Vanguard LifeStrategy Moderate Growth vs Tim Maurer Simple Money Portfolio Comparison

Last Update: 29 February 2024

The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.06% compound annual return, with a 9.53% standard deviation, in the last 30 Years.

The Tim Maurer Simple Money Portfolio obtained a 7.04% compound annual return, with a 9.11% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Moderate Growth Portfolio Tim Maurer Simple Money Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 60%
Fixed Income 40% 40%
Commodities 0% 0%
30 Years Stats Return +7.06% +7.04%
Std Dev 9.53% 9.11%
Max Drawdown -33.52% -32.39%
All time Stats
(Since Jan 1985)
Return +8.80% +9.08%
Std Dev 9.65% 9.49%
Max Drawdown -33.52% -32.39%
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 Moderate Growth Portfolio +2.23 +7.92 +15.10 +6.72 +6.13 +7.06 +8.80
Tim Maurer Simple Money Portfolio +0.91 +5.50 +8.17 +4.82 +4.61 +7.04 +9.08
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since March 1994, now would be worth 7.75$, with a total return of 674.67% (7.06% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1$, since March 1994, now would be worth 7.69$, with a total return of 669.18% (7.04% annualized).

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since January 1985, now would be worth 27.24$, with a total return of 2624.40% (8.80% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1$, since January 1985, now would be worth 30.08$, with a total return of 2908.17% (9.08% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Vanguard LifeStrategy Moderate Growth Portfolio
Tim Maurer Simple Money Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-33.52% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.98
-32.39% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.00
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (26) 11.13
-18.44% Sep 2021 Sep 2022 (13) In progress (30) 8.21
-14.55% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.58
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.27% May 2011 Sep 2011 (5) Mar 2012 (11) 5.07
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-9.50% May 1998 Aug 1998 (4) Dec 1998 (8) 4.41
-8.98% Jun 2002 Sep 2002 (4) May 2003 (12) 6.17
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-8.67% Sep 2018 Dec 2018 (4) Jun 2019 (10) 3.88
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-6.83% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-6.66% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.39
-5.80% Apr 2012 May 2012 (2) Sep 2012 (6) 2.67
-5.08% Apr 2012 May 2012 (2) Aug 2012 (5) 2.32
-4.52% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.82

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Moderate Growth Portfolio
Tim Maurer Simple Money Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-33.52% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.98
-32.39% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.00
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (26) 11.13
-18.44% Sep 2021 Sep 2022 (13) In progress (30) 8.21
-17.06% Sep 1987 Nov 1987 (3) Sep 1988 (13) 8.03
-14.69% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.88
-14.55% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.58
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.99% Jan 1990 Oct 1990 (10) Feb 1991 (14) 6.16
-11.27% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.63
-11.27% May 2011 Sep 2011 (5) Mar 2012 (11) 5.07
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-9.50% May 1998 Aug 1998 (4) Dec 1998 (8) 4.41
-8.98% Jun 2002 Sep 2002 (4) May 2003 (12) 6.17
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-8.67% Sep 2018 Dec 2018 (4) Jun 2019 (10) 3.88
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-6.83% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98

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
+2.12%
-0.11%
-0.03%
-0.93%
2023
+15.75%
-7.48%
+11.54%
-7.51%
2022
-15.97%
-20.84%
-11.48%
-18.42%
2021
+10.43%
-2.95%
+10.46%
-2.79%
2020
+12.96%
-12.56%
+6.87%
-14.55%
2019
+19.70%
-3.22%
+16.14%
-3.66%
2018
-4.98%
-7.60%
-6.64%
-8.67%
2017
+15.50%
0.00%
+13.36%
-0.06%
2016
+7.06%
-3.07%
+8.15%
-3.04%
2015
-0.72%
-6.65%
+0.47%
-5.71%
2014
+6.10%
-2.10%
+2.33%
-3.17%
2013
+14.76%
-2.66%
+17.81%
-2.16%
2012
+12.49%
-5.08%
+11.70%
-5.80%
2011
+0.23%
-11.06%
-0.69%
-11.27%
2010
+11.87%
-6.75%
+12.55%
-7.06%
2009
+22.28%
-12.11%
+17.16%
-14.10%
2008
-22.10%
-25.50%
-18.42%
-21.26%
2007
+8.20%
-2.89%
+5.07%
-3.51%
2006
+13.59%
-2.35%
+15.49%
-2.64%
2005
+7.28%
-2.18%
+8.71%
-2.47%
2004
+11.52%
-2.39%
+16.23%
-3.15%
2003
+22.34%
-2.55%
+28.83%
-2.44%
2002
-7.56%
-12.50%
-0.10%
-8.98%
2001
-5.13%
-12.36%
-0.39%
-6.83%
2000
-3.26%
-7.36%
+6.34%
-2.93%
1999
+15.58%
-2.55%
+8.40%
-3.42%
1998
+16.58%
-8.89%
+10.11%
-9.50%
1997
+13.04%
-3.76%
+8.93%
-2.66%
1996
+10.23%
-2.46%
+8.40%
-2.89%
1995
+21.48%
-0.41%
+20.10%
-0.83%
1994
+0.66%
-4.62%
-1.91%
-6.44%
1993
+15.69%
-3.38%
+18.40%
-1.79%
1992
+3.16%
-4.08%
+9.26%
-1.70%
1991
+20.78%
-3.35%
+19.48%
-3.59%
1990
-4.85%
-11.27%
-6.46%
-11.99%
1989
+18.36%
-1.05%
+18.70%
-1.68%
1988
+15.51%
-2.43%
+17.54%
-1.71%
1987
+9.10%
-14.69%
+9.10%
-17.06%
1986
+26.65%
-3.93%
+29.42%
-4.06%
1985
+32.63%
-1.51%
+35.92%
-1.27%