Last Update: 31 October 2021

The Mebane Faber GAA Global Asset Allocation Portfolio obtained a 7.53% compound annual return, with a 7.69% standard deviation, in the last 25 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.77% compound annual return, with a 11.74% standard deviation, in the last 25 Years.

Summary

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Mebane Faber GAA Global Asset Allocation Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 40.5% 71%
Fixed Income 49.5% 29%
Commodities 10% 0%
25 Years Stats Return +7.53% +8.77%
Std Dev 7.69% 11.74%
Max Drawdown -24.92% -41.80%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Mebane Faber GAA Global Asset Allocation Portfolio +3.08 +1.16 +5.68 +16.69 +8.72 +7.12 +7.53 +8.00
Burton Malkiel Late Sixties and Beyond Portfolio +4.24 +1.88 +5.55 +26.15 +11.08 +9.54 +8.77 +9.37
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Mebane Faber GAA Global Asset Allocation Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2021
+7.81% +12.73%
2020
+11.18% +10.03%
2019
+19.10% +22.55%
2018
-5.13% -5.90%
2017
+13.30% +16.49%
2016
+6.40% +8.48%
2015
-3.07% -1.63%
2014
+7.67% +9.01%
2013
+4.79% +12.49%
2012
+11.31% +14.20%
2011
+6.44% +1.01%
2010
+12.24% +14.47%
2009
+15.95% +25.30%
2008
-13.28% -26.02%
2007
+9.54% +5.18%
2006
+11.66% +20.06%
2005
+8.99% +9.86%
2004
+11.55% +14.78%
2003
+19.76% +29.73%
2002
+3.07% -5.70%
2001
-2.12% +5.85%
2000
+5.03% +2.46%
1999
+12.08% +12.48%
1998
+10.04% +5.92%
1997
+7.28% +15.13%
1996
+9.53% +18.95%
1995
+20.68% +20.20%
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