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 Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

Summary

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Bogleheads Four Funds Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +8.12% +9.21%
Std Dev 12.06% 12.07%
Max Drawdown -44.08% -41.09%

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
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +9.29
(*) 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since June 1991, now would be worth 15916.45$, with a total return of 1491.64% (9.29% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Bogleheads Four Funds Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-44.08% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-32.45% Apr 2000 Sep 2002
-19.13% Jan 2022 Jun 2022
-17.81% Jan 2022 Jun 2022
-17.11% Jan 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.64% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.43% Jul 1998 Aug 1998
-11.32% Oct 2018 Dec 2018
-10.69% Feb 2018 Dec 2018
-10.05% Jun 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.92% Apr 2012 May 2012
-6.90% Apr 2000 May 2000
-5.21% Apr 2012 May 2012

Drawdown comparison chart since June 1991.

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Bogleheads Four Funds Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-44.08% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-32.45% Apr 2000 Sep 2002
-19.13% Jan 2022 Jun 2022
-17.81% Jan 2022 Jun 2022
-17.11% Jan 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.64% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.43% Jul 1998 Aug 1998
-11.32% Oct 2018 Dec 2018
-10.69% Feb 2018 Dec 2018
-10.05% Jun 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.92% Apr 2012 May 2012
-6.90% Apr 2000 May 2000
-5.21% Apr 2012 May 2012

Yearly Returns

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

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Year Bogleheads Four Funds Portfolio Stocks/Bonds 80/20 Portfolio
2022
-12.69% -12.82%
2021
+15.70% +20.16%
2020
+15.71% +18.36%
2019
+23.60% +26.30%
2018
-7.02% -4.19%
2017
+19.47% +17.68%
2016
+8.61% +10.77%
2015
-1.37% +0.40%
2014
+5.85% +11.20%
2013
+19.92% +26.34%
2012
+14.85% +13.79%
2011
-1.60% +2.36%
2010
+13.49% +15.18%
2009
+26.98% +23.84%
2008
-30.83% -28.21%
2007
+9.23% +5.68%
2006
+16.29% +13.41%
2005
+8.31% +5.53%
2004
+13.90% +11.08%
2003
+28.68% +25.40%
2002
-12.27% -14.73%
2001
-9.93% -7.09%
2000
-7.07% -6.18%
1999
+20.36% +18.90%
1998
+18.10% +20.33%
1997
+17.48% +26.68%
1996
+12.38% +17.49%
1995
+23.21% +32.26%
1994
+1.95% -0.67%
1993
+16.83% +10.44%
1992
+1.70% +8.71%
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