Last Update: 31 July 2022
The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 8.73% compound annual return, with a 13.23% standard deviation, in the last 30 Years.
The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.
Summary
| Burton Malkiel Late Thirties to Early Forties Portfolio | Stocks/Bonds 80/20 Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 85% | 80% |
| Fixed Income | 15% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.73% | +9.21% |
| Std Dev | 13.23% | 12.07% | |
| Max Drawdown | -48.28% | -41.09% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Late Thirties to Early Forties Portfolio | +5.64 | -9.73 | -10.12 | +6.73 | +8.28 | +8.73 | +8.60 |
| Stocks/Bonds 80/20 Portfolio | +7.80 | -7.97 | -7.81 | +10.07 | +11.16 | +9.21 | +9.13 |
Capital Growth as of Jul 31, 2022
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1000$, since August 1992, now would be worth 12318.24$, with a total return of 1131.82% (8.73% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1000$, since January 1992, now would be worth 12453.30$, with a total return of 1145.33% (8.60% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1992, now would be worth 14472.86$, with a total return of 1347.29% (9.13% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Burton Malkiel Late Thirties to Early Forties Portfolio |
Stocks/Bonds 80/20 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -48.28% | Nov 2007 | Feb 2009 | |||
| -41.09% | Nov 2007 | Feb 2009 | |||
| -33.33% | Sep 2000 | Sep 2002 | |||
| -21.55% | Sep 2000 | Sep 2002 | |||
| -19.36% | Jan 2020 | Mar 2020 | |||
| -19.13% | Jan 2022 | Jun 2022 | |||
| -18.70% | May 1998 | Aug 1998 | |||
| -18.21% | Jan 2022 | Jun 2022 | |||
| -17.20% | May 2011 | Sep 2011 | |||
| -16.53% | Feb 2020 | Mar 2020 | |||
| -13.95% | Jul 1998 | Aug 1998 | |||
| -13.35% | May 2011 | Sep 2011 | |||
| -11.32% | Oct 2018 | Dec 2018 | |||
| -11.04% | Feb 2018 | Dec 2018 | |||
| -10.51% | May 2015 | Feb 2016 | |||
| -8.61% | Feb 1994 | Mar 1994 | |||
| -7.05% | Jun 2015 | Sep 2015 | |||
| -6.95% | Feb 1994 | Jun 1994 | |||
| -6.90% | Apr 2000 | May 2000 | |||
| -6.18% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1992.
Burton Malkiel Late Thirties to Early Forties Portfolio |
Stocks/Bonds 80/20 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -48.28% | Nov 2007 | Feb 2009 | |||
| -41.09% | Nov 2007 | Feb 2009 | |||
| -33.33% | Sep 2000 | Sep 2002 | |||
| -21.55% | Sep 2000 | Sep 2002 | |||
| -19.36% | Jan 2020 | Mar 2020 | |||
| -19.13% | Jan 2022 | Jun 2022 | |||
| -18.70% | May 1998 | Aug 1998 | |||
| -18.21% | Jan 2022 | Jun 2022 | |||
| -17.20% | May 2011 | Sep 2011 | |||
| -16.53% | Feb 2020 | Mar 2020 | |||
| -13.95% | Jul 1998 | Aug 1998 | |||
| -13.35% | May 2011 | Sep 2011 | |||
| -11.32% | Oct 2018 | Dec 2018 | |||
| -11.04% | Feb 2018 | Dec 2018 | |||
| -10.51% | May 2015 | Feb 2016 | |||
| -8.61% | Feb 1994 | Mar 1994 | |||
| -7.05% | Jun 2015 | Sep 2015 | |||
| -6.95% | Feb 1994 | Jun 1994 | |||
| -6.90% | Apr 2000 | May 2000 | |||
| -6.18% | Apr 2004 | Apr 2004 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Burton Malkiel Late Thirties to Early Forties Portfolio | Stocks/Bonds 80/20 Portfolio |
|---|---|---|
| 2022 |
-13.60% | -12.82% |
| 2021 |
+15.84% | +20.16% |
| 2020 |
+12.75% | +18.36% |
| 2019 |
+24.10% | +26.30% |
| 2018 |
-7.61% | -4.19% |
| 2017 |
+20.64% | +17.68% |
| 2016 |
+8.99% | +10.77% |
| 2015 |
-2.65% | +0.40% |
| 2014 |
+7.18% | +11.20% |
| 2013 |
+16.37% | +26.34% |
| 2012 |
+15.81% | +13.79% |
| 2011 |
-2.39% | +2.36% |
| 2010 |
+14.99% | +15.18% |
| 2009 |
+31.14% | +23.84% |
| 2008 |
-32.91% | -28.21% |
| 2007 |
+8.39% | +5.68% |
| 2006 |
+21.40% | +13.41% |
| 2005 |
+11.93% | +5.53% |
| 2004 |
+16.16% | +11.08% |
| 2003 |
+34.34% | +25.40% |
| 2002 |
-10.16% | -14.73% |
| 2001 |
-1.34% | -7.09% |
| 2000 |
-4.91% | -6.18% |
| 1999 |
+22.20% | +18.90% |
| 1998 |
+8.06% | +20.33% |
| 1997 |
+13.64% | +26.68% |
| 1996 |
+17.87% | +17.49% |
| 1995 |
+19.80% | +32.26% |
| 1994 |
-3.04% | -0.67% |
| 1993 |
+29.60% | +10.44% |
| 1992 |
+2.17% | +8.71% |