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 US Stocks Portfolio obtained a 10.09% compound annual return, with a 14.94% standard deviation, in the last 30 Years.

Summary

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Burton Malkiel Mid-Fifties Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +9.01% +10.09%
Std Dev 12.55% 14.94%
Max Drawdown -46.21% -50.84%

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
US Stocks Portfolio -9.13 -12.09 -3.47 +12.94 +13.24 +10.09 +9.98
(*) 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).

US Stocks Portfolio: an investment of 1000$, since May 1992, now would be worth 17880.25$, with a total return of 1688.03% (10.09% 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).

US Stocks Portfolio: an investment of 1000$, since January 1992, now would be worth 17924.68$, with a total return of 1692.47% (9.98% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Burton Malkiel Mid-Fifties Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-20.84% Jan 2020 Mar 2020
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.57% Jul 1998 Aug 1998
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-14.20% Oct 2018 Dec 2018
-14.04% Jan 2022 Apr 2022
-13.61% Sep 2000 Sep 2001
-12.19% Jan 2022 Apr 2022
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000
-8.22% Feb 1994 Jan 1995
-7.43% Feb 1994 Jun 1994
-6.82% Apr 2012 May 2012

Drawdown comparison chart since January 1992.

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Burton Malkiel Mid-Fifties Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-20.84% Jan 2020 Mar 2020
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.57% Jul 1998 Aug 1998
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-14.20% Oct 2018 Dec 2018
-14.04% Jan 2022 Apr 2022
-13.61% Sep 2000 Sep 2001
-12.19% Jan 2022 Apr 2022
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000
-8.22% Feb 1994 Jan 1995
-7.43% Feb 1994 Jun 1994
-6.82% 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 US Stocks Portfolio
2022
-12.19% -14.04%
2021
+15.75% +25.67%
2020
+11.71% +21.03%
2019
+23.79% +30.67%
2018
-7.10% -5.21%
2017
+19.19% +21.21%
2016
+8.92% +12.83%
2015
-2.27% +0.36%
2014
+8.09% +12.54%
2013
+14.67% +33.45%
2012
+15.47% +16.45%
2011
-0.94% +0.97%
2010
+15.05% +17.42%
2009
+29.23% +28.89%
2008
-30.43% -36.98%
2007
+7.08% +5.37%
2006
+21.13% +15.69%
2005
+11.28% +6.31%
2004
+15.92% +12.79%
2003
+33.06% +30.75%
2002
-8.20% -20.47%
2001
+1.81% -10.97%
2000
-1.81% -10.57%
1999
+18.47% +23.81%
1998
+6.91% +23.26%
1997
+14.24% +30.99%
1996
+18.61% +20.96%
1995
+20.11% +35.79%
1994
-3.32% -0.17%
1993
+27.74% +10.62%
1992
+3.26% +9.11%
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