Last Update: 30 April 2022

The Bogleheads Three Funds Portfolio obtained a 8.09% compound annual return, with a 11.89% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.56% compound annual return, with a 13.91% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three 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 +8.09% +9.56%
Std Dev 11.89% 13.91%
Max Drawdown -43.68% -52.63%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1986

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Bogleheads Three Funds Portfolio -7.31 -11.66 -6.44 +8.34 +8.66 +8.09 +8.94
Aggressive Global Income Portfolio -4.66 -3.33 -0.43 +5.63 +7.06 +9.56 +10.08
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Bogleheads Three Funds Portfolio: an investment of 1000$, since May 1992, now would be worth 10321.59$, with a total return of 932.16% (8.09% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since May 1992, now would be worth 15489.43$, with a total return of 1448.94% (9.56% annualized).

Bogleheads Three Funds Portfolio: an investment of 1000$, since January 1986, now would be worth 22472.96$, with a total return of 2147.30% (8.94% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1986, now would be worth 32793.92$, with a total return of 3179.39% (10.08% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Bogleheads Three Funds Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-43.68% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-17.13% May 2011 Sep 2011
-17.01% Jan 2020 Mar 2020
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.77% May 2011 Sep 2011
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-10.53% Feb 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-5.86% Jan 2022 Apr 2022
-5.80% Apr 2004 Apr 2004
-5.07% Mar 2005 Apr 2005
-5.05% Jun 1996 Jul 1996

Drawdown comparison chart since January 1986.

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Bogleheads Three Funds Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-43.68% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-23.84% Jan 2020 Mar 2020
-20.76% Sep 1987 Nov 1987
-19.34% Jan 1990 Sep 1990
-19.21% Sep 1987 Nov 1987
-17.13% May 2011 Sep 2011
-17.01% Jan 2020 Mar 2020
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.77% May 2011 Sep 2011
-15.33% May 1998 Aug 1998
-15.31% Jan 1990 Sep 1990
-13.63% May 2015 Jan 2016
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-10.53% Feb 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

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Year Bogleheads Three Funds Portfolio Aggressive Global Income Portfolio
2022
-12.52% -5.86%
2021
+14.95% +17.07%
2020
+15.39% -1.13%
2019
+23.65% +19.97%
2018
-6.89% -8.07%
2017
+19.54% +13.53%
2016
+8.39% +18.29%
2015
-1.14% -6.99%
2014
+6.07% +3.96%
2013
+20.56% +19.30%
2012
+14.53% +12.95%
2011
-2.14% +0.62%
2010
+13.50% +14.37%
2009
+26.45% +33.97%
2008
-30.15% -34.21%
2007
+8.73% +3.78%
2006
+16.69% +23.12%
2005
+8.30% +12.89%
2004
+13.49% +15.91%
2003
+28.27% +33.93%
2002
-13.11% -7.75%
2001
-9.84% +5.43%
2000
-7.69% +0.11%
1999
+20.73% +41.89%
1998
+18.03% +10.70%
1997
+17.15% +17.80%
1996
+12.60% +13.23%
1995
+22.72% +21.51%
1994
+2.31% +2.43%
1993
+16.23% +19.55%
1992
+1.54% +4.78%
1991
+22.09% +27.42%
1990
-8.74% -14.05%
1989
+20.64% +16.55%
1988
+17.83% +20.36%
1987
+10.76% +9.17%
1986
+29.32% +28.71%
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