US Stocks Value Portfolio vs US Stocks Portfolio Portfolio Comparison

Simulation Settings
Period: January 1975 - March 2026 (~51 years)
Consolidated Returns as of 31 March 2026
Initial Amount: 1$
Currency: USD
Inflation: US
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Results
30 Years
(1996/04 - 2026/03)
All Data
(1975/01 - 2026/03)
Inflation Adjusted:
US Stocks Value Portfolio
1.00$
Invested Capital
April 1996
14.40$
Final Capital
March 2026
9.30%
Yearly Return
15.47%
Std Deviation
-55.41%
Max Drawdown
68months
Recovery Period
1.00$
Invested Capital
April 1996
6.84$
Final Capital
March 2026
6.62%
Yearly Return
15.47%
Std Deviation
-56.66%
Max Drawdown
74months
Recovery Period
1.00$
Invested Capital
January 1975
347.30$
Final Capital
March 2026
12.09%
Yearly Return
15.16%
Std Deviation
-55.41%
Max Drawdown
68months
Recovery Period
1.00$
Invested Capital
January 1975
55.03$
Final Capital
March 2026
8.13%
Yearly Return
15.16%
Std Deviation
-56.66%
Max Drawdown
74months
Recovery Period
US Stocks Portfolio
1.00$
Invested Capital
April 1996
17.05$
Final Capital
March 2026
9.92%
Yearly Return
15.67%
Std Deviation
-50.84%
Max Drawdown
53months
Recovery Period
1.00$
Invested Capital
April 1996
8.10$
Final Capital
March 2026
7.22%
Yearly Return
15.67%
Std Deviation
-51.65%
Max Drawdown
63months
Recovery Period
1.00$
Invested Capital
January 1975
371.57$
Final Capital
March 2026
12.24%
Yearly Return
15.38%
Std Deviation
-50.84%
Max Drawdown
53months
Recovery Period
1.00$
Invested Capital
January 1975
58.88$
Final Capital
March 2026
8.28%
Yearly Return
15.38%
Std Deviation
-51.65%
Max Drawdown
63months
Recovery Period

As of March 2026, in the previous 30 Years, the US Stocks Value Portfolio obtained a 9.30% compound annual return, with a 15.47% standard deviation. It suffered a maximum drawdown of -55.41% that required 68 months to be recovered.

As of March 2026, in the previous 30 Years, the US Stocks Portfolio obtained a 9.92% compound annual return, with a 15.67% standard deviation. It suffered a maximum drawdown of -50.84% that required 53 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

US Stocks Value Portfolio
Weight
(%)		 Ticker Name
100.00
IUSV
iShares Core S&P U.S. Value ETF
US Stocks Portfolio
Weight
(%)		 Ticker Name
100.00
VTI
Vanguard Total Stock Market
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Portfolio Returns as of Mar 31, 2026

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1996/04 - 2026/03)
All Data
(1975/01 - 2026/03)
Inflation Adjusted:
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Value
 1 $ 14.40 $ 1 340.48% 9.30%
US Stocks
 1 $ 17.05 $ 1 605.40% 9.92%
Apr 1996 Mar 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Value
 1 $ 6.84 $ 583.86% 6.62%
US Stocks
 1 $ 8.10 $ 709.63% 7.22%
Apr 1996 Mar 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Value
 1 $ 347.30 $ 34 630.34% 12.09%
US Stocks
 1 $ 371.57 $ 37 056.90% 12.24%
Jan 1975 Mar 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Value
 1 $ 55.03 $ 5 403.10% 8.13%
US Stocks
 1 $ 58.88 $ 5 787.59% 8.28%
Jan 1975 Mar 2026

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Return (%) as of Mar 31, 2026
YTD
(3M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~51Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks Value
-- Market Benchmark 		0.10 -4.59 3.24 12.87 10.41 11.50 9.30 12.09
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks
-- Market Benchmark 		-4.01 -5.00 -1.66 18.11 10.74 13.67 9.92 12.24
Returns over 1 year are annualized.
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Portfolio Metrics as of Mar 31, 2026

