Aggressive Global Income vs US Stocks 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 Portfolio obtained a 9.70% compound annual return, with a 15.36% standard deviation, in the last 30 Years.

Summary

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Aggressive Global Income Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +8.52% +9.70%
Std Dev 14.36% 15.36%
Max Drawdown -52.63% -50.84%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1979

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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 Portfolio +0.43 +2.44 +2.13 +9.99 +11.40 +9.70 +11.51
(*) 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 Portfolio: an investment of 1000$, since June 1993, now would be worth 16068.33$, with a total return of 1506.83% (9.70% 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 Portfolio: an investment of 1000$, since January 1979, now would be worth 126153.72$, with a total return of 12515.37% (11.51% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Aggressive Global Income Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-50.84% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-27.39% Mar 2000 Sep 2002
-24.81% Jan 2022 Sep 2022
-23.84% Jan 2020 Mar 2020
-20.84% Jan 2020 Mar 2020
-18.06% Jan 2022 Sep 2022
-17.57% Jul 1998 Aug 1998
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-14.20% Oct 2018 Dec 2018
-13.63% May 2015 Jan 2016
-9.93% Feb 2018 Dec 2018
-8.84% Jun 2015 Sep 2015
-8.44% Apr 2000 May 2000
-7.43% Feb 1994 Jun 1994
-6.82% Apr 2012 May 2012
-6.45% May 2019 May 2019
-6.42% Jul 1999 Sep 1999

Drawdown comparison chart since January 1979.

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Aggressive Global Income Portfolio
US Stocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-50.84% Nov 2007 Feb 2009
-43.94% Sep 2000 Sep 2002
-29.34% Sep 1987 Nov 1987
-27.39% Mar 2000 Sep 2002
-24.81% Jan 2022 Sep 2022
-23.84% Jan 2020 Mar 2020
-21.38% Sep 1987 Nov 1987
-20.84% Jan 2020 Mar 2020
-19.23% Jan 1990 Sep 1990
-18.06% Jan 2022 Sep 2022
-17.85% Dec 1980 Jul 1982
-17.57% Jul 1998 Aug 1998
-17.13% May 2011 Sep 2011
-16.20% Jun 1990 Oct 1990
-15.46% May 1998 Aug 1998
-14.20% Oct 2018 Dec 2018
-13.63% May 2015 Jan 2016
-11.98% Mar 1980 Mar 1980
-11.49% Feb 1980 Mar 1980

Yearly Returns

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

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Year Aggressive Global Income Portfolio US Stocks Portfolio
2023
 -0.60% +8.80%
2022
 -8.43% -19.51%
2021
 +17.07% +25.67%
2020
 -1.13% +21.03%
2019
 +19.97% +30.67%
2018
 -8.07% -5.21%
2017
 +13.53% +21.21%
2016
 +18.29% +12.83%
2015
 -6.99% +0.36%
2014
 +3.96% +12.54%
2013
 +19.30% +33.45%
2012
 +12.95% +16.45%
2011
 +0.62% +0.97%
2010
 +14.37% +17.42%
2009
 +33.97% +28.89%
2008
 -34.21% -36.98%
2007
 +3.78% +5.37%
2006
 +21.69% +15.69%
2005
 +12.70% +6.31%
2004
 +16.76% +12.79%
2003
 +32.98% +30.75%
2002
 -7.54% -20.47%
2001
 -4.83% -10.97%
2000
 -0.62% -10.57%
1999
 +48.88% +23.81%
1998
 +8.84% +23.26%
1997
 +18.82% +30.99%
1996
 +13.71% +20.96%
1995
 +24.10% +35.79%
1994
 +2.10% -0.17%
1993
 +19.15% +10.62%
1992
 +3.24% +9.11%
1991
 +24.91% +32.39%
1990
 -13.87% -6.08%
1989
 +17.94% +28.12%
1988
 +21.28% +17.32%
1987
 +8.36% +2.61%
1986
 +32.40% +14.57%
1985
 +37.47% +31.27%
1984
 +6.06% +2.19%
1983
 +24.33% +22.66%
1982
 +20.53% +20.50%
1981
 +4.76% -4.15%
1980
 +21.29% +33.15%
1979
 +17.54% +24.25%