Bogleheads Three Funds vs Technology Portfolio Comparison

Last Update: 29 February 2024

The Bogleheads Three Funds Portfolio obtained a 7.78% compound annual return, with a 12.39% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +7.78% +13.98%
Std Dev 12.39% 24.02%
Max Drawdown -43.68% -81.08%
All time Stats
(Since Jan 1971)
Return +9.68% +12.75%
Std Dev 12.50% 22.54%
Max Drawdown -43.68% -81.08%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1971

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1M 6M 1Y 5Y 10Y 30Y MAX
Bogleheads Three Funds Portfolio +3.34 +9.67 +18.81 +8.89 +7.67 +7.78 +9.68
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +12.75
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bogleheads Three Funds Portfolio: an investment of 1$, since March 1994, now would be worth 9.46$, with a total return of 845.59% (7.78% annualized).

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% annualized).

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1971, now would be worth 136.15$, with a total return of 13514.51% (9.68% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 589.71$, with a total return of 58870.60% (12.75% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bogleheads Three Funds Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-10.50% Aug 1997 Dec 1997 (5) Feb 1998 (7) 5.23
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.49% Feb 1999 Feb 1999 (1) Apr 1999 (3) 4.77
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20

Drawdown comparison chart since January 1971.

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Bogleheads Three Funds Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-58.37% Jan 1973 Sep 1974 (21) Aug 1978 (68) 32.58
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-34.07% Jan 1973 Sep 1974 (21) Jan 1976 (37) 15.02
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.93% Jul 1983 Jul 1984 (13) Nov 1985 (29) 16.11
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-25.11% Jun 1981 Jul 1982 (14) Nov 1982 (18) 15.65
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-19.21% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.97
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-15.31% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.86

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
+3.37%
0.00%
+7.20%
0.00%
2023
+18.86%
-8.74%
+54.85%
-8.42%
2022
-17.06%
-23.18%
-32.58%
-32.58%
2021
+14.95%
-3.53%
+27.42%
-5.68%
2020
+15.39%
-17.01%
+48.40%
-12.90%
2019
+23.65%
-4.68%
+38.96%
-8.23%
2018
-6.89%
-10.53%
-0.12%
-16.96%
2017
+19.54%
0.00%
+32.66%
-2.32%
2016
+8.39%
-4.82%
+7.10%
-8.37%
2015
-1.14%
-8.74%
+9.45%
-8.88%
2014
+6.07%
-3.01%
+19.18%
-3.04%
2013
+20.56%
-2.36%
+36.63%
-2.39%
2012
+14.53%
-7.09%
+18.12%
-8.13%
2011
-2.14%
-15.77%
+3.47%
-10.79%
2010
+13.50%
-9.82%
+20.14%
-12.93%
2009
+26.45%
-15.70%
+54.68%
-7.43%
2008
-30.15%
-33.07%
-41.73%
-43.03%
2007
+8.73%
-4.35%
+19.02%
-6.83%
2006
+16.69%
-3.08%
+7.14%
-11.54%
2005
+8.30%
-3.34%
+1.57%
-12.37%
2004
+13.49%
-2.83%
+10.54%
-9.86%
2003
+28.27%
-3.88%
+49.67%
-2.90%
2002
-13.11%
-18.90%
-37.37%
-46.75%
2001
-9.84%
-18.61%
-33.34%
-54.93%
2000
-7.69%
-11.84%
-36.11%
-46.69%
1999
+20.73%
-2.88%
+101.95%
-9.49%
1998
+18.03%
-12.46%
+85.30%
-17.20%
1997
+17.15%
-4.61%
+20.63%
-13.51%
1996
+12.60%
-3.77%
+42.54%
-8.14%
1995
+22.72%
-1.03%
+42.54%
-3.77%
1994
+2.31%
-4.84%
+1.50%
-12.97%
1993
+16.23%
-4.16%
+10.58%
-8.26%
1992
+1.54%
-4.66%
+8.86%
-13.48%
1991
+22.09%
-4.27%
+64.99%
-8.89%
1990
-8.74%
-15.31%
-10.41%
-27.64%
1989
+20.64%
-2.08%
+26.17%
-4.64%
1988
+17.83%
-3.20%
+13.54%
-10.50%
1987
+10.76%
-19.21%
+10.50%
-34.57%
1986
+29.32%
-4.89%
+6.89%
-15.73%
1985
+35.27%
-2.34%
+35.61%
-6.97%
1984
+4.95%
-7.57%
-11.31%
-17.55%
1983
+19.49%
-2.98%
+19.87%
-13.85%
1982
+16.05%
-10.52%
+18.67%
-14.55%
1981
-1.38%
-10.40%
-3.21%
-19.44%
1980
+24.15%
-10.43%
+33.88%
-19.01%
1979
+15.99%
-7.03%
+28.11%
-9.91%
1978
+13.84%
-7.76%
+12.31%
-17.69%
1977
+3.33%
-3.91%
+7.33%
-3.83%
1976
+16.66%
-2.66%
+26.10%
-2.85%
1975
+29.64%
-10.48%
+29.76%
-14.58%
1974
-18.66%
-25.61%
-35.11%
-41.36%
1973
-11.64%
-12.71%
-31.06%
-31.06%
1972
+21.03%
-1.21%
+17.18%
-3.61%
1971
+20.20%
-5.15%
+27.35%
-7.42%