Burton Malkiel Late Thirties to Early Forties vs Burton Malkiel Mid-Fifties Portfolio Comparison

Last Update: 29 February 2024

The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 8.22% compound annual return, with a 13.59% standard deviation, in the last 30 Years.

The Burton Malkiel Mid-Fifties Portfolio obtained a 8.30% compound annual return, with a 12.98% standard deviation, in the last 30 Years.

Summary

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Burton Malkiel Late Thirties to Early Forties Portfolio Burton Malkiel Mid-Fifties Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 85% 80%
Fixed Income 15% 20%
Commodities 0% 0%
30 Years Stats Return +8.22% +8.30%
Std Dev 13.59% 12.98%
Max Drawdown -48.28% -46.21%
All time Stats
(Since Jan 1985)
Return +10.28% +10.19%
Std Dev 13.71% 13.03%
Max Drawdown -48.28% -46.21%
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
Burton Malkiel Late Thirties to Early Forties Portfolio +3.40 +8.91 +16.20 +7.86 +7.25 +8.22 +10.28
Burton Malkiel Mid-Fifties Portfolio +3.05 +8.50 +15.09 +7.40 +7.00 +8.30 +10.19
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since March 1994, now would be worth 10.69$, with a total return of 968.82% (8.22% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since March 1994, now would be worth 10.95$, with a total return of 994.85% (8.30% annualized).

Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since January 1985, now would be worth 46.11$, with a total return of 4511.30% (10.28% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1$, since January 1985, now would be worth 44.74$, with a total return of 4373.73% (10.19% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Burton Malkiel Late Thirties to Early Forties Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-48.28% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.43
-46.21% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.33
-24.26% Jan 2022 Sep 2022 (9) In progress (26) 12.63
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-21.55% Sep 2000 Sep 2002 (25) Oct 2003 (38) 11.57
-19.36% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.83
-18.70% May 1998 Aug 1998 (4) Mar 1999 (11) 7.76
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-18.18% May 1998 Aug 1998 (4) Apr 1999 (12) 7.28
-17.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.44
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-15.37% Apr 2002 Sep 2002 (6) Jun 2003 (15) 9.56
-13.61% Sep 2000 Sep 2001 (13) Mar 2002 (19) 6.04
-11.04% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.65
-10.51% May 2015 Feb 2016 (10) Jul 2016 (15) 5.57
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35
-9.21% May 2015 Feb 2016 (10) Jun 2016 (14) 5.08
-6.70% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.76
-6.65% Sep 1994 Jan 1995 (5) May 1995 (9) 3.90
-6.25% Apr 2012 May 2012 (2) Aug 2012 (5) 2.77

Drawdown comparison chart since January 1985.

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Burton Malkiel Late Thirties to Early Forties Portfolio
Burton Malkiel Mid-Fifties Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-48.28% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.43
-46.21% Nov 2007 Feb 2009 (16) Feb 2011 (40) 21.33
-24.26% Jan 2022 Sep 2022 (9) In progress (26) 12.63
-24.05% Jan 2022 Sep 2022 (9) In progress (26) 12.80
-22.99% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.54
-21.56% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.59
-21.55% Sep 2000 Sep 2002 (25) Oct 2003 (38) 11.57
-19.36% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.83
-18.70% May 1998 Aug 1998 (4) Mar 1999 (11) 7.76
-18.63% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.44
-18.18% May 1998 Aug 1998 (4) Apr 1999 (12) 7.28
-17.29% Aug 1990 Sep 1990 (2) Feb 1991 (7) 10.02
-17.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.44
-16.09% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.29
-15.78% May 2011 Sep 2011 (5) Mar 2012 (11) 6.66
-15.37% Apr 2002 Sep 2002 (6) Jun 2003 (15) 9.56
-13.61% Sep 2000 Sep 2001 (13) Mar 2002 (19) 6.04
-11.04% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.65
-10.51% May 2015 Feb 2016 (10) Jul 2016 (15) 5.57
-10.02% Feb 2018 Dec 2018 (11) Mar 2019 (14) 4.35

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
+2.48%
-0.89%
+2.05%
-0.98%
2023
+16.77%
-9.38%
+15.87%
-9.23%
2022
-17.38%
-24.26%
-17.33%
-24.05%
2021
+15.84%
-3.97%
+15.75%
-3.95%
2020
+12.75%
-19.36%
+11.71%
-18.63%
2019
+24.10%
-4.51%
+23.79%
-3.94%
2018
-7.61%
-11.04%
-7.10%
-10.02%
2017
+20.64%
0.00%
+19.19%
0.00%
2016
+8.99%
-4.56%
+8.92%
-3.97%
2015
-2.65%
-9.75%
-2.27%
-8.93%
2014
+7.18%
-3.52%
+8.09%
-3.42%
2013
+16.37%
-3.65%
+14.67%
-3.96%
2012
+15.81%
-7.03%
+15.47%
-6.25%
2011
-2.39%
-17.20%
-0.94%
-15.78%
2010
+14.99%
-10.22%
+15.05%
-9.45%
2009
+31.14%
-18.01%
+29.23%
-17.95%
2008
-32.91%
-37.15%
-30.43%
-35.32%
2007
+8.39%
-5.98%
+7.08%
-5.75%
2006
+21.40%
-3.91%
+21.13%
-3.49%
2005
+11.93%
-3.56%
+11.28%
-3.25%
2004
+16.16%
-6.18%
+15.92%
-6.70%
2003
+34.34%
-2.28%
+33.06%
-1.54%
2002
-10.16%
-17.47%
-8.20%
-15.37%
2001
-1.34%
-16.37%
+1.81%
-13.46%
2000
-4.91%
-10.02%
-1.81%
-8.44%
1999
+22.20%
-3.75%
+18.47%
-3.88%
1998
+8.06%
-18.70%
+6.91%
-18.18%
1997
+13.64%
-6.08%
+14.24%
-5.58%
1996
+17.87%
-3.78%
+18.61%
-3.32%
1995
+19.80%
-1.74%
+20.11%
-1.61%
1994
-3.04%
-8.61%
-3.32%
-8.21%
1993
+29.60%
-3.39%
+27.74%
-3.23%
1992
+2.17%
-4.15%
+3.26%
-3.61%
1991
+39.50%
-4.68%
+37.79%
-4.36%
1990
-7.56%
-17.29%
-6.91%
-16.09%
1989
+32.71%
-2.71%
+30.29%
-2.42%
1988
+20.02%
-3.27%
+18.85%
-2.96%
1987
-1.75%
-22.99%
-1.62%
-21.56%
1986
+22.02%
-5.35%
+21.09%
-5.08%
1985
+31.42%
-2.87%
+30.20%
-2.62%