Last Update: 30 April 2023
The iShares Lifepath Fund Portfolio obtained a 6.45% compound annual return, with a 6.88% standard deviation, in the last 30 Years.
The Gyroscopic Investing Desert Portfolio obtained a 6.56% compound annual return, with a 5.42% standard deviation, in the last 30 Years.
Summary
| iShares Lifepath Fund Portfolio | Gyroscopic Investing Desert Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 40.42% | 30% |
| Fixed Income | 59.58% | 60% | |
| Commodities | 0% | 10% | |
| 30 Years Stats | Return | +6.45% | +6.56% |
| Std Dev | 6.88% | 5.42% | |
| Max Drawdown | -21.23% | -14.72% | |
Last Update: 30 April 2023
Historical Returns as of Apr 30, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| iShares Lifepath Fund Portfolio | +0.78 | +8.10 | +0.14 | +4.14 | +4.61 | +6.45 | +8.04 |
| Gyroscopic Investing Desert Portfolio | +0.79 | +7.38 | +1.16 | +4.95 | +4.55 | +6.56 | +7.69 |
Capital Growth as of Apr 30, 2023
iShares Lifepath Fund Portfolio: an investment of 1000$, since May 1993, now would be worth 6520.41$, with a total return of 552.04% (6.45% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1000$, since May 1993, now would be worth 6718.87$, with a total return of 571.89% (6.56% annualized).
iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19360.79$, with a total return of 1836.08% (8.04% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1985, now would be worth 17096.82$, with a total return of 1609.68% (7.69% annualized).
Drawdowns
Drawdown comparison chart since April 1993.
iShares Lifepath Fund Portfolio |
Gyroscopic Investing Desert Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -21.23% | Nov 2007 | Feb 2009 | |||
| -18.92% | Jan 2022 | Sep 2022 | |||
| -14.72% | Jan 2022 | Sep 2022 | |||
| -10.15% | Mar 2008 | Feb 2009 | |||
| -8.33% | Feb 2020 | Mar 2020 | |||
| -7.15% | Feb 2001 | Sep 2002 | |||
| -5.64% | May 2011 | Sep 2011 | |||
| -5.63% | Feb 1994 | Jun 1994 | |||
| -5.36% | Jul 1998 | Aug 1998 | |||
| -5.27% | Sep 2018 | Dec 2018 | |||
| -4.89% | Feb 1994 | Jun 1994 | |||
| -4.45% | May 2015 | Sep 2015 | |||
| -4.42% | Jul 1998 | Aug 1998 | |||
| -3.94% | Feb 2001 | Mar 2001 | |||
| -3.83% | May 2010 | Jun 2010 | |||
| -3.56% | Feb 2020 | Mar 2020 | |||
| -3.44% | Apr 2004 | Apr 2004 | |||
| -3.24% | Sep 2011 | Sep 2011 | |||
| -3.16% | Sep 2000 | Nov 2000 | |||
| -3.07% | Aug 1997 | Aug 1997 | |||
Drawdown comparison chart since January 1985.
iShares Lifepath Fund Portfolio |
Gyroscopic Investing Desert Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -21.23% | Nov 2007 | Feb 2009 | |||
| -18.92% | Jan 2022 | Sep 2022 | |||
| -14.72% | Jan 2022 | Sep 2022 | |||
| -10.86% | Sep 1987 | Nov 1987 | |||
| -10.15% | Mar 2008 | Feb 2009 | |||
| -8.49% | Sep 1987 | Nov 1987 | |||
| -8.33% | Feb 2020 | Mar 2020 | |||
| -7.15% | Feb 2001 | Sep 2002 | |||
| -7.10% | Aug 1990 | Sep 1990 | |||
| -5.78% | Jan 1990 | Apr 1990 | |||
| -5.64% | May 2011 | Sep 2011 | |||
| -5.63% | Feb 1994 | Jun 1994 | |||
| -5.36% | Jul 1998 | Aug 1998 | |||
| -5.27% | Sep 2018 | Dec 2018 | |||
| -4.89% | Feb 1994 | Jun 1994 | |||
| -4.45% | May 2015 | Sep 2015 | |||
| -4.42% | Jul 1998 | Aug 1998 | |||
| -3.94% | Feb 2001 | Mar 2001 | |||
| -3.83% | May 2010 | Jun 2010 | |||
| -3.71% | Jan 1990 | Apr 1990 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1985.
| Year | iShares Lifepath Fund Portfolio | Gyroscopic Investing Desert Portfolio |
|---|---|---|
| 2023 |
+5.41% | +5.32% |
| 2022 |
-15.14% | -11.64% |
| 2021 |
+8.05% | +5.76% |
| 2020 |
+11.47% | +12.96% |
| 2019 |
+16.20% | +14.41% |
| 2018 |
-3.49% | -0.94% |
| 2017 |
+11.24% | +8.38% |
| 2016 |
+6.11% | +5.39% |
| 2015 |
-0.37% | +0.02% |
| 2014 |
+6.00% | +5.45% |
| 2013 |
+9.07% | +6.10% |
| 2012 |
+9.09% | +6.70% |
| 2011 |
+3.66% | +6.23% |
| 2010 |
+10.07% | +11.95% |
| 2009 |
+15.04% | +10.05% |
| 2008 |
-12.05% | -2.92% |
| 2007 |
+7.94% | +10.64% |
| 2006 |
+10.06% | +8.85% |
| 2005 |
+5.27% | +5.06% |
| 2004 |
+9.19% | +6.34% |
| 2003 |
+16.31% | +12.64% |
| 2002 |
-1.88% | +4.90% |
| 2001 |
-0.13% | +1.31% |
| 2000 |
+3.22% | +4.70% |
| 1999 |
+8.91% | +5.12% |
| 1998 |
+13.44% | +13.26% |
| 1997 |
+14.26% | +12.53% |
| 1996 |
+8.55% | +6.98% |
| 1995 |
+21.33% | +23.10% |
| 1994 |
-0.37% | -2.86% |
| 1993 |
+13.45% | +11.81% |
| 1992 |
+4.84% | +6.83% |
| 1991 |
+19.41% | +18.44% |
| 1990 |
+0.16% | +3.54% |
| 1989 |
+17.85% | +16.86% |
| 1988 |
+12.45% | +6.82% |
| 1987 |
+5.68% | +4.17% |
| 1986 |
+22.44% | +15.33% |
| 1985 |
+28.90% | +23.33% |
