Last Update: 31 March 2024
The Vanguard LifeStrategy Conservative Growth Portfolio obtained a 6.46% compound annual return, with a 6.87% standard deviation, in the last 30 Years.
The Harry Browne Permanent Portfolio obtained a 6.64% compound annual return, with a 6.60% standard deviation, in the last 30 Years.
Summary
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| Vanguard LifeStrategy Conservative Growth Portfolio | Harry Browne Permanent Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40% | 25% |
| Fixed Income | 60% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +6.46% | +6.64% |
| Std Dev | 6.87% | 6.60% | |
| Max Drawdown | -21.90% | -15.92% | |
| All time Stats (Since Jan 1985) |
Return | +8.00% | +7.29% |
| Std Dev | 7.13% | 6.39% | |
| Max Drawdown | -21.90% | -15.92% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Conservative Growth Portfolio | +1.82 | +11.60 | +10.58 | +4.73 | +4.83 | +6.46 | +8.00 |
| Harry Browne Permanent Portfolio | +3.19 | +13.45 | +9.29 | +6.27 | +5.25 | +6.64 | +7.29 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1$, since April 1994,
now would be worth 6.54$, with a total return of 553.71%
(6.46% annualized).
Harry Browne Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 6.88$, with a total return of 588.05% (6.64% annualized).
Harry Browne Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 6.88$, with a total return of 588.05% (6.64% annualized).
Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1$, since January 1985,
now would be worth 20.52$, with a total return of 1952.44%
(8.00% annualized).
Harry Browne Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 15.80$, with a total return of 1480.21% (7.29% annualized).
Harry Browne Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 15.80$, with a total return of 1480.21% (7.29% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Vanguard LifeStrategy Conservative Growth Portfolio
|
Harry Browne Permanent Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -21.90% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 10.27 | |||||
| -18.57% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.50 | |||||
| -15.92% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.56 | |||||
| -12.63% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 4.94 | |||||
| -8.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 3.62 | |||||
| -8.06% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 4.17 | |||||
| -6.98% | Aug 2016 | Dec 2016 (5) | Aug 2017 (13) | 3.48 | |||||
| -6.86% | Oct 2012 | Jun 2013 (9) | Feb 2014 (17) | 3.11 | |||||
| -6.73% | Feb 2015 | Dec 2015 (11) | Apr 2016 (15) | 4.30 | |||||
| -6.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.46 | |||||
| -5.43% | Sep 2000 | Mar 2001 (7) | Mar 2002 (19) | 2.54 | |||||
| -5.34% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 2.52 | |||||
| -5.30% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 2.58 | |||||
| -4.63% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.47 | |||||
| -4.56% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.56 | |||||
| -4.43% | Jan 2021 | Mar 2021 (3) | May 2021 (5) | 2.62 | |||||
| -4.25% | Feb 2018 | Oct 2018 (9) | Feb 2019 (13) | 2.22 | |||||
| -4.20% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 2.55 | |||||
| -4.02% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.00 | |||||
