Vanguard LifeStrategy Conservative Growth vs Zefiro SCF Zefiro 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 Zefiro SCF Zefiro Portfolio obtained a 6.62% compound annual return, with a 7.46% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Conservative Growth Portfolio Zefiro SCF Zefiro Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 20%
Fixed Income 60% 50%
Commodities 0% 30%
30 Years Stats Return +6.29% +6.62%
Std Dev 6.89% 7.46%
Max Drawdown -21.90% -20.61%
All time Stats
(Since Jan 1985)
Return +7.97% +7.90%
Std Dev 7.13% 7.24%
Max Drawdown -21.90% -20.61%
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
Zefiro SCF Zefiro Portfolio +0.52 +3.69 +7.73 +5.94 +3.74 +6.62 +7.90
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).

Zefiro SCF Zefiro Portfolio: an investment of 1$, since March 1994, now would be worth 6.85$, with a total return of 584.67% (6.62% 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).

Zefiro SCF Zefiro Portfolio: an investment of 1$, since January 1985, now would be worth 19.68$, with a total return of 1867.51% (7.90% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Vanguard LifeStrategy Conservative Growth Portfolio
Zefiro SCF Zefiro 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
-20.61% Jul 2008 Feb 2009 (8) Aug 2010 (26) 10.91
-18.57% Jan 2022 Sep 2022 (9) In progress (26) 10.69
-15.09% Apr 2022 Sep 2022 (6) In progress (23) 8.73
-11.32% Sep 2014 Dec 2015 (16) Aug 2017 (36) 5.25
-8.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 3.62
-8.06% Feb 2001 Sep 2002 (20) May 2003 (28) 4.17
-7.24% Oct 2012 Jun 2013 (9) Apr 2014 (19) 3.17
-6.38% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.87
-6.00% May 2011 Sep 2011 (5) Jan 2012 (9) 2.46
-5.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.85
-5.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.29
-5.30% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.58
-5.09% May 1998 Aug 1998 (4) Nov 1998 (7) 1.99
-4.63% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.47
-4.56% May 2015 Sep 2015 (5) May 2016 (13) 2.56
-4.49% Jun 2003 Jul 2003 (2) Sep 2003 (4) 2.22
-4.38% Mar 1994 Nov 1994 (9) Feb 1995 (12) 2.66
-4.21% Dec 1996 Mar 1997 (4) May 1997 (6) 2.07
-3.80% Sep 2000 Nov 2000 (3) Jan 2001 (5) 1.98

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Conservative Growth Portfolio
Zefiro SCF Zefiro 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
-20.61% Jul 2008 Feb 2009 (8) Aug 2010 (26) 10.91
-18.57% Jan 2022 Sep 2022 (9) In progress (26) 10.69
-15.09% Apr 2022 Sep 2022 (6) In progress (23) 8.73
-11.32% Sep 2014 Dec 2015 (16) Aug 2017 (36) 5.25
-9.95% Sep 1987 Nov 1987 (3) Jun 1988 (10) 4.85
-8.46% Feb 2020 Mar 2020 (2) Jul 2020 (6) 3.62
-8.06% Feb 2001 Sep 2002 (20) May 2003 (28) 4.17
-7.29% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.92
-7.24% Oct 2012 Jun 2013 (9) Apr 2014 (19) 3.17
-6.78% Feb 1994 Nov 1994 (10) Apr 1995 (15) 4.44
-6.38% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.87
-6.31% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.33
-6.00% May 2011 Sep 2011 (5) Jan 2012 (9) 2.46
-5.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.85
-5.32% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.29
-5.30% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.58
-5.20% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.66
-5.09% May 1998 Aug 1998 (4) Nov 1998 (7) 1.99
-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%
+0.84%
0.00%
2023
+12.64%
-6.30%
+7.77%
-5.88%
2022
-14.98%
-18.57%
-10.59%
-15.09%
2021
+6.29%
-2.35%
+11.11%
-1.77%
2020
+10.90%
-8.46%
+11.22%
-6.38%
2019
+15.98%
-1.67%
+16.48%
-0.84%
2018
-3.06%
-4.63%
-4.16%
-5.38%
2017
+11.40%
0.00%
+9.46%
-0.77%
2016
+5.76%
-1.97%
+6.93%
-4.62%
2015
-0.23%
-4.56%
-7.52%
-9.67%
2014
+6.30%
-1.55%
+3.77%
-4.11%
2013
+9.27%
-3.00%
-3.05%
-6.81%
2012
+10.01%
-3.02%
+6.64%
-1.98%
2011
+2.86%
-6.00%
+11.91%
-2.72%
2010
+10.21%
-3.68%
+12.60%
-2.07%
2009
+17.23%
-8.65%
+9.39%
-8.41%
2008
-13.37%
-17.25%
-6.72%
-20.31%
2007
+7.58%
-1.31%
+16.02%
-1.07%
2006
+10.35%
-1.58%
+6.29%
-2.32%
2005
+5.91%
-1.60%
+9.47%
-2.72%
2004
+9.28%
-2.28%
+9.93%
-5.32%
2003
+16.21%
-1.18%
+16.33%
-4.49%
2002
-2.19%
-6.39%
+14.45%
-1.32%
2001
-0.37%
-6.05%
-3.73%
-3.79%
2000
+1.40%
-3.80%
+13.78%
-1.72%
1999
+10.23%
-2.26%
+7.95%
-3.17%
1998
+14.76%
-5.30%
+4.56%
-5.09%
1997
+10.41%
-2.78%
+7.47%
-3.09%
1996
+8.12%
-1.36%
+8.74%
-1.81%
1995
+20.68%
0.00%
+23.28%
0.00%
1994
-0.91%
-4.90%
-2.84%
-6.78%
1993
+14.36%
-2.48%
+11.01%
-1.88%
1992
+4.96%
-3.22%
+5.73%
-2.04%
1991
+19.55%
-2.33%
+13.34%
-1.31%
1990
-0.50%
-7.29%
+6.29%
-5.20%
1989
+16.53%
-1.00%
+19.26%
-0.76%
1988
+12.93%
-1.67%
+9.15%
-1.72%
1987
+6.77%
-9.95%
+7.11%
-4.72%
1986
+22.93%
-3.26%
+17.76%
-2.27%
1985
+29.44%
-0.72%
+23.85%
-2.73%