Dynamic 60/40 Income vs Vanguard LifeStrategy Moderate Growth Portfolio Comparison

Last Update: 29 February 2024

The Dynamic 60/40 Income Portfolio obtained a 6.98% compound annual return, with a 9.36% standard deviation, in the last 30 Years.

The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.06% compound annual return, with a 9.53% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio Vanguard LifeStrategy Moderate Growth Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +6.98% +7.06%
Std Dev 9.36% 9.53%
Max Drawdown -41.44% -33.52%
All time Stats
(Since Jan 1992)
Return +7.40% +7.24%
Std Dev 9.11% 9.35%
Max Drawdown -41.44% -33.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 60/40 Income Portfolio +1.62 +7.29 +10.32 +5.29 +5.40 +6.98 +7.40
Vanguard LifeStrategy Moderate Growth Portfolio +2.23 +7.92 +15.10 +6.72 +6.13 +7.06 +7.24
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since March 1994, now would be worth 7.57$, with a total return of 657.27% (6.98% annualized).

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since March 1994, now would be worth 7.75$, with a total return of 674.67% (7.06% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.13% (7.40% annualized).

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since January 1992, now would be worth 9.46$, with a total return of 846.20% (7.24% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Dynamic 60/40 Income Portfolio
Vanguard LifeStrategy Moderate Growth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-33.52% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.98
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (26) 11.13
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-6.05% Mar 1994 Nov 1994 (9) Mar 1995 (13) 3.45
-5.08% Apr 2012 May 2012 (2) Aug 2012 (5) 2.32
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49
-3.78% May 2013 Aug 2013 (4) Oct 2013 (6) 2.06

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income Portfolio
Vanguard LifeStrategy Moderate Growth Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-33.52% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.98
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (26) 11.13
-18.21% Jan 2022 Sep 2022 (9) In progress (26) 11.41
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-5.08% Apr 2012 May 2012 (2) Aug 2012 (5) 2.32
-4.62% Feb 1994 Mar 1994 (2) Mar 1995 (14) 2.85
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49

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.
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Year Return Drawdown Return Drawdown
2024
+1.48%
-0.14%
+2.12%
-0.11%
2023
+12.28%
-6.45%
+15.75%
-7.48%
2022
-15.89%
-18.21%
-15.97%
-20.84%
2021
+15.27%
-2.58%
+10.43%
-2.95%
2020
+6.26%
-14.24%
+12.96%
-12.56%
2019
+18.59%
-1.55%
+19.70%
-3.22%
2018
-3.28%
-6.80%
-4.98%
-7.60%
2017
+8.11%
-0.39%
+15.50%
0.00%
2016
+7.39%
-2.92%
+7.06%
-3.07%
2015
+0.49%
-4.42%
-0.72%
-6.65%
2014
+11.87%
-2.32%
+6.10%
-2.10%
2013
+8.15%
-3.78%
+14.76%
-2.66%
2012
+12.84%
-3.09%
+12.49%
-5.08%
2011
+3.16%
-10.41%
+0.23%
-11.06%
2010
+14.75%
-5.96%
+11.87%
-6.75%
2009
+25.31%
-19.50%
+22.28%
-12.11%
2008
-21.78%
-30.14%
-22.10%
-25.50%
2007
-3.54%
-7.01%
+8.20%
-2.89%
2006
+14.28%
-1.89%
+13.59%
-2.35%
2005
+5.27%
-2.10%
+7.28%
-2.18%
2004
+12.11%
-4.29%
+11.52%
-2.39%
2003
+22.26%
0.00%
+22.34%
-2.55%
2002
-0.78%
-6.19%
-7.56%
-12.50%
2001
+5.55%
-3.29%
-5.13%
-12.36%
2000
+5.79%
-3.60%
-3.26%
-7.36%
1999
+4.89%
-3.30%
+15.58%
-2.55%
1998
+5.13%
-7.02%
+16.58%
-8.89%
1997
+16.74%
-0.91%
+13.04%
-3.76%
1996
+16.21%
-0.78%
+10.23%
-2.46%
1995
+20.42%
-0.12%
+21.48%
-0.41%
1994
-3.20%
-6.80%
+0.66%
-4.62%
1993
+14.00%
-1.75%
+15.69%
-3.38%
1992
+13.92%
-0.48%
+3.16%
-4.08%