Last Update: 31 July 2022

The Harry Browne Permanent Portfolio obtained a 4.38% compound annual return, with a 6.34% standard deviation, in the last 10 Years.

The Ray Dalio All Weather with Bitcoin Portfolio obtained a 17.21% compound annual return, with a 39.81% standard deviation, in the last 10 Years.

Summary

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Harry Browne Permanent Portfolio Ray Dalio All Weather with Bitcoin Portfolio
Risk Medium Medium
Asset Allocation Stocks 25% 30%
Fixed Income 50% 55%
Commodities 25% 15%
10 Years Stats Return +4.38% +17.21%
Std Dev 6.34% 39.81%
Max Drawdown -11.14% -23.45%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Harry Browne Permanent Portfolio +1.90 -6.73 -7.47 +5.39 +4.38 +6.01
Ray Dalio All Weather with Bitcoin Portfolio +3.75 -9.02 -9.55 +10.55 +17.21 +17.91
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Harry Browne Permanent Portfolio: an investment of 1000$, since August 2012, now would be worth 1534.53$, with a total return of 53.45% (4.38% annualized).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 4893.28$, with a total return of 389.33% (17.21% annualized).

Harry Browne Permanent Portfolio: an investment of 1000$, since January 2009, now would be worth 2208.86$, with a total return of 120.89% (6.01% annualized).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 9371.15$, with a total return of 837.11% (17.91% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Harry Browne Permanent Portfolio
Ray Dalio All Weather with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.45% Dec 2013 Dec 2013
-15.32% Nov 2021 Jun 2022
-11.14% Jan 2022 Jun 2022
-9.24% May 2013 Jun 2013
-6.98% Aug 2016 Dec 2016
-6.86% Oct 2012 Jun 2013
-6.73% Feb 2015 Dec 2015
-5.16% Sep 2018 Dec 2018
-4.43% Jan 2021 Mar 2021
-4.25% Feb 2018 Oct 2018
-3.30% Sep 2020 Oct 2020
-3.01% Aug 2020 Oct 2020
-2.73% Sep 2021 Sep 2021
-2.68% Feb 2018 Apr 2018
-2.68% Mar 2020 Mar 2020
-2.62% Sep 2014 Sep 2014
-2.58% Sep 2021 Sep 2021
-1.71% Jan 2021 Mar 2021
-1.68% Oct 2012 Oct 2012
-1.67% Feb 2020 Mar 2020

Drawdown comparison chart since January 2009.

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Harry Browne Permanent Portfolio
Ray Dalio All Weather with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.70% Jul 2011 Nov 2011
-23.45% Dec 2013 Dec 2013
-15.32% Nov 2021 Jun 2022
-11.94% Jan 2009 Feb 2009
-11.14% Jan 2022 Jun 2022
-6.98% Aug 2016 Dec 2016
-6.86% Oct 2012 Jun 2013
-6.73% Feb 2015 Dec 2015
-6.22% Jan 2009 Feb 2009
-5.16% Sep 2018 Dec 2018
-4.43% Jan 2021 Mar 2021
-4.25% Feb 2018 Oct 2018
-3.30% Sep 2020 Oct 2020
-3.07% Dec 2009 Jan 2010
-3.01% Aug 2020 Oct 2020
-2.73% Sep 2021 Sep 2021
-2.68% Feb 2018 Apr 2018
-2.68% Mar 2020 Mar 2020
-2.62% Sep 2014 Sep 2014
-2.58% Sep 2021 Sep 2021

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Harry Browne Permanent Portfolio Ray Dalio All Weather with Bitcoin Portfolio
2022
-9.45% -12.01%
2021
+4.21% +8.91%
2020
+16.10% +20.78%
2019
+16.17% +19.77%
2018
-1.76% -4.47%
2017
+10.97% +36.73%
2016
+5.54% +8.17%
2015
-3.06% -2.53%
2014
+9.40% +11.71%
2013
-2.08% +126.20%
2012
+6.41% +10.28%
2011
+11.11% +44.99%
2010
+13.92% +19.12%
2009
+7.85% +1.98%
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