Last Update: 31 December 2022

The Ray Dalio All Weather Portfolio obtained a 4.27% compound annual return, with a 7.31% standard deviation, in the last 10 Years.

The Ray Dalio All Weather with Bitcoin Portfolio obtained a 16.00% compound annual return, with a 39.96% standard deviation, in the last 10 Years.

Summary

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Ray Dalio All Weather Portfolio Ray Dalio All Weather with Bitcoin Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 30%
Fixed Income 55% 55%
Commodities 15% 15%
10 Years Stats Return +4.27% +16.00%
Std Dev 7.31% 39.96%
Max Drawdown -20.19% -23.45%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Ray Dalio All Weather Portfolio -2.69 -5.05 -18.03 +3.06 +4.27 +5.64
Ray Dalio All Weather with Bitcoin Portfolio -2.77 -5.13 -19.54 +3.90 +16.00 +16.58
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 2013, now would be worth 1518.44$, with a total return of 51.84% (4.27% annualized).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since January 2013, now would be worth 4411.64$, with a total return of 341.16% (16.00% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 2009, now would be worth 2156.94$, with a total return of 115.69% (5.64% annualized).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 8569.31$, with a total return of 756.93% (16.58% annualized).

Drawdowns

Drawdown comparison chart since December 2012.

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Ray Dalio All Weather Portfolio
Ray Dalio All Weather with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.45% Dec 2013 Dec 2013
-21.57% Nov 2021 Sep 2022
-20.19% Jan 2022 Sep 2022
-9.24% May 2013 Jun 2013
-6.93% Feb 2015 Dec 2015
-6.47% Aug 2016 Nov 2016
-5.16% Sep 2018 Dec 2018
-5.10% May 2013 Jun 2013
-4.75% Sep 2018 Dec 2018
-3.74% Aug 2020 Oct 2020
-3.71% Jan 2021 Mar 2021
-3.01% Aug 2020 Oct 2020
-2.85% Feb 2018 Feb 2018
-2.68% Feb 2018 Apr 2018
-2.68% Mar 2020 Mar 2020
-2.58% Sep 2021 Sep 2021
-2.44% Sep 2014 Sep 2014
-2.36% Sep 2021 Sep 2021
-2.34% Mar 2020 Mar 2020
-1.71% Jan 2021 Mar 2021

Drawdown comparison chart since January 2009.

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Ray Dalio All Weather Portfolio
Ray Dalio All Weather with Bitcoin Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.70% Jul 2011 Nov 2011
-23.45% Dec 2013 Dec 2013
-21.57% Nov 2021 Sep 2022
-20.19% Jan 2022 Sep 2022
-12.02% Jan 2009 Feb 2009
-11.94% Jan 2009 Feb 2009
-6.93% Feb 2015 Dec 2015
-6.47% Aug 2016 Nov 2016
-5.16% Sep 2018 Dec 2018
-5.10% May 2013 Jun 2013
-4.75% Sep 2018 Dec 2018
-3.74% Aug 2020 Oct 2020
-3.71% Jan 2021 Mar 2021
-3.01% Aug 2020 Oct 2020
-2.85% Feb 2018 Feb 2018
-2.68% Feb 2018 Apr 2018
-2.68% Mar 2020 Mar 2020
-2.58% Sep 2021 Sep 2021
-2.44% Sep 2014 Sep 2014
-2.41% Dec 2009 Jan 2010

Yearly Returns

Yearly return comparison. Common historical serie start from January 2009.

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Year Ray Dalio All Weather Portfolio Ray Dalio All Weather with Bitcoin Portfolio
2022
-18.03% -19.54%
2021
+8.08% +8.91%
2020
+14.68% +20.78%
2019
+18.22% +19.77%
2018
-3.19% -4.47%
2017
+11.47% +36.73%
2016
+5.86% +8.17%
2015
-3.72% -2.53%
2014
+12.52% +11.71%
2013
+2.15% +126.20%
2012
+6.72% +10.28%
2011
+15.59% +44.99%
2010
+12.53% +19.12%
2009
+2.34% +1.98%
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