iShares Lifepath Fund vs Simplified Permanent Portfolio Comparison

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 Simplified Permanent Portfolio obtained a 6.90% compound annual return, with a 6.79% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
iShares Lifepath Fund Portfolio Simplified Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 40.42% 25%
Fixed Income 59.58% 50%
Commodities 0% 25%
30 Years Stats Return +6.45% +6.90%
Std Dev 6.88% 6.79%
Max Drawdown -21.23% -16.43%

Last Update: 30 April 2023

Historical Returns as of Apr 30, 2023

Comparison period starts from January 1985

Swipe left to see all data
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
Simplified Permanent Portfolio +0.89 +10.83 +1.08 +5.54 +4.35 +6.90 +7.81
(*) Returns over 1 year are annualized

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).

Simplified Permanent Portfolio: an investment of 1000$, since May 1993, now would be worth 7411.75$, with a total return of 641.18% (6.90% 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).

Simplified Permanent Portfolio: an investment of 1000$, since January 1985, now would be worth 17875.87$, with a total return of 1687.59% (7.81% annualized).

Drawdowns

Drawdown comparison chart since April 1993.

Swipe left to see all data
iShares Lifepath Fund Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-16.43% Jan 2022 Sep 2022
-13.28% Mar 2008 Oct 2008
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.67% Feb 1994 Jun 1994
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-4.89% Feb 1994 Jun 1994
-4.79% Apr 2004 Apr 2004
-4.63% Jul 1998 Aug 1998
-4.45% May 2015 Sep 2015
-3.83% May 2010 Jun 2010
-3.81% Jan 2021 Mar 2021

Drawdown comparison chart since January 1985.

Swipe left to see all data
iShares Lifepath Fund Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-16.43% Jan 2022 Sep 2022
-13.28% Mar 2008 Oct 2008
-10.86% Sep 1987 Nov 1987
-8.33% Feb 2020 Mar 2020
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.83% Aug 1987 Nov 1987
-5.78% Jan 1990 Apr 1990
-5.67% Feb 1994 Jun 1994
-5.66% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-4.89% Feb 1994 Jun 1994

Yearly Returns

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

Swipe left to see all data
Year iShares Lifepath Fund Portfolio Simplified Permanent Portfolio
2023
 +5.41% +6.70%
2022
 -15.14% -12.67%
2021
 +8.05% +3.72%
2020
 +11.47% +16.46%
2019
 +16.20% +16.15%
2018
 -3.49% -1.29%
2017
 +11.24% +9.78%
2016
 +6.11% +5.72%
2015
 -0.37% -1.82%
2014
 +6.00% +7.12%
2013
 +9.07% -1.76%
2012
 +9.09% +7.59%
2011
 +3.66% +10.45%
2010
 +10.07% +16.36%
2009
 +15.04% +9.94%
2008
 -12.05% +0.94%
2007
 +7.94% +14.14%
2006
 +10.06% +10.82%
2005
 +5.27% +7.34%
2004
 +9.19% +6.42%
2003
 +16.31% +15.31%
2002
 -1.88% +9.00%
2001
 -0.13% +0.15%
2000
 +3.22% +4.63%
1999
 +8.91% +2.25%
1998
 +13.44% +12.93%
1997
 +14.26% +8.38%
1996
 +8.55% +4.09%
1995
 +21.33% +21.97%
1994
 -0.37% -4.18%
1993
 +13.45% +13.56%
1992
 +4.84% +4.46%
1991
 +19.41% +15.41%
1990
 +0.16% +1.55%
1989
 +17.85% +15.24%
1988
 +12.45% +3.97%
1987
 +5.68% +5.46%
1986
 +22.44% +19.06%
1985
 +28.90% +24.24%