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 Stocks/Bonds 80/20 Portfolio obtained a 9.30% compound annual return, with a 11.93% standard deviation, in the last 30 Years.

Summary

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Burton Malkiel Mid-Fifties Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +9.01% +9.30%
Std Dev 12.55% 11.93%
Max Drawdown -46.21% -41.09%

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
Stocks/Bonds 80/20 Portfolio -8.10 -11.52 -4.23 +10.71 +11.02 +9.30 +9.20
(*) 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since May 1992, now would be worth 14404.92$, with a total return of 1340.49% (9.30% 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).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1992, now would be worth 14417.04$, with a total return of 1341.70% (9.20% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Burton Malkiel Mid-Fifties Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-46.21% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-16.53% Feb 2020 Mar 2020
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-13.95% Jul 1998 Aug 1998
-13.61% Sep 2000 Sep 2001
-13.35% May 2011 Sep 2011
-13.15% Jan 2022 Apr 2022
-12.19% Jan 2022 Apr 2022
-11.32% Oct 2018 Dec 2018
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.22% Feb 1994 Jan 1995
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000

Drawdown comparison chart since January 1992.

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Burton Malkiel Mid-Fifties Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-46.21% Nov 2007 Feb 2009
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-16.53% Feb 2020 Mar 2020
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-13.95% Jul 1998 Aug 1998
-13.61% Sep 2000 Sep 2001
-13.35% May 2011 Sep 2011
-13.15% Jan 2022 Apr 2022
-12.19% Jan 2022 Apr 2022
-11.32% Oct 2018 Dec 2018
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.22% Feb 1994 Jan 1995
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000

Yearly Returns

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

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Year Burton Malkiel Mid-Fifties Portfolio Stocks/Bonds 80/20 Portfolio
2022
-12.19% -13.15%
2021
+15.75% +20.16%
2020
+11.71% +18.36%
2019
+23.79% +26.30%
2018
-7.10% -4.19%
2017
+19.19% +17.68%
2016
+8.92% +10.77%
2015
-2.27% +0.40%
2014
+8.09% +11.20%
2013
+14.67% +26.34%
2012
+15.47% +13.79%
2011
-0.94% +2.36%
2010
+15.05% +15.18%
2009
+29.23% +23.84%
2008
-30.43% -28.21%
2007
+7.08% +5.68%
2006
+21.13% +13.41%
2005
+11.28% +5.53%
2004
+15.92% +11.08%
2003
+33.06% +25.40%
2002
-8.20% -14.73%
2001
+1.81% -7.09%
2000
-1.81% -6.18%
1999
+18.47% +18.90%
1998
+6.91% +20.33%
1997
+14.24% +26.68%
1996
+18.61% +17.49%
1995
+20.11% +32.26%
1994
-3.32% -0.67%
1993
+27.74% +10.44%
1992
+3.26% +8.71%
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