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 Vanguard LifeStrategy Income Fund Portfolio obtained a 5.52% compound annual return, with a 4.58% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 20/80 Portfolio Vanguard LifeStrategy Income Fund Portfolio
Risk Low Low
Asset Allocation Stocks 20% 20%
Fixed Income 80% 80%
Commodities 0% 0%
30 Years Stats Return +5.36% +5.52%
Std Dev 5.20% 4.58%
Max Drawdown -16.80% -16.61%

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
Vanguard LifeStrategy Income Fund Portfolio -1.98 -2.15 -14.00 +1.20 +2.80 +5.52 +7.00
(*) 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).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since January 1993, now would be worth 5010.05$, with a total return of 401.01% (5.52% 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).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 13079.69$, with a total return of 1207.97% (7.00% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Developed World ex-US 20/80 Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-16.61% Sep 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-10.54% May 2008 Oct 2008
-7.46% Dec 1996 Apr 1997
-6.51% Feb 1994 Feb 1995
-5.99% Feb 2020 Mar 2020
-5.45% Feb 1994 Jun 1994
-4.48% May 2013 Jun 2013
-4.47% Feb 2020 Mar 2020
-3.36% May 2013 Jun 2013
-3.06% Apr 2015 Sep 2015
-2.76% Oct 2016 Nov 2016
-2.68% Aug 2011 Sep 2011
-2.63% Dec 1996 Mar 1997
-2.58% Oct 2016 Nov 2016
-2.43% May 2015 Sep 2015
-2.37% Sep 2018 Oct 2018
-2.22% Apr 2004 May 2004
-2.07% May 1999 May 1999

Drawdown comparison chart since January 1985.

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Developed World ex-US 20/80 Portfolio
Vanguard LifeStrategy Income Fund Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-16.61% Sep 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-10.54% May 2008 Oct 2008
-7.46% Dec 1996 Apr 1997
-7.02% Jan 1990 Apr 1990
-6.51% Feb 1994 Feb 1995
-6.31% Aug 1990 Sep 1990
-5.99% Feb 2020 Mar 2020
-5.45% Feb 1994 Jun 1994
-4.48% May 2013 Jun 2013
-4.47% Sep 1987 Nov 1987
-4.47% Feb 2020 Mar 2020
-4.35% Jan 1990 Apr 1990
-4.18% Aug 1990 Sep 1990
-4.18% Jan 1992 Mar 1992
-3.36% May 2013 Jun 2013
-3.32% May 1986 May 1986
-3.06% Apr 2015 Sep 2015
-2.76% Oct 2016 Nov 2016

Yearly Returns

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

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Year Developed World ex-US 20/80 Portfolio Vanguard LifeStrategy Income Fund Portfolio
2022
-13.28% -14.00%
2021
+0.51% +2.15%
2020
+5.67% +8.85%
2019
+10.82% +12.26%
2018
-0.71% -1.15%
2017
+7.20% +7.31%
2016
+4.23% +4.45%
2015
+0.88% +0.26%
2014
+5.80% +6.50%
2013
+3.72% +3.78%
2012
+11.34% +7.54%
2011
+4.42% +5.49%
2010
+8.49% +8.55%
2009
+17.74% +12.18%
2008
-10.01% -4.64%
2007
+6.22% +6.96%
2006
+7.61% +7.11%
2005
+6.71% +4.54%
2004
+8.93% +7.04%
2003
+10.88% +10.09%
2002
+4.31% +3.19%
2001
+4.28% +4.39%
2000
+4.50% +6.07%
1999
+7.82% +4.89%
1998
+16.99% +12.95%
1997
-4.15% +7.78%
1996
+4.66% +6.01%
1995
+17.78% +19.89%
1994
-3.88% -2.48%
1993
+19.11% +13.03%
1992
+6.56% +6.76%
1991
+19.03% +18.32%
1990
+0.80% +3.86%
1989
+11.45% +14.71%
1988
+12.16% +10.36%
1987
+8.87% +4.45%
1986
+25.77% +19.21%
1985
+31.17% +26.25%
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