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 Ray Dalio All Weather Portfolio obtained a 7.82% compound annual return, with a 5.71% standard deviation, in the last 10 years.

Summary

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iShares Lifepath Fund Portfolio Ray Dalio All Weather Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 30%
Fixed Income 59.58% 55%
Commodities 0% 15%
10 Years Stats Return +6.96% +7.82%
Std Dev 5.83% 5.71%
Max Drawdown -8.33% -6.93%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2007

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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 +5.93
Ray Dalio All Weather Portfolio -0.21 +5.75 +8.79 +12.93 +9.86 +8.47 +7.82 +7.53
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2007.

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Year iShares Lifepath Fund Portfolio Ray Dalio All Weather Portfolio
2020
+5.96% +12.11%
2019
+16.20% +18.22%
2018
-3.49% -3.19%
2017
+11.24% +11.47%
2016
+6.11% +5.86%
2015
-0.37% -3.72%
2014
+6.00% +12.52%
2013
+9.07% +2.15%
2012
+9.09% +6.72%
2011
+3.66% +15.59%
2010
+10.07% +12.53%
2009
+15.04% +2.34%
2008
-12.05% +1.34%
2007
+7.94% +11.88%
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