Bogleheads Three Funds vs Value Stock Geek Weird 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 Value Stock Geek Weird Portfolio obtained a 8.09% compound annual return, with a 10.84% standard deviation, in the last 30 Years.

Summary

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Bogleheads Three Funds Portfolio Value Stock Geek Weird Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 80% 60%
Fixed Income 20% 20%
Commodities 0% 20%
30 Years Stats Return +7.78% +8.09%
Std Dev 12.39% 10.84%
Max Drawdown -43.68% -32.97%
All time Stats
(Since Jan 1975)
Return +10.41% +11.01%
Std Dev 12.45% 10.87%
Max Drawdown -43.68% -32.97%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1975

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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 +10.41
Value Stock Geek Weird Portfolio +0.80 +4.13 +3.72 +4.75 +5.03 +8.09 +11.01
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).

Value Stock Geek Weird Portfolio: an investment of 1$, since March 1994, now would be worth 10.31$, with a total return of 931.27% (8.09% annualized).

Bogleheads Three Funds Portfolio: an investment of 1$, since January 1975, now would be worth 130.21$, with a total return of 12921.13% (10.41% annualized).

Value Stock Geek Weird Portfolio: an investment of 1$, since January 1975, now would be worth 169.77$, with a total return of 16876.95% (11.01% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bogleheads Three Funds Portfolio
Value Stock Geek Weird 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
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (26) 14.61
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-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
-8.66% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.24
-8.65% Jun 2002 Oct 2002 (5) May 2003 (12) 5.09
-7.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 4.11
-7.20% Feb 2015 Sep 2015 (8) Mar 2016 (14) 4.13
-6.89% May 2013 Jun 2013 (2) Oct 2013 (6) 3.77
-6.58% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.39
-6.52% Mar 1994 Nov 1994 (9) May 1995 (15) 3.72
-5.96% May 2011 Sep 2011 (5) Oct 2011 (6) 2.45

Drawdown comparison chart since January 1975.

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Bogleheads Three Funds Portfolio
Value Stock Geek Weird 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
-33.38% Apr 2000 Sep 2002 (30) Dec 2004 (57) 17.93
-32.97% Nov 2007 Feb 2009 (16) Mar 2010 (29) 15.03
-24.18% Jan 2022 Sep 2022 (9) In progress (26) 14.61
-23.18% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.76
-19.21% Sep 1987 Nov 1987 (3) Jan 1989 (17) 8.97
-17.01% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.68
-16.24% Dec 1989 Oct 1990 (11) May 1991 (18) 7.74
-15.77% May 2011 Sep 2011 (5) Sep 2012 (17) 6.20
-15.31% Jan 1990 Sep 1990 (9) Feb 1991 (14) 7.86
-15.06% Feb 1980 Mar 1980 (2) Jun 1980 (5) 7.84
-14.03% Dec 1980 Jul 1982 (20) Oct 1982 (23) 6.99
-13.36% Feb 2020 Mar 2020 (2) Jul 2020 (6) 6.31
-13.23% Apr 1998 Aug 1998 (5) Jun 2000 (27) 6.30
-12.71% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.92
-12.46% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.66
-12.24% Dec 1980 Jun 1982 (19) Sep 1982 (22) 6.56
-10.53% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.26
-10.48% Jul 1975 Sep 1975 (3) Jan 1976 (7) 5.60
-10.43% Feb 1980 Mar 1980 (2) Jun 1980 (5) 4.80

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%
-2.57%
-3.35%
2023
+18.86%
-8.74%
+10.94%
-12.66%
2022
-17.06%
-23.18%
-18.17%
-24.18%
2021
+14.95%
-3.53%
+14.49%
-3.51%
2020
+15.39%
-17.01%
+10.52%
-13.36%
2019
+23.65%
-4.68%
+21.93%
-1.68%
2018
-6.89%
-10.53%
-8.01%
-8.66%
2017
+19.54%
0.00%
+14.20%
-0.31%
2016
+8.39%
-4.82%
+10.34%
-6.58%
2015
-1.14%
-8.74%
-1.57%
-7.20%
2014
+6.07%
-3.01%
+11.39%
-5.08%
2013
+20.56%
-2.36%
+5.71%
-6.89%
2012
+14.53%
-7.09%
+13.28%
-4.45%
2011
-2.14%
-15.77%
+7.07%
-5.96%
2010
+13.50%
-9.82%
+22.57%
-4.90%
2009
+26.45%
-15.70%
+19.50%
-17.34%
2008
-30.15%
-33.07%
-15.22%
-24.57%
2007
+8.73%
-4.35%
+4.32%
-4.58%
2006
+16.69%
-3.08%
+21.26%
-3.05%
2005
+8.30%
-3.34%
+13.51%
-2.30%
2004
+13.49%
-2.83%
+20.31%
-7.32%
2003
+28.27%
-3.88%
+32.68%
-1.93%
2002
-13.11%
-18.90%
+7.55%
-8.65%
2001
-9.84%
-18.61%
+4.90%
-4.41%
2000
-7.69%
-11.84%
+11.88%
-2.51%
1999
+20.73%
-2.88%
+2.11%
-4.11%
1998
+18.03%
-12.46%
-0.30%
-13.23%
1997
+17.15%
-4.61%
+4.80%
-3.83%
1996
+12.60%
-3.77%
+10.07%
-2.17%
1995
+22.72%
-1.03%
+14.94%
-1.53%
1994
+2.31%
-4.84%
-4.11%
-7.57%
1993
+16.23%
-4.16%
+21.05%
-2.35%
1992
+1.54%
-4.66%
+10.23%
-2.71%
1991
+22.09%
-4.27%
+18.76%
-2.61%
1990
-8.74%
-15.31%
-10.86%
-16.22%
1989
+20.64%
-2.08%
+13.23%
-1.43%
1988
+17.83%
-3.20%
+12.98%
-1.18%
1987
+10.76%
-19.21%
+8.44%
-12.71%
1986
+29.32%
-4.89%
+28.08%
-2.01%
1985
+35.27%
-2.34%
+30.14%
-1.95%
1984
+4.95%
-7.57%
+5.34%
-5.43%
1983
+19.49%
-2.98%
+16.56%
-1.96%
1982
+16.05%
-10.52%
+23.60%
-8.30%
1981
-1.38%
-10.40%
-2.54%
-10.01%
1980
+24.15%
-10.43%
+16.86%
-15.06%
1979
+15.99%
-7.03%
+40.61%
-8.18%
1978
+13.84%
-7.76%
+20.11%
-6.79%
1977
+3.33%
-3.91%
+16.95%
-0.10%
1976
+16.66%
-2.66%
+23.87%
-2.72%
1975
+29.64%
-10.48%
+18.84%
-10.11%