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 Stocks/Bonds 60/40 Portfolio obtained a 10.46% compound annual return, with a 8.27% standard deviation, in the last 10 years.

Summary

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Larry Swedroe Big Rocks Portfolio Stocks/Bonds 60/40 Portfolio
Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
10 Years Stats Return +6.77% +10.46%
Std Dev 8.46% 8.27%
Max Drawdown -15.62% -12.29%

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
Stocks/Bonds 60/40 Portfolio +3.78 +9.58 +12.16 +15.53 +10.55 +10.12 +10.46 +7.85
(*) 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 Stocks/Bonds 60/40 Portfolio
2020
-3.35% +8.39%
2019
+15.98% +21.94%
2018
-5.45% -3.17%
2017
+11.28% +14.15%
2016
+9.71% +8.71%
2015
-0.97% +0.44%
2014
+4.48% +9.85%
2013
+16.68% +19.23%
2012
+10.73% +11.13%
2011
-1.31% +3.75%
2010
+12.32% +12.93%
2009
+17.83% +18.79%
2008
-19.64% -19.44%
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