Developed World ex-US 20/80 vs Larry Swedroe Larry Portfolio Comparison

Last Update: 30 November 2023

The Developed World ex-US 20/80 Portfolio obtained a 5.08% compound annual return, with a 5.26% standard deviation, in the last 30 Years.

The Larry Swedroe Larry Portfolio obtained a 5.81% compound annual return, with a 5.57% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 20/80 Portfolio Larry Swedroe Larry Portfolio
Risk Low Medium
Asset Allocation Stocks 20% 30%
Fixed Income 80% 70%
Commodities 0% 0%
30 Years Stats Return +5.08% +5.81%
Std Dev 5.26% 5.57%
Max Drawdown -16.80% -15.96%

Last Update: 30 November 2023

Historical Returns as of Nov 30, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US 20/80 Portfolio +4.51 +2.20 +3.84 +1.70 +2.60 +5.08 +7.14
Larry Swedroe Larry Portfolio +4.37 +1.02 +0.69 +1.78 +2.23 +5.81 +7.77
(*) Returns over 1 year are annualized

Capital Growth as of Nov 30, 2023

Developed World ex-US 20/80 Portfolio: an investment of 1$, since December 1993, now would be worth 4.42$, with a total return of 342.50% (5.08% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since December 1993, now would be worth 5.44$, with a total return of 444.05% (5.81% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since January 1985, now would be worth 14.65$, with a total return of 1365.47% (7.14% annualized).

: an investment of 1$, since January 1985, now would be worth 18.38$, with a total return of 1738.13% (7.77% annualized).

Drawdowns

Drawdown comparison chart since December 1993.

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Developed World ex-US 20/80 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-15.96% Jun 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-11.47% Apr 2008 Feb 2009
-7.46% Dec 1996 Apr 1997
-7.44% Feb 1994 Jun 1994
-6.51% Feb 1994 Feb 1995
-5.99% Feb 2020 Mar 2020
-5.38% Jan 2020 Mar 2020
-5.14% May 1998 Aug 1998
-4.48% May 2013 Jun 2013
-4.08% Sep 2018 Dec 2018
-3.98% Apr 2004 May 2004
-3.97% Aug 2011 Sep 2011
-3.38% Jan 1999 Feb 1999
-3.31% May 2015 Jan 2016
-3.06% Apr 2015 Sep 2015
-2.76% Oct 2016 Nov 2016
-2.68% Aug 2011 Sep 2011
-2.41% May 2013 Jun 2013

Drawdown comparison chart since January 1985.

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Developed World ex-US 20/80 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-15.96% Jun 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-11.47% Apr 2008 Feb 2009
-9.16% Sep 1987 Nov 1987
-7.46% Dec 1996 Apr 1997
-7.44% Feb 1994 Jun 1994
-7.02% Jan 1990 Apr 1990
-6.63% Aug 1990 Sep 1990
-6.51% Feb 1994 Feb 1995
-6.31% Aug 1990 Sep 1990
-5.99% Feb 2020 Mar 2020
-5.38% Jan 2020 Mar 2020
-5.14% May 1998 Aug 1998
-4.70% Mar 1987 May 1987
-4.48% May 2013 Jun 2013
-4.19% Jan 1990 Apr 1990
-4.18% Jan 1992 Mar 1992
-4.08% Sep 2018 Dec 2018
-3.98% Apr 2004 May 2004

Yearly Returns

Yearly return comparison.

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Year Developed World ex-US 20/80 Portfolio Larry Swedroe Larry Portfolio
2023
 +6.65% +2.36%
2022
 -13.28% -11.20%
2021
 +0.51% +3.41%
2020
 +5.67% +6.44%
2019
 +10.82% +10.64%
2018
 -0.71% -3.54%
2017
 +7.20% +7.74%
2016
 +4.23% +6.87%
2015
 +0.88% -0.54%
2014
 +5.80% +2.38%
2013
 +3.72% +6.31%
2012
 +11.34% +7.27%
2011
 +4.42% +3.23%
2010
 +8.49% +10.82%
2009
 +17.74% +10.12%
2008
 -10.01% -2.44%
2007
 +6.22% +8.99%
2006
 +7.61% +9.57%
2005
 +6.71% +6.71%
2004
 +8.93% +10.23%
2003
 +10.88% +16.93%
2002
 +4.31% +7.68%
2001
 +4.28% +6.47%
2000
 +4.50% +10.81%
1999
 +7.82% +4.08%
1998
 +16.99% +6.06%
1997
 -4.15% +8.62%
1996
 +4.66% +5.81%
1995
 +17.78% +18.99%
1994
 -3.88% -4.77%
1993
 +19.11% +20.95%
1992
 +6.56% +9.36%
1991
 +19.03% +26.47%
1990
 +0.80% +1.93%
1989
 +11.45% +22.14%
1988
 +12.16% +12.93%
1987
 +8.87% -0.86%
1986
 +25.77% +17.85%
1985
 +31.17% +27.10%