Vanguard LifeStrategy Income Fund vs Harry Browne Permanent 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 Harry Browne Permanent Portfolio obtained a 6.64% compound annual return, with a 6.60% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Income Fund Portfolio Harry Browne Permanent Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 20% 25%
Fixed Income 80% 50%
Commodities 0% 25%
30 Years Stats Return +5.53% +6.64%
Std Dev 4.76% 6.60%
Max Drawdown -16.61% -15.92%
All time Stats
(Since Jan 1985)		 Return +7.05% +7.29%
Std Dev 5.13% 6.39%
Max Drawdown -16.61% -15.92%
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
Harry Browne Permanent Portfolio +3.19 +13.45 +9.29 +6.27 +5.25 +6.64 +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).

Harry Browne Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 6.88$, with a total return of 588.05% (6.64% 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).

Harry Browne Permanent Portfolio: an investment of 1$, since January 1985, now would be worth 15.80$, with a total return of 1480.21% (7.29% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Vanguard LifeStrategy Income Fund Portfolio
Harry Browne Permanent Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-15.92% Jan 2022 Sep 2022 (9) Mar 2024 (27) 8.56
-12.63% Mar 2008 Oct 2008 (8) Aug 2009 (18) 4.94
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-6.98% Aug 2016 Dec 2016 (5) Aug 2017 (13) 3.48
-6.86% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.11
-6.73% Feb 2015 Dec 2015 (11) Apr 2016 (15) 4.30
-5.43% Sep 2000 Mar 2001 (7) Mar 2002 (19) 2.54
-5.34% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.52
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.43% Jan 2021 Mar 2021 (3) May 2021 (5) 2.62
-4.25% Feb 2018 Oct 2018 (9) Feb 2019 (13) 2.22
-4.20% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.55
-4.02% Jun 2002 Jul 2002 (2) Dec 2002 (7) 2.00
-3.54% May 1999 Aug 1999 (4) Oct 1999 (6) 2.13
-3.36% May 2013 Jun 2013 (2) Oct 2013 (6) 2.02
-3.30% Sep 2020 Oct 2020 (2) Dec 2020 (4) 1.84
-3.07% Dec 2009 Jan 2010 (2) Apr 2010 (5) 1.77
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.57
-2.64% Dec 1996 Mar 1997 (4) May 1997 (6) 1.27

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Income Fund Portfolio
Harry Browne Permanent Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-16.61% Sep 2021 Sep 2022 (13) In progress (31) 9.86
-15.92% Jan 2022 Sep 2022 (9) Mar 2024 (27) 8.56
-12.63% Mar 2008 Oct 2008 (8) Aug 2009 (18) 4.94
-10.54% May 2008 Oct 2008 (6) Jul 2009 (15) 5.76
-6.98% Aug 2016 Dec 2016 (5) Aug 2017 (13) 3.48
-6.86% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.11
-6.73% Feb 2015 Dec 2015 (11) Apr 2016 (15) 4.30
-5.78% Sep 1987 Nov 1987 (3) Jan 1989 (17) 2.85
-5.45% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.70
-5.43% Sep 2000 Mar 2001 (7) Mar 2002 (19) 2.54
-5.34% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.52
-4.53% Jan 1990 Apr 1990 (4) Dec 1990 (12) 2.19
-4.47% Sep 1987 Nov 1987 (3) Jan 1988 (5) 2.81
-4.47% Feb 2020 Mar 2020 (2) May 2020 (4) 2.04
-4.43% Jan 2021 Mar 2021 (3) May 2021 (5) 2.62
-4.35% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.45
-4.25% Feb 2018 Oct 2018 (9) Feb 2019 (13) 2.22
-4.20% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.55
-4.18% Aug 1990 Sep 1990 (2) Dec 1990 (5) 2.32
-4.02% Jun 2002 Jul 2002 (2) Dec 2002 (7) 2.00

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%
+3.69%
 -0.53%
2023
+9.53%
 -5.04%
+11.55%
 -5.68%
2022
-14.00%
 -16.30%
-12.53%
 -15.92%
2021
+2.15%
 -1.71%
+4.21%
 -4.43%
2020
+8.85%
 -4.47%
+16.10%
 -3.30%
2019
+12.26%
 -0.05%
+16.17%
 -1.10%
2018
-1.15%
 -2.37%
-1.76%
 -4.25%
2017
+7.31%
 0.00%
+10.97%
 -0.83%
2016
+4.45%
 -2.58%
+5.54%
 -6.98%
2015
+0.26%
 -2.43%
-3.06%
 -6.73%
2014
+6.50%
 -0.99%
+9.40%
 -2.62%
2013
+3.78%
 -3.36%
-2.08%
 -6.04%
2012
+7.54%
 -1.14%
+6.41%
 -1.83%
2011
+5.49%
 -1.55%
+11.11%
 -1.85%
2010
+8.55%
 -1.00%
+13.92%
 -0.53%
2009
+12.18%
 -5.19%
+7.85%
 -6.22%
2008
-4.64%
 -10.54%
+0.87%
 -12.63%
2007
+6.96%
 -0.49%
+12.69%
 -1.20%
2006
+7.11%
 -0.79%
+10.94%
 -2.12%
2005
+4.54%
 -1.40%
+8.91%
 -1.25%
2004
+7.04%
 -2.22%
+6.83%
 -4.20%
2003
+10.09%
 -1.74%
+13.32%
 -2.34%
2002
+3.19%
 -1.88%
+5.85%
 -4.02%
2001
+4.39%
 -1.61%
-0.52%
 -4.13%
2000
+6.07%
 -1.88%
+2.40%
 -3.23%
1999
+4.89%
 -1.98%
+5.17%
 -3.54%
1998
+12.95%
 -1.57%
+10.09%
 -5.34%
1997
+7.78%
 -1.74%
+7.19%
 -2.33%
1996
+6.01%
 -0.91%
+5.08%
 -2.02%
1995
+19.89%
 0.00%
+18.11%
 0.00%
1994
-2.48%
 -5.45%
-1.37%
 -3.63%
1993
+13.03%
 -1.55%
+12.00%
 -0.99%
1992
+6.76%
 -2.36%
+3.57%
 -1.77%
1991
+18.32%
 -1.28%
+11.72%
 -0.88%
1990
+3.86%
 -4.35%
+1.11%
 -4.53%
1989
+14.71%
 -1.34%
+12.90%
 -1.18%
1988
+10.36%
 -1.32%
+4.39%
 -1.50%
1987
+4.45%
 -4.47%
+7.42%
 -5.78%
1986
+19.21%
 -2.56%
+17.64%
 -1.28%
1985
+26.25%
 -1.52%
+20.47%
 -2.05%