Vanguard LifeStrategy Income Fund vs All Country World 20/80 Portfolio Comparison

Last Update: 31 March 2024

The Vanguard LifeStrategy Income Fund Portfolio obtained a 5.53% compound annual return, with a 4.76% standard deviation, in the last 30 Years.

The All Country World 20/80 Portfolio obtained a 5.85% compound annual return, with a 5.60% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Income Fund Portfolio All Country World 20/80 Portfolio
Portfolio Risk Low Low
Asset Allocation Stocks 20% 20%
Fixed Income 80% 80%
Commodities 0% 0%
30 Years Stats Return +5.53% +5.85%
Std Dev 4.76% 5.60%
Max Drawdown -16.61% -17.97%
All time Stats
(Since Jan 1985)		 Return +7.05% +7.29%
Std Dev 5.13% 5.88%
Max Drawdown -16.61% -17.97%
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
Vanguard LifeStrategy Income Fund Portfolio +1.38 +8.85 +6.61 +2.54 +3.29 +5.53 +7.05
All Country World 20/80 Portfolio +1.55 +9.57 +7.69 +2.51 +3.35 +5.85 +7.29
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since April 1994, now would be worth 5.03$, with a total return of 403.18% (5.53% annualized).

All Country World 20/80 Portfolio: an investment of 1$, since April 1994, now would be worth 5.51$, with a total return of 450.53% (5.85% annualized).

Vanguard LifeStrategy Income Fund Portfolio: an investment of 1$, since January 1985, now would be worth 14.49$, with a total return of 1349.05% (7.05% annualized).

All Country World 20/80 Portfolio: an investment of 1$, since January 1985, now would be worth 15.82$, with a total return of 1481.57% (7.29% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Vanguard LifeStrategy Income Fund Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.97% Sep 2021 Sep 2022 (13) In progress (31) 10.54
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-14.04% May 2008 Oct 2008 (6) Aug 2009 (16) 7.48
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-6.55% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.96
-4.73% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.44
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.30% May 2013 Jun 2013 (2) Feb 2014 (10) 2.22
-3.57% Jun 2002 Jul 2002 (2) Nov 2002 (6) 2.02
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-3.05% May 2015 Sep 2015 (5) Mar 2016 (11) 1.77
-2.99% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.52
-2.82% Apr 2004 May 2004 (2) Sep 2004 (6) 1.79
-2.77% Feb 2018 Oct 2018 (9) Jan 2019 (12) 1.50
-2.63% Dec 1996 Mar 1997 (4) May 1997 (6) 1.43
-2.61% Aug 2011 Sep 2011 (2) Oct 2011 (3) 1.33
-2.58% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.33
-2.43% May 2015 Sep 2015 (5) Mar 2016 (11) 1.45
-2.37% Sep 2018 Oct 2018 (2) Jan 2019 (5) 1.36
-2.31% May 1999 May 1999 (1) Oct 1999 (6) 1.55

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Income Fund Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-17.97% Sep 2021 Sep 2022 (13) In progress (31) 10.54
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-14.04% May 2008 Oct 2008 (6) Aug 2009 (16) 7.48
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-6.55% Feb 2020 Mar 2020 (2) Jun 2020 (5) 2.96
-6.27% Feb 1994 Jun 1994 (5) May 1995 (16) 4.39
-6.26% Sep 1987 Nov 1987 (3) Feb 1988 (6) 3.48
-5.58% Jan 1990 Apr 1990 (4) Jul 1990 (7) 2.94
-5.45% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.70
-5.31% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.85
-4.73% Aug 1998 Aug 1998 (1) Oct 1998 (3) 2.44
-4.47% Sep 1987 Nov 1987 (3) Jan 1988 (5) 2.81
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.35% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.45
-4.30% May 2013 Jun 2013 (2) Feb 2014 (10) 2.22
-4.18% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.32
-3.57% Jun 2002 Jul 2002 (2) Nov 2002 (6) 2.02
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-3.05% May 2015 Sep 2015 (5) Mar 2016 (11) 1.77
-2.99% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.52

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
+1.15%
 -0.23%
+1.47%
 -0.38%
2023
+9.53%
 -5.04%
+10.25%
 -5.13%
2022
-14.00%
 -16.30%
-14.66%
 -17.51%
2021
+2.15%
 -1.71%
+2.00%
 -1.92%
2020
+8.85%
 -4.47%
+8.36%
 -6.55%
2019
+12.26%
 -0.05%
+12.96%
 -0.19%
2018
-1.15%
 -2.37%
-1.87%
 -2.77%
2017
+7.31%
 0.00%
+8.23%
 -0.08%
2016
+4.45%
 -2.58%
+5.12%
 -2.99%
2015
+0.26%
 -2.43%
+0.31%
 -3.05%
2014
+6.50%
 -0.99%
+6.24%
 -1.20%
2013
+3.78%
 -3.36%
+2.59%
 -4.30%
2012
+7.54%
 -1.14%
+9.39%
 -1.73%
2011
+5.49%
 -1.55%
+4.99%
 -2.61%
2010
+8.55%
 -1.00%
+8.78%
 -1.65%
2009
+12.18%
 -5.19%
+14.11%
 -6.27%
2008
-4.64%
 -10.54%
-6.88%
 -14.04%
2007
+6.96%
 -0.49%
+6.77%
 -0.67%
2006
+7.11%
 -0.79%
+7.46%
 -1.15%
2005
+4.54%
 -1.40%
+5.53%
 -1.32%
2004
+7.04%
 -2.22%
+7.53%
 -2.82%
2003
+10.09%
 -1.74%
+12.92%
 -1.93%
2002
+3.19%
 -1.88%
+3.34%
 -3.57%
2001
+4.39%
 -1.61%
+6.33%
 -1.65%
2000
+6.07%
 -1.88%
+5.87%
 -1.99%
1999
+4.89%
 -1.98%
+7.97%
 -2.31%
1998
+12.95%
 -1.57%
+10.80%
 -4.73%
1997
+7.78%
 -1.74%
+7.03%
 -1.93%
1996
+6.01%
 -0.91%
+9.34%
 -1.45%
1995
+19.89%
 0.00%
+19.70%
 0.00%
1994
-2.48%
 -5.45%
-3.54%
 -6.27%
1993
+13.03%
 -1.55%
+15.69%
 -1.44%
1992
+6.76%
 -2.36%
+6.02%
 -2.92%
1991
+18.32%
 -1.28%
+18.43%
 -1.65%
1990
+3.86%
 -4.35%
+2.13%
 -5.58%
1989
+14.71%
 -1.34%
+13.30%
 -1.73%
1988
+10.36%
 -1.32%
+10.56%
 -1.30%
1987
+4.45%
 -4.47%
+4.29%
 -6.26%
1986
+19.21%
 -2.56%
+20.59%
 -2.84%
1985
+26.25%
 -1.52%
+26.72%
 -1.78%