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 Stocks/Bonds 80/20 Portfolio obtained a 9.30% compound annual return, with a 11.93% standard deviation, in the last 30 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%
30 Years Stats Return +8.09% +9.30%
Std Dev 11.89% 11.93%
Max Drawdown -43.68% -41.09%

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
Stocks/Bonds 80/20 Portfolio -8.10 -11.52 -4.23 +10.71 +11.02 +9.30 +9.87
(*) 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since May 1992, now would be worth 14404.92$, with a total return of 1340.49% (9.30% 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1986, now would be worth 30542.80$, with a total return of 2954.28% (9.87% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Bogleheads Three Funds Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-43.68% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-17.01% Jan 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.77% May 2011 Sep 2011
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.15% Jan 2022 Apr 2022
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-11.32% Oct 2018 Dec 2018
-10.53% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-5.21% Apr 2012 May 2012
-5.12% Jul 1999 Sep 1999

Drawdown comparison chart since January 1986.

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Bogleheads Three Funds Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-43.68% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-33.33% Sep 2000 Sep 2002
-24.55% Sep 1987 Nov 1987
-19.21% Sep 1987 Nov 1987
-17.01% Jan 2020 Mar 2020
-16.53% Feb 2020 Mar 2020
-15.77% May 2011 Sep 2011
-15.31% Jan 1990 Sep 1990
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-13.15% Jan 2022 Apr 2022
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-12.23% Jun 1990 Oct 1990
-11.32% Oct 2018 Dec 2018
-10.53% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-7.05% Jun 2015 Sep 2015

Yearly Returns

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

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Year Bogleheads Three Funds Portfolio Stocks/Bonds 80/20 Portfolio
2022
-12.52% -13.15%
2021
+14.95% +20.16%
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%
1986
+29.32% +14.68%
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