Last Update: 31 March 2024
The Larry Swedroe Big Rocks Portfolio obtained a 7.07% compound annual return, with a 9.15% standard deviation, in the last 30 Years.
The Bill Bernstein Coward's Portfolio obtained a 7.19% compound annual return, with a 9.08% standard deviation, in the last 30 Years.
Summary
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| Larry Swedroe Big Rocks Portfolio | Bill Bernstein Coward's Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 60% |
| Fixed Income | 40% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +7.19% |
| Std Dev | 9.15% | 9.08% | |
| Max Drawdown | -33.80% | -32.68% | |
| All time Stats (Since Jan 1976) |
Return | +9.74% | +9.71% |
| Std Dev | 9.35% | 9.27% | |
| Max Drawdown | -33.80% | -32.68% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Larry Swedroe Big Rocks Portfolio | +2.14 | +11.27 | +10.82 | +5.72 | +5.26 | +7.07 | +9.74 |
| Bill Bernstein Coward's Portfolio | +2.10 | +11.97 | +11.82 | +6.35 | +5.76 | +7.19 | +9.71 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Larry Swedroe Big Rocks Portfolio: an investment of 1$, since April 1994,
now would be worth 7.77$, with a total return of 677.16%
(7.07% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994, now would be worth 8.02$, with a total return of 702.26% (7.19% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994, now would be worth 8.02$, with a total return of 702.26% (7.19% annualized).
Larry Swedroe Big Rocks Portfolio: an investment of 1$, since January 1976,
now would be worth 88.83$, with a total return of 8782.63%
(9.74% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1976, now would be worth 87.55$, with a total return of 8655.01% (9.71% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1976, now would be worth 87.55$, with a total return of 8655.01% (9.71% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Larry Swedroe Big Rocks Portfolio
|
Bill Bernstein Coward's Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -33.80% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.67 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -15.71% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.49 | |||||
| -15.63% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.38 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.59% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 4.81 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.58% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.74 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -10.99% | Jun 2002 | Sep 2002 (4) | Jun 2003 (13) | 7.44 | |||||
| -8.79% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.98 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
| -7.30% | Feb 2001 | Sep 2001 (8) | Mar 2002 (14) | 3.10 | |||||
| -6.46% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 3.32 | |||||
| -6.36% | Jun 2015 | Feb 2016 (9) | Jun 2016 (13) | 3.44 | |||||
| -5.08% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.24 | |||||
| -4.74% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.17 | |||||
| -4.07% | Sep 2000 | Nov 2000 (3) | Dec 2000 (4) | 2.02 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Larry Swedroe Big Rocks Portfolio
|
Bill Bernstein Coward's Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -33.80% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.67 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -16.69% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 7.96 | |||||
| -16.51% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 7.56 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -15.71% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.49 | |||||
| -15.63% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.38 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.59% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 4.81 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.58% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.74 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -10.99% | Jun 2002 | Sep 2002 (4) | Jun 2003 (13) | 7.44 | |||||
| -10.13% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 5.84 | |||||
| -9.79% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 6.09 | |||||
| -9.03% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.43 | |||||
| -8.79% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.98 | |||||
| -8.70% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.23 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.57%
|
-1.16% |
+3.23%
|
-0.85% |
| 2023 |
+11.05%
|
-6.97% |
+11.70%
|
-6.85% |
| 2022 |
-10.13%
|
-15.71% |
-10.59%
|
-15.87% |
| 2021 |
+13.59%
|
-2.22% |
+13.60%
|
-2.35% |
| 2020 |
+5.25%
|
-15.63% |
+7.17%
|
-14.45% |
| 2019 |
+15.98%
|
-3.84% |
+16.66%
|
-3.85% |
| 2018 |
-5.45%
|
-8.79% |
-4.86%
|
-8.41% |
| 2017 |
+11.28%
|
-0.30% |
+11.81%
|
-0.17% |
| 2016 |
+9.71%
|
-3.10% |
+9.49%
|
-3.00% |
| 2015 |
-0.97%
|
-5.87% |
-1.25%
|
-6.03% |
| 2014 |
+4.48%
|
-2.69% |
+5.28%
|
-2.42% |
| 2013 |
+16.68%
|
-1.92% |
+16.34%
|
-2.03% |
| 2012 |
+10.73%
|
-5.29% |
+10.41%
|
-5.08% |
| 2011 |
-1.31%
|
-12.59% |
-1.01%
|
-12.22% |
| 2010 |
+12.32%
|
-7.86% |
+11.88%
|
-7.73% |
| 2009 |
+17.83%
|
-14.02% |
+17.30%
|
-13.54% |
| 2008 |
-19.64%
|
-22.16% |
-19.19%
|
-21.50% |
| 2007 |
+3.90%
|
-4.18% |
+5.00%
|
-3.66% |
| 2006 |
+15.44%
|
-2.51% |
+14.37%
|
-2.55% |
| 2005 |
+7.49%
|
-2.54% |
+7.03%
|
-2.57% |
| 2004 |
+13.68%
|
-3.20% |
+11.54%
|
-3.15% |
| 2003 |
+25.46%
|
-2.67% |
+22.81%
|
-2.92% |
| 2002 |
-3.83%
|
-10.99% |
-5.87%
|
-11.66% |
| 2001 |
+1.46%
|
-7.30% |
-0.24%
|
-9.23% |
| 2000 |
+5.09%
|
-4.07% |
+3.08%
|
-4.74% |
| 1999 |
+10.77%
|
-2.62% |
+13.21%
|
-2.57% |
| 1998 |
+6.51%
|
-11.58% |
+8.14%
|
-11.37% |
| 1997 |
+12.72%
|
-2.62% |
+15.36%
|
-2.99% |
| 1996 |
+12.51%
|
-2.90% |
+13.57%
|
-2.72% |
| 1995 |
+18.49%
|
-1.31% |
+20.52%
|
-1.13% |
| 1994 |
-1.08%
|
-5.17% |
-0.79%
|
-5.43% |
| 1993 |
+17.22%
|
-1.90% |
+18.11%
|
-2.29% |
| 1992 |
+9.42%
|
-1.37% |
+8.20%
|
-1.49% |
| 1991 |
+24.15%
|
-3.18% |
+26.60%
|
-3.17% |
| 1990 |
-4.70%
|
-9.79% |
-2.79%
|
-10.13% |
| 1989 |
+19.42%
|
-1.78% |
+22.00%
|
-1.82% |
| 1988 |
+16.48%
|
-1.57% |
+15.53%
|
-1.90% |
| 1987 |
+4.41%
|
-16.69% |
+2.17%
|
-16.51% |
| 1986 |
+20.58%
|
-3.51% |
+18.48%
|
-3.70% |
| 1985 |
+27.95%
|
-1.60% |
+27.16%
|
-1.60% |
| 1984 |
+9.53%
|
-4.07% |
+10.60%
|
-3.73% |
| 1983 |
+20.22%
|
-1.54% |
+19.35%
|
-1.56% |
| 1982 |
+19.04%
|
-3.82% |
+19.01%
|
-3.70% |
| 1981 |
+6.74%
|
-6.49% |
+5.61%
|
-6.47% |
| 1980 |
+19.74%
|
-9.03% |
+19.78%
|
-8.70% |
| 1979 |
+17.56%
|
-6.70% |
+17.26%
|
-6.40% |
| 1978 |
+11.95%
|
-7.40% |
+10.37%
|
-7.17% |
| 1977 |
+7.71%
|
-1.43% |
+5.22%
|
-2.06% |
| 1976 |
+21.01%
|
-2.56% |
+21.33%
|
-2.37% |
