FundAdvice Ultimate Buy&Hold vs Ray Dalio All Weather Portfolio Comparison

Last Update: 31 March 2024

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.06% compound annual return, with a 9.25% standard deviation, in the last 30 Years.

The Ray Dalio All Weather Portfolio obtained a 7.54% compound annual return, with a 7.38% standard deviation, in the last 30 Years.

Summary

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FundAdvice Ultimate Buy&Hold Portfolio Ray Dalio All Weather Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 30%
Fixed Income 40% 55%
Commodities 0% 15%
30 Years Stats Return +7.06% +7.54%
Std Dev 9.25% 7.38%
Max Drawdown -34.23% -20.58%
All time Stats
(Since Jan 1985)		 Return +8.97% +8.73%
Std Dev 9.54% 7.50%
Max Drawdown -34.23% -20.58%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
FundAdvice Ultimate Buy&Hold Portfolio +2.09 +11.09 +9.14 +4.77 +4.59 +7.06 +8.97
Ray Dalio All Weather Portfolio +2.27 +12.15 +6.27 +4.85 +5.04 +7.54 +8.73
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 673.99% (7.06% annualized).

Ray Dalio All Weather Portfolio: an investment of 1$, since April 1994, now would be worth 8.84$, with a total return of 784.36% (7.54% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since January 1985, now would be worth 29.16$, with a total return of 2816.03% (8.97% annualized).

Ray Dalio All Weather Portfolio: an investment of 1$, since January 1985, now would be worth 26.71$, with a total return of 2571.20% (8.73% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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FundAdvice Ultimate Buy&Hold Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-34.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.90
-20.58% Jan 2022 Sep 2022 (9) In progress (27) 13.55
-18.44% Jan 2022 Sep 2022 (9) In progress (27) 9.26
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-11.57% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.27
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-11.38% Jul 2008 Oct 2008 (4) Dec 2008 (6) 5.15
-10.85% May 1998 Aug 1998 (4) Apr 1999 (12) 4.53
-8.84% Jun 2002 Sep 2002 (4) May 2003 (12) 6.00
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-7.07% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.06
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.66% Feb 2015 Dec 2015 (11) Jun 2016 (17) 4.06
-6.42% Aug 2016 Nov 2016 (4) Aug 2017 (13) 3.10
-5.29% May 2013 Jun 2013 (2) Jan 2014 (9) 3.01
-5.29% Apr 2012 May 2012 (2) Sep 2012 (6) 2.36
-4.83% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.27
-4.76% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.09
-4.74% Jun 2003 Jul 2003 (2) Sep 2003 (4) 2.46
-4.71% Sep 2018 Oct 2018 (2) Mar 2019 (7) 2.74

Drawdown comparison chart since January 1985.

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FundAdvice Ultimate Buy&Hold Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-34.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.90
-20.58% Jan 2022 Sep 2022 (9) In progress (27) 13.55
-18.44% Jan 2022 Sep 2022 (9) In progress (27) 9.26
-16.12% Sep 1987 Nov 1987 (3) Oct 1988 (14) 7.39
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-11.57% Jan 2009 Feb 2009 (2) Sep 2009 (9) 6.27
-11.54% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.74
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-11.38% Jul 2008 Oct 2008 (4) Dec 2008 (6) 5.15
-10.85% May 1998 Aug 1998 (4) Apr 1999 (12) 4.53
-8.84% Jun 2002 Sep 2002 (4) May 2003 (12) 6.00
-8.78% Sep 1987 Nov 1987 (3) Sep 1988 (13) 3.96
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-7.07% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.06
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.89% Feb 1994 Jun 1994 (5) May 1995 (16) 4.69
-6.83% Feb 1994 Nov 1994 (10) Mar 1995 (14) 4.86
-6.66% Feb 2015 Dec 2015 (11) Jun 2016 (17) 4.06
-6.42% Aug 2016 Nov 2016 (4) Aug 2017 (13) 3.10
-5.51% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.88

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
+2.06%
 -1.19%
+2.18%
 -0.52%
2023
+10.81%
 -7.58%
+9.94%
 -9.24%
2022
-12.51%
 -18.44%
-18.39%
 -20.58%
2021
+11.49%
 -2.60%
+8.27%
 -3.74%
2020
+5.84%
 -15.07%
+15.88%
 -3.68%
2019
+16.24%
 -3.25%
+17.93%
 -0.83%
2018
-6.85%
 -8.59%
-3.02%
 -4.71%
2017
+13.54%
 0.00%
+11.55%
 -0.49%
2016
+8.37%
 -2.77%
+6.50%
 -6.42%
2015
-0.60%
 -6.44%
-3.23%
 -6.66%
2014
+3.11%
 -3.32%
+12.89%
 -2.52%
2013
+13.47%
 -3.12%
+1.71%
 -5.29%
2012
+12.20%
 -5.29%
+7.02%
 -1.33%
2011
-0.58%
 -11.43%
+15.64%
 -2.00%
2010
+12.72%
 -7.11%
+12.88%
 -0.69%
2009
+19.90%
 -14.20%
+2.71%
 -11.57%
2008
-20.06%
 -23.98%
+2.38%
 -11.38%
2007
+6.31%
 -4.10%
+11.88%
 -1.20%
2006
+16.25%
 -2.84%
+6.93%
 -1.71%
2005
+9.65%
 -2.20%
+8.55%
 -2.99%
2004
+16.13%
 -4.14%
+9.41%
 -4.76%
2003
+28.61%
 -2.13%
+13.96%
 -4.74%
2002
-0.14%
 -8.84%
+7.77%
 -1.56%
2001
+0.49%
 -7.07%
-2.77%
 -4.61%
2000
+4.94%
 -3.64%
+10.15%
 -2.26%
1999
+11.76%
 -2.66%
+6.28%
 -3.79%
1998
+6.47%
 -10.85%
+11.05%
 -4.83%
1997
+8.09%
 -3.12%
+13.54%
 -2.89%
1996
+9.91%
 -2.67%
+8.27%
 -2.11%
1995
+17.23%
 -1.11%
+27.44%
 0.00%
1994
-2.80%
 -6.89%
-3.28%
 -6.83%
1993
+22.68%
 -2.37%
+12.02%
 -1.98%
1992
+7.34%
 -1.78%
+6.76%
 -2.23%
1991
+25.36%
 -3.56%
+17.98%
 -1.86%
1990
-5.66%
 -11.54%
+3.85%
 -5.51%
1989
+22.18%
 -1.43%
+20.45%
 -1.14%
1988
+17.37%
 -1.93%
+10.59%
 -1.93%
1987
+4.64%
 -16.12%
+3.47%
 -8.78%
1986
+26.02%
 -3.78%
+20.56%
 -3.75%
1985
+32.30%
 -1.34%
+28.68%
 -2.13%