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 Portfolio obtained a 7.18% compound annual return, with a 6.96% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Larry Swedroe Larry Portfolio | Stocks/Bonds 40/60 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 40% |
| Fixed Income | 70% | 60% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.01% | +7.18% |
| Std Dev | 5.50% | 6.96% | |
| Max Drawdown | -15.96% | -19.17% | |
| All time Stats (Since Jan 1976) |
Return | +8.57% | +8.81% |
| Std Dev | 6.75% | 7.66% | |
| Max Drawdown | -15.96% | -19.17% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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 | +8.57 |
| Stocks/Bonds 40/60 Portfolio | +1.71 | +12.72 | +12.29 | +6.01 | +5.91 | +7.18 | +8.81 |
| 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 Portfolio: an investment of 1$, since April 1994, now would be worth 8.00$, with a total return of 699.72% (7.18% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since April 1994, now would be worth 8.00$, with a total return of 699.72% (7.18% 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).
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 1976, now would be worth 58.72$, with a total return of 5771.64% (8.81% annualized).
Stocks/Bonds 40/60 Portfolio: an investment of 1$, since January 1976, now would be worth 58.72$, with a total return of 5771.64% (8.81% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Stocks/Bonds 40/60 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -19.17% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 8.87 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -8.59% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 4.25 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -6.25% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.81 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.36% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.59 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -4.76% | Jun 2011 | Sep 2011 (4) | Dec 2011 (7) | 1.98 | |||||
| -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 | |||||
| -3.96% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 2.10 | |||||
| -3.79% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 1.92 | |||||
| -3.55% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.11 | |||||
| -3.41% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 1.86 | |||||
| -3.38% | Jan 1999 | Feb 1999 (2) | Apr 1999 (4) | 1.70 | |||||
| -3.31% | May 2015 | Jan 2016 (9) | Mar 2016 (11) | 2.21 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Stocks/Bonds 40/60 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -19.17% | Nov 2007 | Feb 2009 (16) | Nov 2009 (25) | 8.87 | |||||
| -18.63% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.80 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -13.08% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.07 | |||||
| -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 | |||||
| -8.59% | Sep 2000 | Sep 2002 (25) | May 2003 (33) | 4.25 | |||||
