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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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