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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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