Stocks/Bonds 20/80 vs High Yield Bonds Income Portfolio Comparison

Last Update: 31 March 2024

The Stocks/Bonds 20/80 Portfolio obtained a 5.80% compound annual return, with a 4.88% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 6.69% compound annual return, with a 8.78% standard deviation, in the last 30 Years.

Summary

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Stocks/Bonds 20/80 Portfolio High Yield Bonds Income Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 20% 0%
Fixed Income 80% 100%
Commodities 0% 0%
30 Years Stats Return +5.80% +6.69%
Std Dev 4.88% 8.78%
Max Drawdown -16.57% -23.97%
All time Stats
(Since Jan 1985)		 Return +7.04% +7.75%
Std Dev 5.21% 8.20%
Max Drawdown -16.57% -23.97%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Stocks/Bonds 20/80 Portfolio +1.28 +9.30 +6.92 +3.19 +3.72 +5.80 +7.04
High Yield Bonds Income Portfolio +1.55 +10.28 +7.79 +1.83 +3.01 +6.69 +7.75
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since April 1994, now would be worth 5.43$, with a total return of 442.69% (5.80% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since April 1994, now would be worth 6.98$, with a total return of 598.10% (6.69% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since January 1985, now would be worth 14.45$, with a total return of 1344.55% (7.04% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since January 1985, now would be worth 18.75$, with a total return of 1774.57% (7.75% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Stocks/Bonds 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (31) 12.91
-16.57% Jan 2022 Sep 2022 (9) In progress (27) 10.59
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-3.93% Oct 2016 Nov 2016 (2) Feb 2017 (5) 1.97
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.91% Jul 2003 Jul 2003 (1) Sep 2003 (3) 2.27
-3.84% May 2007 Jul 2007 (3) Oct 2007 (6) 1.91
-3.60% May 1999 Aug 1999 (4) Nov 1999 (7) 2.32
-3.49% Sep 2001 Sep 2001 (1) Nov 2001 (3) 1.76
-3.24% May 2010 May 2010 (1) Jul 2010 (3) 1.75
-3.16% Jan 2021 Mar 2021 (3) Jun 2021 (6) 1.94

Drawdown comparison chart since January 1985.

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Stocks/Bonds 20/80 Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (31) 12.91
-16.57% Jan 2022 Sep 2022 (9) In progress (27) 10.59
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-7.89% Aug 1990 Sep 1990 (2) Feb 1991 (7) 4.98
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.63% Mar 1987 Oct 1987 (8) Feb 1988 (12) 4.16
-7.41% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.14% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.45
-5.50% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.71
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-3.93% Oct 2016 Nov 2016 (2) Feb 2017 (5) 1.97
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.91% Jul 2003 Jul 2003 (1) Sep 2003 (3) 2.27

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
+1.36%
 -0.02%
+0.79%
 -0.74%
2023
+9.54%
 -5.62%
+11.21%
 -5.58%
2022
-14.39%
 -16.57%
-16.88%
 -21.38%
2021
+3.64%
 -1.82%
+0.88%
 -3.16%
2020
+10.38%
 -3.92%
+7.08%
 -11.99%
2019
+13.20%
 -0.07%
+16.98%
 -0.39%
2018
-1.13%
 -2.67%
-4.53%
 -4.53%
2017
+7.10%
 -0.02%
+8.78%
 -0.17%
2016
+4.58%
 -2.40%
+12.01%
 -3.93%
2015
+0.52%
 -1.90%
-3.94%
 -6.90%
2014
+7.16%
 -0.89%
+6.28%
 -2.37%
2013
+5.01%
 -2.56%
-0.40%
 -6.71%
2012
+5.82%
 -0.62%
+12.61%
 -1.87%
2011
+6.53%
 -0.88%
+9.07%
 -4.40%
2010
+8.44%
 -0.76%
+11.52%
 -3.24%
2009
+8.69%
 -5.67%
+23.52%
 -10.62%
2008
-1.91%
 -8.42%
-10.54%
 -23.59%
2007
+6.61%
 -0.76%
+3.36%
 -3.84%
2006
+6.55%
 -1.09%
+7.28%
 -2.69%
2005
+3.18%
 -1.84%
+5.61%
 -2.30%
2004
+5.95%
 -2.58%
+9.55%
 -4.56%
2003
+9.33%
 -2.13%
+18.30%
 -3.91%
2002
+2.51%
 -2.13%
+7.38%
 -6.70%
2001
+4.55%
 -1.99%
+10.89%
 -3.49%
2000
+7.00%
 -2.23%
+6.15%
 -3.14%
1999
+4.16%
 -2.17%
+6.34%
 -3.60%
1998
+11.52%
 -2.15%
+2.17%
 -8.48%
1997
+13.75%
 -1.70%
+13.61%
 -2.54%
1996
+7.06%
 -1.44%
+14.28%
 -2.87%
1995
+21.70%
 0.00%
+22.64%
 -0.20%
1994
-2.16%
 -5.50%
-4.27%
 -7.41%
1993
+9.87%
 -1.10%
+18.58%
 -0.44%
1992
+7.53%
 -1.25%
+12.00%
 -2.11%
1991
+18.68%
 -1.05%
+25.88%
 0.00%
1990
+5.70%
 -3.09%
-0.59%
 -7.89%
1989
+16.54%
 -0.87%
+8.29%
 -0.68%
1988
+9.35%
 -2.17%
+11.12%
 -1.52%
1987
+1.75%
 -6.14%
+0.07%
 -7.63%
1986
+15.00%
 -3.14%
+15.01%
 -0.64%
1985
+24.05%
 -1.20%
+21.64%
 -1.39%