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 US Stocks Portfolio obtained a 10.09% compound annual return, with a 14.94% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +8.09% +10.09%
Std Dev 11.89% 14.94%
Max Drawdown -43.68% -50.84%

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
US Stocks Portfolio -9.13 -12.09 -3.47 +12.94 +13.24 +10.09 +10.64
(*) 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).

US Stocks Portfolio: an investment of 1000$, since May 1992, now would be worth 17880.25$, with a total return of 1688.03% (10.09% 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).

US Stocks Portfolio: an investment of 1000$, since January 1986, now would be worth 39386.55$, with a total return of 3838.65% (10.64% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Bogleheads Three Funds Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-43.68% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-20.84% Jan 2020 Mar 2020
-17.57% Jul 1998 Aug 1998
-17.01% Jan 2020 Mar 2020
-15.77% May 2011 Sep 2011
-14.20% Oct 2018 Dec 2018
-14.04% Jan 2022 Apr 2022
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-10.53% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000
-7.43% Feb 1994 Jun 1994
-6.82% Apr 2012 May 2012
-6.45% May 2019 May 2019
-6.42% Jul 1999 Sep 1999

Drawdown comparison chart since January 1986.

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Bogleheads Three Funds Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-43.68% Nov 2007 Feb 2009
-33.38% Apr 2000 Sep 2002
-29.34% Sep 1987 Nov 1987
-20.84% Jan 2020 Mar 2020
-19.21% Sep 1987 Nov 1987
-17.57% Jul 1998 Aug 1998
-17.01% Jan 2020 Mar 2020
-16.20% Jun 1990 Oct 1990
-15.77% May 2011 Sep 2011
-15.31% Jan 1990 Sep 1990
-14.20% Oct 2018 Dec 2018
-14.04% Jan 2022 Apr 2022
-12.52% Jan 2022 Apr 2022
-12.46% Jul 1998 Aug 1998
-10.53% Feb 2018 Dec 2018
-9.88% Jun 2015 Feb 2016
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000

Yearly Returns

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

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Year Bogleheads Three Funds Portfolio US Stocks Portfolio
2022
-12.52% -14.04%
2021
+14.95% +25.67%
2020
+15.39% +21.03%
2019
+23.65% +30.67%
2018
-6.89% -5.21%
2017
+19.54% +21.21%
2016
+8.39% +12.83%
2015
-1.14% +0.36%
2014
+6.07% +12.54%
2013
+20.56% +33.45%
2012
+14.53% +16.45%
2011
-2.14% +0.97%
2010
+13.50% +17.42%
2009
+26.45% +28.89%
2008
-30.15% -36.98%
2007
+8.73% +5.37%
2006
+16.69% +15.69%
2005
+8.30% +6.31%
2004
+13.49% +12.79%
2003
+28.27% +30.75%
2002
-13.11% -20.47%
2001
-9.84% -10.97%
2000
-7.69% -10.57%
1999
+20.73% +23.81%
1998
+18.03% +23.26%
1997
+17.15% +30.99%
1996
+12.60% +20.96%
1995
+22.72% +35.79%
1994
+2.31% -0.17%
1993
+16.23% +10.62%
1992
+1.54% +9.11%
1991
+22.09% +32.39%
1990
-8.74% -6.08%
1989
+20.64% +28.12%
1988
+17.83% +17.32%
1987
+10.76% +2.61%
1986
+29.32% +14.57%
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