Last Update: 31 August 2020

The Larry Swedroe Big Rocks Portfolio obtained a 6.77% compound annual return, with a 8.46% standard deviation, in the last 10 years.

The Roger Gibson Talmud Portfolio obtained a 9.43% compound annual return, with a 9.26% 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 +6.77% +9.43%
Std Dev 8.46% 9.26%
Max Drawdown -15.62% -15.15%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 2008

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Larry Swedroe Big Rocks Portfolio +2.68 +6.32 +3.11 +3.66 +3.69 +5.50 +6.77 +4.82
Roger Gibson Talmud Portfolio +2.22 +7.66 +5.59 +6.48 +7.66 +8.35 +9.43 +7.32
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 2008.

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Year Larry Swedroe Big Rocks Portfolio Roger Gibson Talmud Portfolio
2020
-3.35% +1.98%
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%
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