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 Marc Faber Portfolio obtained a 7.39% compound annual return, with a 9.55% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Marc Faber Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 50% |
| Fixed Income | 40% | 25% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +7.07% | +7.39% |
| Std Dev | 9.44% | 9.55% | |
| Max Drawdown | -33.52% | -28.82% | |
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 |
| Marc Faber Portfolio | -4.45 | +0.92 | -8.88 | +5.35 | +4.67 | +7.39 | +8.17 |
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).
Marc Faber Portfolio: an investment of 1000$, since March 1993, now would be worth 8478.78$, with a total return of 747.88% (7.39% 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).
Marc Faber Portfolio: an investment of 1000$, since January 1985, now would be worth 20033.18$, with a total return of 1903.32% (8.17% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Marc Faber Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -28.82% | Jun 2008 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -19.93% | Jan 2022 | Sep 2022 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.30% | Feb 2020 | Mar 2020 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.47% | May 1998 | Aug 1998 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.96% | Sep 2011 | Sep 2011 | |||
| -7.74% | Feb 2015 | Sep 2015 | |||
| -7.73% | Aug 2016 | Nov 2016 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.35% | Apr 2004 | Apr 2004 | |||
| -7.32% | May 2013 | Jun 2013 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.80% | Jun 2002 | Oct 2002 | |||
| -6.45% | Feb 1994 | Nov 1994 | |||
| -5.23% | Feb 2018 | Dec 2018 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Marc Faber Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -28.82% | Jun 2008 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -19.93% | Jan 2022 | Sep 2022 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.30% | Feb 2020 | Mar 2020 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.47% | May 1998 | Aug 1998 | |||
| -9.04% | Sep 1987 | Oct 1987 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.47% | Jan 1990 | Oct 1990 | |||
| -7.96% | Sep 2011 | Sep 2011 | |||
| -7.74% | Feb 2015 | Sep 2015 | |||
| -7.73% | Aug 2016 | Nov 2016 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.35% | Apr 2004 | Apr 2004 | |||
| -7.32% | May 2013 | Jun 2013 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Marc Faber Portfolio |
|---|---|---|
| 2023 |
+2.70% | +2.05% |
| 2022 |
-15.97% | -14.67% |
| 2021 |
+10.43% | +12.98% |
| 2020 |
+12.96% | +11.15% |
| 2019 |
+19.70% | +20.49% |
| 2018 |
-4.98% | -4.39% |
| 2017 |
+15.50% | +11.79% |
| 2016 |
+7.06% | +6.97% |
| 2015 |
-0.72% | -2.47% |
| 2014 |
+6.10% | +9.60% |
| 2013 |
+14.76% | -1.18% |
| 2012 |
+12.49% | +11.20% |
| 2011 |
+0.23% | +4.97% |
| 2010 |
+11.87% | +19.36% |
| 2009 |
+22.28% | +22.95% |
| 2008 |
-22.10% | -16.28% |
| 2007 |
+8.20% | +8.25% |
| 2006 |
+13.59% | +20.89% |
| 2005 |
+7.28% | +11.20% |
| 2004 |
+11.52% | +13.91% |
| 2003 |
+22.34% | +23.98% |
| 2002 |
-7.56% | +4.97% |
| 2001 |
-5.13% | +1.95% |
| 2000 |
-3.26% | +4.65% |
| 1999 |
+15.58% | +7.25% |
| 1998 |
+16.58% | +2.17% |
| 1997 |
+13.04% | +5.23% |
| 1996 |
+10.23% | +12.19% |
| 1995 |
+21.48% | +13.03% |
| 1994 |
+0.66% | -3.18% |
| 1993 |
+15.69% | +19.45% |
| 1992 |
+3.16% | +3.34% |
| 1991 |
+20.78% | +19.75% |
| 1990 |
-4.85% | -4.94% |
| 1989 |
+18.36% | +13.95% |
| 1988 |
+15.51% | +7.03% |
| 1987 |
+9.10% | +6.79% |
| 1986 |
+26.65% | +21.19% |
| 1985 |
+32.63% | +21.48% |
