Last Update: 31 December 2022

The iShares Lifepath Fund Portfolio obtained a 6.51% compound annual return, with a 6.82% standard deviation, in the last 30 Years.

The Gyroscopic Investing Desert Portfolio obtained a 6.54% compound annual return, with a 5.34% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Gyroscopic Investing Desert Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 30%
Fixed Income 59.58% 60%
Commodities 0% 10%
30 Years Stats Return +6.51% +6.54%
Std Dev 6.82% 5.34%
Max Drawdown -21.23% -14.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -2.40 -1.27 -15.14 +2.77 +4.54 +6.51 +7.96
Gyroscopic Investing Desert Portfolio -1.70 -1.07 -11.64 +3.65 +4.34 +6.54 +7.61
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1993, now would be worth 6626.51$, with a total return of 562.65% (6.51% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1993, now would be worth 6698.71$, with a total return of 569.87% (6.54% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 18367.95$, with a total return of 1736.79% (7.96% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1985, now would be worth 16232.59$, with a total return of 1523.26% (7.61% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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iShares Lifepath Fund Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-14.72% Jan 2022 Sep 2022
-10.15% Mar 2008 Feb 2009
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-5.64% May 2011 Sep 2011
-5.63% Feb 1994 Jun 1994
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.42% Jul 1998 Aug 1998
-3.94% Feb 2001 Mar 2001
-3.83% May 2010 Jun 2010
-3.56% Feb 2020 Mar 2020
-3.44% Apr 2004 Apr 2004
-3.24% Sep 2011 Sep 2011
-3.16% Sep 2000 Nov 2000
-3.07% Aug 1997 Aug 1997

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-14.72% Jan 2022 Sep 2022
-10.86% Sep 1987 Nov 1987
-10.15% Mar 2008 Feb 2009
-8.49% Sep 1987 Nov 1987
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.63% Feb 1994 Jun 1994
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-4.89% Feb 1994 Jun 1994
-4.45% May 2015 Sep 2015
-4.42% Jul 1998 Aug 1998
-3.94% Feb 2001 Mar 2001
-3.83% May 2010 Jun 2010
-3.71% Jan 1990 Apr 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year iShares Lifepath Fund Portfolio Gyroscopic Investing Desert Portfolio
2022
-15.14% -11.64%
2021
+8.05% +5.76%
2020
+11.47% +12.96%
2019
+16.20% +14.41%
2018
-3.49% -0.94%
2017
+11.24% +8.38%
2016
+6.11% +5.39%
2015
-0.37% +0.02%
2014
+6.00% +5.45%
2013
+9.07% +6.10%
2012
+9.09% +6.70%
2011
+3.66% +6.23%
2010
+10.07% +11.95%
2009
+15.04% +10.05%
2008
-12.05% -2.92%
2007
+7.94% +10.64%
2006
+10.06% +8.85%
2005
+5.27% +5.06%
2004
+9.19% +6.34%
2003
+16.31% +12.64%
2002
-1.88% +4.90%
2001
-0.13% +1.31%
2000
+3.22% +4.70%
1999
+8.91% +5.12%
1998
+13.44% +13.26%
1997
+14.26% +12.53%
1996
+8.55% +6.98%
1995
+21.33% +23.10%
1994
-0.37% -2.86%
1993
+13.45% +11.81%
1992
+4.84% +6.83%
1991
+19.41% +18.44%
1990
+0.16% +3.54%
1989
+17.85% +16.86%
1988
+12.45% +6.82%
1987
+5.68% +4.17%
1986
+22.44% +15.33%
1985
+28.90% +23.33%
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