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 Stocks/Bonds 40/60 Portfolio obtained a 8.43% compound annual return, with a 5.84% standard deviation, in the last 10 years.
Summary
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| Larry Swedroe Larry Portfolio | Stocks/Bonds 40/60 Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 40% |
| Fixed Income | 70% | 60% | |
| Commodities | 0% | 0% | |
| 10 Years Stats | Return | +4.80% | +8.43% |
| Std Dev | 4.36% | 5.84% | |
| Max Drawdown | -5.39% | -8.09% | |
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 |
| Stocks/Bonds 40/60 Portfolio | +1.15 | +4.21 | +8.08 | +12.85 | +10.65 | +9.15 | +8.43 | +8.03 |
(*) 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 | Stocks/Bonds 40/60 Portfolio |
|---|---|---|
| 2021 |
+4.79% | +7.73% |
| 2020 |
+6.44% | +13.04% |
| 2019 |
+10.64% | +17.57% |
| 2018 |
-3.54% | -2.15% |
| 2017 |
+7.74% | +10.63% |
| 2016 |
+6.87% | +6.64% |
| 2015 |
-0.54% | +0.48% |
| 2014 |
+2.38% | +8.51% |
| 2013 |
+6.31% | +12.12% |
| 2012 |
+7.27% | +8.47% |
| 2011 |
+3.23% | +5.14% |
| 2010 |
+10.82% | +10.69% |
| 2009 |
+10.12% | +13.74% |
| 2008 |
-2.44% | -10.67% |
| 2007 |
+8.99% | +6.30% |
| 2006 |
+9.57% | +8.84% |
| 2005 |
+6.71% | +3.96% |
| 2004 |
+10.23% | +7.66% |
| 2003 |
+16.93% | +14.68% |
| 2002 |
+7.68% | -3.23% |
| 2001 |
+6.47% | +0.67% |
| 2000 |
+10.81% | +2.61% |
| 1999 |
+4.08% | +9.07% |
| 1998 |
+6.06% | +14.45% |
| 1997 |
+8.62% | +18.06% |
| 1996 |
+5.81% | +10.53% |
| 1995 |
+18.99% | +25.22% |