Last Update: 31 March 2024
The Larry Swedroe Larry Portfolio obtained a 6.01% compound annual return, with a 5.50% standard deviation, in the last 30 Years.
The Dynamic 40/60 Income Portfolio obtained a 7.11% compound annual return, with a 8.10% standard deviation, in the last 30 Years.
Summary
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| Larry Swedroe Larry Portfolio | Dynamic 40/60 Income Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 40% |
| Fixed Income | 70% | 60% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.01% | +7.11% |
| Std Dev | 5.50% | 8.10% | |
| Max Drawdown | -15.96% | -29.84% | |
| All time Stats (Since Jan 1992) |
Return | +6.34% | +7.38% |
| Std Dev | 5.58% | 7.89% | |
| Max Drawdown | -15.96% | -29.84% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1992
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Larry Swedroe Larry Portfolio | +1.21 | +6.87 | +3.69 | +2.00 | +2.61 | +6.01 | +6.34 |
| Dynamic 40/60 Income Portfolio | +1.42 | +11.29 | +12.01 | +4.34 | +4.62 | +7.11 | +7.38 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Larry Swedroe Larry Portfolio: an investment of 1$, since April 1994,
now would be worth 5.76$, with a total return of 475.73%
(6.01% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since January 1992,
now would be worth 7.26$, with a total return of 626.42%
(6.34% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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|
Larry Swedroe Larry Portfolio
|
Dynamic 40/60 Income Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -29.84% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 13.01 | |||||
| -17.33% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -12.42% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.88 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -9.38% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 4.16 | |||||
| -7.19% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.89 | |||||
| -6.73% | May 2002 | Jul 2002 (3) | Jan 2003 (9) | 3.81 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -5.09% | Oct 2018 | Dec 2018 (3) | Feb 2019 (5) | 2.70 | |||||
| -4.13% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.13 | |||||
| -4.08% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.25 | |||||
| -4.06% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.27 | |||||
| -3.98% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 2.62 | |||||
| -3.97% | Aug 2011 | Sep 2011 (2) | Jan 2012 (6) | 1.63 | |||||
| -3.72% | May 2010 | May 2010 (1) | Jul 2010 (3) | 2.62 | |||||
| -3.69% | Apr 2000 | May 2000 (2) | Jul 2000 (4) | 1.88 | |||||
| -3.55% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.11 | |||||
| -3.38% | Jan 1999 | Feb 1999 (2) | Apr 1999 (4) | 1.70 | |||||
Drawdown comparison chart since January 1992.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Dynamic 40/60 Income Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -29.84% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 13.01 | |||||
| -17.33% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.24 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -12.42% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.88 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -9.38% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 4.16 | |||||
| -7.44% | Feb 1994 | Jun 1994 (5) | May 1995 (16) | 5.26 | |||||
| -7.19% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 2.89 | |||||
| -6.73% | May 2002 | Jul 2002 (3) | Jan 2003 (9) | 3.81 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.36% | Feb 1994 | Jun 1994 (5) | Apr 1995 (15) | 3.57 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -5.09% | Oct 2018 | Dec 2018 (3) | Feb 2019 (5) | 2.70 | |||||
| -4.13% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.13 | |||||
| -4.08% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.25 | |||||
| -4.06% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.27 | |||||
| -3.98% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 2.62 | |||||
| -3.97% | Aug 2011 | Sep 2011 (2) | Jan 2012 (6) | 1.63 | |||||
| -3.72% | May 2010 | May 2010 (1) | Jul 2010 (3) | 2.62 | |||||
| -3.69% | Apr 2000 | May 2000 (2) | Jul 2000 (4) | 1.88 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.12%
|
-1.32% |
+3.47%
|
0.00% |
| 2023 |
+6.94%
|
-6.22% |
+11.97%
|
-4.99% |
| 2022 |
-11.20%
|
-14.55% |
-14.37%
|
-17.33% |
| 2021 |
+3.41%
|
-2.64% |
+6.72%
|
-1.83% |
| 2020 |
+6.44%
|
-5.38% |
+8.28%
|
-12.42% |
| 2019 |
+10.64%
|
-1.45% |
+15.91%
|
-1.51% |
| 2018 |
-3.54%
|
-4.08% |
-3.18%
|
-5.09% |
| 2017 |
+7.74%
|
0.00% |
+9.18%
|
0.00% |
| 2016 |
+6.87%
|
-1.26% |
+7.53%
|
-1.95% |
| 2015 |
-0.54%
|
-3.22% |
+0.21%
|
-4.06% |
| 2014 |
+2.38%
|
-2.37% |
+7.01%
|
-1.44% |
| 2013 |
+6.31%
|
-2.41% |
+6.13%
|
-3.06% |
| 2012 |
+7.27%
|
-2.25% |
+12.70%
|
-2.72% |
| 2011 |
+3.23%
|
-3.97% |
+2.96%
|
-7.19% |
| 2010 |
+10.82%
|
-2.16% |
+11.25%
|
-3.72% |
| 2009 |
+10.12%
|
-7.76% |
+22.37%
|
-15.04% |
| 2008 |
-2.44%
|
-7.60% |
-14.80%
|
-23.51% |
| 2007 |
+8.99%
|
-0.45% |
+0.88%
|
-3.23% |
| 2006 |
+9.57%
|
-2.17% |
+9.18%
|
-1.29% |
| 2005 |
+6.71%
|
-1.81% |
+5.23%
|
-1.76% |
| 2004 |
+10.23%
|
-3.98% |
+8.41%
|
-3.31% |
| 2003 |
+16.93%
|
-0.92% |
+21.64%
|
-1.30% |
| 2002 |
+7.68%
|
-1.92% |
+1.03%
|
-6.73% |
| 2001 |
+6.47%
|
-2.38% |
+8.71%
|
-3.24% |
| 2000 |
+10.81%
|
-1.59% |
+3.43%
|
-4.13% |
| 1999 |
+4.08%
|
-3.38% |
+11.02%
|
-2.15% |
| 1998 |
+6.06%
|
-5.14% |
+6.04%
|
-9.38% |
| 1997 |
+8.62%
|
-1.80% |
+16.36%
|
-2.49% |
| 1996 |
+5.81%
|
-1.78% |
+16.81%
|
-1.12% |
| 1995 |
+18.99%
|
0.00% |
+23.17%
|
0.00% |
| 1994 |
-4.77%
|
-7.44% |
-3.19%
|
-5.36% |
| 1993 |
+20.95%
|
-1.55% |
+14.73%
|
-0.57% |
| 1992 |
+9.36%
|
-1.05% |
+12.95%
|
-0.70% |
