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
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
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 |
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.
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.
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.
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% |