Last Update: 31 August 2020

The Stocks/Bonds 40/60 Portfolio obtained a 8.18% compound annual return, with a 5.70% standard deviation, in the last 10 years.

The Harry Browne Permanent Portfolio obtained a 7.09% compound annual return, with a 6.09% standard deviation, in the last 10 years.

Summary

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Stocks/Bonds 40/60 Portfolio Harry Browne Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 40% 25%
Fixed Income 60% 50%
Commodities 0% 25%
10 Years Stats Return +8.18% +7.09%
Std Dev 5.70% 6.09%
Max Drawdown -8.09% -6.98%

Last Update: 31 August 2020

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Stocks/Bonds 40/60 Portfolio +2.17 +6.65 +9.02 +12.59 +8.80 +8.23 +8.18 +8.11
Harry Browne Permanent Portfolio +0.09 +6.90 +11.95 +15.94 +10.20 +8.80 +7.09 +7.23
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Stocks/Bonds 40/60 Portfolio Harry Browne Permanent Portfolio
2020
+7.91% +14.99%
2019
+17.57% +16.17%
2018
-2.15% -1.76%
2017
+10.63% +10.97%
2016
+6.64% +5.54%
2015
+0.48% -3.06%
2014
+8.51% +9.40%
2013
+12.12% -2.08%
2012
+8.47% +6.41%
2011
+5.14% +11.11%
2010
+10.69% +13.92%
2009
+13.74% +7.85%
2008
-10.67% +0.87%
2007
+6.30% +12.69%
2006
+8.84% +10.94%
2005
+3.96% +8.91%
2004
+7.66% +6.83%
2003
+14.68% +13.32%
2002
-3.23% +5.85%
2001
+0.67% -0.52%
2000
+2.61% +2.40%
1999
+9.07% +5.17%
1998
+14.45% +10.09%
1997
+18.06% +7.19%
1996
+10.53% +5.08%
1995
+25.22% +18.11%
1994
-1.66% -1.37%
1993
+10.06% +12.00%
1992
+7.93% +3.57%
1991
+22.10% +11.72%
1990
+2.76% +1.11%
1989
+19.43% +12.90%
1988
+11.34% +4.39%
1987
+1.97% +7.42%
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