Last Update: 31 July 2022
The Charles Schwab Conservative Income Portfolio obtained a 4.75% compound annual return, with a 3.40% standard deviation, in the last 30 Years.
The All Country World 20/80 Portfolio obtained a 6.16% compound annual return, with a 5.28% standard deviation, in the last 30 Years.
Summary
| Charles Schwab Conservative Income Portfolio | All Country World 20/80 Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 5% | 20% |
| Fixed Income | 95% | 80% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +4.75% | +6.16% |
| Std Dev | 3.40% | 5.28% | |
| Max Drawdown | -8.22% | -14.04% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Charles Schwab Conservative Income Portfolio | +2.68 | -3.96 | -5.35 | +2.12 | +1.94 | +4.75 | +4.81 |
| All Country World 20/80 Portfolio | +3.61 | -7.82 | -10.29 | +2.53 | +3.55 | +6.16 | +6.13 |
Capital Growth as of Jul 31, 2022
Charles Schwab Conservative Income Portfolio: an investment of 1000$, since August 1992, now would be worth 4021.20$, with a total return of 302.12% (4.75% annualized).
All Country World 20/80 Portfolio: an investment of 1000$, since August 1992, now would be worth 6004.71$, with a total return of 500.47% (6.16% annualized).
Charles Schwab Conservative Income Portfolio: an investment of 1000$, since January 1992, now would be worth 4207.60$, with a total return of 320.76% (4.81% annualized).
All Country World 20/80 Portfolio: an investment of 1000$, since January 1992, now would be worth 6163.40$, with a total return of 516.34% (6.13% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Charles Schwab Conservative Income Portfolio |
All Country World 20/80 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -14.04% | May 2008 | Oct 2008 | |||
| -13.77% | Sep 2021 | Jun 2022 | |||
| -8.22% | Jan 2022 | Jun 2022 | |||
| -7.01% | May 2008 | Oct 2008 | |||
| -6.55% | Feb 2020 | Mar 2020 | |||
| -6.27% | Feb 1994 | Jun 1994 | |||
| -4.80% | Feb 1994 | Jun 1994 | |||
| -4.73% | Aug 1998 | Aug 1998 | |||
| -4.32% | May 2013 | Aug 2013 | |||
| -4.30% | May 2013 | Jun 2013 | |||
| -3.57% | Jun 2002 | Jul 2002 | |||
| -3.05% | May 2015 | Sep 2015 | |||
| -2.99% | Oct 2016 | Nov 2016 | |||
| -2.82% | Apr 2004 | May 2004 | |||
| -2.79% | Apr 2004 | Apr 2004 | |||
| -2.77% | Feb 2018 | Oct 2018 | |||
| -2.61% | Aug 2011 | Sep 2011 | |||
| -2.57% | Mar 2020 | Mar 2020 | |||
| -2.55% | Aug 2016 | Nov 2016 | |||
| -2.38% | Feb 2015 | Jun 2015 | |||
Drawdown comparison chart since January 1992.
Charles Schwab Conservative Income Portfolio |
All Country World 20/80 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -14.04% | May 2008 | Oct 2008 | |||
| -13.77% | Sep 2021 | Jun 2022 | |||
| -8.22% | Jan 2022 | Jun 2022 | |||
| -7.01% | May 2008 | Oct 2008 | |||
| -6.55% | Feb 2020 | Mar 2020 | |||
| -6.27% | Feb 1994 | Jun 1994 | |||
| -4.80% | Feb 1994 | Jun 1994 | |||
| -4.73% | Aug 1998 | Aug 1998 | |||
| -4.32% | May 2013 | Aug 2013 | |||
| -4.30% | May 2013 | Jun 2013 | |||
| -3.57% | Jun 2002 | Jul 2002 | |||
| -3.05% | May 2015 | Sep 2015 | |||
| -2.99% | Oct 2016 | Nov 2016 | |||
| -2.92% | Jan 1992 | Mar 1992 | |||
| -2.82% | Apr 2004 | May 2004 | |||
| -2.79% | Apr 2004 | Apr 2004 | |||
| -2.77% | Feb 2018 | Oct 2018 | |||
| -2.61% | Aug 2011 | Sep 2011 | |||
| -2.57% | Mar 2020 | Mar 2020 | |||
| -2.55% | Aug 2016 | Nov 2016 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Charles Schwab Conservative Income Portfolio | All Country World 20/80 Portfolio |
|---|---|---|
| 2022 |
-5.76% | -10.16% |
| 2021 |
+2.43% | +2.00% |
| 2020 |
+5.45% | +8.36% |
| 2019 |
+8.37% | +12.96% |
| 2018 |
-0.17% | -1.87% |
| 2017 |
+2.91% | +8.23% |
| 2016 |
+3.48% | +5.12% |
| 2015 |
-0.30% | +0.31% |
| 2014 |
+5.05% | +6.24% |
| 2013 |
-1.91% | +2.59% |
| 2012 |
+4.58% | +9.39% |
| 2011 |
+6.88% | +4.99% |
| 2010 |
+6.25% | +8.78% |
| 2009 |
+7.40% | +14.11% |
| 2008 |
-0.05% | -6.88% |
| 2007 |
+5.65% | +6.77% |
| 2006 |
+5.45% | +7.46% |
| 2005 |
+3.19% | +5.53% |
| 2004 |
+5.92% | +7.53% |
| 2003 |
+6.47% | +12.92% |
| 2002 |
+7.47% | +3.34% |
| 2001 |
+7.06% | +6.33% |
| 2000 |
+10.92% | +5.87% |
| 1999 |
+0.05% | +7.97% |
| 1998 |
+6.75% | +10.80% |
| 1997 |
+8.91% | +7.03% |
| 1996 |
+5.56% | +9.34% |
| 1995 |
+15.82% | +19.70% |
| 1994 |
-2.12% | -3.54% |
| 1993 |
+10.51% | +15.69% |
| 1992 |
+7.63% | +6.02% |