| -8.39% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.22 | |||||
| -8.09% | Feb 2020 | Mar 2020 (2) | May 2020 (4) | 3.88 | |||||
| -7.44% | Feb 1994 | Jun 1994 (5) | May 1995 (16) | 5.26 | |||||
| -6.81% | Jun 1981 | Sep 1981 (4) | Nov 1981 (6) | 3.25 | |||||
| -6.63% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.69 | |||||
| -6.34% | Oct 1979 | Oct 1979 (1) | Dec 1979 (3) | 3.28 | |||||
| -6.25% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.81 | |||||
| -5.98% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.72 | |||||
| -5.90% | Sep 1978 | Oct 1978 (2) | Mar 1979 (7) | 2.80 | |||||
| -5.84% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 2.96 | |||||
| -5.83% | Jul 1981 | Sep 1981 (3) | Oct 1981 (4) | 3.47 | |||||
| -5.70% | Aug 1990 | Sep 1990 (2) | Dec 1990 (5) | 3.67 | |||||
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% |
+3.41%
|
0.00% |
| 2023 |
+6.94%
|
-6.22% |
+13.66%
|
-6.58% |
| 2022 |
-11.20%
|
-14.55% |
-15.67%
|
-18.63% |
| 2021 |
+3.41%
|
-2.64% |
+9.15%
|
-2.56% |
| 2020 |
+6.44%
|
-5.38% |
+13.04%
|
-8.09% |
| 2019 |
+10.64%
|
-1.45% |
+17.57%
|
-1.77% |
| 2018 |
-3.54%
|
-4.08% |
-2.15%
|
-5.36% |
| 2017 |
+7.74%
|
0.00% |
+10.63%
|
-0.00% |
| 2016 |
+6.87%
|
-1.26% |
+6.64%
|
-1.57% |
| 2015 |
-0.54%
|
-3.22% |
+0.48%
|
-3.41% |
| 2014 |
+2.38%
|
-2.37% |
+8.51%
|
-1.20% |
| 2013 |
+6.31%
|
-2.41% |
+12.12%
|
-1.84% |
| 2012 |
+7.27%
|
-2.25% |
+8.47%
|
-2.11% |
| 2011 |
+3.23%
|
-3.97% |
+5.14%
|
-4.76% |
| 2010 |
+10.82%
|
-2.16% |
+10.69%
|
-3.96% |
| 2009 |
+10.12%
|
-7.76% |
+13.74%
|
-8.68% |
| 2008 |
-2.44%
|
-7.60% |
-10.67%
|
-14.39% |
| 2007 |
+8.99%
|
-0.45% |
+6.30%
|
-1.93% |
| 2006 |
+9.57%
|
-2.17% |
+8.84%
|
-1.40% |
| 2005 |
+6.71%
|
-1.81% |
+3.96%
|
-1.77% |
| 2004 |
+10.23%
|
-3.98% |
+7.66%
|
-2.46% |
| 2003 |
+16.93%
|
-0.92% |
+14.68%
|
-1.08% |
| 2002 |
+7.68%
|
-1.92% |
-3.23%
|
-6.97% |
| 2001 |
+6.47%
|
-2.38% |
+0.67%
|
-5.62% |
| 2000 |
+10.81%
|
-1.59% |
+2.61%
|
-4.51% |
| 1999 |
+4.08%
|
-3.38% |
+9.07%
|
-2.57% |
| 1998 |
+6.06%
|
-5.14% |
+14.45%
|
-6.25% |
| 1997 |
+8.62%
|
-1.80% |
+18.06%
|
-2.41% |
| 1996 |
+5.81%
|
-1.78% |
+10.53%
|
-2.15% |
| 1995 |
+18.99%
|
0.00% |
+25.22%
|
0.00% |
| 1994 |
-4.77%
|
-7.44% |
-1.66%
|
-5.98% |
| 1993 |
+20.95%
|
-1.55% |
+10.06%
|
-1.23% |
| 1992 |
+9.36%
|
-1.05% |
+7.93%
|
-1.27% |
| 1991 |
+26.47%
|
-2.04% |
+22.10%
|
-1.98% |
| 1990 |
+1.93%
|
-6.63% |
+2.76%
|
-5.70% |
| 1989 |
+22.14%
|
0.00% |
+19.43%
|
-1.12% |
| 1988 |
+12.93%
|
-1.48% |
+11.34%
|
-1.71% |
| 1987 |
-0.86%
|
-9.16% |
+1.97%
|
-13.08% |
| 1986 |
+17.85%
|
-3.07% |
+14.89%
|
-4.37% |
| 1985 |
+27.10%
|
-0.72% |
+25.86%
|
-1.17% |
| 1984 |
+12.87%
|
-5.07% |
+9.88%
|
-5.84% |
| 1983 |
+13.15%
|
-1.80% |
+12.20%
|
-2.64% |
| 1982 |
+24.76%
|
-2.37% |
+26.88%
|
-2.17% |
| 1981 |
+7.24%
|
-5.83% |
+3.99%
|
-6.81% |
| 1980 |
+8.19%
|
-8.91% |
+14.99%
|
-8.39% |
| 1979 |
+11.24%
|
-7.04% |
+12.91%
|
-6.34% |
| 1978 |
+7.42%
|
-5.66% |
+4.07%
|
-5.90% |
| 1977 |
+5.31%
|
-1.98% |
-0.72%
|
-3.59% |
| 1976 |
+18.63%
|
-1.58% |
+18.84%
|
-1.06% |
