Last Update: 31 July 2022

The Dynamic 40/60 Income Portfolio obtained a 7.29% compound annual return, with a 7.82% standard deviation, in the last 30 Years.

The Simplified Permanent Portfolio obtained a 7.08% compound annual return, with a 6.50% standard deviation, in the last 30 Years.

Summary

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Dynamic 40/60 Income Portfolio Simplified Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 25%
Fixed Income 60% 50%
Commodities 0% 25%
30 Years Stats Return +7.29% +7.08%
Std Dev 7.82% 6.50%
Max Drawdown -29.84% -13.28%

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(*)
Dynamic 40/60 Income Portfolio +5.07 -7.15 -8.70 +3.57 +4.92 +7.29 +7.44
Simplified Permanent Portfolio +2.84 -5.63 -7.24 +5.46 +4.47 +7.08 +7.04
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Dynamic 40/60 Income Portfolio: an investment of 1000$, since August 1992, now would be worth 8245.31$, with a total return of 724.53% (7.29% annualized).

Simplified Permanent Portfolio: an investment of 1000$, since August 1992, now would be worth 7775.75$, with a total return of 677.58% (7.08% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8974.88$, with a total return of 797.49% (7.44% annualized).

Simplified Permanent Portfolio: an investment of 1000$, since January 1992, now would be worth 8016.91$, with a total return of 701.69% (7.04% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Dynamic 40/60 Income Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-14.69% Jan 2022 Jun 2022
-13.28% Mar 2008 Oct 2008
-12.42% Feb 2020 Mar 2020
-10.97% Jan 2022 Jun 2022
-9.38% May 1998 Aug 1998
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.67% Feb 1994 Jun 1994
-5.36% Feb 1994 Jun 1994
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-5.09% Oct 2018 Dec 2018
-4.79% Apr 2004 Apr 2004
-4.63% Jul 1998 Aug 1998
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-3.81% Jan 2021 Mar 2021

Drawdown comparison chart since January 1992.

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Dynamic 40/60 Income Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-29.84% Nov 2007 Feb 2009
-14.69% Jan 2022 Jun 2022
-13.28% Mar 2008 Oct 2008
-12.42% Feb 2020 Mar 2020
-10.97% Jan 2022 Jun 2022
-9.38% May 1998 Aug 1998
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.67% Feb 1994 Jun 1994
-5.36% Feb 1994 Jun 1994
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-5.09% Oct 2018 Dec 2018
-4.79% Apr 2004 Apr 2004
-4.63% Jul 1998 Aug 1998
-4.13% Sep 2000 Nov 2000
-4.06% Jun 2015 Sep 2015
-3.81% Jan 2021 Mar 2021

Yearly Returns

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

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Year Dynamic 40/60 Income Portfolio Simplified Permanent Portfolio
2022
-10.36% -8.45%
2021
+6.72% +3.72%
2020
+8.28% +16.46%
2019
+15.91% +16.15%
2018
-3.18% -1.29%
2017
+9.18% +9.78%
2016
+7.53% +5.72%
2015
+0.21% -1.82%
2014
+7.01% +7.12%
2013
+6.13% -1.76%
2012
+12.70% +7.59%
2011
+2.96% +10.45%
2010
+11.25% +16.36%
2009
+22.37% +9.94%
2008
-14.80% +0.94%
2007
+0.88% +14.14%
2006
+9.18% +10.82%
2005
+5.23% +7.34%
2004
+8.41% +6.42%
2003
+21.64% +15.31%
2002
+1.03% +9.00%
2001
+8.71% +0.15%
2000
+3.43% +4.63%
1999
+11.02% +2.25%
1998
+6.04% +12.93%
1997
+16.36% +8.38%
1996
+16.81% +4.09%
1995
+23.17% +21.97%
1994
-3.19% -4.18%
1993
+14.73% +13.56%
1992
+12.95% +4.46%
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