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 60/40 Momentum Portfolio obtained a 9.38% compound annual return, with a 9.41% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Stocks/Bonds 60/40 Momentum Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 60% |
| Fixed Income | 40% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.07% | +9.38% |
| Std Dev | 9.44% | 9.41% | |
| Max Drawdown | -33.52% | -32.52% | |
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 60/40 Momentum Portfolio | -3.57 | -0.83 | -11.14 | +4.04 | +8.15 | +9.38 | +10.63 |
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 60/40 Momentum Portfolio: an investment of 1000$, since March 1993, now would be worth 14732.59$, with a total return of 1373.26% (9.38% 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 60/40 Momentum Portfolio: an investment of 1000$, since January 1985, now would be worth 47212.39$, with a total return of 4621.24% (10.63% annualized).
Drawdowns
Drawdown comparison chart since February 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Stocks/Bonds 60/40 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -32.52% | Nov 2007 | Feb 2009 | |||
| -24.21% | Nov 2021 | Sep 2022 | |||
| -21.14% | Sep 2000 | Sep 2002 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.73% | Feb 2020 | Mar 2020 | |||
| -9.29% | Oct 2018 | Dec 2018 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.14% | May 2011 | Sep 2011 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.78% | Aug 1998 | Aug 1998 | |||
| -6.35% | Feb 1994 | Jun 1994 | |||
| -5.20% | Sep 2020 | Oct 2020 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -4.62% | Feb 1994 | Mar 1994 | |||
| -4.61% | Aug 2015 | Sep 2015 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Stocks/Bonds 60/40 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -32.52% | Nov 2007 | Feb 2009 | |||
| -24.21% | Nov 2021 | Sep 2022 | |||
| -21.14% | Sep 2000 | Sep 2002 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -20.08% | Sep 1987 | Nov 1987 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.73% | Feb 2020 | Mar 2020 | |||
| -9.29% | Oct 2018 | Dec 2018 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -7.66% | Aug 1990 | Sep 1990 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.14% | May 2011 | Sep 2011 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.78% | Aug 1998 | Aug 1998 | |||
| -6.35% | Feb 1994 | Jun 1994 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Stocks/Bonds 60/40 Momentum Portfolio |
|---|---|---|
| 2023 |
+2.70% | -2.61% |
| 2022 |
-15.97% | -16.20% |
| 2021 |
+10.43% | +7.27% |
| 2020 |
+12.96% | +20.99% |
| 2019 |
+19.70% | +19.89% |
| 2018 |
-4.98% | -1.04% |
| 2017 |
+15.50% | +23.93% |
| 2016 |
+7.06% | +4.01% |
| 2015 |
-0.72% | +5.58% |
| 2014 |
+6.10% | +11.10% |
| 2013 |
+14.76% | +19.91% |
| 2012 |
+12.49% | +10.22% |
| 2011 |
+0.23% | +6.73% |
| 2010 |
+11.87% | +13.29% |
| 2009 |
+22.28% | +11.92% |
| 2008 |
-22.10% | -21.83% |
| 2007 |
+8.20% | +13.35% |
| 2006 |
+13.59% | +8.04% |
| 2005 |
+7.28% | +12.44% |
| 2004 |
+11.52% | +11.72% |
| 2003 |
+22.34% | +17.18% |
| 2002 |
-7.56% | -4.07% |
| 2001 |
-5.13% | -7.04% |
| 2000 |
-3.26% | -1.21% |
| 1999 |
+15.58% | +23.95% |
| 1998 |
+16.58% | +32.69% |
| 1997 |
+13.04% | +25.89% |
| 1996 |
+10.23% | +19.33% |
| 1995 |
+21.48% | +32.67% |
| 1994 |
+0.66% | -1.72% |
| 1993 |
+15.69% | +11.81% |
| 1992 |
+3.16% | +5.45% |
| 1991 |
+20.78% | +28.24% |
| 1990 |
-4.85% | +4.36% |
| 1989 |
+18.36% | +31.11% |
| 1988 |
+15.51% | +7.18% |
| 1987 |
+9.10% | +2.02% |
| 1986 |
+26.65% | +19.66% |
| 1985 |
+32.63% | +28.33% |
