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 Simplified Permanent Portfolio obtained a 7.06% compound annual return, with a 6.88% standard deviation, in the last 30 Years.
Summary
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| Larry Swedroe Larry Portfolio | Simplified Permanent Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 25% |
| Fixed Income | 70% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +6.01% | +7.06% |
| Std Dev | 5.50% | 6.88% | |
| Max Drawdown | -15.96% | -16.43% | |
| All time Stats (Since Jan 1976) |
Return | +8.57% | +8.46% |
| Std Dev | 6.75% | 7.86% | |
| Max Drawdown | -15.96% | -16.43% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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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 | +8.57 |
| Simplified Permanent Portfolio | +3.26 | +13.23 | +9.28 | +6.15 | +5.12 | +7.06 | +8.46 |
| 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).
Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% annualized).
Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since January 1976,
now would be worth 52.93$, with a total return of 5193.05%
(8.57% annualized).
Simplified Permanent Portfolio: an investment of 1$, since January 1976, now would be worth 50.32$, with a total return of 4932.43% (8.46% annualized).
Simplified Permanent Portfolio: an investment of 1$, since January 1976, now would be worth 50.32$, with a total return of 4932.43% (8.46% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Simplified Permanent Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -6.69% | Apr 2013 | Jun 2013 (3) | Feb 2014 (11) | 3.22 | |||||
| -6.23% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.09 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.27% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 3.18 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -5.09% | Feb 1999 | Aug 1999 (7) | Oct 1999 (9) | 3.00 | |||||
| -4.79% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.04 | |||||
| -4.63% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.40 | |||||
| -4.08% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.25 | |||||
| -3.98% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 2.62 | |||||
| -3.97% | Aug 2011 | Sep 2011 (2) | Jan 2012 (6) | 1.63 | |||||
| -3.81% | Jan 2021 | Mar 2021 (3) | May 2021 (5) | 2.20 | |||||
| -3.73% | Dec 1996 | Mar 1997 (4) | May 1997 (6) | 1.90 | |||||
| -3.69% | Sep 2011 | Sep 2011 (1) | Nov 2011 (3) | 1.87 | |||||
| -3.68% | Feb 2018 | Oct 2018 (9) | Jan 2019 (12) | 2.08 | |||||
| -3.64% | Feb 1996 | Jul 1996 (6) | Oct 1996 (9) | 2.20 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Simplified Permanent Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -14.34% | Dec 1980 | Sep 1981 (10) | Aug 1982 (21) | 8.76 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -13.17% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.15 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -9.49% | Sep 1979 | Mar 1980 (7) | May 1980 (9) | 4.38 | |||||
| -9.16% | Sep 1987 | Nov 1987 (3) | Jun 1988 (10) | 4.44 | |||||
