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

Swipe left to see all data
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

Swipe left to see all data
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
(*) Returns over 1 year are annualized

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.

Swipe left to see all data
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.

Swipe left to see all data
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.

Swipe left to see all data
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%
Share this page