All Country World 20/80 vs High Yield Bonds Income Portfolio Comparison

Last Update: 30 April 2023

The All Country World 20/80 Portfolio obtained a 5.81% compound annual return, with a 5.54% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 6.65% compound annual return, with a 8.70% standard deviation, in the last 30 Years.

Summary

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All Country World 20/80 Portfolio High Yield Bonds Income Portfolio
Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
30 Years Stats Return +5.81% +6.65%
Std Dev 5.54% 8.70%
Max Drawdown -17.97% -23.97%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 20/80 Portfolio +0.62 +7.27 -0.34 +2.06 +2.84 +5.81 +7.28
High Yield Bonds Income Portfolio +0.34 +9.01 +0.14 +1.54 +2.34 +6.65 +7.74
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2023

All Country World 20/80 Portfolio: an investment of 1000$, since May 1993, now would be worth 5435.50$, with a total return of 443.55% (5.81% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since May 1993, now would be worth 6898.46$, with a total return of 589.85% (6.65% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 14777.20$, with a total return of 1377.72% (7.28% annualized).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1985, now would be worth 17449.81$, with a total return of 1644.98% (7.74% annualized).

Drawdowns

Drawdown comparison chart since April 1993.

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All Country World 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-17.97% Sep 2021 Sep 2022
-14.04% May 2008 Oct 2008
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-4.73% Aug 1998 Aug 1998
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018
-4.40% Aug 2011 Sep 2011
-4.30% May 2013 Jun 2013
-3.93% Oct 2016 Nov 2016
-3.91% Jul 2003 Jul 2003
-3.84% May 2007 Jul 2007

Drawdown comparison chart since January 1985.

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All Country World 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-17.97% Sep 2021 Sep 2022
-14.04% May 2008 Oct 2008
-11.99% Feb 2020 Mar 2020
-8.48% Aug 1998 Aug 1998
-7.89% Aug 1990 Sep 1990
-7.79% Mar 2015 Jan 2016
-7.63% Mar 1987 Oct 1987
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.55% Feb 2020 Mar 2020
-6.27% Feb 1994 Jun 1994
-6.26% Sep 1987 Nov 1987
-5.58% Jan 1990 Apr 1990
-5.31% Aug 1990 Sep 1990
-4.73% Aug 1998 Aug 1998
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018

Yearly Returns

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

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Year All Country World 20/80 Portfolio High Yield Bonds Income Portfolio
2023
 +4.53% +4.34%
2022
 -14.66% -16.88%
2021
 +2.00% +0.88%
2020
 +8.36% +7.08%
2019
 +12.96% +16.98%
2018
 -1.87% -4.53%
2017
 +8.23% +8.78%
2016
 +5.12% +12.01%
2015
 +0.31% -3.94%
2014
 +6.24% +6.28%
2013
 +2.59% -0.40%
2012
 +9.39% +12.61%
2011
 +4.99% +9.07%
2010
 +8.78% +11.52%
2009
 +14.11% +23.52%
2008
 -6.88% -10.54%
2007
 +6.77% +3.36%
2006
 +7.46% +7.28%
2005
 +5.53% +5.61%
2004
 +7.53% +9.55%
2003
 +12.92% +18.30%
2002
 +3.34% +7.38%
2001
 +6.33% +10.89%
2000
 +5.87% +6.15%
1999
 +7.97% +6.34%
1998
 +10.80% +2.17%
1997
 +7.03% +13.61%
1996
 +9.34% +14.28%
1995
 +19.70% +22.64%
1994
 -3.54% -4.27%
1993
 +15.69% +18.58%
1992
 +6.02% +12.00%
1991
 +18.43% +25.88%
1990
 +2.13% -0.59%
1989
 +13.30% +8.29%
1988
 +10.56% +11.12%
1987
 +4.29% +0.07%
1986
 +20.59% +15.01%
1985
 +26.72% +21.64%