Last Update: 31 March 2024
The Stocks/Bonds 20/80 Portfolio obtained a 5.80% compound annual return, with a 4.88% standard deviation, in the last 30 Years.
The Larry Swedroe Larry Portfolio obtained a 6.01% compound annual return, with a 5.50% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 20/80 Portfolio | Larry Swedroe Larry Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Low | Medium | |
| Asset Allocation | Stocks | 20% | 30% |
| Fixed Income | 80% | 70% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +5.80% | +6.01% |
| Std Dev | 4.88% | 5.50% | |
| Max Drawdown | -16.57% | -15.96% | |
| All time Stats (Since Jan 1976) |
Return | +7.62% | +8.57% |
| Std Dev | 5.94% | 6.75% | |
| Max Drawdown | -16.57% | -15.96% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 20/80 Portfolio | +1.28 | +9.30 | +6.92 | +3.19 | +3.72 | +5.80 | +7.62 |
| Larry Swedroe Larry Portfolio | +1.21 | +6.87 | +3.69 | +2.00 | +2.61 | +6.01 | +8.57 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 20/80 Portfolio: an investment of 1$, since April 1994,
now would be worth 5.43$, with a total return of 442.69%
(5.80% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since April 1994, now would be worth 5.76$, with a total return of 475.73% (6.01% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since April 1994, now would be worth 5.76$, with a total return of 475.73% (6.01% annualized).
Stocks/Bonds 20/80 Portfolio: an investment of 1$, since January 1976,
now would be worth 34.54$, with a total return of 3353.68%
(7.62% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since January 1976, now would be worth 52.93$, with a total return of 5193.05% (8.57% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since January 1976, now would be worth 52.93$, with a total return of 5193.05% (8.57% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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|
Stocks/Bonds 20/80 Portfolio
|
Larry Swedroe Larry Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -16.57% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.59 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -8.42% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 4.07 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -4.08% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.25 | |||||
| -3.98% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 2.62 | |||||
| -3.97% | Aug 2011 | Sep 2011 (2) | Jan 2012 (6) | 1.63 | |||||
| -3.92% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.96 | |||||
| -3.55% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.11 | |||||
| -3.38% | Jan 1999 | Feb 1999 (2) | Apr 1999 (4) | 1.70 | |||||
| -3.31% | May 2015 | Jan 2016 (9) | Mar 2016 (11) | 2.21 | |||||
| -2.67% | Sep 2018 | Oct 2018 (2) | Jan 2019 (5) | 1.60 | |||||
| -2.58% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 1.65 | |||||
| -2.56% | May 2013 | Jun 2013 (2) | Oct 2013 (6) | 1.44 | |||||
| -2.41% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.32 | |||||
| -2.40% | Aug 2016 | Nov 2016 (4) | Apr 2017 (9) | 1.09 | |||||
| -2.38% | Sep 2001 | Sep 2001 (1) | Oct 2001 (2) | 1.37 | |||||
| -2.37% | Sep 2014 | Sep 2014 (1) | Jan 2015 (5) | 1.05 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Stocks/Bonds 20/80 Portfolio
|
Larry Swedroe Larry Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -16.57% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.59 | |||||
