Aggressive Global Income vs US Stocks Value Portfolio Comparison

Last Update: 31 May 2023

The Aggressive Global Income Portfolio obtained a 8.52% compound annual return, with a 14.36% standard deviation, in the last 30 Years.

The US Stocks Value Portfolio obtained a 9.50% compound annual return, with a 15.19% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Aggressive Global Income Portfolio US Stocks Value Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +8.52% +9.50%
Std Dev 14.36% 15.19%
Max Drawdown -52.63% -55.41%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1979

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Aggressive Global Income Portfolio -3.81 -3.53 -5.52 +3.38 +5.25 +8.52 +10.87
US Stocks Value Portfolio -2.04 +0.34 +2.38 +9.02 +9.61 +9.50 +11.60
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Aggressive Global Income Portfolio: an investment of 1000$, since June 1993, now would be worth 11625.56$, with a total return of 1062.56% (8.52% annualized).

US Stocks Value Portfolio: an investment of 1000$, since June 1993, now would be worth 15216.37$, with a total return of 1421.64% (9.50% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1979, now would be worth 97966.56$, with a total return of 9696.66% (10.87% annualized).

US Stocks Value Portfolio: an investment of 1000$, since January 1979, now would be worth 130881.66$, with a total return of 12988.17% (11.60% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Aggressive Global Income Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-55.41% Jun 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-32.49% Sep 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-26.06% Jan 2020 Mar 2020
-23.84% Jan 2020 Mar 2020
-18.06% Jan 2022 Sep 2022
-17.60% Jul 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.63% Jan 2022 Sep 2022
-15.46% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.56% Feb 2018 Dec 2018
-10.70% Jun 2015 Jan 2016
-9.93% Feb 2018 Dec 2018
-8.88% Jul 1999 Sep 1999
-7.76% May 2019 May 2019
-6.99% Feb 1994 Mar 1994
-5.25% Aug 1997 Aug 1997
-5.15% Mar 2005 Apr 2005

Drawdown comparison chart since January 1979.

Swipe left to see all data
Aggressive Global Income Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-55.41% Jun 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-32.49% Sep 2000 Sep 2002
-30.17% Sep 1987 Nov 1987
-27.39% Mar 2000 Sep 2002
-26.06% Jan 2020 Mar 2020
-23.84% Jan 2020 Mar 2020
-21.38% Sep 1987 Nov 1987
-19.23% Jan 1990 Sep 1990
-18.06% Jan 2022 Sep 2022
-17.60% Jul 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.63% Jan 2022 Sep 2022
-16.02% Jun 1990 Oct 1990
-15.46% May 1998 Aug 1998
-13.63% May 2015 Jan 2016
-12.56% Feb 2018 Dec 2018
-11.49% Feb 1980 Mar 1980
-11.12% Dec 1981 Jul 1982
-10.70% Jun 2015 Jan 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1979.

Swipe left to see all data
Year Aggressive Global Income Portfolio US Stocks Value Portfolio
2023
 -0.60% +4.41%
2022
 -8.43% -5.39%
2021
 +17.07% +25.21%
2020
 -1.13% +1.55%
2019
 +19.97% +31.48%
2018
 -8.07% -9.18%
2017
 +13.53% +15.08%
2016
 +18.29% +18.48%
2015
 -6.99% -4.32%
2014
 +3.96% +12.75%
2013
 +19.30% +32.19%
2012
 +12.95% +17.36%
2011
 +0.62% -0.29%
2010
 +14.37% +15.81%
2009
 +33.97% +19.61%
2008
 -34.21% -36.01%
2007
 +3.78% -1.38%
2006
 +21.69% +21.90%
2005
 +12.70% +6.59%
2004
 +16.76% +16.71%
2003
 +32.98% +31.72%
2002
 -7.54% -16.07%
2001
 -4.83% -4.82%
2000
 -0.62% +3.67%
1999
 +48.88% +8.54%
1998
 +8.84% +17.96%
1997
 +18.82% +32.64%
1996
 +13.71% +23.15%
1995
 +24.10% +39.35%
1994
 +2.10% +0.35%
1993
 +19.15% +10.42%
1992
 +3.24% +8.69%
1991
 +24.91% +29.07%
1990
 -13.87% -6.16%
1989
 +17.94% +28.73%
1988
 +21.28% +19.63%
1987
 +8.36% +3.51%
1986
 +32.40% +17.17%
1985
 +37.47% +32.40%
1984
 +6.06% +8.57%
1983
 +24.33% +24.55%
1982
 +20.53% +21.31%
1981
 +4.76% +3.13%
1980
 +21.29% +28.37%
1979
 +17.54% +16.21%