Last Update: 31 October 2021

The Tim Maurer Simple Money Portfolio obtained a 7.64% compound annual return, with a 9.00% standard deviation, in the last 25 Years.

The David Swensen Lazy Portfolio obtained a 8.54% compound annual return, with a 10.83% standard deviation, in the last 25 Years.

Summary

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Tim Maurer Simple Money Portfolio David Swensen Lazy Portfolio
Risk High High
Asset Allocation Stocks 60% 70%
Fixed Income 40% 30%
Commodities 0% 0%
25 Years Stats Return +7.64% +8.54%
Std Dev 9.00% 10.83%
Max Drawdown -32.39% -40.88%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1995

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Tim Maurer Simple Money Portfolio +1.97 +0.79 +2.25 +23.48 +8.35 +7.73 +7.64 +8.06
David Swensen Lazy Portfolio +4.18 +2.08 +6.15 +27.75 +10.92 +9.30 +8.54 +9.03
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Tim Maurer Simple Money Portfolio David Swensen Lazy Portfolio
2021
+10.09% +14.64%
2020
+6.87% +10.56%
2019
+16.14% +21.27%
2018
-6.64% -5.67%
2017
+13.36% +13.94%
2016
+8.15% +7.74%
2015
+0.47% -0.95%
2014
+2.33% +9.97%
2013
+17.81% +10.89%
2012
+11.70% +13.49%
2011
-0.69% +2.21%
2010
+12.55% +15.37%
2009
+17.16% +24.86%
2008
-18.42% -25.53%
2007
+5.07% +5.59%
2006
+15.49% +17.84%
2005
+8.71% +8.97%
2004
+16.23% +16.10%
2003
+28.83% +26.85%
2002
-0.10% -3.41%
2001
-0.39% -1.71%
2000
+6.34% +3.13%
1999
+8.40% +12.70%
1998
+10.11% +8.13%
1997
+8.93% +15.35%
1996
+8.40% +15.04%
1995
+20.10% +20.31%
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