Last Update: 31 July 2022

The iShares Lifepath Fund Portfolio obtained a 6.81% compound annual return, with a 6.59% standard deviation, in the last 30 Years.

The Ray Dalio All Weather Portfolio obtained a 7.67% compound annual return, with a 6.83% standard deviation, in the last 30 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%
30 Years Stats Return +6.81% +7.67%
Std Dev 6.59% 6.83%
Max Drawdown -21.23% -13.67%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from June 1991

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio +4.39 -7.29 -8.60 +4.76 +5.47 +6.81 +6.90
Ray Dalio All Weather Portfolio +3.40 -8.12 -8.42 +5.90 +5.15 +7.67 +7.82
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

iShares Lifepath Fund Portfolio: an investment of 1000$, since August 1992, now would be worth 7224.44$, with a total return of 622.44% (6.81% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since August 1992, now would be worth 9167.39$, with a total return of 816.74% (7.67% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1991, now would be worth 8010.51$, with a total return of 701.05% (6.90% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since June 1991, now would be worth 10462.16$, with a total return of 946.22% (7.82% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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iShares Lifepath Fund Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-14.06% Jan 2022 Jun 2022
-13.67% Jan 2022 Jun 2022
-12.18% Jul 2008 Feb 2009
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.10% May 2013 Jun 2013
-4.89% Feb 1994 Jun 1994
-4.83% Jul 1998 Aug 1998
-4.76% Apr 2004 Apr 2004
-4.75% Sep 2018 Dec 2018
-4.74% Jun 2003 Jul 2003
-4.61% Feb 2001 Mar 2001
-4.45% May 2015 Sep 2015

Drawdown comparison chart since June 1991.

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iShares Lifepath Fund Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-14.06% Jan 2022 Jun 2022
-13.67% Jan 2022 Jun 2022
-12.18% Jul 2008 Feb 2009
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.10% May 2013 Jun 2013
-4.89% Feb 1994 Jun 1994
-4.83% Jul 1998 Aug 1998
-4.76% Apr 2004 Apr 2004
-4.75% Sep 2018 Dec 2018
-4.74% Jun 2003 Jul 2003
-4.61% Feb 2001 Mar 2001
-4.45% May 2015 Sep 2015

Yearly Returns

Yearly return comparison. Common historical serie start from June 1991.

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Year iShares Lifepath Fund Portfolio Ray Dalio All Weather Portfolio
2022
-10.28% -10.73%
2021
+8.05% +8.08%
2020
+11.47% +14.68%
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%
2006
+10.06% +6.93%
2005
+5.27% +8.55%
2004
+9.19% +9.41%
2003
+16.31% +13.96%
2002
-1.88% +7.77%
2001
-0.13% -2.77%
2000
+3.22% +10.15%
1999
+8.91% +6.28%
1998
+13.44% +11.05%
1997
+14.26% +13.54%
1996
+8.55% +8.27%
1995
+21.33% +27.44%
1994
-0.37% -3.28%
1993
+13.45% +12.02%
1992
+4.84% +6.76%
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