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 Technology Portfolio obtained a 13.75% compound annual return, with a 23.57% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +8.09% +13.75%
Std Dev 11.89% 23.57%
Max Drawdown -43.68% -81.08%

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
Technology Portfolio -13.60 -18.66 -6.87 +19.00 +17.85 +13.75 +13.84
(*) 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).

Technology Portfolio: an investment of 1000$, since May 1992, now would be worth 47733.48$, with a total return of 4673.35% (13.75% 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).

Technology Portfolio: an investment of 1000$, since January 1986, now would be worth 111079.30$, with a total return of 11007.93% (13.84% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Bogleheads Three Funds Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-43.68% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-21.17% Jan 2022 Apr 2022
-17.20% Aug 1998 Aug 1998
-17.01% Jan 2020 Mar 2020
-16.96% Sep 2018 Dec 2018
-15.77% May 2011 Sep 2011
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-10.53% Feb 2018 Dec 2018
-10.50% Aug 1997 Dec 1997
-9.88% Jun 2015 Feb 2016
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020

Drawdown comparison chart since January 1986.

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Bogleheads Three Funds Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-43.68% Nov 2007 Feb 2009
-34.57% Sep 1987 Nov 1987
-33.38% Apr 2000 Sep 2002
-27.64% Jul 1990 Oct 1990
-21.17% Jan 2022 Apr 2022
-19.21% Sep 1987 Nov 1987
-17.20% Aug 1998 Aug 1998
-17.01% Jan 2020 Mar 2020
-16.96% Sep 2018 Dec 2018
-15.77% May 2011 Sep 2011
-15.73% Jun 1986 Sep 1986
-15.31% Jan 1990 Sep 1990
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-10.80% Oct 1989 Jan 1990

Yearly Returns

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

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Year Bogleheads Three Funds Portfolio Technology Portfolio
2022
-12.52% -21.17%
2021
+14.95% +27.42%
2020
+15.39% +48.40%
2019
+23.65% +38.96%
2018
-6.89% -0.12%
2017
+19.54% +32.66%
2016
+8.39% +7.10%
2015
-1.14% +9.45%
2014
+6.07% +19.18%
2013
+20.56% +36.63%
2012
+14.53% +18.12%
2011
-2.14% +3.47%
2010
+13.50% +20.14%
2009
+26.45% +54.68%
2008
-30.15% -41.73%
2007
+8.73% +19.02%
2006
+16.69% +7.14%
2005
+8.30% +1.57%
2004
+13.49% +10.54%
2003
+28.27% +49.67%
2002
-13.11% -37.37%
2001
-9.84% -33.34%
2000
-7.69% -36.11%
1999
+20.73% +101.95%
1998
+18.03% +85.30%
1997
+17.15% +20.63%
1996
+12.60% +42.54%
1995
+22.72% +42.54%
1994
+2.31% +1.50%
1993
+16.23% +10.58%
1992
+1.54% +8.86%
1991
+22.09% +64.99%
1990
-8.74% -10.41%
1989
+20.64% +26.17%
1988
+17.83% +13.54%
1987
+10.76% +10.50%
1986
+29.32% +6.89%
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