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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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