Last Update: 30 April 2022

The Burton Malkiel Mid-Fifties Portfolio obtained a 9.01% compound annual return, with a 12.55% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.56% compound annual return, with a 13.91% standard deviation, in the last 30 Years.

Summary

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Burton Malkiel Mid-Fifties Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +9.01% +9.56%
Std Dev 12.55% 13.91%
Max Drawdown -46.21% -52.63%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Burton Malkiel Mid-Fifties Portfolio -6.40 -10.42 -5.46 +7.77 +8.05 +9.01 +8.84
Aggressive Global Income Portfolio -4.66 -3.33 -0.43 +5.63 +7.06 +9.56 +9.38
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since May 1992, now would be worth 13311.77$, with a total return of 1231.18% (9.01% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since May 1992, now would be worth 15489.43$, with a total return of 1448.94% (9.56% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since January 1992, now would be worth 13045.45$, with a total return of 1204.55% (8.84% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1992, now would be worth 15191.42$, with a total return of 1419.14% (9.38% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Burton Malkiel Mid-Fifties Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-23.84% Jan 2020 Mar 2020
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.61% Sep 2000 Sep 2001
-12.19% Jan 2022 Apr 2022
-10.02% Feb 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.22% Feb 1994 Jan 1995
-6.70% Apr 2004 Apr 2004
-6.25% Apr 2012 May 2012

Drawdown comparison chart since January 1992.

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Burton Malkiel Mid-Fifties Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-23.84% Jan 2020 Mar 2020
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-15.33% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-13.61% Sep 2000 Sep 2001
-12.19% Jan 2022 Apr 2022
-10.02% Feb 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.22% Feb 1994 Jan 1995
-6.70% Apr 2004 Apr 2004
-6.25% Apr 2012 May 2012

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Burton Malkiel Mid-Fifties Portfolio Aggressive Global Income Portfolio
2022
-12.19% -5.86%
2021
+15.75% +17.07%
2020
+11.71% -1.13%
2019
+23.79% +19.97%
2018
-7.10% -8.07%
2017
+19.19% +13.53%
2016
+8.92% +18.29%
2015
-2.27% -6.99%
2014
+8.09% +3.96%
2013
+14.67% +19.30%
2012
+15.47% +12.95%
2011
-0.94% +0.62%
2010
+15.05% +14.37%
2009
+29.23% +33.97%
2008
-30.43% -34.21%
2007
+7.08% +3.78%
2006
+21.13% +23.12%
2005
+11.28% +12.89%
2004
+15.92% +15.91%
2003
+33.06% +33.93%
2002
-8.20% -7.75%
2001
+1.81% +5.43%
2000
-1.81% +0.11%
1999
+18.47% +41.89%
1998
+6.91% +10.70%
1997
+14.24% +17.80%
1996
+18.61% +13.23%
1995
+20.11% +21.51%
1994
-3.32% +2.43%
1993
+27.74% +19.55%
1992
+3.26% +4.78%
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