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -9.49% | Sep 1979 | Mar 1980 (7) | May 1980 (9) | 4.38 | |||||
| -9.16% | Sep 1987 | Nov 1987 (3) | Jun 1988 (10) | 4.44 | |||||
| -8.42% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 4.07 | |||||
| -7.75% | Oct 1979 | Mar 1980 (6) | Apr 1980 (7) | 4.21 | |||||
| -7.44% | Feb 1994 | Jun 1994 (5) | May 1995 (16) | 5.26 | |||||
| -6.63% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.69 | |||||
| -6.14% | Sep 1987 | Nov 1987 (3) | Feb 1988 (6) | 3.45 | |||||
| -5.83% | Jul 1981 | Sep 1981 (3) | Oct 1981 (4) | 3.47 | |||||
| -5.66% | Oct 1978 | Oct 1978 (1) | Jan 1979 (4) | 3.26 | |||||
| -5.50% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.71 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.25% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 2.52 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -5.07% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 2.43 | |||||
| -4.80% | Jun 1981 | Sep 1981 (4) | Oct 1981 (5) | 2.71 | |||||
| -4.70% | Mar 1987 | May 1987 (3) | Aug 1987 (6) | 2.58 | |||||
| -4.45% | Dec 1981 | Mar 1982 (4) | Aug 1982 (9) | 2.85 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+1.36%
|
-0.02% |
-0.12%
|
-1.32% |
| 2023 |
+9.54%
|
-5.62% |
+6.94%
|
-6.22% |
| 2022 |
-14.39%
|
-16.57% |
-11.20%
|
-14.55% |
| 2021 |
+3.64%
|
-1.82% |
+3.41%
|
-2.64% |
| 2020 |
+10.38%
|
-3.92% |
+6.44%
|
-5.38% |
| 2019 |
+13.20%
|
-0.07% |
+10.64%
|
-1.45% |
| 2018 |
-1.13%
|
-2.67% |
-3.54%
|
-4.08% |
| 2017 |
+7.10%
|
-0.02% |
+7.74%
|
0.00% |
| 2016 |
+4.58%
|
-2.40% |
+6.87%
|
-1.26% |
| 2015 |
+0.52%
|
-1.90% |
-0.54%
|
-3.22% |
| 2014 |
+7.16%
|
-0.89% |
+2.38%
|
-2.37% |
| 2013 |
+5.01%
|
-2.56% |
+6.31%
|
-2.41% |
| 2012 |
+5.82%
|
-0.62% |
+7.27%
|
-2.25% |
| 2011 |
+6.53%
|
-0.88% |
+3.23%
|
-3.97% |
| 2010 |
+8.44%
|
-0.76% |
+10.82%
|
-2.16% |
| 2009 |
+8.69%
|
-5.67% |
+10.12%
|
-7.76% |
| 2008 |
-1.91%
|
-8.42% |
-2.44%
|
-7.60% |
| 2007 |
+6.61%
|
-0.76% |
+8.99%
|
-0.45% |
| 2006 |
+6.55%
|
-1.09% |
+9.57%
|
-2.17% |
| 2005 |
+3.18%
|
-1.84% |
+6.71%
|
-1.81% |
| 2004 |
+5.95%
|
-2.58% |
+10.23%
|
-3.98% |
| 2003 |
+9.33%
|
-2.13% |
+16.93%
|
-0.92% |
| 2002 |
+2.51%
|
-2.13% |
+7.68%
|
-1.92% |
| 2001 |
+4.55%
|
-1.99% |
+6.47%
|
-2.38% |
| 2000 |
+7.00%
|
-2.23% |
+10.81%
|
-1.59% |
| 1999 |
+4.16%
|
-2.17% |
+4.08%
|
-3.38% |
| 1998 |
+11.52%
|
-2.15% |
+6.06%
|
-5.14% |
| 1997 |
+13.75%
|
-1.70% |
+8.62%
|
-1.80% |
| 1996 |
+7.06%
|
-1.44% |
+5.81%
|
-1.78% |
| 1995 |
+21.70%
|
0.00% |
+18.99%
|
0.00% |
| 1994 |
-2.16%
|
-5.50% |
-4.77%
|
-7.44% |
| 1993 |
+9.87%
|
-1.10% |
+20.95%
|
-1.55% |
| 1992 |
+7.53%
|
-1.25% |
+9.36%
|
-1.05% |
| 1991 |
+18.68%
|
-1.05% |
+26.47%
|
-2.04% |
| 1990 |
+5.70%
|
-3.09% |
+1.93%
|
-6.63% |
| 1989 |
+16.54%
|
-0.87% |
+22.14%
|
0.00% |
| 1988 |
+9.35%
|
-2.17% |
+12.93%
|
-1.48% |
| 1987 |
+1.75%
|
-6.14% |
-0.86%
|
-9.16% |
| 1986 |
+15.00%
|
-3.14% |
+17.85%
|
-3.07% |
| 1985 |
+24.05%
|
-1.20% |
+27.10%
|
-0.72% |
| 1984 |
+12.45%
|
-5.25% |
+12.87%
|
-5.07% |
| 1983 |
+8.71%
|
-2.55% |
+13.15%
|
-1.80% |
| 1982 |
+29.01%
|
-2.01% |
+24.76%
|
-2.37% |
| 1981 |
+6.70%
|
-4.80% |
+7.24%
|
-5.83% |
| 1980 |
+8.94%
|
-7.35% |
+8.19%
|
-8.91% |
| 1979 |
+9.13%
|
-6.01% |
+11.24%
|
-7.04% |
| 1978 |
+2.61%
|
-3.91% |
+7.42%
|
-5.66% |
| 1977 |
+0.16%
|
-3.03% |
+5.31%
|
-1.98% |
| 1976 |
+16.30%
|
-1.12% |
+18.63%
|
-1.58% |
