Vanguard LifeStrategy Moderate Growth vs Credit Suisse Global Market Portfolio Comparison

Last Update: 31 January 2024

The Vanguard LifeStrategy Moderate Growth Portfolio obtained a 6.93% compound annual return, with a 9.53% standard deviation, in the last 30 Years.

The Credit Suisse Global Market Portfolio obtained a 6.75% compound annual return, with a 8.31% standard deviation, in the last 30 Years.

Summary

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Vanguard LifeStrategy Moderate Growth Portfolio Credit Suisse Global Market Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 45%
Fixed Income 40% 55%
Commodities 0% 0%
30 Years Stats Return +6.93% +6.75%
Std Dev 9.53% 8.31%
Max Drawdown -33.52% -25.90%
All time Stats
(Since Jan 1985)
Return +8.76% +8.82%
Std Dev 9.65% 8.62%
Max Drawdown -33.52% -25.90%
Last Update: 31 January 2024

Historical Returns as of Jan 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Vanguard LifeStrategy Moderate Growth Portfolio -0.11 +3.48 +9.29 +6.61 +6.23 +6.93 +8.76
Credit Suisse Global Market Portfolio -0.93 +2.38 +4.97 +4.29 +5.02 +6.75 +8.82
Return over 1 year are annualized.

Capital Growth as of Jan 31, 2024

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since February 1994, now would be worth 7.46$, with a total return of 646.48% (6.93% annualized).

Credit Suisse Global Market Portfolio: an investment of 1$, since February 1994, now would be worth 7.11$, with a total return of 610.54% (6.75% annualized).

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since January 1985, now would be worth 26.65$, with a total return of 2564.88% (8.76% annualized).

Credit Suisse Global Market Portfolio: an investment of 1$, since January 1985, now would be worth 27.22$, with a total return of 2622.39% (8.82% annualized).

Drawdowns

Drawdown comparison chart since February 1994.

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Vanguard LifeStrategy Moderate Growth Portfolio
Credit Suisse Global Market 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
-25.90% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.61
-23.10% Jan 2022 Sep 2022 (9) In progress (25) 14.66
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (25) 11.34
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-8.34% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.77
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-6.85% Feb 1994 Nov 1994 (10) May 1995 (16) 4.92
-6.28% Feb 2001 Sep 2001 (8) Apr 2003 (27) 3.57
-6.05% Mar 2015 Sep 2015 (7) May 2016 (15) 3.35
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.08
-5.62% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.67
-5.32% May 2013 Aug 2013 (4) Nov 2013 (7) 3.21
-5.08% Apr 2012 May 2012 (2) Aug 2012 (5) 2.32
-4.62% Feb 1994 Mar 1994 (2) Mar 1995 (14) 2.85
-4.41% Aug 2016 Nov 2016 (4) Mar 2017 (8) 2.12

Drawdown comparison chart since January 1985.

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Vanguard LifeStrategy Moderate Growth Portfolio
Credit Suisse Global Market 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
-25.90% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.61
-23.10% Jan 2022 Sep 2022 (9) In progress (25) 14.66
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (25) 11.34
-14.69% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.88
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.27% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.63
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-11.04% Sep 1987 Nov 1987 (3) Jun 1988 (10) 5.43
-9.84% Aug 1990 Sep 1990 (2) Jan 1991 (6) 5.37
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-8.34% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.77
-7.84% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.17
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-6.85% Feb 1994 Nov 1994 (10) May 1995 (16) 4.92
-6.28% Feb 2001 Sep 2001 (8) Apr 2003 (27) 3.57
-6.05% Mar 2015 Sep 2015 (7) May 2016 (15) 3.35
-6.00% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.08

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
-0.11%
-0.11%
-0.93%
-0.93%
2023
+15.75%
-7.48%
+12.57%
-8.81%
2022
-15.97%
-20.84%
-19.25%
-23.10%
2021
+10.43%
-2.95%
+7.49%
-2.99%
2020
+12.96%
-12.56%
+12.06%
-8.34%
2019
+19.70%
-3.22%
+19.24%
-1.07%
2018
-4.98%
-7.60%
-4.76%
-6.00%
2017
+15.50%
0.00%
+13.93%
0.00%
2016
+7.06%
-3.07%
+6.49%
-4.41%
2015
-0.72%
-6.65%
-1.54%
-6.05%
2014
+6.10%
-2.10%
+10.70%
-2.47%
2013
+14.76%
-2.66%
+5.77%
-5.32%
2012
+12.49%
-5.08%
+12.25%
-2.32%
2011
+0.23%
-11.06%
+6.64%
-3.80%
2010
+11.87%
-6.75%
+11.92%
-3.33%
2009
+22.28%
-12.11%
+17.08%
-12.90%
2008
-22.10%
-25.50%
-12.93%
-20.63%
2007
+8.20%
-2.89%
+7.60%
-2.29%
2006
+13.59%
-2.35%
+12.00%
-2.16%
2005
+7.28%
-2.18%
+7.92%
-2.32%
2004
+11.52%
-2.39%
+11.74%
-4.15%
2003
+22.34%
-2.55%
+19.38%
-1.62%
2002
-7.56%
-12.50%
-0.18%
-5.20%
2001
-5.13%
-12.36%
-0.30%
-6.28%
2000
-3.26%
-7.36%
+2.79%
-3.32%
1999
+15.58%
-2.55%
+9.76%
-2.51%
1998
+16.58%
-8.89%
+13.06%
-5.62%
1997
+13.04%
-3.76%
+10.21%
-3.97%
1996
+10.23%
-2.46%
+8.88%
-1.37%
1995
+21.48%
-0.41%
+21.92%
0.00%
1994
+0.66%
-4.62%
-3.16%
-6.85%
1993
+15.69%
-3.38%
+20.70%
-2.78%
1992
+3.16%
-4.08%
+4.18%
-4.17%
1991
+20.78%
-3.35%
+25.49%
-2.87%
1990
-4.85%
-11.27%
-1.53%
-9.84%
1989
+18.36%
-1.05%
+21.42%
-0.61%
1988
+15.51%
-2.43%
+14.53%
-2.19%
1987
+9.10%
-14.69%
+3.66%
-11.04%
1986
+26.65%
-3.93%
+25.89%
-4.02%
1985
+32.63%
-1.51%
+31.49%
-1.25%