Last Update: 31 October 2022

The US Inflation Protection Portfolio obtained a 5.47% compound annual return, with a 6.07% standard deviation, in the last 30 Years.

The Vanguard LifeStrategy Income Fund Portfolio obtained a 5.55% compound annual return, with a 4.52% standard deviation, in the last 30 Years.

Summary

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US Inflation Protection Portfolio Vanguard LifeStrategy Income Fund Portfolio
Risk Low Low
Asset Allocation Stocks 0% 20%
Fixed Income 100% 80%
Commodities 0% 0%
30 Years Stats Return +5.47% +5.55%
Std Dev 6.07% 4.52%
Max Drawdown -14.74% -16.61%

Last Update: 31 October 2022

Historical Returns as of Oct 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
US Inflation Protection Portfolio +1.42 -8.80 -12.43 +1.79 +0.80 +5.47 +6.85
Vanguard LifeStrategy Income Fund Portfolio +0.59 -6.62 -15.57 +1.00 +2.66 +5.55 +6.97
(*) Returns over 1 year are annualized

Capital Growth as of Oct 31, 2022

US Inflation Protection Portfolio: an investment of 1000$, since November 1992, now would be worth 4941.07$, with a total return of 394.11% (5.47% annualized).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since November 1992, now would be worth 5059.84$, with a total return of 405.98% (5.55% annualized).

US Inflation Protection Portfolio: an investment of 1000$, since January 1985, now would be worth 12248.98$, with a total return of 1124.90% (6.85% annualized).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 12804.01$, with a total return of 1180.40% (6.97% annualized).

Drawdowns

Drawdown comparison chart since October 1992.

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US Inflation Protection Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.61% Sep 2021 Sep 2022
-14.74% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-10.54% May 2008 Oct 2008
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-5.45% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.47% Feb 2020 Mar 2020
-4.37% Dec 1996 Mar 1997
-3.37% Nov 2001 Dec 2001
-3.36% May 2013 Jun 2013
-3.05% Nov 2010 Dec 2010
-2.75% Oct 2002 Oct 2002
-2.63% Dec 1996 Mar 1997
-2.60% Sep 2005 Apr 2006
-2.58% Oct 2016 Nov 2016

Drawdown comparison chart since January 1985.

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US Inflation Protection Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.61% Sep 2021 Sep 2022
-14.74% Jan 2022 Sep 2022
-11.79% Sep 2008 Oct 2008
-10.68% Feb 1994 Oct 1994
-10.54% May 2008 Oct 2008
-9.45% Mar 1987 Sep 1987
-9.24% Dec 2012 Dec 2013
-6.47% Feb 1996 May 1996
-5.45% Feb 1994 Jun 1994
-5.32% Feb 1999 Dec 1999
-5.32% Jun 2003 Jul 2003
-4.82% Apr 2004 Apr 2004
-4.70% Mar 1988 May 1988
-4.47% Sep 1987 Nov 1987
-4.47% Feb 2020 Mar 2020
-4.42% Dec 1989 Apr 1990
-4.37% Dec 1996 Mar 1997
-4.35% Jan 1990 Apr 1990
-4.18% May 1986 May 1986
-4.18% Aug 1990 Sep 1990

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year US Inflation Protection Portfolio Vanguard LifeStrategy Income Fund Portfolio
2022
-13.52% -15.81%
2021
+5.67% +2.15%
2020
+10.84% +8.85%
2019
+8.35% +12.26%
2018
-1.42% -1.15%
2017
+2.92% +7.31%
2016
+4.68% +4.45%
2015
-1.75% +0.26%
2014
+3.59% +6.50%
2013
-8.49% +3.78%
2012
+6.39% +7.54%
2011
+13.28% +5.49%
2010
+6.14% +8.55%
2009
+8.94% +12.18%
2008
+0.04% -4.64%
2007
+11.92% +6.96%
2006
+0.28% +7.11%
2005
+2.49% +4.54%
2004
+8.28% +7.04%
2003
+8.00% +10.09%
2002
+16.61% +3.19%
2001
+7.61% +4.39%
2000
+17.65% +6.07%
1999
-4.47% +4.89%
1998
+9.27% +12.95%
1997
+12.71% +7.78%
1996
+1.33% +6.01%
1995
+23.02% +19.89%
1994
-6.25% -2.48%
1993
+15.75% +13.03%
1992
+8.74% +6.76%
1991
+18.60% +18.32%
1990
+8.20% +3.86%
1989
+15.77% +14.71%
1988
+6.51% +10.36%
1987
-0.24% +4.45%
1986
+18.39% +19.21%
1985
+26.04% +26.25%
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