Last Update: 31 March 2024
The All Country World 80/20 Portfolio obtained a 6.73% compound annual return, with a 12.74% standard deviation, in the last 30 Years.
The iShares Lifepath Fund Portfolio obtained a 6.61% compound annual return, with a 6.98% standard deviation, in the last 30 Years.
Summary
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| All Country World 80/20 Portfolio | iShares Lifepath Fund Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Medium | |
| Asset Allocation | Stocks | 80% | 40.42% |
| Fixed Income | 20% | 59.58% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.73% | +6.61% |
| Std Dev | 12.74% | 6.98% | |
| Max Drawdown | -47.32% | -21.23% | |
| All time Stats (Since Jan 1985) |
Return | +8.45% | +8.08% |
| Std Dev | 13.09% | 7.25% | |
| Max Drawdown | -47.32% | -21.23% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World 80/20 Portfolio | +2.79 | +17.39 | +18.94 | +8.88 | +7.47 | +6.73 | +8.45 |
| iShares Lifepath Fund Portfolio | +1.69 | +11.40 | +9.79 | +5.01 | +4.91 | +6.61 | +8.08 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World 80/20 Portfolio: an investment of 1$, since April 1994,
now would be worth 7.07$, with a total return of 606.63%
(6.73% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since April 1994, now would be worth 6.83$, with a total return of 583.11% (6.61% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since April 1994, now would be worth 6.83$, with a total return of 583.11% (6.61% annualized).
All Country World 80/20 Portfolio: an investment of 1$, since January 1985,
now would be worth 24.15$, with a total return of 2314.90%
(8.45% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 21.09$, with a total return of 2009.13% (8.08% annualized).
iShares Lifepath Fund Portfolio: an investment of 1$, since January 1985, now would be worth 21.09$, with a total return of 2009.13% (8.08% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
All Country World 80/20 Portfolio
|
iShares Lifepath Fund Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -21.23% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 9.68 | |||||
| -18.92% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.78 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -8.33% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -7.15% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 3.70 | |||||
| -6.57% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 4.19 | |||||
| -5.64% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.15 | |||||
| -5.36% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 2.49 | |||||
| -5.27% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.66 | |||||
| -5.20% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.00 | |||||
| -4.62% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.67 | |||||
| -4.51% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.00 | |||||
| -4.45% | May 2015 | Sep 2015 (5) | May 2016 (13) | 2.49 | |||||
| -3.98% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.31 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
All Country World 80/20 Portfolio
|
iShares Lifepath Fund Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -22.19% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.97 | |||||
| -21.23% | Nov 2007 | Feb 2009 (16) | Dec 2009 (26) | 9.68 | |||||
| -19.99% | Jan 1990 | Sep 1990 (9) | Dec 1991 (24) | 9.06 | |||||
| -18.92% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.78 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.86% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 4.84 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -8.33% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.78 | |||||
| -7.15% | Feb 2001 | Sep 2002 (20) | May 2003 (28) | 3.70 | |||||
| -7.10% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.86 | |||||
| -6.64% | Jan 1992 | Mar 1992 (3) | Mar 1993 (15) | 3.92 | |||||
| -6.57% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 4.19 | |||||
| -5.88% | Feb 1994 | Mar 1994 (2) | Apr 1995 (15) | 3.40 | |||||
| -5.78% | Jan 1990 | Apr 1990 (4) | Jun 1990 (6) | 3.32 | |||||
| -5.64% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 2.15 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+6.24%
|
-0.09% |
+2.58%
|
-0.08% |
| 2023 |
+19.08%
|
-8.64% |
+11.93%
|
-6.77% |
| 2022 |
-17.17%
|
-23.52% |
-15.14%
|
-18.92% |
| 2021 |
+14.21%
|
-3.60% |
+8.05%
|
-2.34% |
| 2020 |
+14.55%
|
-17.97% |
+11.47%
|
-8.33% |
| 2019 |
+23.35%
|
-4.62% |
+16.20%
|
-1.68% |
| 2018 |
-7.79%
|
-11.51% |
-3.49%
|
-5.27% |
| 2017 |
+20.43%
|
0.00% |
+11.24%
|
0.00% |
| 2016 |
+7.66%
|
-5.08% |
+6.11%
|
-1.80% |
| 2015 |
-1.32%
|
-9.49% |
-0.37%
|
-4.45% |
| 2014 |
+4.31%
|
-3.32% |
+6.00%
|
-1.78% |
| 2013 |
+17.86%
|
-3.46% |
+9.07%
|
-2.99% |
| 2012 |
+15.19%
|
-7.89% |
+9.09%
|
-2.74% |
| 2011 |
-4.38%
|
-17.02% |
+3.66%
|
-5.64% |
| 2010 |
+12.00%
|
-9.60% |
+10.07%
|
-3.83% |
| 2009 |
+28.02%
|
-16.08% |
+15.04%
|
-9.43% |
| 2008 |
-34.37%
|
-37.13% |
-12.05%
|
-16.28% |
| 2007 |
+8.92%
|
-4.35% |
+7.94%
|
-1.18% |
| 2006 |
+15.95%
|
-3.66% |
+10.06%
|
-1.54% |
| 2005 |
+8.00%
|
-3.65% |
+5.27%
|
-1.53% |
| 2004 |
+11.86%
|
-3.52% |
+9.19%
|
-2.78% |
| 2003 |
+26.95%
|
-3.85% |
+16.31%
|
-1.16% |
| 2002 |
-14.55%
|
-20.27% |
-1.88%
|
-6.04% |
| 2001 |
-11.36%
|
-19.42% |
-0.13%
|
-5.51% |
| 2000 |
-9.84%
|
-12.38% |
+3.22%
|
-3.16% |
| 1999 |
+20.74%
|
-3.34% |
+8.91%
|
-2.48% |
| 1998 |
+17.65%
|
-12.27% |
+13.44%
|
-5.36% |
| 1997 |
+11.46%
|
-6.57% |
+14.26%
|
-3.07% |
| 1996 |
+10.54%
|
-2.89% |
+8.55%
|
-1.74% |
| 1995 |
+17.60%
|
-1.58% |
+21.33%
|
0.00% |
| 1994 |
+1.26%
|
-5.88% |
-0.37%
|
-4.89% |
| 1993 |
+20.51%
|
-4.44% |
+13.45%
|
-2.48% |
| 1992 |
-3.52%
|
-6.64% |
+4.84%
|
-2.92% |
| 1991 |
+17.30%
|
-5.18% |
+19.41%
|
-2.35% |
| 1990 |
-13.44%
|
-19.99% |
+0.16%
|
-7.10% |
| 1989 |
+14.69%
|
-2.34% |
+17.85%
|
-0.92% |
| 1988 |
+18.54%
|
-4.91% |
+12.45%
|
-1.92% |
| 1987 |
+13.56%
|
-22.19% |
+5.68%
|
-10.86% |
| 1986 |
+37.13%
|
-5.17% |
+22.44%
|
-3.57% |
| 1985 |
+37.92%
|
-1.68% |
+28.90%
|
-0.72% |
