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

Time Range:

Drawdowns

Time Range:

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%
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