iShares Lifepath Fund vs Ray Dalio All Weather Portfolio Comparison

Last Update: 31 May 2023

The iShares Lifepath Fund Portfolio obtained a 6.36% compound annual return, with a 6.89% standard deviation, in the last 30 Years.

The Ray Dalio All Weather Portfolio obtained a 7.19% compound annual return, with a 7.21% standard deviation, in the last 30 Years.

Summary

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iShares Lifepath Fund Portfolio Ray Dalio All Weather Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 30%
Fixed Income 59.58% 55%
Commodities 0% 15%
30 Years Stats Return +6.36% +7.19%
Std Dev 6.89% 7.21%
Max Drawdown -21.23% -20.19%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
iShares Lifepath Fund Portfolio -1.13 +1.71 -1.54 +3.71 +4.61 +6.36 +7.99
Ray Dalio All Weather Portfolio -1.74 +1.52 -4.90 +3.99 +4.61 +7.19 +8.61
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 6359.49$, with a total return of 535.95% (6.36% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since June 1993, now would be worth 8029.92$, with a total return of 702.99% (7.19% annualized).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19142.48$, with a total return of 1814.25% (7.99% annualized).

Ray Dalio All Weather Portfolio: an investment of 1000$, since January 1985, now would be worth 23876.60$, with a total return of 2287.66% (8.61% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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iShares Lifepath Fund Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-20.19% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-12.18% Jul 2008 Feb 2009
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.10% May 2013 Jun 2013
-4.89% Feb 1994 Jun 1994
-4.83% Jul 1998 Aug 1998
-4.76% Apr 2004 Apr 2004
-4.75% Sep 2018 Dec 2018
-4.74% Jun 2003 Jul 2003
-4.61% Feb 2001 Mar 2001
-4.45% May 2015 Sep 2015

Drawdown comparison chart since January 1985.

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iShares Lifepath Fund Portfolio
Ray Dalio All Weather Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-20.19% Jan 2022 Sep 2022
-18.92% Jan 2022 Sep 2022
-12.18% Jul 2008 Feb 2009
-10.86% Sep 1987 Nov 1987
-8.78% Sep 1987 Nov 1987
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.93% Feb 2015 Dec 2015
-6.83% Feb 1994 Nov 1994
-6.47% Aug 2016 Nov 2016
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.51% Jan 1990 Apr 1990
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.10% May 2013 Jun 2013
-4.89% Feb 1994 Jun 1994
-4.83% Jul 1998 Aug 1998

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year iShares Lifepath Fund Portfolio Ray Dalio All Weather Portfolio
2023
 +4.22% +4.33%
2022
 -15.14% -18.03%
2021
 +8.05% +8.08%
2020
 +11.47% +14.68%
2019
 +16.20% +18.22%
2018
 -3.49% -3.19%
2017
 +11.24% +11.47%
2016
 +6.11% +5.86%
2015
 -0.37% -3.72%
2014
 +6.00% +12.52%
2013
 +9.07% +2.15%
2012
 +9.09% +6.72%
2011
 +3.66% +15.59%
2010
 +10.07% +12.53%
2009
 +15.04% +2.34%
2008
 -12.05% +1.34%
2007
 +7.94% +11.88%
2006
 +10.06% +6.93%
2005
 +5.27% +8.55%
2004
 +9.19% +9.41%
2003
 +16.31% +13.96%
2002
 -1.88% +7.77%
2001
 -0.13% -2.77%
2000
 +3.22% +10.15%
1999
 +8.91% +6.28%
1998
 +13.44% +11.05%
1997
 +14.26% +13.54%
1996
 +8.55% +8.27%
1995
 +21.33% +27.44%
1994
 -0.37% -3.28%
1993
 +13.45% +12.02%
1992
 +4.84% +6.76%
1991
 +19.41% +17.98%
1990
 +0.16% +3.85%
1989
 +17.85% +20.45%
1988
 +12.45% +10.59%
1987
 +5.68% +3.47%
1986
 +22.44% +20.56%
1985
 +28.90% +28.68%