% (9.34% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Bogleheads Four Funds Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-44.08% Nov 2007 Feb 2009
-32.45% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-17.81% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-17.11% Jan 2020 Mar 2020
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.64% May 2011 Sep 2011
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.43% Jul 1998 Aug 1998
-10.76% Jan 2022 Jun 2022
-10.69% Feb 2018 Dec 2018
-10.05% Jun 2015 Feb 2016
-9.93% Feb 2018 Dec 2018
-6.92% Apr 2012 May 2012
-5.80% Apr 2004 Apr 2004
-5.19% Feb 1994 Mar 1994

Drawdown comparison chart since June 1991.

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Bogleheads Four Funds Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-44.08% Nov 2007 Feb 2009
-32.45% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-17.81% Jan 2022 Jun 2022
-17.13% May 2011 Sep 2011
-17.11% Jan 2020 Mar 2020
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.64% May 2011 Sep 2011
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.43% Jul 1998 Aug 1998
-10.76% Jan 2022 Jun 2022
-10.69% Feb 2018 Dec 2018
-10.05% Jun 2015 Feb 2016
-9.93% Feb 2018 Dec 2018
-6.92% Apr 2012 May 2012
-5.80% Apr 2004 Apr 2004
-5.19% Feb 1994 Mar 1994

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year Bogleheads Four Funds Portfolio Aggressive Global Income Portfolio
2022
-12.69% -6.65%
2021
+15.70% +17.07%
2020
+15.71% -1.13%
2019
+23.60% +19.97%
2018
-7.02% -8.07%
2017
+19.47% +13.53%
2016
+8.61% +18.29%
2015
-1.37% -6.99%
2014
+5.85% +3.96%
2013
+19.92% +19.30%
2012
+14.85% +12.95%
2011
-1.60% +0.62%
2010
+13.49% +14.37%
2009
+26.98% +33.97%
2008
-30.83% -34.21%
2007
+9.23% +3.78%
2006
+16.29% +23.12%
2005
+8.31% +12.89%
2004
+13.90% +15.91%
2003
+28.68% +33.93%
2002
-12.27% -7.75%
2001
-9.93% +5.43%
2000
-7.07% +0.11%
1999
+20.36% +41.89%
1998
+18.10% +10.70%
1997
+17.48% +17.80%
1996
+12.38% +13.23%
1995
+23.21% +21.51%
1994
+1.95% +2.43%
1993
+16.83% +19.55%
1992
+1.70% +4.78%
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