Emerging Markets Stocks vs Bogleheads Four Funds Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Bogleheads Four Funds Portfolio obtained a 7.86% compound annual return, with a 12.45% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Bogleheads Four Funds Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +4.45% +7.86%
Std Dev 22.53% 12.45%
Max Drawdown -60.44% -44.08%
All time Stats
(Since Jan 1985)
Return +8.66% +9.64%
Std Dev 25.51% 12.42%
Max Drawdown -60.44% -44.08%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +8.66
Bogleheads Four Funds Portfolio +3.37 +9.63 +18.64 +9.05 +7.70 +7.86 +9.64
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Bogleheads Four Funds Portfolio: an investment of 1$, since March 1994, now would be worth 9.68$, with a total return of 867.97% (7.86% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 25.86$, with a total return of 2486.50% (8.66% annualized).

Bogleheads Four Funds Portfolio: an investment of 1$, since January 1985, now would be worth 36.74$, with a total return of 3573.60% (9.64% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Bogleheads Four Funds Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-44.08% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.37
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-32.45% Apr 2000 Sep 2002 (30) Nov 2004 (56) 17.46
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-23.20% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.69
-17.11% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.73
-15.64% May 2011 Sep 2011 (5) Mar 2012 (11) 7.01
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-12.43% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.63
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.69% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.28
-10.05% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.32
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-6.92% Apr 2012 May 2012 (2) Sep 2012 (6) 3.06
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-4.74% Mar 1997 Apr 1997 (2) Jun 1997 (4) 2.55

Drawdown comparison chart since January 1985.

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Emerging Markets Stocks Portfolio
Bogleheads Four Funds Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-44.08% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.37
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-32.45% Apr 2000 Sep 2002 (30) Nov 2004 (56) 17.46
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-23.20% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.69
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-19.18% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.92
-17.11% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.73
-15.64% May 2011 Sep 2011 (5) Mar 2012 (11) 7.01
-15.56% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.00
-12.43% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.63
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.69% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.28
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39
-10.05% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.32

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
-0.55%
-4.53%
+3.45%
0.00%
2023
+8.99%
-12.51%
+18.65%
-8.64%
2022
-20.56%
-29.40%
-17.06%
-23.20%
2021
-3.61%
-11.44%
+15.70%
-3.50%
2020
+17.03%
-23.94%
+15.71%
-17.11%
2019
+18.20%
-7.82%
+23.60%
-4.69%
2018
-15.31%
-22.75%
-7.02%
-10.69%
2017
+37.28%
-0.39%
+19.47%
0.00%
2016
+10.87%
-5.81%
+8.61%
-4.75%
2015
-16.18%
-23.20%
-1.37%
-8.95%
2014
-3.93%
-11.58%
+5.85%
-2.96%
2013
-3.69%
-13.17%
+19.92%
-2.53%
2012
+19.10%
-14.96%
+14.85%
-6.92%
2011
-18.82%
-29.09%
-1.60%
-15.64%
2010
+16.51%
-10.81%
+13.49%
-9.93%
2009
+68.93%
-14.98%
+26.98%
-15.65%
2008
-48.88%
-53.98%
-30.83%
-33.84%
2007
+33.31%
-8.97%
+9.23%
-4.14%
2006
+31.19%
-11.14%
+16.29%
-3.01%
2005
+32.62%
-9.06%
+8.31%
-3.23%
2004
+24.63%
-11.25%
+13.90%
-2.94%
2003
+57.65%
-5.76%
+28.68%
-3.75%
2002
-7.43%
-24.27%
-12.27%
-18.10%
2001
-2.88%
-30.79%
-9.93%
-18.59%
2000
-27.56%
-31.63%
-7.07%
-11.57%
1999
+61.57%
-4.87%
+20.36%
-2.99%
1998
-18.12%
-40.98%
+18.10%
-12.43%
1997
-16.82%
-27.85%
+17.48%
-4.68%
1996
+15.83%
-6.73%
+12.38%
-3.74%
1995
+0.56%
-11.22%
+23.21%
-1.02%
1994
-20.17%
-25.83%
+1.95%
-5.19%
1993
+100.42%
-5.91%
+16.83%
-4.19%
1992
-10.90%
-23.01%
+1.70%
-4.87%
1991
+111.70%
-7.61%
+22.43%
-4.29%
1990
-1.92%
-34.47%
-8.79%
-15.56%
1989
+98.20%
-6.54%
+20.86%
-2.00%
1988
+36.81%
-6.67%
+17.74%
-3.23%
1987
-46.69%
-55.33%
+10.58%
-19.18%
1986
+11.58%
-9.07%
+29.65%
-5.02%
1985
+27.58%
-4.87%
+35.65%
-2.38%