Last Update: 31 October 2022
The Vanguard LifeStrategy Conservative Growth Portfolio obtained a 6.39% compound annual return, with a 6.64% standard deviation, in the last 30 Years.
The Dynamic 40/60 Income Portfolio obtained a 7.03% compound annual return, with a 7.91% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Conservative Growth Portfolio | Dynamic 40/60 Income Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 60% | 60% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.39% | +7.03% |
| Std Dev | 6.64% | 7.91% | |
| Max Drawdown | -21.90% | -29.84% | |
Last Update: 31 October 2022
Historical Returns as of Oct 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Conservative Growth Portfolio | +1.88 | -7.11 | -16.61 | +2.28 | +4.31 | +6.39 | +6.26 |
| Dynamic 40/60 Income Portfolio | +1.47 | -5.85 | -15.31 | +1.92 | +3.96 | +7.03 | +7.15 |
Capital Growth as of Oct 31, 2022
Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1000$, since November 1992, now would be worth 6410.84$, with a total return of 541.08% (6.39% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1000$, since November 1992, now would be worth 7672.72$, with a total return of 667.27% (7.03% annualized).
Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1000$, since January 1992, now would be worth 6504.27$, with a total return of 550.43% (6.26% annualized).
Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8399.13$, with a total return of 739.91% (7.15% annualized).
Drawdowns
Drawdown comparison chart since October 1992.
Vanguard LifeStrategy Conservative Growth Portfolio |
Dynamic 40/60 Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -29.84% | Nov 2007 | Feb 2009 | |||
| -21.90% | Nov 2007 | Feb 2009 | |||
| -18.57% | Jan 2022 | Sep 2022 | |||
| -17.33% | Jan 2022 | Sep 2022 | |||
| -12.42% | Feb 2020 | Mar 2020 | |||
| -9.38% | May 1998 | Aug 1998 | |||
| -8.46% | Feb 2020 | Mar 2020 | |||
| -8.06% | Feb 2001 | Sep 2002 | |||
| -7.19% | Jun 2011 | Sep 2011 | |||
| -6.73% | May 2002 | Jul 2002 | |||
| -6.00% | May 2011 | Sep 2011 | |||
| -5.36% | Feb 1994 | Jun 1994 | |||
| -5.30% | Jul 1998 | Aug 1998 | |||
| -5.09% | Oct 2018 | Dec 2018 | |||
| -4.90% | Feb 1994 | Jun 1994 | |||
| -4.63% | Sep 2018 | Dec 2018 | |||
| -4.56% | May 2015 | Sep 2015 | |||
| -4.13% | Sep 2000 | Nov 2000 | |||
| -4.06% | Jun 2015 | Sep 2015 | |||
| -3.80% | Sep 2000 | Nov 2000 | |||
Drawdown comparison chart since January 1992.
Vanguard LifeStrategy Conservative Growth Portfolio |
Dynamic 40/60 Income Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -29.84% | Nov 2007 | Feb 2009 | |||
| -21.90% | Nov 2007 | Feb 2009 | |||
| -18.57% | Jan 2022 | Sep 2022 | |||
| -17.33% | Jan 2022 | Sep 2022 | |||
| -12.42% | Feb 2020 | Mar 2020 | |||
| -9.38% | May 1998 | Aug 1998 | |||
| -8.46% | Feb 2020 | Mar 2020 | |||
| -8.06% | Feb 2001 | Sep 2002 | |||
| -7.19% | Jun 2011 | Sep 2011 | |||
| -6.73% | May 2002 | Jul 2002 | |||
| -6.00% | May 2011 | Sep 2011 | |||
| -5.36% | Feb 1994 | Jun 1994 | |||
| -5.30% | Jul 1998 | Aug 1998 | |||
| -5.09% | Oct 2018 | Dec 2018 | |||
| -4.90% | Feb 1994 | Jun 1994 | |||
| -4.63% | Sep 2018 | Dec 2018 | |||
| -4.56% | May 2015 | Sep 2015 | |||
| -4.13% | Sep 2000 | Nov 2000 | |||
| -4.06% | Jun 2015 | Sep 2015 | |||
| -3.80% | Sep 2000 | Nov 2000 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Vanguard LifeStrategy Conservative Growth Portfolio | Dynamic 40/60 Income Portfolio |
|---|---|---|
| 2022 |
-17.04% | -16.11% |
| 2021 |
+6.29% | +6.72% |
| 2020 |
+10.90% | +8.28% |
| 2019 |
+15.98% | +15.91% |
| 2018 |
-3.06% | -3.18% |
| 2017 |
+11.40% | +9.18% |
| 2016 |
+5.76% | +7.53% |
| 2015 |
-0.23% | +0.21% |
| 2014 |
+6.30% | +7.01% |
| 2013 |
+9.27% | +6.13% |
| 2012 |
+10.01% | +12.70% |
| 2011 |
+2.86% | +2.96% |
| 2010 |
+10.21% | +11.25% |
| 2009 |
+17.23% | +22.37% |
| 2008 |
-13.37% | -14.80% |
| 2007 |
+7.58% | +0.88% |
| 2006 |
+10.35% | +9.18% |
| 2005 |
+5.91% | +5.23% |
| 2004 |
+9.28% | +8.41% |
| 2003 |
+16.21% | +21.64% |
| 2002 |
-2.19% | +1.03% |
| 2001 |
-0.37% | +8.71% |
| 2000 |
+1.40% | +3.43% |
| 1999 |
+10.23% | +11.02% |
| 1998 |
+14.76% | +6.04% |
| 1997 |
+10.41% | +16.36% |
| 1996 |
+8.12% | +16.81% |
| 1995 |
+20.68% | +23.17% |
| 1994 |
-0.91% | -3.19% |
| 1993 |
+14.36% | +14.73% |
| 1992 |
+4.96% | +12.95% |