| -7.59% | May 1983 | May 1984 (13) | Oct 1984 (18) | 3.64 | |||||
| -7.44% | Feb 1994 | Jun 1994 (5) | May 1995 (16) | 5.26 | |||||
| -6.69% | Apr 2013 | Jun 2013 (3) | Feb 2014 (11) | 3.22 | |||||
| -6.63% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.69 | |||||
| -6.23% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.09 | |||||
| -5.94% | Oct 1979 | Oct 1979 (1) | Dec 1979 (3) | 2.98 | |||||
| -5.83% | Jul 1981 | Sep 1981 (3) | Oct 1981 (4) | 3.47 | |||||
| -5.83% | Aug 1987 | Nov 1987 (4) | Oct 1988 (15) | 2.68 | |||||
| -5.67% | Feb 1994 | Jun 1994 (5) | Mar 1995 (14) | 4.01 | |||||
| -5.66% | Jan 1990 | Apr 1990 (4) | Dec 1990 (12) | 2.70 | |||||
| -5.66% | Oct 1978 | Oct 1978 (1) | Jan 1979 (4) | 3.26 | |||||
| -5.48% | Oct 1978 | Nov 1978 (2) | Jan 1979 (4) | 2.51 | |||||
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% |
+3.65%
|
-0.04% |
| 2023 |
+6.94%
|
-6.22% |
+11.51%
|
-5.16% |
| 2022 |
-11.20%
|
-14.55% |
-12.67%
|
-16.43% |
| 2021 |
+3.41%
|
-2.64% |
+3.72%
|
-3.81% |
| 2020 |
+6.44%
|
-5.38% |
+16.46%
|
-3.11% |
| 2019 |
+10.64%
|
-1.45% |
+16.15%
|
-0.99% |
| 2018 |
-3.54%
|
-4.08% |
-1.29%
|
-3.68% |
| 2017 |
+7.74%
|
0.00% |
+9.78%
|
-0.96% |
| 2016 |
+6.87%
|
-1.26% |
+5.72%
|
-6.23% |
| 2015 |
-0.54%
|
-3.22% |
-1.82%
|
-5.27% |
| 2014 |
+2.38%
|
-2.37% |
+7.12%
|
-2.59% |
| 2013 |
+6.31%
|
-2.41% |
-1.76%
|
-6.69% |
| 2012 |
+7.27%
|
-2.25% |
+7.59%
|
-1.89% |
| 2011 |
+3.23%
|
-3.97% |
+10.45%
|
-3.69% |
| 2010 |
+10.82%
|
-2.16% |
+16.36%
|
-0.02% |
| 2009 |
+10.12%
|
-7.76% |
+9.94%
|
-4.96% |
| 2008 |
-2.44%
|
-7.60% |
+0.94%
|
-13.28% |
| 2007 |
+8.99%
|
-0.45% |
+14.14%
|
-1.50% |
| 2006 |
+9.57%
|
-2.17% |
+10.82%
|
-2.47% |
| 2005 |
+6.71%
|
-1.81% |
+7.34%
|
-1.60% |
| 2004 |
+10.23%
|
-3.98% |
+6.42%
|
-4.79% |
| 2003 |
+16.93%
|
-0.92% |
+15.31%
|
-2.22% |
| 2002 |
+7.68%
|
-1.92% |
+9.00%
|
-2.60% |
| 2001 |
+6.47%
|
-2.38% |
+0.15%
|
-3.21% |
| 2000 |
+10.81%
|
-1.59% |
+4.63%
|
-2.98% |
| 1999 |
+4.08%
|
-3.38% |
+2.25%
|
-5.09% |
| 1998 |
+6.06%
|
-5.14% |
+12.93%
|
-4.63% |
| 1997 |
+8.62%
|
-1.80% |
+8.38%
|
-2.87% |
| 1996 |
+5.81%
|
-1.78% |
+4.09%
|
-3.64% |
| 1995 |
+18.99%
|
0.00% |
+21.97%
|
0.00% |
| 1994 |
-4.77%
|
-7.44% |
-4.18%
|
-5.67% |
| 1993 |
+20.95%
|
-1.55% |
+13.56%
|
-1.61% |
| 1992 |
+9.36%
|
-1.05% |
+4.46%
|
-3.11% |
| 1991 |
+26.47%
|
-2.04% |
+15.41%
|
-1.06% |
| 1990 |
+1.93%
|
-6.63% |
+1.55%
|
-5.66% |
| 1989 |
+22.14%
|
0.00% |
+15.24%
|
-1.52% |
| 1988 |
+12.93%
|
-1.48% |
+3.97%
|
-2.03% |
| 1987 |
-0.86%
|
-9.16% |
+5.46%
|
-5.83% |
| 1986 |
+17.85%
|
-3.07% |
+19.06%
|
-1.00% |
| 1985 |
+27.10%
|
-0.72% |
+24.24%
|
-2.66% |
| 1984 |
+12.87%
|
-5.07% |
+3.14%
|
-5.27% |
| 1983 |
+13.15%
|
-1.80% |
+2.74%
|
-3.74% |
| 1982 |
+24.76%
|
-2.37% |
+28.65%
|
-5.77% |
| 1981 |
+7.24%
|
-5.83% |
-6.55%
|
-13.29% |
| 1980 |
+8.19%
|
-8.91% |
+11.44%
|
-13.17% |
| 1979 |
+11.24%
|
-7.04% |
+38.61%
|
-5.94% |
| 1978 |
+7.42%
|
-5.66% |
+11.00%
|
-5.48% |
| 1977 |
+5.31%
|
-1.98% |
+5.09%
|
-3.12% |
| 1976 |
+18.63%
|
-1.58% |
+13.24%
|
-2.32% |
