Vanguard LifeStrategy Conservative Growth vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Vanguard LifeStrategy Conservative Growth Portfolio obtained a 6.29% compound annual return, with a 6.89% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Conservative Growth Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 40%
Fixed Income 60% 40%
Commodities 0% 20%
30 Years Stats Return +6.29% +7.56%
Std Dev 6.89% 7.73%
Max Drawdown -21.90% -17.79%
All time Stats
(Since Jan 1985)
Return +7.97% +8.57%
Std Dev 7.13% 7.64%
Max Drawdown -21.90% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Vanguard LifeStrategy Conservative Growth Portfolio +1.12 +6.20 +11.52 +4.69 +4.66 +6.29 +7.97
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1$, since March 1994, now would be worth 6.24$, with a total return of 523.82% (6.29% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

Vanguard LifeStrategy Conservative Growth Portfolio: an investment of 1$, since January 1985, now would be worth 20.16$, with a total return of 1915.81% (7.97% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Vanguard LifeStrategy Conservative Growth Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.90% Nov 2007 Feb 2009 (16) Dec 2009 (26) 10.27
-18.57% Jan 2022 Sep 2022 (9) In progress (26) 10.69
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 3.62
-8.06% Feb 2001 Sep 2002 (20) May 2003 (28) 4.17
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-6.00% May 2011 Sep 2011 (5) Jan 2012 (9) 2.46
-5.30% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.58
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.63% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.47
-4.56% May 2015 Sep 2015 (5) May 2016 (13) 2.56
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-3.84% Apr 2013 Jun 2013 (3) Sep 2013 (6) 1.60
-3.80% Sep 2000 Nov 2000 (3) Jan 2001 (5) 1.98
-3.68% May 2010 Jun 2010 (2) Sep 2010 (5) 1.97

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Conservative Growth Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-21.90% Nov 2007 Feb 2009 (16) Dec 2009 (26) 10.27
-18.57% Jan 2022 Sep 2022 (9) In progress (26) 10.69
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-9.95% Sep 1987 Nov 1987 (3) Jun 1988 (10) 4.85
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 3.62
-8.06% Feb 2001 Sep 2002 (20) May 2003 (28) 4.17
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.29% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.92
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.31% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.33
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-6.00% May 2011 Sep 2011 (5) Jan 2012 (9) 2.46
-5.30% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.58
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.90% Feb 1994 Jun 1994 (5) Mar 1995 (14) 3.29

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
+0.94%
-0.17%
-0.45%
-1.54%
2023
+12.64%
-6.30%
+11.98%
-8.07%
2022
-14.98%
-18.57%
-13.35%
-17.79%
2021
+6.29%
-2.35%
+9.35%
-2.45%
2020
+10.90%
-8.46%
+13.93%
-7.16%
2019
+15.98%
-1.67%
+18.03%
-1.83%
2018
-3.06%
-4.63%
-4.03%
-6.37%
2017
+11.40%
0.00%
+10.96%
-0.32%
2016
+5.76%
-1.97%
+10.82%
-3.36%
2015
-0.23%
-4.56%
-3.71%
-6.25%
2014
+6.30%
-1.55%
+9.13%
-3.27%
2013
+9.27%
-3.00%
+6.26%
-3.84%
2012
+10.01%
-3.02%
+8.84%
-2.43%
2011
+2.86%
-6.00%
+8.86%
-3.00%
2010
+10.21%
-3.68%
+16.54%
-2.77%
2009
+17.23%
-8.65%
+10.77%
-10.16%
2008
-13.37%
-17.25%
-4.18%
-13.53%
2007
+7.58%
-1.31%
+9.58%
-2.06%
2006
+10.35%
-1.58%
+12.44%
-2.71%
2005
+5.91%
-1.60%
+8.04%
-1.76%
2004
+9.28%
-2.28%
+9.88%
-4.36%
2003
+16.21%
-1.18%
+18.85%
-2.72%
2002
-2.19%
-6.39%
+3.15%
-6.86%
2001
-0.37%
-6.05%
+2.71%
-4.99%
2000
+1.40%
-3.80%
+6.88%
-3.64%
1999
+10.23%
-2.26%
+4.24%
-3.38%
1998
+14.76%
-5.30%
+8.03%
-9.44%
1997
+10.41%
-2.78%
+13.09%
-2.50%
1996
+8.12%
-1.36%
+8.18%
-2.60%
1995
+20.68%
0.00%
+21.86%
-0.40%
1994
-0.91%
-4.90%
-1.98%
-4.64%
1993
+14.36%
-2.48%
+14.50%
-1.37%
1992
+4.96%
-3.22%
+9.15%
-1.58%
1991
+19.55%
-2.33%
+19.14%
-1.63%
1990
-0.50%
-7.29%
-2.51%
-7.94%
1989
+16.53%
-1.00%
+14.78%
-0.89%
1988
+12.93%
-1.67%
+9.18%
-1.64%
1987
+6.77%
-9.95%
+5.10%
-10.93%
1986
+22.93%
-3.26%
+17.75%
-2.42%
1985
+29.44%
-0.72%
+25.09%
-1.93%