Bogleheads Three Funds vs US Stocks 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 US Stocks Portfolio obtained a 10.22% compound annual return, with a 15.55% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio US Stocks Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +7.78% +10.22%
Std Dev 12.39% 15.55%
Max Drawdown -43.68% -50.84%
All time Stats
(Since Jan 1970)
Return +9.53% +10.68%
Std Dev 12.60% 15.76%
Max Drawdown -43.68% -50.84%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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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 +9.53
US Stocks Portfolio +5.30 +13.69 +28.61 +13.82 +11.96 +10.22 +10.68
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).

US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 18.52$, with a total return of 1752.12% (10.22% annualized).

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1970, now would be worth 138.19$, with a total return of 13718.61% (9.53% annualized).

US Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 243.44$, with a total return of 24243.62% (10.68% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bogleheads Three Funds Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-9.88% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.19
-8.84% Jun 2015 Sep 2015 (4) May 2016 (12) 4.72
-8.44% Apr 2000 May 2000 (2) Aug 2000 (5) 5.11
-6.82% Apr 2012 May 2012 (2) Aug 2012 (5) 3.19
-6.45% May 2019 May 2019 (1) Jun 2019 (2) 3.72
-6.42% Jul 1999 Sep 1999 (3) Nov 1999 (5) 3.38
-6.17% Jun 1996 Jul 1996 (2) Sep 1996 (4) 3.14

Drawdown comparison chart since January 1970.

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Bogleheads Three Funds Portfolio
US Stocks Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-50.84% Nov 2007 Feb 2009 (16) Mar 2012 (53) 23.06
-45.86% Jan 1973 Sep 1974 (21) Dec 1976 (48) 20.53
-43.94% Sep 2000 Sep 2002 (25) Mar 2006 (67) 23.71
-43.68% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.19
-34.07% Jan 1973 Sep 1974 (21) Jan 1976 (37) 15.02
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-29.34% Sep 1987 Nov 1987 (3) May 1989 (21) 14.96
-24.81% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.14
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-20.84% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.03
-19.21% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.97
-19.06% Jan 1970 Jun 1970 (6) Dec 1970 (12) 9.01
-17.85% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.42
-17.57% Jul 1998 Aug 1998 (2) Nov 1998 (5) 9.03
-17.24% Jan 1970 Jun 1970 (6) Dec 1970 (12) 8.65
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-16.20% Jun 1990 Oct 1990 (5) Feb 1991 (9) 8.96
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.31% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.86
-14.20% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.63

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%
+6.47%
0.00%
2023
+18.86%
-8.74%
+26.05%
-9.10%
2022
-17.06%
-23.18%
-19.51%
-24.81%
2021
+14.95%
-3.53%
+25.67%
-4.46%
2020
+15.39%
-17.01%
+21.03%
-20.84%
2019
+23.65%
-4.68%
+30.67%
-6.45%
2018
-6.89%
-10.53%
-5.21%
-14.20%
2017
+19.54%
0.00%
+21.21%
0.00%
2016
+8.39%
-4.82%
+12.83%
-5.73%
2015
-1.14%
-8.74%
+0.36%
-8.84%
2014
+6.07%
-3.01%
+12.54%
-3.17%
2013
+20.56%
-2.36%
+33.45%
-3.03%
2012
+14.53%
-7.09%
+16.45%
-6.82%
2011
-2.14%
-15.77%
+0.97%
-17.58%
2010
+13.50%
-9.82%
+17.42%
-13.26%
2009
+26.45%
-15.70%
+28.89%
-17.72%
2008
-30.15%
-33.07%
-36.98%
-38.08%
2007
+8.73%
-4.35%
+5.37%
-5.23%
2006
+16.69%
-3.08%
+15.69%
-3.22%
2005
+8.30%
-3.34%
+6.31%
-4.48%
2004
+13.49%
-2.83%
+12.79%
-3.56%
2003
+28.27%
-3.88%
+30.75%
-4.27%
2002
-13.11%
-18.90%
-20.47%
-27.18%
2001
-9.84%
-18.61%
-10.97%
-23.65%
2000
-7.69%
-11.84%
-10.57%
-15.87%
1999
+20.73%
-2.88%
+23.81%
-6.42%
1998
+18.03%
-12.46%
+23.26%
-17.57%
1997
+17.15%
-4.61%
+30.99%
-4.56%
1996
+12.60%
-3.77%
+20.96%
-6.17%
1995
+22.72%
-1.03%
+35.79%
-1.17%
1994
+2.31%
-4.84%
-0.17%
-7.43%
1993
+16.23%
-4.16%
+10.62%
-2.77%
1992
+1.54%
-4.66%
+9.11%
-2.40%
1991
+22.09%
-4.27%
+32.39%
-4.47%
1990
-8.74%
-15.31%
-6.08%
-16.20%
1989
+20.64%
-2.08%
+28.12%
-3.05%
1988
+17.83%
-3.20%
+17.32%
-3.42%
1987
+10.76%
-19.21%
+2.61%
-29.34%
1986
+29.32%
-4.89%
+14.57%
-7.92%
1985
+35.27%
-2.34%
+31.27%
-4.77%
1984
+4.95%
-7.57%
+2.19%
-9.02%
1983
+19.49%
-2.98%
+22.66%
-4.00%
1982
+16.05%
-10.52%
+20.50%
-11.21%
1981
-1.38%
-10.40%
-4.15%
-12.79%
1980
+24.15%
-10.43%
+33.15%
-11.98%
1979
+15.99%
-7.03%
+24.25%
-7.22%
1978
+13.84%
-7.76%
+8.45%
-11.64%
1977
+3.33%
-3.91%
-3.36%
-8.29%
1976
+16.66%
-2.66%
+26.47%
-2.10%
1975
+29.64%
-10.48%
+37.82%
-11.74%
1974
-18.66%
-25.61%
-27.81%
-34.15%
1973
-11.64%
-12.71%
-18.18%
-19.22%
1972
+21.03%
-1.21%
+17.62%
-2.45%
1971
+20.20%
-5.15%
+17.63%
-6.54%
1970
+1.50%
-17.24%
+4.79%
-19.06%