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 Vanguard LifeStrategy Growth Fund Portfolio obtained a 7.45% compound annual return, with a 12.31% standard deviation, in the last 30 Years.
Summary
| All Country World 80/20 Portfolio | Vanguard LifeStrategy Growth Fund Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 80% |
| Fixed Income | 20% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.32% | +7.45% |
| Std Dev | 12.69% | 12.31% | |
| Max Drawdown | -47.32% | -44.18% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1985
| 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 |
| Vanguard LifeStrategy Growth Fund Portfolio | -1.05 | +2.43 | +0.38 | +5.92 | +7.29 | +7.45 | +9.31 |
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).
Vanguard LifeStrategy Growth Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 8630.07$, with a total return of 763.01% (7.45% 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).
Vanguard LifeStrategy Growth Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 30530.69$, with a total return of 2953.07% (9.31% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
All Country World 80/20 Portfolio |
Vanguard LifeStrategy Growth Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -47.32% | Nov 2007 | Feb 2009 | |||
| -44.18% | Nov 2007 | Feb 2009 | |||
| -36.69% | Apr 2000 | Sep 2002 | |||
| -33.43% | Apr 2000 | Sep 2002 | |||
| -23.52% | Jan 2022 | Sep 2022 | |||
| -23.11% | Jan 2022 | Sep 2022 | |||
| -17.97% | Jan 2020 | Mar 2020 | |||
| -17.22% | Jan 2020 | Mar 2020 | |||
| -15.97% | May 2011 | Sep 2011 | |||
| -12.34% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 1998 | Aug 1998 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -10.78% | Jun 2015 | Feb 2016 | |||
| -10.58% | Feb 2018 | Dec 2018 | |||
| -10.02% | Jun 2015 | Feb 2016 | |||
| -6.57% | Aug 1997 | Oct 1997 | |||
| -5.88% | Feb 1994 | Mar 1994 | |||
| -4.78% | Feb 1994 | Mar 1994 | |||
| -4.69% | May 2019 | May 2019 | |||
| -4.68% | Aug 1997 | Aug 1997 | |||
Drawdown comparison chart since January 1985.
All Country World 80/20 Portfolio |
Vanguard LifeStrategy Growth Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -47.32% | Nov 2007 | Feb 2009 | |||
| -44.18% | Nov 2007 | Feb 2009 | |||
| -36.69% | Apr 2000 | Sep 2002 | |||
| -33.43% | Apr 2000 | Sep 2002 | |||
| -23.52% | Jan 2022 | Sep 2022 | |||
| -23.11% | Jan 2022 | Sep 2022 | |||
| -22.19% | Sep 1987 | Nov 1987 | |||
| -19.99% | Jan 1990 | Sep 1990 | |||
| -18.83% | Sep 1987 | Nov 1987 | |||
| -17.97% | Jan 2020 | Mar 2020 | |||
| -17.22% | Jan 2020 | Mar 2020 | |||
| -15.97% | May 2011 | Sep 2011 | |||
| -15.83% | Jan 1990 | Sep 1990 | |||
| -12.34% | Jul 1998 | Aug 1998 | |||
| -12.27% | May 1998 | Aug 1998 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -10.78% | Jun 2015 | Feb 2016 | |||
| -10.58% | Feb 2018 | Dec 2018 | |||
| -10.02% | Jun 2015 | Feb 2016 | |||
| -6.64% | Jan 1992 | Mar 1992 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | All Country World 80/20 Portfolio | Vanguard LifeStrategy Growth Fund Portfolio |
|---|---|---|
| 2023 |
+6.47% | +6.44% |
| 2022 |
-17.17% | -16.96% |
| 2021 |
+14.21% | +14.57% |
| 2020 |
+14.55% | +15.01% |
| 2019 |
+23.35% | +23.41% |
| 2018 |
-7.79% | -6.89% |
| 2017 |
+20.43% | +19.59% |
| 2016 |
+7.66% | +8.36% |
| 2015 |
-1.32% | -1.21% |
| 2014 |
+4.31% | +5.91% |
| 2013 |
+17.86% | +20.25% |
| 2012 |
+15.19% | +14.96% |
| 2011 |
-4.38% | -2.40% |
| 2010 |
+12.00% | +13.52% |
| 2009 |
+28.02% | +27.33% |
| 2008 |
-34.37% | -30.83% |
| 2007 |
+8.92% | +8.81% |
| 2006 |
+15.95% | +16.83% |
| 2005 |
+8.00% | +8.65% |
| 2004 |
+11.86% | +13.76% |
| 2003 |
+26.95% | +28.46% |
| 2002 |
-14.55% | -12.94% |
| 2001 |
-11.36% | -9.88% |
| 2000 |
-9.84% | -7.93% |
| 1999 |
+20.74% | +20.92% |
| 1998 |
+17.65% | +18.39% |
| 1997 |
+11.46% | +15.66% |
| 1996 |
+10.54% | +12.34% |
| 1995 |
+17.60% | +22.27% |
| 1994 |
+1.26% | +2.23% |
| 1993 |
+20.51% | +17.02% |
| 1992 |
-3.52% | +1.35% |
| 1991 |
+17.30% | +22.00% |
| 1990 |
-13.44% | -9.21% |
| 1989 |
+14.69% | +20.19% |
| 1988 |
+18.54% | +18.08% |
| 1987 |
+13.56% | +11.43% |
| 1986 |
+37.13% | +30.37% |
| 1985 |
+37.92% | +35.82% |
