Last Update: 28 February 2023
The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.07% compound annual return, with a 9.44% standard deviation, in the last 30 Years.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.34% compound annual return, with a 11.59% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 71% |
| Fixed Income | 40% | 29% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +8.34% |
| Std Dev | 9.44% | 11.59% | |
| Max Drawdown | -33.52% | -41.80% | |
Last Update: 28 February 2023
Historical Returns as of Feb 28, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Portfolio | -2.92 | +1.34 | -8.66 | +4.17 | +5.95 | +7.07 | +8.64 |
| Burton Malkiel Late Sixties and Beyond Portfolio | -3.56 | +1.53 | -7.64 | +5.02 | +6.39 | +8.34 | +9.68 |
Capital Growth as of Feb 28, 2023
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since March 1993, now would be worth 7752.38$, with a total return of 675.24% (7.07% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since March 1993, now would be worth 11042.96$, with a total return of 1004.30% (8.34% annualized).
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1000$, since January 1985, now would be worth 23670.28$, with a total return of 2267.03% (8.64% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1985, now would be worth 34058.40$, with a total return of 3305.84% (9.68% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -33.52% | Nov 2007 | Feb 2009 | |||
| -22.44% | Jan 2022 | Sep 2022 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.20% | Feb 1994 | Mar 1994 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -7.04% | Apr 2004 | Apr 2004 | |||
| -6.12% | Sep 2000 | Nov 2000 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -33.52% | Nov 2007 | Feb 2009 | |||
| -22.44% | Jan 2022 | Sep 2022 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -19.08% | Sep 1987 | Nov 1987 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -13.63% | Aug 1990 | Sep 1990 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio |
|---|---|---|
| 2023 |
+2.70% | +2.34% |
| 2022 |
-15.97% | -16.23% |
| 2021 |
+10.43% | +15.40% |
| 2020 |
+12.96% | +10.03% |
| 2019 |
+19.70% | +22.55% |
| 2018 |
-4.98% | -5.90% |
| 2017 |
+15.50% | +16.49% |
| 2016 |
+7.06% | +8.48% |
| 2015 |
-0.72% | -1.63% |
| 2014 |
+6.10% | +9.01% |
| 2013 |
+14.76% | +12.49% |
| 2012 |
+12.49% | +14.20% |
| 2011 |
+0.23% | +1.01% |
| 2010 |
+11.87% | +14.47% |
| 2009 |
+22.28% | +25.30% |
| 2008 |
-22.10% | -26.02% |
| 2007 |
+8.20% | +5.18% |
| 2006 |
+13.59% | +20.06% |
| 2005 |
+7.28% | +9.86% |
| 2004 |
+11.52% | +14.78% |
| 2003 |
+22.34% | +29.73% |
| 2002 |
-7.56% | -5.70% |
| 2001 |
-5.13% | +5.85% |
| 2000 |
-3.26% | +2.46% |
| 1999 |
+15.58% | +12.48% |
| 1998 |
+16.58% | +5.92% |
| 1997 |
+13.04% | +15.13% |
| 1996 |
+10.23% | +18.95% |
| 1995 |
+21.48% | +20.20% |
| 1994 |
+0.66% | -3.17% |
| 1993 |
+15.69% | +23.51% |
| 1992 |
+3.16% | +4.84% |
| 1991 |
+20.78% | +33.86% |
| 1990 |
-4.85% | -5.42% |
| 1989 |
+18.36% | +26.07% |
| 1988 |
+15.51% | +16.73% |
| 1987 |
+9.10% | -0.94% |
| 1986 |
+26.65% | +18.93% |
| 1985 |
+32.63% | +27.52% |
