Last Update: 31 July 2022

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.49% compound annual return, with a 8.93% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.67% compound annual return, with a 11.30% standard deviation, in the last 30 Years.

Summary

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FundAdvice Ultimate Buy&Hold Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 60% 71%
Fixed Income 40% 29%
Commodities 0% 0%
30 Years Stats Return +7.49% +8.67%
Std Dev 8.93% 11.30%
Max Drawdown -34.23% -41.80%

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(*)
FundAdvice Ultimate Buy&Hold Portfolio +4.10 -6.44 -7.44 +4.02 +5.93 +7.49 +7.47
Burton Malkiel Late Sixties and Beyond Portfolio +5.34 -8.48 -8.70 +6.30 +7.49 +8.67 +8.59
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since August 1992, now would be worth 8733.64$, with a total return of 773.36% (7.49% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since August 1992, now would be worth 12129.94$, with a total return of 1112.99% (8.67% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since January 1992, now would be worth 9063.64$, with a total return of 806.36% (7.47% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12424.35$, with a total return of 1142.43% (8.59% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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FundAdvice Ultimate Buy&Hold Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-34.23% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.07% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.58% Jan 2022 Jun 2022
-12.20% May 2002 Sep 2002
-11.43% May 2011 Sep 2011
-10.85% May 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.84% Jun 2002 Sep 2002
-8.59% Feb 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.07% Feb 2001 Sep 2001
-7.04% Apr 2004 Apr 2004
-6.96% May 2015 Feb 2016

Drawdown comparison chart since January 1992.

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FundAdvice Ultimate Buy&Hold Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-34.23% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.07% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.58% Jan 2022 Jun 2022
-12.20% May 2002 Sep 2002
-11.43% May 2011 Sep 2011
-10.85% May 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.84% Jun 2002 Sep 2002
-8.59% Feb 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.07% Feb 2001 Sep 2001
-7.04% Apr 2004 Apr 2004
-6.96% May 2015 Feb 2016

Yearly Returns

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

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Year FundAdvice Ultimate Buy&Hold Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-9.00% -12.46%
2021
+11.49% +15.40%
2020
+5.84% +10.03%
2019
+16.24% +22.55%
2018
-6.85% -5.90%
2017
+13.54% +16.49%
2016
+8.37% +8.48%
2015
-0.60% -1.63%
2014
+3.11% +9.01%
2013
+13.47% +12.49%
2012
+12.20% +14.20%
2011
-0.58% +1.01%
2010
+12.72% +14.47%
2009
+19.90% +25.30%
2008
-20.06% -26.02%
2007
+6.31% +5.18%
2006
+16.25% +20.06%
2005
+9.65% +9.86%
2004
+16.13% +14.78%
2003
+28.61% +29.73%
2002
-0.14% -5.70%
2001
+0.49% +5.85%
2000
+4.94% +2.46%
1999
+11.76% +12.48%
1998
+6.47% +5.92%
1997
+8.09% +15.13%
1996
+9.91% +18.95%
1995
+17.23% +20.20%
1994
-2.80% -3.17%
1993
+22.68% +23.51%
1992
+7.34% +4.84%
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