Last Update: 31 July 2022

The Ray Dalio All Weather with Bitcoin Portfolio obtained a 17.21% compound annual return, with a 39.81% standard deviation, in the last 10 Years.

The Ray Dalio All Weather Portfolio obtained a 5.15% compound annual return, with a 6.61% standard deviation, in the last 10 Years.

Summary

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Ray Dalio All Weather with Bitcoin Portfolio Ray Dalio All Weather Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 30%
Fixed Income 55% 55%
Commodities 15% 15%
10 Years Stats Return +17.21% +5.15%
Std Dev 39.81% 6.61%
Max Drawdown -23.45% -13.67%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 2009

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Ray Dalio All Weather with Bitcoin Portfolio +3.75 -9.02 -9.55 +10.55 +17.21 +17.91
Ray Dalio All Weather Portfolio +3.40 -8.12 -8.42 +5.90 +5.15 +6.49
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 4893.28$, with a total return of 389.33% (17.21% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since August 2012, now would be worth 1651.71$, with a total return of 65.17% (5.15% annualized).

Ray Dalio All Weather with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 9371.15$, with a total return of 837.11% (17.91% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 2009, now would be worth 2349.01$, with a total return of 134.90% (6.49% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Ray Dalio All Weather with Bitcoin Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.45% Dec 2013 Dec 2013
-15.32% Nov 2021 Jun 2022
-13.67% Jan 2022 Jun 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 with Bitcoin Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-36.70% Jul 2011 Nov 2011
-23.45% Dec 2013 Dec 2013
-15.32% Nov 2021 Jun 2022
-13.67% Jan 2022 Jun 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 with Bitcoin Portfolio Ray Dalio All Weather Portfolio
2022
-12.01% -10.73%
2021
+8.91% +8.08%
2020
+20.78% +14.68%
2019
+19.77% +18.22%
2018
-4.47% -3.19%
2017
+36.73% +11.47%
2016
+8.17% +5.86%
2015
-2.53% -3.72%
2014
+11.71% +12.52%
2013
+126.20% +2.15%
2012
+10.28% +6.72%
2011
+44.99% +15.59%
2010
+19.12% +12.53%
2009
+1.98% +2.34%
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