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 Stocks/Bonds 40/60 Momentum Portfolio obtained a 7.82% compound annual return, with a 6.84% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Stocks/Bonds 40/60 Momentum Portfolio | ||
|---|---|---|---|
| Risk | High | Medium | |
| Asset Allocation | Stocks | 60% | 40% |
| Fixed Income | 40% | 60% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +7.82% |
| Std Dev | 9.44% | 6.84% | |
| Max Drawdown | -33.52% | -21.11% | |
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 |
| Stocks/Bonds 40/60 Momentum Portfolio | -3.34 | -1.37 | -10.76 | +2.91 | +5.86 | +7.82 | +9.13 |
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).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since March 1993, now would be worth 9579.25$, with a total return of 857.92% (7.82% 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).
Stocks/Bonds 40/60 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 28097.18$, with a total return of 2709.72% (9.13% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Stocks/Bonds 40/60 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -21.11% | Nov 2021 | Sep 2022 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.54% | Nov 2007 | Feb 2009 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.48% | Feb 2001 | Sep 2002 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.10% | Feb 2020 | Mar 2020 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -5.91% | Feb 1994 | Jun 1994 | |||
| -5.89% | Oct 2018 | Dec 2018 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -4.62% | Feb 1994 | Mar 1994 | |||
| -4.13% | Aug 1998 | Aug 1998 | |||
| -3.77% | Sep 2020 | Oct 2020 | |||
| -3.76% | Aug 1997 | Aug 1997 | |||
| -3.62% | Jun 2011 | Sep 2011 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Stocks/Bonds 40/60 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -21.11% | Nov 2021 | Sep 2022 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.54% | Nov 2007 | Feb 2009 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -13.77% | Sep 1987 | Nov 1987 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.48% | Feb 2001 | Sep 2002 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.10% | Feb 2020 | Mar 2020 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -5.91% | Feb 1994 | Jun 1994 | |||
| -5.89% | Oct 2018 | Dec 2018 | |||
| -5.29% | Aug 1990 | Sep 1990 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -4.62% | Feb 1994 | Mar 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Stocks/Bonds 40/60 Momentum Portfolio |
|---|---|---|
| 2023 |
+2.70% | -1.63% |
| 2022 |
-15.97% | -15.17% |
| 2021 |
+10.43% | +4.23% |
| 2020 |
+12.96% | +16.57% |
| 2019 |
+19.70% | +16.20% |
| 2018 |
-4.98% | -0.73% |
| 2017 |
+15.50% | +17.14% |
| 2016 |
+7.06% | +3.51% |
| 2015 |
-0.72% | +3.91% |
| 2014 |
+6.10% | +9.34% |
| 2013 |
+14.76% | +12.57% |
| 2012 |
+12.49% | +7.87% |
| 2011 |
+0.23% | +7.13% |
| 2010 |
+11.87% | +10.93% |
| 2009 |
+22.28% | +9.16% |
| 2008 |
-22.10% | -12.27% |
| 2007 |
+8.20% | +11.21% |
| 2006 |
+13.59% | +6.78% |
| 2005 |
+7.28% | +9.09% |
| 2004 |
+11.52% | +9.22% |
| 2003 |
+22.34% | +12.78% |
| 2002 |
-7.56% | +0.04% |
| 2001 |
-5.13% | -1.88% |
| 2000 |
-3.26% | +2.99% |
| 1999 |
+15.58% | +15.71% |
| 1998 |
+16.58% | +24.65% |
| 1997 |
+13.04% | +20.41% |
| 1996 |
+10.23% | +14.08% |
| 1995 |
+21.48% | +27.84% |
| 1994 |
+0.66% | -2.03% |
| 1993 |
+15.69% | +11.10% |
| 1992 |
+3.16% | +6.01% |
| 1991 |
+20.78% | +23.91% |
| 1990 |
-4.85% | +5.79% |
| 1989 |
+18.36% | +25.29% |
| 1988 |
+15.51% | +7.24% |
| 1987 |
+9.10% | +1.86% |
| 1986 |
+26.65% | +18.14% |
| 1985 |
+32.63% | +26.30% |
