Bogleheads Four Funds vs Aggressive Global Income Portfolio Comparison

Last Update: 29 February 2024

The Bogleheads Four Funds Portfolio obtained a 7.86% compound annual return, with a 12.45% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 8.62% compound annual return, with a 14.42% standard deviation, in the last 30 Years.

Summary

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Bogleheads Four Funds Portfolio Aggressive Global Income Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +7.86% +8.62%
Std Dev 12.45% 14.42%
Max Drawdown -44.08% -52.63%
All time Stats
(Since Jan 1985)
Return +9.64% +10.29%
Std Dev 12.42% 14.10%
Max Drawdown -44.08% -52.63%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Bogleheads Four Funds Portfolio +3.37 +9.63 +18.64 +9.05 +7.70 +7.86 +9.64
Aggressive Global Income Portfolio +0.75 +6.19 +8.63 +5.27 +5.36 +8.62 +10.29
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bogleheads Four Funds Portfolio: an investment of 1$, since March 1994, now would be worth 9.68$, with a total return of 867.97% (7.86% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since March 1994, now would be worth 11.93$, with a total return of 1093.25% (8.62% annualized).

Bogleheads Four Funds Portfolio: an investment of 1$, since January 1985, now would be worth 36.74$, with a total return of 3573.60% (9.64% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since January 1985, now would be worth 46.36$, with a total return of 4536.38% (10.29% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bogleheads Four Funds Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-44.08% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.37
-32.45% Apr 2000 Sep 2002 (30) Nov 2004 (56) 17.46
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-23.20% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.69
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-17.11% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.73
-15.64% May 2011 Sep 2011 (5) Mar 2012 (11) 7.01
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-12.43% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.63
-10.69% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.28
-10.05% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.32
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94
-6.92% Apr 2012 May 2012 (2) Sep 2012 (6) 3.06
-5.15% Mar 2005 Apr 2005 (2) Jul 2005 (5) 2.52
-4.74% May 2019 May 2019 (1) Jun 2019 (2) 2.74
-4.69% May 2019 May 2019 (1) Jun 2019 (2) 2.71

Drawdown comparison chart since January 1985.

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Bogleheads Four Funds Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-44.08% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.37
-32.45% Apr 2000 Sep 2002 (30) Nov 2004 (56) 17.46
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-23.20% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.69
-21.38% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.01
-19.23% Jan 1990 Sep 1990 (9) May 1991 (17) 9.50
-19.18% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.92
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-17.11% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.73
-15.64% May 2011 Sep 2011 (5) Mar 2012 (11) 7.01
-15.56% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.00
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-12.43% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.63
-10.69% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.28
-10.05% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.32
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94

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
+3.45%
0.00%
-0.21%
-0.95%
2023
+18.65%
-8.64%
+11.91%
-7.58%
2022
-17.06%
-23.20%
-8.43%
-18.06%
2021
+15.70%
-3.50%
+17.07%
-3.13%
2020
+15.71%
-17.11%
-1.13%
-23.84%
2019
+23.60%
-4.69%
+19.97%
-4.74%
2018
-7.02%
-10.69%
-8.07%
-9.93%
2017
+19.47%
0.00%
+13.53%
-0.18%
2016
+8.61%
-4.75%
+18.29%
-3.34%
2015
-1.37%
-8.95%
-6.99%
-13.07%
2014
+5.85%
-2.96%
+3.96%
-4.21%
2013
+19.92%
-2.53%
+19.30%
-3.15%
2012
+14.85%
-6.92%
+12.95%
-7.73%
2011
-1.60%
-15.64%
+0.62%
-17.13%
2010
+13.49%
-9.93%
+14.37%
-10.71%
2009
+26.98%
-15.65%
+33.97%
-22.88%
2008
-30.83%
-33.84%
-34.21%
-38.73%
2007
+9.23%
-4.14%
+3.78%
-6.63%
2006
+16.29%
-3.01%
+21.69%
-3.86%
2005
+8.31%
-3.23%
+12.70%
-5.15%
2004
+13.90%
-2.94%
+16.76%
-2.82%
2003
+28.68%
-3.75%
+32.98%
-2.92%
2002
-12.27%
-18.10%
-7.54%
-18.13%
2001
-9.93%
-18.59%
-4.83%
-16.72%
2000
-7.07%
-11.57%
-0.62%
-14.41%
1999
+20.36%
-2.99%
+48.88%
-3.02%
1998
+18.10%
-12.43%
+8.84%
-15.46%
1997
+17.48%
-4.68%
+18.82%
-3.75%
1996
+12.38%
-3.74%
+13.71%
-4.27%
1995
+23.21%
-1.02%
+24.10%
-1.27%
1994
+1.95%
-5.19%
+2.10%
-5.06%
1993
+16.83%
-4.19%
+19.15%
-4.01%
1992
+1.70%
-4.87%
+3.24%
-3.34%
1991
+22.43%
-4.29%
+24.91%
-4.27%
1990
-8.79%
-15.56%
-13.87%
-19.23%
1989
+20.86%
-2.00%
+17.94%
-3.26%
1988
+17.74%
-3.23%
+21.28%
-3.17%
1987
+10.58%
-19.18%
+8.36%
-21.38%
1986
+29.65%
-5.02%
+32.40%
-3.91%
1985
+35.65%
-2.38%
+37.47%
-2.20%