The following metrics, updated as of 31 March 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 April 2025 - 31 March 2026 (1 year)
Period: 1 April 2021 - 31 March 2026 (5 years)
Period: 1 April 2016 - 31 March 2026 (10 years)
Period: 1 April 1996 - 31 March 2026 (30 years)
Period: 1 January 1975 - 31 March 2026 (~51 years)
1 Year
5 Years
10 Years
30 Years
All (1975/01 - 2026/03)
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US Stocks Value US Stocks
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.87 18.11
Infl. Adjusted (%) 10.17 15.28
DRAWDOWN
Deepest Drawdown Depth (%) -4.59 -5.51
Start to Recovery (months) 1* 2*
Longest Drawdown Depth (%) -3.78 -5.51
Start to Recovery (months) 3 2*
Longest Negative Period (months) 2 6*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 8.88 9.84
Sharpe Ratio 1.00 1.43
Sortino Ratio 1.19 1.93
Ulcer Index 1.66 1.55
Ratio: Return / Standard Deviation 1.45 1.84
Ratio: Return / Deepest Drawdown 2.80 3.29
Metrics calculated over the period 1 April 2025 - 31 March 2026
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US Stocks Value US Stocks
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.41 10.74
Infl. Adjusted (%) 5.83 6.14
DRAWDOWN
Deepest Drawdown Depth (%) -16.63 -24.81
Start to Recovery (months) 13 24
Longest Drawdown Depth (%) -16.63 -24.81
Start to Recovery (months) 13 24
Longest Negative Period (months) 22 30
RISK INDICATORS
Standard Deviation (%) 14.53 15.40
Sharpe Ratio 0.49 0.48
Sortino Ratio 0.68 0.65
Ulcer Index 4.47 8.63
Ratio: Return / Standard Deviation 0.72 0.70
Ratio: Return / Deepest Drawdown 0.63 0.43
Metrics calculated over the period 1 April 2021 - 31 March 2026
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US Stocks Value US Stocks
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.50 13.67
Infl. Adjusted (%) 8.00 10.10
DRAWDOWN
Deepest Drawdown Depth (%) -26.06 -24.81
Start to Recovery (months) 12 24
Longest Drawdown Depth (%) -12.56 -24.81
Start to Recovery (months) 15 24
Longest Negative Period (months) 37 30
RISK INDICATORS
Standard Deviation (%) 15.39 15.38
Sharpe Ratio 0.61 0.75
Sortino Ratio 0.81 0.99
Ulcer Index 5.71 6.88
Ratio: Return / Standard Deviation 0.75 0.89
Ratio: Return / Deepest Drawdown 0.44 0.55
Metrics calculated over the period 1 April 2016 - 31 March 2026
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US Stocks Value US Stocks
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 9.30 9.92
Infl. Adjusted (%) 6.62 7.22
DRAWDOWN
Deepest Drawdown Depth (%) -55.41 -50.84
Start to Recovery (months) 68 53
Longest Drawdown Depth (%) -55.41 -43.94
Start to Recovery (months) 68 67
Longest Negative Period (months) 132 139
RISK INDICATORS
Standard Deviation (%) 15.47 15.67
Sharpe Ratio 0.46 0.49
Sortino Ratio 0.60 0.64
Ulcer Index 13.18 14.32
Ratio: Return / Standard Deviation 0.60 0.63
Ratio: Return / Deepest Drawdown 0.17 0.20
Metrics calculated over the period 1 April 1996 - 31 March 2026
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US Stocks Value US Stocks
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.09 12.24
Infl. Adjusted (%) 8.13 8.28
DRAWDOWN
Deepest Drawdown Depth (%) -55.41 -50.84
Start to Recovery (months) 68 53
Longest Drawdown Depth (%) -55.41 -43.94
Start to Recovery (months) 68 67
Longest Negative Period (months) 132 139
RISK INDICATORS
Standard Deviation (%) 15.16 15.38
Sharpe Ratio 0.52 0.52
Sortino Ratio 0.69 0.69
Ulcer Index 10.80 11.70
Ratio: Return / Standard Deviation 0.80 0.80
Ratio: Return / Deepest Drawdown 0.22 0.24
Metrics calculated over the period 1 January 1975 - 31 March 2026
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 April 1996 - 31 March 2026 (30 years)
Period: 1 January 1975 - 31 March 2026 (~51 years)
30 Years
(1996/04 - 2026/03)

