Last Update: 31 August 2021

The Bogleheads Three Funds Portfolio obtained a 10.91% compound annual return, with a 10.96% standard deviation, in the last 10 years.

The Stocks/Bonds 80/20 Portfolio obtained a 13.65% compound annual return, with a 11.05% standard deviation, in the last 10 years.

Summary

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Bogleheads Three Funds Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
10 Years Stats Return +10.91% +13.65%
Std Dev 10.96% 11.05%
Max Drawdown -17.02% -16.53%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Bogleheads Three Funds Portfolio +1.92 +3.95 +11.23 +24.09 +13.09 +12.76 +10.91 +8.95
Stocks/Bonds 80/20 Portfolio +2.33 +6.29 +14.27 +26.42 +15.54 +15.08 +13.65 +10.27
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Bogleheads Three Funds Portfolio Stocks/Bonds 80/20 Portfolio
2021
+13.07% +16.28%
2020
+15.39% +18.36%
2019
+23.65% +26.30%
2018
-6.89% -4.19%
2017
+19.54% +17.68%
2016
+8.39% +10.77%
2015
-1.14% +0.40%
2014
+6.07% +11.20%
2013
+20.56% +26.34%
2012
+14.53% +13.79%
2011
-2.14% +2.36%
2010
+13.50% +15.18%
2009
+26.45% +23.84%
2008
-30.15% -28.21%
2007
+8.73% +5.68%
2006
+16.69% +13.41%
2005
+8.30% +5.53%
2004
+13.49% +11.08%
2003
+28.27% +25.40%
2002
-13.11% -14.73%
2001
-9.84% -7.09%
2000
-7.69% -6.18%
1999
+20.73% +18.90%
1998
+18.03% +20.33%
1997
+17.15% +26.68%
1996
+12.60% +17.49%
1995
+22.72% +32.26%
1994
+2.31% -0.67%
1993
+16.23% +10.44%
1992
+1.54% +8.71%
1991
+22.09% +28.96%
1990
-8.74% -3.13%
1989
+20.64% +25.22%
1988
+17.83% +15.32%
1987
+10.76% +2.40%
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