All Country World 80/20 vs High Yield Bonds Income 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 High Yield Bonds Income Portfolio obtained a 6.57% compound annual return, with a 8.71% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio High Yield Bonds Income Portfolio
Risk Very High Low
Asset Allocation Stocks 80% 0%
Fixed Income 20% 100%
Commodities 0% 0%
30 Years Stats Return +6.32% +6.57%
Std Dev 12.69% 8.71%
Max Drawdown -47.32% -23.97%

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
High Yield Bonds Income Portfolio -1.64 +0.76 -2.90 +1.25 +2.57 +6.57 +7.68
(*) 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since June 1993, now would be worth 6737.65$, with a total return of 573.76% (6.57% 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1985, now would be worth 17163.39$, with a total return of 1616.34% (7.68% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.97% Nov 2007 Oct 2008
-23.52% Jan 2022 Sep 2022
-21.84% Sep 2021 Sep 2022
-17.97% Jan 2020 Mar 2020
-12.27% May 1998 Aug 1998
-11.99% Feb 2020 Mar 2020
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-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
-6.57% Aug 1997 Oct 1997
-5.88% Feb 1994 Mar 1994
-4.62% May 2019 May 2019
-4.56% Apr 2004 May 2004
-4.53% Jan 2018 Dec 2018

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.97% Nov 2007 Oct 2008
-23.52% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-21.84% Sep 2021 Sep 2022
-19.99% Jan 1990 Sep 1990
-17.97% Jan 2020 Mar 2020
-12.27% May 1998 Aug 1998
-11.99% Feb 2020 Mar 2020
-11.51% Feb 2018 Dec 2018
-10.78% Jun 2015 Feb 2016
-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
-6.64% Jan 1992 Mar 1992

Yearly Returns

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

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Year All Country World 80/20 Portfolio High Yield Bonds Income Portfolio
2023
 +6.47% +2.63%
2022
 -17.17% -16.88%
2021
 +14.21% +0.88%
2020
 +14.55% +7.08%
2019
 +23.35% +16.98%
2018
 -7.79% -4.53%
2017
 +20.43% +8.78%
2016
 +7.66% +12.01%
2015
 -1.32% -3.94%
2014
 +4.31% +6.28%
2013
 +17.86% -0.40%
2012
 +15.19% +12.61%
2011
 -4.38% +9.07%
2010
 +12.00% +11.52%
2009
 +28.02% +23.52%
2008
 -34.37% -10.54%
2007
 +8.92% +3.36%
2006
 +15.95% +7.28%
2005
 +8.00% +5.61%
2004
 +11.86% +9.55%
2003
 +26.95% +18.30%
2002
 -14.55% +7.38%
2001
 -11.36% +10.89%
2000
 -9.84% +6.15%
1999
 +20.74% +6.34%
1998
 +17.65% +2.17%
1997
 +11.46% +13.61%
1996
 +10.54% +14.28%
1995
 +17.60% +22.64%
1994
 +1.26% -4.27%
1993
 +20.51% +18.58%
1992
 -3.52% +12.00%
1991
 +17.30% +25.88%
1990
 -13.44% -0.59%
1989
 +14.69% +8.29%
1988
 +18.54% +11.12%
1987
 +13.56% +0.07%
1986
 +37.13% +15.01%
1985
 +37.92% +21.64%