iShares Lifepath Fund vs Simplified Permanent Portfolio Comparison

Last Update: 29 February 2024

The iShares Lifepath Fund Portfolio obtained a 6.44% compound annual return, with a 7.01% standard deviation, in the last 30 Years.

The Simplified Permanent Portfolio obtained a 6.85% compound annual return, with a 6.88% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Simplified Permanent Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40.42% 25%
Fixed Income 59.58% 50%
Commodities 0% 25%
30 Years Stats Return +6.44% +6.85%
Std Dev 7.01% 6.88%
Max Drawdown -21.23% -16.43%
All time Stats
(Since Jan 1985)
Return +8.05% +7.77%
Std Dev 7.25% 6.79%
Max Drawdown -21.23% -16.43%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
iShares Lifepath Fund Portfolio +0.96 +5.95 +10.72 +4.98 +4.74 +6.44 +8.05
Simplified Permanent Portfolio +0.41 +5.26 +10.59 +5.74 +4.68 +6.85 +7.77
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

iShares Lifepath Fund Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.53% (6.44% annualized).

Simplified Permanent Portfolio: an investment of 1$, since March 1994, now would be worth 7.30$, with a total return of 630.07% (6.85% annualized).

iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 20.74$, with a total return of 1974.08% (8.05% annualized).

Simplified Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 18.75$, with a total return of 1775.00% (7.77% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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iShares Lifepath Fund Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-16.43% Jan 2022 Sep 2022 (9) In progress (26) 8.81
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.79% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.04
-4.63% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.40
-4.45% May 2015 Sep 2015 (5) May 2016 (13) 2.49
-3.97% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.72
-3.83% May 2010 Jun 2010 (2) Sep 2010 (5) 2.07
-3.81% Jan 2021 Mar 2021 (3) May 2021 (5) 2.20
-3.73% Dec 1996 Mar 1997 (4) May 1997 (6) 1.90

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.23% Nov 2007 Feb 2009 (16) Dec 2009 (26) 9.68
-18.92% Jan 2022 Sep 2022 (9) In progress (26) 10.97
-16.43% Jan 2022 Sep 2022 (9) In progress (26) 8.81
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-10.86% Sep 1987 Nov 1987 (3) Sep 1988 (13) 4.84
-8.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.78
-7.15% Feb 2001 Sep 2002 (20) May 2003 (28) 3.70
-7.10% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.86
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.83% Aug 1987 Nov 1987 (4) Oct 1988 (15) 2.68
-5.78% Jan 1990 Apr 1990 (4) Jun 1990 (6) 3.32
-5.67% Feb 1994 Jun 1994 (5) Mar 1995 (14) 4.01
-5.66% Jan 1990 Apr 1990 (4) Dec 1990 (12) 2.70
-5.64% May 2011 Sep 2011 (5) Jan 2012 (9) 2.15
-5.36% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.49
-5.27% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.66
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.89% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.27

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.88%
-0.08%
+0.37%
-0.04%
2023
+11.93%
-6.77%
+11.51%
-5.16%
2022
-15.14%
-18.92%
-12.67%
-16.43%
2021
+8.05%
-2.34%
+3.72%
-3.81%
2020
+11.47%
-8.33%
+16.46%
-3.11%
2019
+16.20%
-1.68%
+16.15%
-0.99%
2018
-3.49%
-5.27%
-1.29%
-3.68%
2017
+11.24%
0.00%
+9.78%
-0.96%
2016
+6.11%
-1.80%
+5.72%
-6.23%
2015
-0.37%
-4.45%
-1.82%
-5.27%
2014
+6.00%
-1.78%
+7.12%
-2.59%
2013
+9.07%
-2.99%
-1.76%
-6.69%
2012
+9.09%
-2.74%
+7.59%
-1.89%
2011
+3.66%
-5.64%
+10.45%
-3.69%
2010
+10.07%
-3.83%
+16.36%
-0.02%
2009
+15.04%
-9.43%
+9.94%
-4.96%
2008
-12.05%
-16.28%
+0.94%
-13.28%
2007
+7.94%
-1.18%
+14.14%
-1.50%
2006
+10.06%
-1.54%
+10.82%
-2.47%
2005
+5.27%
-1.53%
+7.34%
-1.60%
2004
+9.19%
-2.78%
+6.42%
-4.79%
2003
+16.31%
-1.16%
+15.31%
-2.22%
2002
-1.88%
-6.04%
+9.00%
-2.60%
2001
-0.13%
-5.51%
+0.15%
-3.21%
2000
+3.22%
-3.16%
+4.63%
-2.98%
1999
+8.91%
-2.48%
+2.25%
-5.09%
1998
+13.44%
-5.36%
+12.93%
-4.63%
1997
+14.26%
-3.07%
+8.38%
-2.87%
1996
+8.55%
-1.74%
+4.09%
-3.64%
1995
+21.33%
0.00%
+21.97%
0.00%
1994
-0.37%
-4.89%
-4.18%
-5.67%
1993
+13.45%
-2.48%
+13.56%
-1.61%
1992
+4.84%
-2.92%
+4.46%
-3.11%
1991
+19.41%
-2.35%
+15.41%
-1.06%
1990
+0.16%
-7.10%
+1.55%
-5.66%
1989
+17.85%
-0.92%
+15.24%
-1.52%
1988
+12.45%
-1.92%
+3.97%
-2.03%
1987
+5.68%
-10.86%
+5.46%
-5.83%
1986
+22.44%
-3.57%
+19.06%
-1.00%
1985
+28.90%
-0.72%
+24.24%
-2.66%