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
| 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
| 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 |
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.
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.
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.
| 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% |