Bogleheads Three Funds vs Burton Malkiel Late Sixties and Beyond Portfolio Comparison

Last Update: 29 February 2024

The Bogleheads Three Funds Portfolio obtained a 7.78% compound annual return, with a 12.39% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.20% compound annual return, with a 11.68% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 71%
Fixed Income 20% 29%
Commodities 0% 0%
30 Years Stats Return +7.78% +8.20%
Std Dev 12.39% 11.68%
Max Drawdown -43.68% -41.80%
All time Stats
(Since Jan 1985)
Return +9.54% +9.78%
Std Dev 12.35% 11.64%
Max Drawdown -43.68% -41.80%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Bogleheads Three Funds Portfolio +3.34 +9.67 +18.81 +8.89 +7.67 +7.78 +9.54
Burton Malkiel Late Sixties and Beyond Portfolio +2.56 +7.85 +13.56 +6.84 +6.62 +8.20 +9.78
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bogleheads Three Funds Portfolio: an investment of 1$, since March 1994, now would be worth 9.46$, with a total return of 845.59% (7.78% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since March 1994, now would be worth 10.62$, with a total return of 962.39% (8.20% annualized).

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1985, now would be worth 35.42$, with a total return of 3441.64% (9.54% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1985, now would be worth 38.68$, with a total return of 3767.53% (9.78% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bogleheads Three Funds Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.04% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.88
-6.12% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.15
-5.09% May 2012 May 2012 (1) Aug 2012 (4) 2.39

Drawdown comparison chart since January 1985.

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Bogleheads Three Funds Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-19.21% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.97
-19.08% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.05
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.31% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.86
-13.63% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.86
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63

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.
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Year Return Drawdown Return Drawdown
2024
+3.37%
0.00%
+1.58%
-0.95%
2023
+18.86%
-8.74%
+14.40%
-8.53%
2022
-17.06%
-23.18%
-16.23%
-22.44%
2021
+14.95%
-3.53%
+15.40%
-3.79%
2020
+15.39%
-17.01%
+10.03%
-16.82%
2019
+23.65%
-4.68%
+22.55%
-3.12%
2018
-6.89%
-10.53%
-5.90%
-8.08%
2017
+19.54%
0.00%
+16.49%
0.00%
2016
+8.39%
-4.82%
+8.48%
-3.07%
2015
-1.14%
-8.74%
-1.63%
-7.72%
2014
+6.07%
-3.01%
+9.01%
-3.10%
2013
+20.56%
-2.36%
+12.49%
-4.03%
2012
+14.53%
-7.09%
+14.20%
-5.09%
2011
-2.14%
-15.77%
+1.01%
-13.38%
2010
+13.50%
-9.82%
+14.47%
-8.21%
2009
+26.45%
-15.70%
+25.30%
-17.05%
2008
-30.15%
-33.07%
-26.02%
-31.57%
2007
+8.73%
-4.35%
+5.18%
-5.15%
2006
+16.69%
-3.08%
+20.06%
-2.71%
2005
+8.30%
-3.34%
+9.86%
-2.99%
2004
+13.49%
-2.83%
+14.78%
-7.04%
2003
+28.27%
-3.88%
+29.73%
-0.86%
2002
-13.11%
-18.90%
-5.70%
-12.20%
2001
-9.84%
-18.61%
+5.85%
-9.27%
2000
-7.69%
-11.84%
+2.46%
-6.12%
1999
+20.73%
-2.88%
+12.48%
-4.06%
1998
+18.03%
-12.46%
+5.92%
-16.48%
1997
+17.15%
-4.61%
+15.13%
-4.83%
1996
+12.60%
-3.77%
+18.95%
-2.65%
1995
+22.72%
-1.03%
+20.20%
-1.35%
1994
+2.31%
-4.84%
-3.17%
-7.20%
1993
+16.23%
-4.16%
+23.51%
-2.85%
1992
+1.54%
-4.66%
+4.84%
-2.71%
1991
+22.09%
-4.27%
+33.86%
-3.74%
1990
-8.74%
-15.31%
-5.42%
-13.63%
1989
+20.64%
-2.08%
+26.07%
-1.94%
1988
+17.83%
-3.20%
+16.73%
-2.39%
1987
+10.76%
-19.21%
-0.94%
-19.08%
1986
+29.32%
-4.89%
+18.93%
-4.58%
1985
+35.27%
-2.34%
+27.52%
-2.25%