Last Update: 31 July 2022
The US Stocks Portfolio obtained a 10.00% compound annual return, with a 15.09% standard deviation, in the last 30 Years.
The Stocks/Bonds 80/20 Portfolio obtained a 9.21% compound annual return, with a 12.07% standard deviation, in the last 30 Years.
Summary
| US Stocks Portfolio | Stocks/Bonds 80/20 Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 80% |
| Fixed Income | 0% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +10.00% | +9.21% |
| Std Dev | 15.09% | 12.07% | |
| Max Drawdown | -50.84% | -41.09% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1972
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| US Stocks Portfolio | +9.35 | -8.42 | -7.75 | +12.11 | +13.43 | +10.00 | +10.52 |
| Stocks/Bonds 80/20 Portfolio | +7.80 | -7.97 | -7.81 | +10.07 | +11.16 | +9.21 | +9.96 |
Capital Growth as of Jul 31, 2022
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$, since August 1992, now would be worth 14039.19$, with a total return of 1303.92% (9.21% annualized).
US Stocks Portfolio: an investment of 1000$, since January 1972, now would be worth 157287.43$, with a total return of 15628.74% (10.52% 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).
Drawdowns
Drawdown comparison chart since July 1992.
US Stocks Portfolio |
Stocks/Bonds 80/20 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.
US Stocks Portfolio |
Stocks/Bonds 80/20 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.
| Year | US Stocks Portfolio | Stocks/Bonds 80/20 Portfolio |
|---|---|---|
| 2022 |
-13.97% | -12.82% |
| 2021 |
+25.67% | +20.16% |
| 2020 |
+21.03% | +18.36% |
| 2019 |
+30.67% | +26.30% |
| 2018 |
-5.21% | -4.19% |
| 2017 |
+21.21% | +17.68% |
| 2016 |
+12.83% | +10.77% |
| 2015 |
+0.36% | +0.40% |
| 2014 |
+12.54% | +11.20% |
| 2013 |
+33.45% | +26.34% |
| 2012 |
+16.45% | +13.79% |
| 2011 |
+0.97% | +2.36% |
| 2010 |
+17.42% | +15.18% |
| 2009 |
+28.89% | +23.84% |
| 2008 |
-36.98% | -28.21% |
| 2007 |
+5.37% | +5.68% |
| 2006 |
+15.69% | +13.41% |
| 2005 |
+6.31% | +5.53% |
| 2004 |
+12.79% | +11.08% |
| 2003 |
+30.75% | +25.40% |
| 2002 |
-20.47% | -14.73% |
| 2001 |
-10.97% | -7.09% |
| 2000 |
-10.57% | -6.18% |
| 1999 |
+23.81% | +18.90% |
| 1998 |
+23.26% | +20.33% |
| 1997 |
+30.99% | +26.68% |
| 1996 |
+20.96% | +17.49% |
| 1995 |
+35.79% | +32.26% |
| 1994 |
-0.17% | -0.67% |
| 1993 |
+10.62% | +10.44% |
| 1992 |
+9.11% | +8.71% |
| 1991 |
+32.39% | +28.96% |
| 1990 |
-6.08% | -3.13% |
| 1989 |
+28.12% | +25.22% |
| 1988 |
+17.32% | +15.32% |
| 1987 |
+2.61% | +2.40% |
| 1986 |
+14.57% | +14.68% |
| 1985 |
+31.27% | +29.47% |
| 1984 |
+2.19% | +4.75% |
| 1983 |
+22.66% | +19.17% |
| 1982 |
+20.50% | +22.62% |
| 1981 |
-4.15% | -1.44% |
| 1980 |
+33.15% | +27.10% |
| 1979 |
+24.25% | +20.47% |
| 1978 |
+8.45% | +6.99% |
| 1977 |
-3.36% | -2.48% |
| 1976 |
+26.47% | +23.93% |
| 1975 |
+37.82% | +31.73% |
| 1974 |
-27.81% | -21.11% |
| 1973 |
-18.18% | -13.65% |
| 1972 |
+17.62% | +14.64% |