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

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 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%
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