| -3.80% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 1.98 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Vanguard LifeStrategy Conservative Growth Portfolio
|
Harry Browne Permanent Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -21.90% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 10.27 | |||||
| -18.57% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.50 | |||||
| -15.92% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.56 | |||||
| -12.63% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 4.94 | |||||
| -9.95% | Sep 1987 | Nov 1987 (3) | Jun 1988 (10) | 4.85 | |||||
| -8.46% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 3.62 | |||||
| -8.06% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 4.17 | |||||
| -7.29% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.92 | |||||
| -6.98% | Aug 2016 | Dec 2016 (5) | Aug 2017 (13) | 3.48 | |||||
| -6.86% | Oct 2012 | Jun 2013 (9) | Feb 2014 (17) | 3.11 | |||||
| -6.73% | Feb 2015 | Dec 2015 (11) | Apr 2016 (15) | 4.30 | |||||
| -6.31% | Jan 1990 | Apr 1990 (4) | Jul 1990 (7) | 3.33 | |||||
| -6.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.46 | |||||
| -5.78% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 2.85 | |||||
| -5.43% | Sep 2000 | Mar 2001 (7) | Mar 2002 (19) | 2.54 | |||||
| -5.34% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 2.52 | |||||
| -5.30% | Jul 1998 | Aug 1998 (2) | Oct 1998 (4) | 2.58 | |||||
| -4.90% | Feb 1994 | Jun 1994 (5) | Mar 1995 (14) | 3.29 | |||||
| -4.63% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 2.47 | |||||
| -4.56% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.56 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.78%
|
-0.17% |
+3.69%
|
-0.53% |
| 2023 |
+12.64%
|
-6.30% |
+11.55%
|
-5.68% |
| 2022 |
-14.98%
|
-18.57% |
-12.53%
|
-15.92% |
| 2021 |
+6.29%
|
-2.35% |
+4.21%
|
-4.43% |
| 2020 |
+10.90%
|
-8.46% |
+16.10%
|
-3.30% |
| 2019 |
+15.98%
|
-1.67% |
+16.17%
|
-1.10% |
| 2018 |
-3.06%
|
-4.63% |
-1.76%
|
-4.25% |
| 2017 |
+11.40%
|
0.00% |
+10.97%
|
-0.83% |
| 2016 |
+5.76%
|
-1.97% |
+5.54%
|
-6.98% |
| 2015 |
-0.23%
|
-4.56% |
-3.06%
|
-6.73% |
| 2014 |
+6.30%
|
-1.55% |
+9.40%
|
-2.62% |
| 2013 |
+9.27%
|
-3.00% |
-2.08%
|
-6.04% |
| 2012 |
+10.01%
|
-3.02% |
+6.41%
|
-1.83% |
| 2011 |
+2.86%
|
-6.00% |
+11.11%
|
-1.85% |
| 2010 |
+10.21%
|
-3.68% |
+13.92%
|
-0.53% |
| 2009 |
+17.23%
|
-8.65% |
+7.85%
|
-6.22% |
| 2008 |
-13.37%
|
-17.25% |
+0.87%
|
-12.63% |
| 2007 |
+7.58%
|
-1.31% |
+12.69%
|
-1.20% |
| 2006 |
+10.35%
|
-1.58% |
+10.94%
|
-2.12% |
| 2005 |
+5.91%
|
-1.60% |
+8.91%
|
-1.25% |
| 2004 |
+9.28%
|
-2.28% |
+6.83%
|
-4.20% |
| 2003 |
+16.21%
|
-1.18% |
+13.32%
|
-2.34% |
| 2002 |
-2.19%
|
-6.39% |
+5.85%
|
-4.02% |
| 2001 |
-0.37%
|
-6.05% |
-0.52%
|
-4.13% |
| 2000 |
+1.40%
|
-3.80% |
+2.40%
|
-3.23% |
| 1999 |
+10.23%
|
-2.26% |
+5.17%
|
-3.54% |
| 1998 |
+14.76%
|
-5.30% |
+10.09%
|
-5.34% |
| 1997 |
+10.41%
|
-2.78% |
+7.19%
|
-2.33% |
| 1996 |
+8.12%
|
-1.36% |
+5.08%
|
-2.02% |
| 1995 |
+20.68%
|
0.00% |
+18.11%
|
0.00% |
| 1994 |
-0.91%
|
-4.90% |
-1.37%
|
-3.63% |
| 1993 |
+14.36%
|
-2.48% |
+12.00%
|
-0.99% |
| 1992 |
+4.96%
|
-3.22% |
+3.57%
|
-1.77% |
| 1991 |
+19.55%
|
-2.33% |
+11.72%
|
-0.88% |
| 1990 |
-0.50%
|
-7.29% |
+1.11%
|
-4.53% |
| 1989 |
+16.53%
|
-1.00% |
+12.90%
|
-1.18% |
| 1988 |
+12.93%
|
-1.67% |
+4.39%
|
-1.50% |
| 1987 |
+6.77%
|
-9.95% |
+7.42%
|
-5.78% |
| 1986 |
+22.93%
|
-3.26% |
+17.64%
|
-1.28% |
| 1985 |
+29.44%
|
-0.72% |
+20.47%
|
-2.05% |
