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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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