Last Update: 31 March 2024
The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.26% compound annual return, with a 9.51% standard deviation, in the last 30 Years.
The Bill Bernstein Coward's Portfolio obtained a 7.19% compound annual return, with a 9.08% standard deviation, in the last 30 Years.
Summary
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| Vanguard LifeStrategy Moderate Growth Portfolio | Bill Bernstein Coward's Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 60% |
| Fixed Income | 40% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.26% | +7.19% |
| Std Dev | 9.51% | 9.08% | |
| Max Drawdown | -33.52% | -32.68% | |
| All time Stats (Since Jan 1985) |
Return | +8.85% | +8.73% |
| Std Dev | 9.64% | 9.19% | |
| Max Drawdown | -33.52% | -32.68% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Portfolio | +2.25 | +14.35 | +14.57 | +6.88 | +6.34 | +7.26 | +8.85 |
| Bill Bernstein Coward's Portfolio | +2.10 | +11.97 | +11.82 | +6.35 | +5.76 | +7.19 | +8.73 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since April 1994,
now would be worth 8.18$, with a total return of 718.09%
(7.26% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994, now would be worth 8.02$, with a total return of 702.26% (7.19% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994, now would be worth 8.02$, with a total return of 702.26% (7.19% annualized).
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since January 1985,
now would be worth 27.86$, with a total return of 2685.58%
(8.85% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1985, now would be worth 26.66$, with a total return of 2566.47% (8.73% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1985, now would be worth 26.66$, with a total return of 2566.47% (8.73% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Vanguard LifeStrategy Moderate Growth Portfolio
|
Bill Bernstein Coward's Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -33.52% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 14.98 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -20.87% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 11.14 | |||||
| -20.84% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.93 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.56% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 5.39 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -11.06% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.97 | |||||
| -8.89% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.40 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
| -7.60% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.22 | |||||
| -7.06% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 3.78 | |||||
| -6.36% | Jun 2015 | Feb 2016 (9) | Jun 2016 (13) | 3.44 | |||||
| -5.08% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.32 | |||||
| -5.08% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.24 | |||||
| -4.74% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.17 | |||||
| -3.85% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.22 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Vanguard LifeStrategy Moderate Growth Portfolio
|
Bill Bernstein Coward's Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -33.52% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 14.98 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -20.87% | Apr 2000 | Sep 2002 (30) | Dec 2003 (45) | 11.14 | |||||
| -20.84% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 10.93 | |||||
| -16.51% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 7.56 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -14.69% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.88 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.56% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 5.39 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -11.27% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 5.63 | |||||
| -11.06% | May 2011 | Sep 2011 (5) | Feb 2012 (10) | 4.97 | |||||
| -10.13% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 5.84 | |||||
| -8.89% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.40 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
| -7.60% | Feb 2018 | Dec 2018 (11) | Mar 2019 (14) | 3.22 | |||||
| -7.06% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 3.78 | |||||
| -6.36% | Jun 2015 | Feb 2016 (9) | Jun 2016 (13) | 3.44 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+4.41%
|
-0.11% |
+3.23%
|
-0.85% |
| 2023 |
+15.75%
|
-7.48% |
+11.70%
|
-6.85% |
| 2022 |
-15.97%
|
-20.84% |
-10.59%
|
-15.87% |
| 2021 |
+10.43%
|
-2.95% |
+13.60%
|
-2.35% |
| 2020 |
+12.96%
|
-12.56% |
+7.17%
|
-14.45% |
| 2019 |
+19.70%
|
-3.22% |
+16.66%
|
-3.85% |
| 2018 |
-4.98%
|
-7.60% |
-4.86%
|
-8.41% |
| 2017 |
+15.50%
|
0.00% |
+11.81%
|
-0.17% |
| 2016 |
+7.06%
|
-3.07% |
+9.49%
|
-3.00% |
| 2015 |
-0.72%
|
-6.65% |
-1.25%
|
-6.03% |
| 2014 |
+6.10%
|
-2.10% |
+5.28%
|
-2.42% |
| 2013 |
+14.76%
|
-2.66% |
+16.34%
|
-2.03% |
| 2012 |
+12.49%
|
-5.08% |
+10.41%
|
-5.08% |
| 2011 |
+0.23%
|
-11.06% |
-1.01%
|
-12.22% |
| 2010 |
+11.87%
|
-6.75% |
+11.88%
|
-7.73% |
| 2009 |
+22.28%
|
-12.11% |
+17.30%
|
-13.54% |
| 2008 |
-22.10%
|
-25.50% |
-19.19%
|
-21.50% |
| 2007 |
+8.20%
|
-2.89% |
+5.00%
|
-3.66% |
| 2006 |
+13.59%
|
-2.35% |
+14.37%
|
-2.55% |
| 2005 |
+7.28%
|
-2.18% |
+7.03%
|
-2.57% |
| 2004 |
+11.52%
|
-2.39% |
+11.54%
|
-3.15% |
| 2003 |
+22.34%
|
-2.55% |
+22.81%
|
-2.92% |
| 2002 |
-7.56%
|
-12.50% |
-5.87%
|
-11.66% |
| 2001 |
-5.13%
|
-12.36% |
-0.24%
|
-9.23% |
| 2000 |
-3.26%
|
-7.36% |
+3.08%
|
-4.74% |
| 1999 |
+15.58%
|
-2.55% |
+13.21%
|
-2.57% |
| 1998 |
+16.58%
|
-8.89% |
+8.14%
|
-11.37% |
| 1997 |
+13.04%
|
-3.76% |
+15.36%
|
-2.99% |
| 1996 |
+10.23%
|
-2.46% |
+13.57%
|
-2.72% |
| 1995 |
+21.48%
|
-0.41% |
+20.52%
|
-1.13% |
| 1994 |
+0.66%
|
-4.62% |
-0.79%
|
-5.43% |
| 1993 |
+15.69%
|
-3.38% |
+18.11%
|
-2.29% |
| 1992 |
+3.16%
|
-4.08% |
+8.20%
|
-1.49% |
| 1991 |
+20.78%
|
-3.35% |
+26.60%
|
-3.17% |
| 1990 |
-4.85%
|
-11.27% |
-2.79%
|
-10.13% |
| 1989 |
+18.36%
|
-1.05% |
+22.00%
|
-1.82% |
| 1988 |
+15.51%
|
-2.43% |
+15.53%
|
-1.90% |
| 1987 |
+9.10%
|
-14.69% |
+2.17%
|
-16.51% |
| 1986 |
+26.65%
|
-3.93% |
+18.48%
|
-3.70% |
| 1985 |
+32.63%
|
-1.51% |
+27.16%
|
-1.60% |
