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
| 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
| 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 |
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.
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.
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.
| 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% |