Vanguard LifeStrategy Income Fund vs Simplified Permanent Portfolio Comparison

Last Update: 29 February 2024

The Vanguard LifeStrategy Income Fund Portfolio obtained a 5.40% compound annual return, with a 4.78% standard deviation, in the last 30 Years.

The Simplified Permanent Portfolio obtained a 6.85% compound annual return, with a 6.88% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Income Fund Portfolio Simplified Permanent Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 20% 25%
Fixed Income 80% 50%
Commodities 0% 25%
30 Years Stats Return +5.40% +6.85%
Std Dev 4.78% 6.88%
Max Drawdown -16.61% -16.43%
All time Stats
(Since Jan 1985)
Return +7.03% +7.77%
Std Dev 5.14% 6.79%
Max Drawdown -16.61% -16.43%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Vanguard LifeStrategy Income Fund Portfolio +0.00 +4.48 +7.97 +2.62 +3.15 +5.40 +7.03
Simplified Permanent Portfolio +0.41 +5.26 +10.59 +5.74 +4.68 +6.85 +7.77
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since March 1994, now would be worth 4.84$, with a total return of 383.98% (5.40% annualized).

Simplified Permanent Portfolio: an investment of 1$, since March 1994, now would be worth 7.30$, with a total return of 630.07% (6.85% annualized).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since January 1985, now would be worth 14.29$, with a total return of 1329.34% (7.03% annualized).

Simplified Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 18.75$, with a total return of 1775.00% (7.77% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Vanguard LifeStrategy Income Fund Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-16.61% Sep 2021 Sep 2022 (13) In progress (30) 9.97
-16.43% Jan 2022 Sep 2022 (9) In progress (26) 8.81
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.79% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.04
-4.63% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.40
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-3.97% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.72
-3.81% Jan 2021 Mar 2021 (3) May 2021 (5) 2.20
-3.73% Dec 1996 Mar 1997 (4) May 1997 (6) 1.90
-3.69% Sep 2011 Sep 2011 (1) Nov 2011 (3) 1.87
-3.68% Feb 2018 Oct 2018 (9) Jan 2019 (12) 2.08
-3.66% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.40
-3.64% Feb 1996 Jul 1996 (6) Oct 1996 (9) 2.20
-3.46% Sep 2000 Mar 2001 (7) Sep 2001 (13) 1.81
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Income Fund Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-16.61% Sep 2021 Sep 2022 (13) In progress (30) 9.97
-16.43% Jan 2022 Sep 2022 (9) In progress (26) 8.81
-13.28% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.20
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-6.69% Apr 2013 Jun 2013 (3) Feb 2014 (11) 3.22
-6.23% Aug 2016 Dec 2016 (5) Jul 2017 (12) 3.09
-5.83% Aug 1987 Nov 1987 (4) Oct 1988 (15) 2.68
-5.67% Feb 1994 Jun 1994 (5) Mar 1995 (14) 4.01
-5.66% Jan 1990 Apr 1990 (4) Dec 1990 (12) 2.70
-5.45% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.70
-5.27% Feb 2015 Dec 2015 (11) Mar 2016 (14) 3.18
-5.09% Feb 1999 Aug 1999 (7) Oct 1999 (9) 3.00
-4.79% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.04
-4.63% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.40
-4.47% Sep 1987 Nov 1987 (3) Jan 1988 (5) 2.81
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.35% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.45
-4.18% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.32
-3.81% Jan 2021 Mar 2021 (3) May 2021 (5) 2.20
-3.73% Dec 1996 Mar 1997 (4) May 1997 (6) 1.90

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.
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Year Return Drawdown Return Drawdown
2024
-0.23%
-0.23%
+0.37%
-0.04%
2023
+9.53%
-5.04%
+11.51%
-5.16%
2022
-14.00%
-16.30%
-12.67%
-16.43%
2021
+2.15%
-1.71%
+3.72%
-3.81%
2020
+8.85%
-4.47%
+16.46%
-3.11%
2019
+12.26%
-0.05%
+16.15%
-0.99%
2018
-1.15%
-2.37%
-1.29%
-3.68%
2017
+7.31%
0.00%
+9.78%
-0.96%
2016
+4.45%
-2.58%
+5.72%
-6.23%
2015
+0.26%
-2.43%
-1.82%
-5.27%
2014
+6.50%
-0.99%
+7.12%
-2.59%
2013
+3.78%
-3.36%
-1.76%
-6.69%
2012
+7.54%
-1.14%
+7.59%
-1.89%
2011
+5.49%
-1.55%
+10.45%
-3.69%
2010
+8.55%
-1.00%
+16.36%
-0.02%
2009
+12.18%
-5.19%
+9.94%
-4.96%
2008
-4.64%
-10.54%
+0.94%
-13.28%
2007
+6.96%
-0.49%
+14.14%
-1.50%
2006
+7.11%
-0.79%
+10.82%
-2.47%
2005
+4.54%
-1.40%
+7.34%
-1.60%
2004
+7.04%
-2.22%
+6.42%
-4.79%
2003
+10.09%
-1.74%
+15.31%
-2.22%
2002
+3.19%
-1.88%
+9.00%
-2.60%
2001
+4.39%
-1.61%
+0.15%
-3.21%
2000
+6.07%
-1.88%
+4.63%
-2.98%
1999
+4.89%
-1.98%
+2.25%
-5.09%
1998
+12.95%
-1.57%
+12.93%
-4.63%
1997
+7.78%
-1.74%
+8.38%
-2.87%
1996
+6.01%
-0.91%
+4.09%
-3.64%
1995
+19.89%
0.00%
+21.97%
0.00%
1994
-2.48%
-5.45%
-4.18%
-5.67%
1993
+13.03%
-1.55%
+13.56%
-1.61%
1992
+6.76%
-2.36%
+4.46%
-3.11%
1991
+18.32%
-1.28%
+15.41%
-1.06%
1990
+3.86%
-4.35%
+1.55%
-5.66%
1989
+14.71%
-1.34%
+15.24%
-1.52%
1988
+10.36%
-1.32%
+3.97%
-2.03%
1987
+4.45%
-4.47%
+5.46%
-5.83%
1986
+19.21%
-2.56%
+19.06%
-1.00%
1985
+26.25%
-1.52%
+24.24%
-2.66%