Last Update: 30 April 2022
The Short Term Treasury Portfolio obtained a 3.34% compound annual return, with a 1.83% standard deviation, in the last 30 Years.
The Vanguard LifeStrategy Income Fund Portfolio obtained a 5.98% compound annual return, with a 4.32% standard deviation, in the last 30 Years.
Summary
| Short Term Treasury Portfolio | Vanguard LifeStrategy Income Fund Portfolio | ||
|---|---|---|---|
| Risk | Low | Low | |
| Asset Allocation | Stocks | 0% | 20% |
| Fixed Income | 100% | 80% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +3.34% | +5.98% |
| Std Dev | 1.83% | 4.32% | |
| Max Drawdown | -3.71% | -10.54% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1986
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Short Term Treasury Portfolio | -0.50 | -3.25 | -3.65 | +0.78 | +0.64 | +3.34 | +4.22 |
| Vanguard LifeStrategy Income Fund Portfolio | -4.56 | -9.59 | -7.74 | +3.06 | +3.67 | +5.98 | +6.78 |
Capital Growth as of Apr 30, 2022
Short Term Treasury Portfolio: an investment of 1000$, since May 1992, now would be worth 2678.67$, with a total return of 167.87% (3.34% annualized).
Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since May 1992, now would be worth 5709.68$, with a total return of 470.97% (5.98% annualized).
Short Term Treasury Portfolio: an investment of 1000$, since January 1986, now would be worth 4493.17$, with a total return of 349.32% (4.22% annualized).
Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since January 1986, now would be worth 10860.48$, with a total return of 986.05% (6.78% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Short Term Treasury Portfolio |
Vanguard LifeStrategy Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -10.54% | May 2008 | Oct 2008 | |||
| -10.18% | Sep 2021 | Apr 2022 | |||
| -5.45% | Feb 1994 | Jun 1994 | |||
| -4.47% | Feb 2020 | Mar 2020 | |||
| -3.71% | Jun 2021 | Apr 2022 | |||
| -3.36% | May 2013 | Jun 2013 | |||
| -2.63% | Dec 1996 | Mar 1997 | |||
| -2.58% | Oct 2016 | Nov 2016 | |||
| -2.43% | May 2015 | Sep 2015 | |||
| -2.37% | Sep 2018 | Oct 2018 | |||
| -2.23% | Feb 1994 | Apr 1994 | |||
| -2.22% | Apr 2004 | May 2004 | |||
| -1.98% | Feb 1999 | Feb 1999 | |||
| -1.88% | Apr 2000 | May 2000 | |||
| -1.88% | Jun 2002 | Jul 2002 | |||
| -1.77% | May 1999 | Aug 1999 | |||
| -1.74% | Jul 2003 | Jul 2003 | |||
| -1.73% | Aug 1997 | Aug 1997 | |||
| -1.61% | Feb 2001 | Mar 2001 | |||
| -1.57% | Jul 1998 | Aug 1998 | |||
Drawdown comparison chart since January 1986.
Short Term Treasury Portfolio |
Vanguard LifeStrategy Income Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -10.54% | May 2008 | Oct 2008 | |||
| -10.18% | Sep 2021 | Apr 2022 | |||
| -5.45% | Feb 1994 | Jun 1994 | |||
| -4.47% | Sep 1987 | Nov 1987 | |||
| -4.47% | Feb 2020 | Mar 2020 | |||
| -4.35% | Jan 1990 | Apr 1990 | |||
| -4.18% | Aug 1990 | Sep 1990 | |||
| -3.71% | Jun 2021 | Apr 2022 | |||
| -3.36% | May 2013 | Jun 2013 | |||
| -2.63% | Dec 1996 | Mar 1997 | |||
| -2.58% | Oct 2016 | Nov 2016 | |||
| -2.56% | Sep 1986 | Sep 1986 | |||
| -2.43% | May 2015 | Sep 2015 | |||
| -2.37% | Sep 2018 | Oct 2018 | |||
| -2.36% | Jan 1992 | Mar 1992 | |||
| -2.23% | Feb 1994 | Apr 1994 | |||
| -2.22% | Apr 2004 | May 2004 | |||
| -1.98% | Feb 1999 | Feb 1999 | |||
| -1.88% | Apr 2000 | May 2000 | |||
| -1.88% | Jun 2002 | Jul 2002 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1986.
| Year | Short Term Treasury Portfolio | Vanguard LifeStrategy Income Fund Portfolio |
|---|---|---|
| 2022 |
-2.99% | -9.84% |
| 2021 |
-0.72% | +2.15% |
| 2020 |
+3.03% | +8.85% |
| 2019 |
+3.38% | +12.26% |
| 2018 |
+1.46% | -1.15% |
| 2017 |
+0.26% | +7.31% |
| 2016 |
+0.82% | +4.45% |
| 2015 |
+0.43% | +0.26% |
| 2014 |
+0.45% | +6.50% |
| 2013 |
+0.21% | +3.78% |
| 2012 |
+0.28% | +7.54% |
| 2011 |
+1.44% | +5.49% |
| 2010 |
+2.28% | +8.55% |
| 2009 |
+0.35% | +12.18% |
| 2008 |
+6.62% | -4.64% |
| 2007 |
+7.35% | +6.96% |
| 2006 |
+3.89% | +7.11% |
| 2005 |
+1.53% | +4.54% |
| 2004 |
+0.66% | +7.04% |
| 2003 |
+2.22% | +10.09% |
| 2002 |
+8.02% | +3.19% |
| 2001 |
+7.80% | +4.39% |
| 2000 |
+8.83% | +6.07% |
| 1999 |
+1.85% | +4.89% |
| 1998 |
+7.36% | +12.95% |
| 1997 |
+6.51% | +7.78% |
| 1996 |
+4.39% | +6.01% |
| 1995 |
+12.11% | +19.89% |
| 1994 |
-0.48% | -2.48% |
| 1993 |
+6.31% | +13.03% |
| 1992 |
+6.75% | +6.76% |
| 1991 |
+11.49% | +18.32% |
| 1990 |
+9.92% | +3.86% |
| 1989 |
+11.48% | +14.71% |
| 1988 |
+5.67% | +10.36% |
| 1987 |
+4.78% | +4.45% |
| 1986 |
+10.35% | +19.21% |