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US Stocks Value US Stocks
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.41 68 Jun 2007
Jan 2013
-50.84 53 Nov 2007
Mar 2012
-43.94 67 Sep 2000
Mar 2006
-32.49 42 Sep 2000
Feb 2004
-26.06 12 Jan 2020
Dec 2020
-24.81 24 Jan 2022
Dec 2023
-20.84 7 Jan 2020
Jul 2020
-17.60 6 Jul 1998
Dec 1998
-17.57 5 Jul 1998
Nov 1998
-16.63 13 Jan 2022
Jan 2023
-14.20 7 Oct 2018
Apr 2019
-12.56 15 Feb 2018
Apr 2019
-10.70 13 Jun 2015
Jun 2016
-10.35 9 Dec 2024
Aug 2025
-9.28 5 Aug 2023
Dec 2023

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US Stocks Value US Stocks
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-55.41 68 Jun 2007
Jan 2013
-50.84 53 Nov 2007
Mar 2012
-43.94 67 Sep 2000
Mar 2006
-32.49 42 Sep 2000
Feb 2004
-30.17 20 Sep 1987
Apr 1989
-29.34 21 Sep 1987
May 1989
-26.06 12 Jan 2020
Dec 2020
-24.81 24 Jan 2022
Dec 2023
-20.84 7 Jan 2020
Jul 2020
-17.85 23 Dec 1980
Oct 1982
-17.60 6 Jul 1998
Dec 1998
-17.57 5 Jul 1998
Nov 1998
-16.63 13 Jan 2022
Jan 2023
-16.20 9 Jun 1990
Feb 1991
-16.02 9 Jun 1990
Feb 1991

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1975 - 31 March 2026 (~51 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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US Stocks Value US Stocks
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 0.10 -4.59 -4.01 -5.51
2025
 12.85 -6.64 17.10 -8.31
2024
 12.18 -6.90 23.81 -4.34
2023
 21.73 -9.28 26.05 -9.11
2022
 -5.39 -16.63 -19.51 -24.81
2021
 25.21 -3.32 25.67 -4.46
2020
 1.55 -26.06 21.03 -20.84
2019
 31.48 -7.76 30.67 -6.45
2018
 -9.18 -12.56 -5.21 -14.20
2017
 15.08 -1.63 21.21 0.00
2016
 18.48 -5.38 12.83 -5.73
2015
 -4.32 -10.50 0.36 -8.84
2014
 12.75 -3.59 12.54 -3.17
2013
 32.19 -3.90 33.45 -3.03
2012
 17.36 -6.74 16.45 -6.82
2011
 -0.29 -19.14 0.97 -17.58
2010
 15.81 -13.77 17.42 -13.26
2009
 19.61 -23.38 28.89 -17.72
2008
 -36.01 -37.37 -36.98 -38.08
2007
 -1.38 -9.05 5.37 -5.23
2006
 21.90 -2.74 15.69 -3.22
2005
 6.59 -3.67 6.31 -4.48
2004
 16.71 -3.14 12.79 -3.56
2003
 31.72 -5.06 30.75 -4.27
2002
 -16.07 -25.33 -20.47 -27.18
2001
 -4.82 -13.49 -10.97 -23.65
2000
 3.67 -8.97 -10.57 -15.87
1999
 8.54 -8.88 23.81 -6.42
1998
 17.96 -17.60 23.26 -17.57
1997
 32.64 -5.25 30.99 -4.56
1996
 23.15 -4.43 20.96 -6.17
1995
 39.35 -0.21 35.79 -1.17
1994
 0.35 -6.99 -0.17 -7.43
1993
 10.42 -2.38 10.62 -2.77
1992
 8.69 -2.26 9.11 -2.40
1991
 29.07 -4.66 32.39 -4.47
1990
 -6.16 -16.02 -6.08 -16.20
1989
 28.73 -3.12 28.12 -3.05
1988
 19.63 -3.20 17.32 -3.42
1987
 3.51 -30.17 2.61 -29.34
1986
 17.17 -8.41 14.57 -7.92
1985
 32.40 -3.74 31.27 -4.77
1984
 8.57 -5.86 2.19 -9.02
1983
 24.55 -2.99 22.66 -4.00
1982
 21.31 -9.40 20.50 -11.21
1981
 3.13 -8.38 -4.15 -12.79
1980
 28.37 -10.15 33.15 -11.98
1979
 16.21 -6.74 24.25 -7.22
1978
 5.15 -9.56 8.45 -11.64
1977
 -6.25 -10.08 -3.36 -8.29
1976
 31.05 -1.56 26.47 -2.10
1975
 39.03 -11.39 37.82 -11.74
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