Last Update: 31 March 2024
The Burton Malkiel Mid-Fifties Portfolio obtained a 8.58% compound annual return, with a 12.94% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 10.49% compound annual return, with a 15.52% standard deviation, in the last 30 Years.
Summary
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| Burton Malkiel Mid-Fifties Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.58% | +10.49% |
| Std Dev | 12.94% | 15.52% | |
| Max Drawdown | -46.21% | -50.84% | |
| All time Stats (Since Jan 1985) |
Return | +10.23% | +11.30% |
| Std Dev | 13.02% | 15.49% | |
| Max Drawdown | -46.21% | -50.84% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Mid-Fifties Portfolio | +2.37 | +15.93 | +15.50 | +7.55 | +7.16 | +8.58 | +10.23 |
| US Stocks Portfolio | +2.90 | +22.88 | +28.85 | +14.15 | +12.23 | +10.49 | +11.30 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since April 1994,
now would be worth 11.81$, with a total return of 1081.31%
(8.58% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since January 1985,
now would be worth 45.80$, with a total return of 4479.90%
(10.23% annualized).
US Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 66.86$, with a total return of 6586.22% (11.30% annualized).
US Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 66.86$, with a total return of 6586.22% (11.30% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Burton Malkiel Mid-Fifties Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -46.21% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 21.33 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.14 | |||||
| -24.05% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.57 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -18.63% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.44 | |||||
| -18.18% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 7.28 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -15.78% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 6.66 | |||||
| -15.37% | Apr 2002 | Sep 2002 (6) | Jun 2003 (15) | 9.56 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.61% | Sep 2000 | Sep 2001 (13) | Mar 2002 (19) | 6.04 | |||||
| -10.02% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 4.35 | |||||
| -9.21% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.08 | |||||
| -8.84% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 4.72 | |||||
| -8.44% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 5.11 | |||||
| -6.82% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 3.19 | |||||
| -6.70% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.76 | |||||
| -6.45% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.72 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Burton Malkiel Mid-Fifties Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -46.21% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 21.33 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -29.34% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.96 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.14 | |||||
| -24.05% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.57 | |||||
| -21.56% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.59 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -18.63% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.44 | |||||
| -18.18% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 7.28 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -16.20% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 8.96 | |||||
| -16.09% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 9.29 | |||||
| -15.78% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 6.66 | |||||
| -15.37% | Apr 2002 | Sep 2002 (6) | Jun 2003 (15) | 9.56 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.61% | Sep 2000 | Sep 2001 (13) | Mar 2002 (19) | 6.04 | |||||
| -10.02% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 4.35 | |||||
| -9.21% | May 2015 | Feb 2016 (10) | Jun 2016 (14) | 5.08 | |||||
| -8.84% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 4.72 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.47%
|
-0.98% |
+9.56%
|
0.00% |
| 2023 |
+15.87%
|
-9.23% |
+26.05%
|
-9.10% |
| 2022 |
-17.33%
|
-24.05% |
-19.51%
|
-24.81% |
| 2021 |
+15.75%
|
-3.95% |
+25.67%
|
-4.46% |
| 2020 |
+11.71%
|
-18.63% |
+21.03%
|
-20.84% |
| 2019 |
+23.79%
|
-3.94% |
+30.67%
|
-6.45% |
| 2018 |
-7.10%
|
-10.02% |
-5.21%
|
-14.20% |
| 2017 |
+19.19%
|
0.00% |
+21.21%
|
0.00% |
| 2016 |
+8.92%
|
-3.97% |
+12.83%
|
-5.73% |
| 2015 |
-2.27%
|
-8.93% |
+0.36%
|
-8.84% |
| 2014 |
+8.09%
|
-3.42% |
+12.54%
|
-3.17% |
| 2013 |
+14.67%
|
-3.96% |
+33.45%
|
-3.03% |
| 2012 |
+15.47%
|
-6.25% |
+16.45%
|
-6.82% |
| 2011 |
-0.94%
|
-15.78% |
+0.97%
|
-17.58% |
| 2010 |
+15.05%
|
-9.45% |
+17.42%
|
-13.26% |
| 2009 |
+29.23%
|
-17.95% |
+28.89%
|
-17.72% |
| 2008 |
-30.43%
|
-35.32% |
-36.98%
|
-38.08% |
| 2007 |
+7.08%
|
-5.75% |
+5.37%
|
-5.23% |
| 2006 |
+21.13%
|
-3.49% |
+15.69%
|
-3.22% |
| 2005 |
+11.28%
|
-3.25% |
+6.31%
|
-4.48% |
| 2004 |
+15.92%
|
-6.70% |
+12.79%
|
-3.56% |
| 2003 |
+33.06%
|
-1.54% |
+30.75%
|
-4.27% |
| 2002 |
-8.20%
|
-15.37% |
-20.47%
|
-27.18% |
| 2001 |
+1.81%
|
-13.46% |
-10.97%
|
-23.65% |
| 2000 |
-1.81%
|
-8.44% |
-10.57%
|
-15.87% |
| 1999 |
+18.47%
|
-3.88% |
+23.81%
|
-6.42% |
| 1998 |
+6.91%
|
-18.18% |
+23.26%
|
-17.57% |
| 1997 |
+14.24%
|
-5.58% |
+30.99%
|
-4.56% |
| 1996 |
+18.61%
|
-3.32% |
+20.96%
|
-6.17% |
| 1995 |
+20.11%
|
-1.61% |
+35.79%
|
-1.17% |
| 1994 |
-3.32%
|
-8.21% |
-0.17%
|
-7.43% |
| 1993 |
+27.74%
|
-3.23% |
+10.62%
|
-2.77% |
| 1992 |
+3.26%
|
-3.61% |
+9.11%
|
-2.40% |
| 1991 |
+37.79%
|
-4.36% |
+32.39%
|
-4.47% |
| 1990 |
-6.91%
|
-16.09% |
-6.08%
|
-16.20% |
| 1989 |
+30.29%
|
-2.42% |
+28.12%
|
-3.05% |
| 1988 |
+18.85%
|
-2.96% |
+17.32%
|
-3.42% |
| 1987 |
-1.62%
|
-21.56% |
+2.61%
|
-29.34% |
| 1986 |
+21.09%
|
-5.08% |
+14.57%
|
-7.92% |
| 1985 |
+30.20%
|
-2.62% |
+31.27%
|
-4.77% |
