Last Update: 31 August 2021

The Larry Swedroe Big Rocks Portfolio obtained a 7.8% compound annual return, with a 8.45% standard deviation, in the last 10 years.

The Roger Gibson Talmud Portfolio obtained a 10.28% compound annual return, with a 9.37% standard deviation, in the last 10 years.

Summary

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Larry Swedroe Big Rocks Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 60% 66.67%
Fixed Income 40% 33.33%
Commodities 0% 0%
10 Years Stats Return +7.80% +10.28%
Std Dev 8.45% 9.37%
Max Drawdown -15.62% -15.15%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Larry Swedroe Big Rocks Portfolio +1.28 +1.05 +7.43 +21.94 +7.63 +8.23 +7.80 +7.79
Roger Gibson Talmud Portfolio +1.72 +6.46 +14.93 +23.31 +12.59 +10.05 +10.28 +9.60
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Larry Swedroe Big Rocks Portfolio Roger Gibson Talmud Portfolio
2021
+11.97% +16.41%
2020
+5.25% +8.02%
2019
+15.98% +22.79%
2018
-5.45% -3.78%
2017
+11.28% +9.90%
2016
+9.71% +7.99%
2015
-0.97% +1.11%
2014
+4.48% +16.24%
2013
+16.68% +11.22%
2012
+10.73% +12.41%
2011
-1.31% +5.83%
2010
+12.32% +17.33%
2009
+17.83% +20.87%
2008
-19.64% -22.37%
2007
+3.90% -1.40%
2006
+15.44% +18.42%
2005
+7.49% +6.88%
2004
+13.68% +15.93%
2003
+25.46% +23.46%
2002
-3.83% -2.82%
2001
+1.46% +3.27%
2000
+5.09% +9.05%
1999
+10.77% +6.34%
1998
+6.51% +5.18%
1997
+12.72% +19.74%
1996
+12.51% +19.46%
1995
+18.49% +22.03%
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