Total Bond US vs Vanguard LifeStrategy Income Fund Portfolio Comparison

Last Update: 31 March 2024

The Total Bond US Portfolio obtained a 4.30% compound annual return, with a 4.21% standard deviation, in the last 30 Years.

The Vanguard LifeStrategy Income Fund Portfolio obtained a 5.53% compound annual return, with a 4.76% standard deviation, in the last 30 Years.

Summary

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Total Bond US Portfolio Vanguard LifeStrategy Income Fund Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +4.30% +5.53%
Std Dev 4.21% 4.76%
Max Drawdown -17.28% -16.61%
All time Stats
(Since Jan 1985)		 Return +5.71% +7.05%
Std Dev 4.52% 5.13%
Max Drawdown -17.28% -16.61%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Total Bond US Portfolio +0.85 +5.87 +1.62 +0.32 +1.49 +4.30 +5.71
Vanguard LifeStrategy Income Fund Portfolio +1.38 +8.85 +6.61 +2.54 +3.29 +5.53 +7.05
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Total Bond US Portfolio: an investment of 1$, since April 1994, now would be worth 3.54$, with a total return of 253.70% (4.30% annualized).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since April 1994, now would be worth 5.03$, with a total return of 403.18% (5.53% annualized).

Total Bond US Portfolio: an investment of 1$, since January 1985, now would be worth 8.83$, with a total return of 782.62% (5.71% annualized).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since January 1985, now would be worth 14.49$, with a total return of 1349.05% (7.05% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Total Bond US Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.28% Aug 2020 Oct 2022 (27) In progress (44) 9.87
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.01% May 2013 Aug 2013 (4) May 2014 (13) 2.32
-3.88% Apr 2008 Oct 2008 (7) Dec 2008 (9) 1.46
-3.68% Aug 2016 Nov 2016 (4) Aug 2017 (13) 2.01
-3.47% Jun 2003 Jul 2003 (2) Jan 2004 (8) 1.59
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-3.16% Feb 1996 May 1996 (4) Oct 1996 (9) 1.96
-3.03% Apr 2004 May 2004 (2) Aug 2004 (5) 2.03
-2.67% Feb 2015 Jun 2015 (5) Feb 2016 (13) 1.47
-2.65% Jan 2009 Feb 2009 (2) Jun 2009 (6) 1.48
-2.64% Feb 1999 Aug 1999 (7) Mar 2000 (14) 1.55
-2.63% Dec 1996 Mar 1997 (4) May 1997 (6) 1.43
-2.63% Sep 2017 Oct 2018 (14) Jan 2019 (17) 1.55
-2.58% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.33
-2.43% May 2015 Sep 2015 (5) Mar 2016 (11) 1.45
-2.37% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.36
-2.22% Apr 2004 May 2004 (2) Sep 2004 (6) 1.42

Drawdown comparison chart since January 1985.

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Total Bond US Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.28% Aug 2020 Oct 2022 (27) In progress (44) 9.87
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-5.86% Mar 1987 Sep 1987 (7) Jan 1988 (11) 3.00
-5.45% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.70
-5.01% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.62
-4.47% Sep 1987 Nov 1987 (3) Jan 1988 (5) 2.81
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.35% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.45
-4.18% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.32
-4.01% May 2013 Aug 2013 (4) May 2014 (13) 2.32
-3.88% Apr 2008 Oct 2008 (7) Dec 2008 (9) 1.46
-3.68% Aug 2016 Nov 2016 (4) Aug 2017 (13) 2.01
-3.47% Jun 2003 Jul 2003 (2) Jan 2004 (8) 1.59
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-3.16% Feb 1996 May 1996 (4) Oct 1996 (9) 1.96
-3.03% Apr 2004 May 2004 (2) Aug 2004 (5) 2.03
-2.67% Feb 2015 Jun 2015 (5) Feb 2016 (13) 1.47
-2.65% Jan 2009 Feb 2009 (2) Jun 2009 (6) 1.48
-2.64% Mar 1988 May 1988 (3) Sep 1988 (7) 1.20

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
-0.69%
 -1.53%
+1.15%
 -0.23%
2023
+5.41%
 -6.02%
+9.53%
 -5.04%
2022
-13.11%
 -15.50%
-14.00%
 -16.30%
2021
-1.86%
 -3.64%
+2.15%
 -1.71%
2020
+7.71%
 -1.59%
+8.85%
 -4.47%
2019
+8.83%
 -0.57%
+12.26%
 -0.05%
2018
-0.12%
 -2.57%
-1.15%
 -2.37%
2017
+3.57%
 -0.60%
+7.31%
 0.00%
2016
+2.52%
 -3.68%
+4.45%
 -2.58%
2015
+0.56%
 -2.67%
+0.26%
 -2.43%
2014
+5.82%
 -0.57%
+6.50%
 -0.99%
2013
-2.10%
 -4.01%
+3.78%
 -3.36%
2012
+3.16%
 -0.88%
+7.54%
 -1.14%
2011
+7.92%
 -0.38%
+5.49%
 -1.55%
2010
+6.20%
 -1.70%
+8.55%
 -1.00%
2009
+3.64%
 -2.65%
+12.18%
 -5.19%
2008
+6.86%
 -3.88%
-4.64%
 -10.54%
2007
+6.92%
 -1.16%
+6.96%
 -0.49%
2006
+4.27%
 -1.30%
+7.11%
 -0.79%
2005
+2.40%
 -1.90%
+4.54%
 -1.40%
2004
+4.24%
 -3.03%
+7.04%
 -2.22%
2003
+3.97%
 -3.47%
+10.09%
 -1.74%
2002
+8.26%
 -1.46%
+3.19%
 -1.88%
2001
+8.43%
 -1.91%
+4.39%
 -1.61%
2000
+11.39%
 -0.65%
+6.07%
 -1.88%
1999
-0.76%
 -2.64%
+4.89%
 -1.98%
1998
+8.58%
 -0.55%
+12.95%
 -1.57%
1997
+9.44%
 -0.97%
+7.78%
 -1.74%
1996
+3.58%
 -3.16%
+6.01%
 -0.91%
1995
+18.18%
 -0.25%
+19.89%
 0.00%
1994
-2.66%
 -5.01%
-2.48%
 -5.45%
1993
+9.68%
 -0.97%
+13.03%
 -1.55%
1992
+7.14%
 -1.39%
+6.76%
 -2.36%
1991
+15.25%
 -0.06%
+18.32%
 -1.28%
1990
+8.65%
 -1.97%
+3.86%
 -4.35%
1989
+13.64%
 -1.60%
+14.71%
 -1.34%
1988
+7.35%
 -2.64%
+10.36%
 -1.32%
1987
+1.54%
 -5.86%
+4.45%
 -4.47%
1986
+15.10%
 -2.05%
+19.21%
 -2.56%
1985
+22.24%
 -2.00%
+26.25%
 -1.52%