All Country World 80/20 vs Burton Malkiel Mid-Fifties Portfolio Comparison

Last Update: 31 May 2023

The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.

The Burton Malkiel Mid-Fifties Portfolio obtained a 8.33% compound annual return, with a 12.89% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Burton Malkiel Mid-Fifties Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 80%
Fixed Income 20% 20%
Commodities 0% 0%
30 Years Stats Return +6.32% +8.33%
Std Dev 12.69% 12.89%
Max Drawdown -47.32% -46.21%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 80/20 Portfolio -1.11 +2.37 +0.29 +5.56 +6.85 +6.32 +8.16
Burton Malkiel Mid-Fifties Portfolio -1.82 +0.34 -2.03 +5.25 +6.57 +8.33 +10.03
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since June 1993, now would be worth 11042.25$, with a total return of 1004.22% (8.33% annualized).

All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since January 1985, now would be worth 39324.44$, with a total return of 3832.44% (10.03% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-24.05% Jan 2022 Sep 2022
-23.52% Jan 2022 Sep 2022
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.97% Jan 2020 Mar 2020
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-13.61% Sep 2000 Sep 2001
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016
-8.22% Feb 1994 Jan 1995
-6.70% Apr 2004 Apr 2004
-6.57% Aug 1997 Oct 1997
-6.25% Apr 2012 May 2012

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-46.21% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-24.05% Jan 2022 Sep 2022
-23.52% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-21.56% Sep 1987 Nov 1987
-19.99% Jan 1990 Sep 1990
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.97% Jan 2020 Mar 2020
-16.09% Aug 1990 Sep 1990
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-13.61% Sep 2000 Sep 2001
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-10.02% Feb 2018 Dec 2018
-9.21% May 2015 Feb 2016

Yearly Returns

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

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Year All Country World 80/20 Portfolio Burton Malkiel Mid-Fifties Portfolio
2023
 +6.47% +3.94%
2022
 -17.17% -17.33%
2021
 +14.21% +15.75%
2020
 +14.55% +11.71%
2019
 +23.35% +23.79%
2018
 -7.79% -7.10%
2017
 +20.43% +19.19%
2016
 +7.66% +8.92%
2015
 -1.32% -2.27%
2014
 +4.31% +8.09%
2013
 +17.86% +14.67%
2012
 +15.19% +15.47%
2011
 -4.38% -0.94%
2010
 +12.00% +15.05%
2009
 +28.02% +29.23%
2008
 -34.37% -30.43%
2007
 +8.92% +7.08%
2006
 +15.95% +21.13%
2005
 +8.00% +11.28%
2004
 +11.86% +15.92%
2003
 +26.95% +33.06%
2002
 -14.55% -8.20%
2001
 -11.36% +1.81%
2000
 -9.84% -1.81%
1999
 +20.74% +18.47%
1998
 +17.65% +6.91%
1997
 +11.46% +14.24%
1996
 +10.54% +18.61%
1995
 +17.60% +20.11%
1994
 +1.26% -3.32%
1993
 +20.51% +27.74%
1992
 -3.52% +3.26%
1991
 +17.30% +37.79%
1990
 -13.44% -6.91%
1989
 +14.69% +30.29%
1988
 +18.54% +18.85%
1987
 +13.56% -1.62%
1986
 +37.13% +21.09%
1985
 +37.92% +30.20%