Last Update: 31 July 2022

The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.

The US Stocks Portfolio obtained a 10.00% compound annual return, with a 15.09% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Stocks/Bonds 80/20 Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +9.21% +10.00%
Std Dev 12.07% 15.09%
Max Drawdown -41.09% -50.84%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1972

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Stocks/Bonds 80/20 Portfolio +7.80 -7.97 -7.81 +10.07 +11.16 +9.21 +9.96
US Stocks Portfolio +9.35 -8.42 -7.75 +12.11 +13.43 +10.00 +10.52
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).

US Stocks Portfolio: an investment of 1000$, since August 1992, now would be worth 17465.33$, with a total return of 1646.53% (10.00% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1972, now would be worth 121976.05$, with a total return of 12097.61% (9.96% annualized).

US Stocks Portfolio: an investment of 1000$, since January 1972, now would be worth 157287.43$, with a total return of 15628.74% (10.52% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

Swipe left to see all data
Stocks/Bonds 80/20 Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-41.09% Nov 2007 Feb 2009
-33.33% Sep 2000 Sep 2002
-21.32% Jan 2022 Jun 2022
-20.84% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-17.57% Jul 1998 Aug 1998
-16.53% Feb 2020 Mar 2020
-14.20% Oct 2018 Dec 2018
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-11.32% Oct 2018 Dec 2018
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000
-7.43% Feb 1994 Jun 1994
-7.05% Jun 2015 Sep 2015
-6.95% Feb 1994 Jun 1994
-6.90% Apr 2000 May 2000
-6.82% Apr 2012 May 2012

Drawdown comparison chart since January 1972.

Swipe left to see all data
Stocks/Bonds 80/20 Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-50.84% Nov 2007 Feb 2009
-45.86% Jan 1973 Sep 1974
-43.94% Sep 2000 Sep 2002
-41.09% Nov 2007 Feb 2009
-36.88% Jan 1973 Sep 1974
-33.33% Sep 2000 Sep 2002
-29.34% Sep 1987 Nov 1987
-24.55% Sep 1987 Nov 1987
-21.32% Jan 2022 Jun 2022
-20.84% Jan 2020 Mar 2020
-19.13% Jan 2022 Jun 2022
-17.85% Dec 1980 Jul 1982
-17.57% Jul 1998 Aug 1998
-16.53% Feb 2020 Mar 2020
-16.20% Jun 1990 Oct 1990
-14.20% Oct 2018 Dec 2018
-13.95% Jul 1998 Aug 1998
-13.35% May 2011 Sep 2011
-12.23% Jun 1990 Oct 1990
-11.98% Mar 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1972.

Swipe left to see all data
Year Stocks/Bonds 80/20 Portfolio US Stocks Portfolio
2022
-12.82% -13.97%
2021
+20.16% +25.67%
2020
+18.36% +21.03%
2019
+26.30% +30.67%
2018
-4.19% -5.21%
2017
+17.68% +21.21%
2016
+10.77% +12.83%
2015
+0.40% +0.36%
2014
+11.20% +12.54%
2013
+26.34% +33.45%
2012
+13.79% +16.45%
2011
+2.36% +0.97%
2010
+15.18% +17.42%
2009
+23.84% +28.89%
2008
-28.21% -36.98%
2007
+5.68% +5.37%
2006
+13.41% +15.69%
2005
+5.53% +6.31%
2004
+11.08% +12.79%
2003
+25.40% +30.75%
2002
-14.73% -20.47%
2001
-7.09% -10.97%
2000
-6.18% -10.57%
1999
+18.90% +23.81%
1998
+20.33% +23.26%
1997
+26.68% +30.99%
1996
+17.49% +20.96%
1995
+32.26% +35.79%
1994
-0.67% -0.17%
1993
+10.44% +10.62%
1992
+8.71% +9.11%
1991
+28.96% +32.39%
1990
-3.13% -6.08%
1989
+25.22% +28.12%
1988
+15.32% +17.32%
1987
+2.40% +2.61%
1986
+14.68% +14.57%
1985
+29.47% +31.27%
1984
+4.75% +2.19%
1983
+19.17% +22.66%
1982
+22.62% +20.50%
1981
-1.44% -4.15%
1980
+27.10% +33.15%
1979
+20.47% +24.25%
1978
+6.99% +8.45%
1977
-2.48% -3.36%
1976
+23.93% +26.47%
1975
+31.73% +37.82%
1974
-21.11% -27.81%
1973
-13.65% -18.18%
1972
+14.64% +17.62%
Share this page