Last Update: 31 December 2022

The Developed World ex-US 20/80 Portfolio obtained a 5.36% compound annual return, with a 5.20% standard deviation, in the last 30 Years.

The Larry Swedroe Larry Portfolio obtained a 6.28% compound annual return, with a 5.46% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 20/80 Portfolio Larry Swedroe Larry Portfolio
Risk Low Medium
Asset Allocation Stocks 20% 30%
Fixed Income 80% 70%
Commodities 0% 0%
30 Years Stats Return +5.36% +6.28%
Std Dev 5.20% 5.46%
Max Drawdown -16.80% -15.96%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US 20/80 Portfolio -2.64 -1.83 -13.28 +0.27 +2.28 +5.36 +7.14
Larry Swedroe Larry Portfolio -1.63 -1.72 -11.20 +0.85 +2.66 +6.28 +7.90
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Developed World ex-US 20/80 Portfolio: an investment of 1000$, since January 1993, now would be worth 4786.42$, with a total return of 378.64% (5.36% annualized).

Larry Swedroe Larry Portfolio: an investment of 1000$, since January 1993, now would be worth 6218.76$, with a total return of 521.88% (6.28% annualized).

Developed World ex-US 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 13740.49$, with a total return of 1274.05% (7.14% annualized).

Larry Swedroe Larry Portfolio: an investment of 1000$, since January 1985, now would be worth 17957.61$, with a total return of 1695.76% (7.90% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Developed World ex-US 20/80 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-15.96% Jun 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-11.47% Apr 2008 Feb 2009
-7.46% Dec 1996 Apr 1997
-7.44% Feb 1994 Jun 1994
-6.51% Feb 1994 Feb 1995
-5.99% Feb 2020 Mar 2020
-5.38% Jan 2020 Mar 2020
-5.14% May 1998 Aug 1998
-4.48% May 2013 Jun 2013
-4.08% Sep 2018 Dec 2018
-3.98% Apr 2004 May 2004
-3.97% Aug 2011 Sep 2011
-3.38% Jan 1999 Feb 1999
-3.31% May 2015 Jan 2016
-3.06% Apr 2015 Sep 2015
-2.76% Oct 2016 Nov 2016
-2.68% Aug 2011 Sep 2011
-2.41% May 2013 Jun 2013

Drawdown comparison chart since January 1985.

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Developed World ex-US 20/80 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-15.96% Jun 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-11.47% Apr 2008 Feb 2009
-9.16% Sep 1987 Nov 1987
-7.46% Dec 1996 Apr 1997
-7.44% Feb 1994 Jun 1994
-7.02% Jan 1990 Apr 1990
-6.63% Aug 1990 Sep 1990
-6.51% Feb 1994 Feb 1995
-6.31% Aug 1990 Sep 1990
-5.99% Feb 2020 Mar 2020
-5.38% Jan 2020 Mar 2020
-5.14% May 1998 Aug 1998
-4.70% Mar 1987 May 1987
-4.48% May 2013 Jun 2013
-4.19% Jan 1990 Apr 1990
-4.18% Jan 1992 Mar 1992
-4.08% Sep 2018 Dec 2018
-3.98% Apr 2004 May 2004

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Developed World ex-US 20/80 Portfolio Larry Swedroe Larry Portfolio
2022
-13.28% -11.20%
2021
+0.51% +3.41%
2020
+5.67% +6.44%
2019
+10.82% +10.64%
2018
-0.71% -3.54%
2017
+7.20% +7.74%
2016
+4.23% +6.87%
2015
+0.88% -0.54%
2014
+5.80% +2.38%
2013
+3.72% +6.31%
2012
+11.34% +7.27%
2011
+4.42% +3.23%
2010
+8.49% +10.82%
2009
+17.74% +10.12%
2008
-10.01% -2.44%
2007
+6.22% +8.99%
2006
+7.61% +9.57%
2005
+6.71% +6.71%
2004
+8.93% +10.23%
2003
+10.88% +16.93%
2002
+4.31% +7.68%
2001
+4.28% +6.47%
2000
+4.50% +10.81%
1999
+7.82% +4.08%
1998
+16.99% +6.06%
1997
-4.15% +8.62%
1996
+4.66% +5.81%
1995
+17.78% +18.99%
1994
-3.88% -4.77%
1993
+19.11% +20.95%
1992
+6.56% +9.36%
1991
+19.03% +26.47%
1990
+0.80% +1.93%
1989
+11.45% +22.14%
1988
+12.16% +12.93%
1987
+8.87% -0.86%
1986
+25.77% +17.85%
1985
+31.17% +27.10%
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