Last Update: 31 August 2020

The iShares Lifepath Fund Portfolio obtained a 6.96% compound annual return, with a 5.83% standard deviation, in the last 10 years.

The Harry Browne Permanent Portfolio obtained a 7.09% compound annual return, with a 6.09% standard deviation, in the last 10 years.

Summary

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iShares Lifepath Fund Portfolio Harry Browne Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 25%
Fixed Income 59.58% 50%
Commodities 0% 25%
10 Years Stats Return +6.96% +7.09%
Std Dev 5.83% 6.09%
Max Drawdown -8.33% -6.98%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2001

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
iShares Lifepath Fund Portfolio +1.93 +6.51 +7.59 +10.69 +7.16 +7.15 +6.96 +6.04
Harry Browne Permanent Portfolio +0.09 +6.90 +11.95 +15.94 +10.20 +8.80 +7.09 +7.38
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2001.

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Year iShares Lifepath Fund Portfolio Harry Browne Permanent Portfolio
2020
+5.96% +14.99%
2019
+16.20% +16.17%
2018
-3.49% -1.76%
2017
+11.24% +10.97%
2016
+6.11% +5.54%
2015
-0.37% -3.06%
2014
+6.00% +9.40%
2013
+9.07% -2.08%
2012
+9.09% +6.41%
2011
+3.66% +11.11%
2010
+10.07% +13.92%
2009
+15.04% +7.85%
2008
-12.05% +0.87%
2007
+7.94% +12.69%
2006
+10.06% +10.94%
2005
+5.27% +8.91%
2004
+9.19% +6.83%
2003
+16.31% +13.32%
2002
-1.88% +5.85%
2001
-0.13% -0.52%
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