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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 8.24% compound annual return, with a 6.99% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Larry Swedroe Larry Portfolio | Stocks/Bonds 40/60 Momentum Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 40% |
| Fixed Income | 70% | 60% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.01% | +8.24% |
| Std Dev | 5.50% | 6.99% | |
| Max Drawdown | -15.96% | -21.11% | |
| All time Stats (Since Jan 1982) |
Return | +8.43% | +9.77% |
| Std Dev | 6.31% | 7.43% | |
| Max Drawdown | -15.96% | -21.11% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1982
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Larry Swedroe Larry Portfolio | +1.21 | +6.87 | +3.69 | +2.00 | +2.61 | +6.01 | +8.43 |
| Stocks/Bonds 40/60 Momentum Portfolio | +1.76 | +17.02 | +14.65 | +5.19 | +6.37 | +8.24 | +9.77 |
| 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).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 10.75$, with a total return of 975.36% (8.24% annualized).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since April 1994, now would be worth 10.75$, with a total return of 975.36% (8.24% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since January 1982,
now would be worth 30.56$, with a total return of 2956.16%
(8.43% annualized).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 51.26$, with a total return of 5026.13% (9.77% annualized).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 51.26$, with a total return of 5026.13% (9.77% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Stocks/Bonds 40/60 Momentum Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -21.11% | Nov 2021 | Sep 2022 (11) | In progress (29) | 14.29 | |||||
| -20.54% | Nov 2007 | Feb 2009 (16) | Apr 2010 (30) | 9.31 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -8.48% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 4.78 | |||||
| -7.10% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.36 | |||||
| -5.89% | Oct 2018 | Dec 2018 (3) | Mar 2019 (6) | 3.46 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -4.13% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 2.07 | |||||
| -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 | |||||
| -3.77% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.07 | |||||
| -3.62% | Jun 2011 | Sep 2011 (4) | Oct 2011 (5) | 1.65 | |||||
| -3.61% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 1.91 | |||||
| -3.55% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.11 | |||||
| -3.48% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 1.81 | |||||
| -3.38% | Jan 1999 | Feb 1999 (2) | Apr 1999 (4) | 1.70 | |||||
| -3.33% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 1.92 | |||||
Drawdown comparison chart since January 1982.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Stocks/Bonds 40/60 Momentum Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -21.11% | Nov 2021 | Sep 2022 (11) | In progress (29) | 14.29 | |||||
| -20.54% | Nov 2007 | Feb 2009 (16) | Apr 2010 (30) | 9.31 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -13.77% | Sep 1987 | Nov 1987 (3) | Mar 1989 (19) | 6.65 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -9.16% | Sep 1987 | Nov 1987 (3) | Jun 1988 (10) | 4.44 | |||||
| -8.48% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 4.78 | |||||
| -7.44% | Feb 1994 | Jun 1994 (5) | May 1995 (16) | 5.26 | |||||
| -7.10% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.36 | |||||
| -6.63% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.69 | |||||
| -6.28% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 3.29 | |||||
| -5.91% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.86 | |||||
| -5.89% | Oct 2018 | Dec 2018 (3) | Mar 2019 (6) | 3.46 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.29% | Aug 1990 | Sep 1990 (2) | Dec 1990 (5) | 3.29 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -5.07% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 2.43 | |||||
| -4.70% | Mar 1987 | May 1987 (3) | Aug 1987 (6) | 2.58 | |||||
| -4.37% | Sep 1986 | Sep 1986 (1) | Nov 1986 (3) | 2.27 | |||||
| -4.19% | Jan 1990 | Apr 1990 (4) | Jun 1990 (6) | 2.44 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.12%
|
-1.32% |
+7.39%
|
0.00% |
| 2023 |
+6.94%
|
-6.22% |
+6.91%
|
-5.18% |
| 2022 |
-11.20%
|
-14.55% |
-15.17%
|
-19.48% |
| 2021 |
+3.41%
|
-2.64% |
+4.23%
|
-2.38% |
| 2020 |
+6.44%
|
-5.38% |
+16.57%
|
-7.10% |
| 2019 |
+10.64%
|
-1.45% |
+16.20%
|
-0.81% |
| 2018 |
-3.54%
|
-4.08% |
-0.73%
|
-5.89% |
| 2017 |
+7.74%
|
0.00% |
+17.14%
|
0.00% |
| 2016 |
+6.87%
|
-1.26% |
+3.51%
|
-3.61% |
| 2015 |
-0.54%
|
-3.22% |
+3.91%
|
-2.95% |
| 2014 |
+2.38%
|
-2.37% |
+9.34%
|
-1.49% |
| 2013 |
+6.31%
|
-2.41% |
+12.57%
|
-1.74% |
| 2012 |
+7.27%
|
-2.25% |
+7.87%
|
-2.05% |
| 2011 |
+3.23%
|
-3.97% |
+7.13%
|
-3.62% |
| 2010 |
+10.82%
|
-2.16% |
+10.93%
|
-3.48% |
| 2009 |
+10.12%
|
-7.76% |
+9.16%
|
-9.41% |
| 2008 |
-2.44%
|
-7.60% |
-12.27%
|
-15.80% |
| 2007 |
+8.99%
|
-0.45% |
+11.21%
|
-0.82% |
| 2006 |
+9.57%
|
-2.17% |
+6.78%
|
-1.50% |
| 2005 |
+6.71%
|
-1.81% |
+9.09%
|
-0.93% |
| 2004 |
+10.23%
|
-3.98% |
+9.22%
|
-2.12% |
| 2003 |
+16.93%
|
-0.92% |
+12.78%
|
-1.27% |
| 2002 |
+7.68%
|
-1.92% |
+0.04%
|
-5.36% |
| 2001 |
+6.47%
|
-2.38% |
-1.88%
|
-6.89% |
| 2000 |
+10.81%
|
-1.59% |
+2.99%
|
-3.33% |
| 1999 |
+4.08%
|
-3.38% |
+15.71%
|
-1.69% |
| 1998 |
+6.06%
|
-5.14% |
+24.65%
|
-4.13% |
| 1997 |
+8.62%
|
-1.80% |
+20.41%
|
-2.69% |
| 1996 |
+5.81%
|
-1.78% |
+14.08%
|
-1.52% |
| 1995 |
+18.99%
|
0.00% |
+27.84%
|
0.00% |
| 1994 |
-4.77%
|
-7.44% |
-2.03%
|
-5.91% |
| 1993 |
+20.95%
|
-1.55% |
+11.10%
|
-0.87% |
| 1992 |
+9.36%
|
-1.05% |
+6.01%
|
-2.11% |
| 1991 |
+26.47%
|
-2.04% |
+23.91%
|
-1.79% |
| 1990 |
+1.93%
|
-6.63% |
+5.79%
|
-5.29% |
| 1989 |
+22.14%
|
0.00% |
+25.29%
|
-1.01% |
| 1988 |
+12.93%
|
-1.48% |
+7.24%
|
-2.95% |
| 1987 |
-0.86%
|
-9.16% |
+1.86%
|
-13.77% |
| 1986 |
+17.85%
|
-3.07% |
+18.14%
|
-4.37% |
| 1985 |
+27.10%
|
-0.72% |
+26.30%
|
-0.74% |
| 1984 |
+12.87%
|
-5.07% |
+8.68%
|
-6.28% |
| 1983 |
+13.15%
|
-1.80% |
+9.91%
|
-2.81% |
| 1982 |
+24.76%
|
-2.37% |
+30.86%
|
-1.48% |
