Last Update: 30 November 2023
The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.01% compound annual return, with a 9.53% standard deviation, in the last 30 Years.
The Bill Bernstein Coward's Portfolio obtained a 6.93% compound annual return, with a 9.11% standard deviation, in the last 30 Years.
Summary
| Vanguard LifeStrategy Moderate Growth Portfolio | Bill Bernstein Coward's Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 60% |
| Fixed Income | 40% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.01% | +6.93% |
| Std Dev | 9.53% | 9.11% | |
| Max Drawdown | -33.52% | -32.68% | |
Last Update: 30 November 2023
Historical Returns as of Nov 30, 2023
Comparison period starts from January 1985
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Growth Portfolio | +7.14 | +4.94 | +7.25 | +5.96 | +5.71 | +7.01 | +8.68 |
| Bill Bernstein Coward's Portfolio | +5.64 | +4.61 | +3.80 | +5.17 | +5.17 | +6.93 | +8.58 |
Capital Growth as of Nov 30, 2023
Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since December 1993, now would be worth 7.63$, with a total return of 662.74% (7.01% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since December 1993, now would be worth 7.46$, with a total return of 645.84% (6.93% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1985, now would be worth 25.53$, with a total return of 2452.64% (8.68% annualized).
: an investment of 1$, since January 1985, now would be worth 24.65$, with a total return of 2364.94% (8.58% annualized).
Drawdowns
Drawdown comparison chart since December 1993.
Vanguard LifeStrategy Moderate Growth Portfolio |
Bill Bernstein Coward's Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -32.68% | Nov 2007 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -15.87% | Jan 2022 | Sep 2022 | |||
| -14.45% | Jan 2020 | Mar 2020 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -12.22% | May 2011 | Sep 2011 | |||
| -12.10% | Feb 2001 | Sep 2002 | |||
| -11.37% | May 1998 | Aug 1998 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.41% | Sep 2018 | Dec 2018 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.36% | Jun 2015 | Feb 2016 | |||
| -5.43% | Feb 1994 | Mar 1994 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -5.08% | Apr 2012 | May 2012 | |||
| -4.74% | Sep 2000 | Nov 2000 | |||
Drawdown comparison chart since January 1985.
Vanguard LifeStrategy Moderate Growth Portfolio |
Bill Bernstein Coward's Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -33.52% | Nov 2007 | Feb 2009 | |||
| -32.68% | Nov 2007 | Feb 2009 | |||
| -20.87% | Apr 2000 | Sep 2002 | |||
| -20.84% | Jan 2022 | Sep 2022 | |||
| -16.51% | Sep 1987 | Nov 1987 | |||
| -15.87% | Jan 2022 | Sep 2022 | |||
| -14.69% | Sep 1987 | Nov 1987 | |||
| -14.45% | Jan 2020 | Mar 2020 | |||
| -12.56% | Jan 2020 | Mar 2020 | |||
| -12.22% | May 2011 | Sep 2011 | |||
| -12.10% | Feb 2001 | Sep 2002 | |||
| -11.37% | May 1998 | Aug 1998 | |||
| -11.27% | Jan 1990 | Sep 1990 | |||
| -11.06% | May 2011 | Sep 2011 | |||
| -10.13% | Aug 1990 | Sep 1990 | |||
| -8.89% | Jul 1998 | Aug 1998 | |||
| -8.41% | Sep 2018 | Dec 2018 | |||
| -7.60% | Feb 2018 | Dec 2018 | |||
| -7.06% | Jun 2015 | Feb 2016 | |||
| -6.36% | Jun 2015 | Feb 2016 | |||
Yearly Returns
Yearly return comparison.
| Year | Vanguard LifeStrategy Moderate Growth Portfolio | Bill Bernstein Coward's Portfolio |
|---|---|---|
| 2023 |
+10.75% | +6.59% |
| 2022 |
-15.97% | -10.59% |
| 2021 |
+10.43% | +13.60% |
| 2020 |
+12.96% | +7.17% |
| 2019 |
+19.70% | +16.66% |
| 2018 |
-4.98% | -4.86% |
| 2017 |
+15.50% | +11.81% |
| 2016 |
+7.06% | +9.49% |
| 2015 |
-0.72% | -1.25% |
| 2014 |
+6.10% | +5.28% |
| 2013 |
+14.76% | +16.34% |
| 2012 |
+12.49% | +10.41% |
| 2011 |
+0.23% | -1.01% |
| 2010 |
+11.87% | +11.88% |
| 2009 |
+22.28% | +17.30% |
| 2008 |
-22.10% | -19.19% |
| 2007 |
+8.20% | +5.00% |
| 2006 |
+13.59% | +14.37% |
| 2005 |
+7.28% | +7.03% |
| 2004 |
+11.52% | +11.54% |
| 2003 |
+22.34% | +22.81% |
| 2002 |
-7.56% | -5.87% |
| 2001 |
-5.13% | -0.24% |
| 2000 |
-3.26% | +3.08% |
| 1999 |
+15.58% | +13.21% |
| 1998 |
+16.58% | +8.14% |
| 1997 |
+13.04% | +15.36% |
| 1996 |
+10.23% | +13.57% |
| 1995 |
+21.48% | +20.52% |
| 1994 |
+0.66% | -0.79% |
| 1993 |
+15.69% | +18.11% |
| 1992 |
+3.16% | +8.20% |
| 1991 |
+20.78% | +26.60% |
| 1990 |
-4.85% | -2.79% |
| 1989 |
+18.36% | +22.00% |
| 1988 |
+15.51% | +15.53% |
| 1987 |
+9.10% | +2.17% |
| 1986 |
+26.65% | +18.48% |
| 1985 |
+32.63% | +27.16% |
