Last Update: 31 August 2021
The Larry Swedroe Larry Portfolio obtained a 4.8% compound annual return, with a 4.36% standard deviation, in the last 10 years.
The Ray Dalio All Weather Portfolio obtained a 7.45% compound annual return, with a 5.87% standard deviation, in the last 10 years.
Summary
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| Larry Swedroe Larry Portfolio | Ray Dalio All Weather Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 30% |
| Fixed Income | 70% | 55% | |
| Commodities | 0% | 15% | |
| 10 Years Stats | Return | +4.80% | +7.45% |
| Std Dev | 4.36% | 5.87% | |
| Max Drawdown | -5.39% | -6.93% | |
Last Update: 31 August 2021
Historical Returns
The examinated historical serie starts from January 1995
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Larry Swedroe Larry Portfolio | +0.46 | -0.33 | +2.55 | +10.28 | +5.78 | +5.19 | +4.80 | +7.06 |
| Ray Dalio All Weather Portfolio | +0.56 | +5.20 | +8.73 | +8.37 | +11.01 | +7.99 | +7.45 | +8.60 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Larry Swedroe Larry Portfolio | Ray Dalio All Weather Portfolio |
|---|---|---|
| 2021 |
+4.79% | +5.94% |
| 2020 |
+6.44% | +14.68% |
| 2019 |
+10.64% | +18.22% |
| 2018 |
-3.54% | -3.19% |
| 2017 |
+7.74% | +11.47% |
| 2016 |
+6.87% | +5.86% |
| 2015 |
-0.54% | -3.72% |
| 2014 |
+2.38% | +12.52% |
| 2013 |
+6.31% | +2.15% |
| 2012 |
+7.27% | +6.72% |
| 2011 |
+3.23% | +15.59% |
| 2010 |
+10.82% | +12.53% |
| 2009 |
+10.12% | +2.34% |
| 2008 |
-2.44% | +1.34% |
| 2007 |
+8.99% | +11.88% |
| 2006 |
+9.57% | +6.93% |
| 2005 |
+6.71% | +8.55% |
| 2004 |
+10.23% | +9.41% |
| 2003 |
+16.93% | +13.96% |
| 2002 |
+7.68% | +7.77% |
| 2001 |
+6.47% | -2.77% |
| 2000 |
+10.81% | +10.15% |
| 1999 |
+4.08% | +6.28% |
| 1998 |
+6.06% | +11.05% |
| 1997 |
+8.62% | +13.54% |
| 1996 |
+5.81% | +8.27% |
| 1995 |
+18.99% | +27.44% |