Stocks/Bonds 20/80 vs High Yield Bonds Income Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 20/80 Portfolio obtained a 5.66% compound annual return, with a 4.92% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 6.50% compound annual return, with a 8.82% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 20/80 Portfolio High Yield Bonds Income Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
30 Years Stats Return +5.66% +6.50%
Std Dev 4.92% 8.82%
Max Drawdown -16.57% -23.97%
All time Stats
(Since Jan 1985)
Return +7.02% +7.73%
Std Dev 5.21% 8.21%
Max Drawdown -16.57% -23.97%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 20/80 Portfolio -0.02 +4.68 +8.40 +3.30 +3.58 +5.66 +7.02
High Yield Bonds Income Portfolio -0.33 +5.35 +8.92 +1.94 +2.90 +6.50 +7.73
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since March 1994, now would be worth 5.21$, with a total return of 421.19% (5.66% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since March 1994, now would be worth 6.62$, with a total return of 561.58% (6.50% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since January 1985, now would be worth 14.26$, with a total return of 1326.23% (7.02% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since January 1985, now would be worth 18.46$, with a total return of 1745.99% (7.73% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Stocks/Bonds 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-16.57% Jan 2022 Sep 2022 (9) In progress (26) 10.75
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-5.42% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.76
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-3.93% Oct 2016 Nov 2016 (2) Feb 2017 (5) 1.97
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.91% Jul 2003 Jul 2003 (1) Sep 2003 (3) 2.27
-3.84% May 2007 Jul 2007 (3) Oct 2007 (6) 1.91
-3.69% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.23
-3.60% May 1999 Aug 1999 (4) Nov 1999 (7) 2.32
-3.49% Sep 2001 Sep 2001 (1) Nov 2001 (3) 1.76

Drawdown comparison chart since January 1985.

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Stocks/Bonds 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-16.57% Jan 2022 Sep 2022 (9) In progress (26) 10.75
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-7.89% Aug 1990 Sep 1990 (2) Feb 1991 (7) 4.98
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.63% Mar 1987 Oct 1987 (8) Feb 1988 (12) 4.16
-7.41% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.14% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.45
-5.50% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.71
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-3.93% Oct 2016 Nov 2016 (2) Feb 2017 (5) 1.97
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.91% Jul 2003 Jul 2003 (1) Sep 2003 (3) 2.27

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.
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Year Return Drawdown Return Drawdown
2024
+0.07%
-0.02%
-0.74%
-0.74%
2023
+9.54%
-5.62%
+11.21%
-5.58%
2022
-14.39%
-16.57%
-16.88%
-21.38%
2021
+3.64%
-1.82%
+0.88%
-3.16%
2020
+10.38%
-3.92%
+7.08%
-11.99%
2019
+13.20%
-0.07%
+16.98%
-0.39%
2018
-1.13%
-2.67%
-4.53%
-4.53%
2017
+7.10%
-0.02%
+8.78%
-0.17%
2016
+4.58%
-2.40%
+12.01%
-3.93%
2015
+0.52%
-1.90%
-3.94%
-6.90%
2014
+7.16%
-0.89%
+6.28%
-2.37%
2013
+5.01%
-2.56%
-0.40%
-6.71%
2012
+5.82%
-0.62%
+12.61%
-1.87%
2011
+6.53%
-0.88%
+9.07%
-4.40%
2010
+8.44%
-0.76%
+11.52%
-3.24%
2009
+8.69%
-5.67%
+23.52%
-10.62%
2008
-1.91%
-8.42%
-10.54%
-23.59%
2007
+6.61%
-0.76%
+3.36%
-3.84%
2006
+6.55%
-1.09%
+7.28%
-2.69%
2005
+3.18%
-1.84%
+5.61%
-2.30%
2004
+5.95%
-2.58%
+9.55%
-4.56%
2003
+9.33%
-2.13%
+18.30%
-3.91%
2002
+2.51%
-2.13%
+7.38%
-6.70%
2001
+4.55%
-1.99%
+10.89%
-3.49%
2000
+7.00%
-2.23%
+6.15%
-3.14%
1999
+4.16%
-2.17%
+6.34%
-3.60%
1998
+11.52%
-2.15%
+2.17%
-8.48%
1997
+13.75%
-1.70%
+13.61%
-2.54%
1996
+7.06%
-1.44%
+14.28%
-2.87%
1995
+21.70%
0.00%
+22.64%
-0.20%
1994
-2.16%
-5.50%
-4.27%
-7.41%
1993
+9.87%
-1.10%
+18.58%
-0.44%
1992
+7.53%
-1.25%
+12.00%
-2.11%
1991
+18.68%
-1.05%
+25.88%
0.00%
1990
+5.70%
-3.09%
-0.59%
-7.89%
1989
+16.54%
-0.87%
+8.29%
-0.68%
1988
+9.35%
-2.17%
+11.12%
-1.52%
1987
+1.75%
-6.14%
+0.07%
-7.63%
1986
+15.00%
-3.14%
+15.01%
-0.64%
1985
+24.05%
-1.20%
+21.64%
-1.39%