Last Update: 31 July 2022
The Larry Swedroe Larry Portfolio obtained a 6.55% compound annual return, with a 5.28% standard deviation, in the last 30 Years.
The Dynamic 40/60 Income Portfolio obtained a 7.29% compound annual return, with a 7.82% standard deviation, in the last 30 Years.
Summary
| Larry Swedroe Larry Portfolio | Dynamic 40/60 Income Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 40% |
| Fixed Income | 70% | 60% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.55% | +7.29% |
| Std Dev | 5.28% | 7.82% | |
| Max Drawdown | -11.47% | -29.84% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Larry Swedroe Larry Portfolio | +2.77 | -5.29 | -7.95 | +2.26 | +3.54 | +6.55 | +6.62 |
| Dynamic 40/60 Income Portfolio | +5.07 | -7.15 | -8.70 | +3.57 | +4.92 | +7.29 | +7.44 |
Capital Growth as of Jul 31, 2022
Larry Swedroe Larry Portfolio: an investment of 1000$, since August 1992, now would be worth 6706.19$, with a total return of 570.62% (6.55% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1000$, since August 1992, now would be worth 8245.31$, with a total return of 724.53% (7.29% annualized).
Larry Swedroe Larry Portfolio: an investment of 1000$, since January 1992, now would be worth 7111.94$, with a total return of 611.19% (6.62% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8974.88$, with a total return of 797.49% (7.44% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Larry Swedroe Larry Portfolio |
Dynamic 40/60 Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -29.84% | Nov 2007 | Feb 2009 | |||
| -14.69% | Jan 2022 | Jun 2022 | |||
| -12.42% | Feb 2020 | Mar 2020 | |||
| -11.47% | Apr 2008 | Feb 2009 | |||
| -11.14% | Jun 2021 | Jun 2022 | |||
| -9.38% | May 1998 | Aug 1998 | |||
| -7.44% | Feb 1994 | Jun 1994 | |||
| -7.19% | Jun 2011 | Sep 2011 | |||
| -6.73% | May 2002 | Jul 2002 | |||
| -5.38% | Jan 2020 | Mar 2020 | |||
| -5.36% | Feb 1994 | Jun 1994 | |||
| -5.14% | May 1998 | Aug 1998 | |||
| -5.09% | Oct 2018 | Dec 2018 | |||
| -4.13% | Sep 2000 | Nov 2000 | |||
| -4.08% | Sep 2018 | Dec 2018 | |||
| -4.06% | Jun 2015 | Sep 2015 | |||
| -3.98% | Apr 2004 | May 2004 | |||
| -3.97% | Aug 2011 | Sep 2011 | |||
| -3.72% | May 2010 | May 2010 | |||
| -3.69% | Apr 2000 | May 2000 | |||
Drawdown comparison chart since January 1992.
Larry Swedroe Larry Portfolio |
Dynamic 40/60 Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -29.84% | Nov 2007 | Feb 2009 | |||
| -14.69% | Jan 2022 | Jun 2022 | |||
| -12.42% | Feb 2020 | Mar 2020 | |||
| -11.47% | Apr 2008 | Feb 2009 | |||
| -11.14% | Jun 2021 | Jun 2022 | |||
| -9.38% | May 1998 | Aug 1998 | |||
| -7.44% | Feb 1994 | Jun 1994 | |||
| -7.19% | Jun 2011 | Sep 2011 | |||
| -6.73% | May 2002 | Jul 2002 | |||
| -5.38% | Jan 2020 | Mar 2020 | |||
| -5.36% | Feb 1994 | Jun 1994 | |||
| -5.14% | May 1998 | Aug 1998 | |||
| -5.09% | Oct 2018 | Dec 2018 | |||
| -4.13% | Sep 2000 | Nov 2000 | |||
| -4.08% | Sep 2018 | Dec 2018 | |||
| -4.06% | Jun 2015 | Sep 2015 | |||
| -3.98% | Apr 2004 | May 2004 | |||
| -3.97% | Aug 2011 | Sep 2011 | |||
| -3.72% | May 2010 | May 2010 | |||
| -3.69% | Apr 2000 | May 2000 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Larry Swedroe Larry Portfolio | Dynamic 40/60 Income Portfolio |
|---|---|---|
| 2022 |
-7.14% | -10.36% |
| 2021 |
+3.41% | +6.72% |
| 2020 |
+6.44% | +8.28% |
| 2019 |
+10.64% | +15.91% |
| 2018 |
-3.54% | -3.18% |
| 2017 |
+7.74% | +9.18% |
| 2016 |
+6.87% | +7.53% |
| 2015 |
-0.54% | +0.21% |
| 2014 |
+2.38% | +7.01% |
| 2013 |
+6.31% | +6.13% |
| 2012 |
+7.27% | +12.70% |
| 2011 |
+3.23% | +2.96% |
| 2010 |
+10.82% | +11.25% |
| 2009 |
+10.12% | +22.37% |
| 2008 |
-2.44% | -14.80% |
| 2007 |
+8.99% | +0.88% |
| 2006 |
+9.57% | +9.18% |
| 2005 |
+6.71% | +5.23% |
| 2004 |
+10.23% | +8.41% |
| 2003 |
+16.93% | +21.64% |
| 2002 |
+7.68% | +1.03% |
| 2001 |
+6.47% | +8.71% |
| 2000 |
+10.81% | +3.43% |
| 1999 |
+4.08% | +11.02% |
| 1998 |
+6.06% | +6.04% |
| 1997 |
+8.62% | +16.36% |
| 1996 |
+5.81% | +16.81% |
| 1995 |
+18.99% | +23.17% |
| 1994 |
-4.77% | -3.19% |
| 1993 |
+20.95% | +14.73% |
| 1992 |
+9.36% | +12.95% |