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

Last Update: 29 February 2024

The Developed World ex-US 20/80 Portfolio obtained a 5.08% compound annual return, with a 5.25% standard deviation, in the last 30 Years.

The Larry Swedroe Larry Portfolio obtained a 5.83% compound annual return, with a 5.55% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 20/80 Portfolio Larry Swedroe Larry Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 20% 30%
Fixed Income 80% 70%
Commodities 0% 0%
30 Years Stats Return +5.08% +5.83%
Std Dev 5.25% 5.55%
Max Drawdown -16.80% -15.96%
All time Stats
(Since Jan 1985)
Return +7.18% +7.80%
Std Dev 5.84% 6.17%
Max Drawdown -16.80% -15.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US 20/80 Portfolio +0.11 +4.57 +8.13 +1.74 +2.72 +5.08 +7.18
Larry Swedroe Larry Portfolio -0.25 +3.04 +3.69 +1.85 +2.49 +5.83 +7.80
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US 20/80 Portfolio: an investment of 1$, since March 1994, now would be worth 4.42$, with a total return of 341.69% (5.08% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since March 1994, now would be worth 5.47$, with a total return of 446.97% (5.83% annualized).

Developed World ex-US 20/80 Portfolio: an investment of 1$, since January 1985, now would be worth 15.11$, with a total return of 1411.21% (7.18% annualized).

Larry Swedroe Larry Portfolio: an investment of 1$, since January 1985, now would be worth 18.95$, with a total return of 1795.18% (7.80% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US 20/80 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-16.80% Aug 2021 Sep 2022 (14) In progress (31) 9.54
-15.96% Jun 2021 Sep 2022 (16) In progress (33) 9.09
-15.55% Mar 2008 Nov 2008 (9) Aug 2009 (18) 8.92
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-7.46% Dec 1996 Apr 1997 (5) Sep 1998 (22) 3.35
-5.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 2.79
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-4.61% Mar 1994 Feb 1995 (12) May 1995 (15) 3.30
-4.61% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.00
-4.48% May 2013 Jun 2013 (2) Dec 2013 (8) 2.44
-4.08% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.25
-3.98% Apr 2004 May 2004 (2) Sep 2004 (6) 2.62
-3.97% Aug 2011 Sep 2011 (2) Jan 2012 (6) 1.63
-3.38% Jan 1999 Feb 1999 (2) Apr 1999 (4) 1.70
-3.31% May 2015 Jan 2016 (9) Mar 2016 (11) 2.21
-3.06% Apr 2015 Sep 2015 (6) Mar 2016 (12) 1.67
-2.76% Oct 2016 Nov 2016 (2) Apr 2017 (7) 1.55
-2.68% Aug 2011 Sep 2011 (2) Dec 2011 (5) 1.39
-2.41% May 2013 Jun 2013 (2) Sep 2013 (5) 1.32

Drawdown comparison chart since January 1985.

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Developed World ex-US 20/80 Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-16.80% Aug 2021 Sep 2022 (14) In progress (31) 9.54
-15.96% Jun 2021 Sep 2022 (16) In progress (33) 9.09
-15.55% Mar 2008 Nov 2008 (9) Aug 2009 (18) 8.92
-11.47% Apr 2008 Feb 2009 (11) Jul 2009 (16) 5.18
-9.16% Sep 1987 Nov 1987 (3) Jun 1988 (10) 4.44
-7.46% Dec 1996 Apr 1997 (5) Sep 1998 (22) 3.35
-7.44% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-7.02% Jan 1990 Apr 1990 (4) Jul 1990 (7) 3.62
-6.63% Aug 1990 Sep 1990 (2) Jan 1991 (6) 3.69
-6.51% Feb 1994 Feb 1995 (13) Jul 1995 (18) 4.66
-6.31% Aug 1990 Sep 1990 (2) Dec 1990 (5) 3.33
-5.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 2.79
-5.38% Jan 2020 Mar 2020 (3) Jul 2020 (7) 2.42
-5.14% May 1998 Aug 1998 (4) Nov 1998 (7) 2.18
-4.70% Mar 1987 May 1987 (3) Aug 1987 (6) 2.58
-4.48% May 2013 Jun 2013 (2) Dec 2013 (8) 2.44
-4.19% Jan 1990 Apr 1990 (4) Jun 1990 (6) 2.44
-4.18% Jan 1992 Mar 1992 (3) Jul 1992 (7) 2.38
-4.08% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.25
-3.98% Apr 2004 May 2004 (2) Sep 2004 (6) 2.62

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
-0.57%
-0.69%
-1.32%
-1.32%
2023
+10.62%
-3.65%
+6.94%
-6.22%
2022
-13.28%
-15.82%
-11.20%
-14.55%
2021
+0.51%
-1.64%
+3.41%
-2.64%
2020
+5.67%
-5.99%
+6.44%
-5.38%
2019
+10.82%
-0.13%
+10.64%
-1.45%
2018
-0.71%
-1.97%
-3.54%
-4.08%
2017
+7.20%
-0.28%
+7.74%
0.00%
2016
+4.23%
-2.76%
+6.87%
-1.26%
2015
+0.88%
-3.06%
-0.54%
-3.22%
2014
+5.80%
-0.91%
+2.38%
-2.37%
2013
+3.72%
-4.48%
+6.31%
-2.41%
2012
+11.34%
-1.93%
+7.27%
-2.25%
2011
+4.42%
-2.68%
+3.23%
-3.97%
2010
+8.49%
-1.80%
+10.82%
-2.16%
2009
+17.74%
-4.20%
+10.12%
-7.76%
2008
-10.01%
-15.55%
-2.44%
-7.60%
2007
+6.22%
-0.75%
+8.99%
-0.45%
2006
+7.61%
-0.62%
+9.57%
-2.17%
2005
+6.71%
-1.16%
+6.71%
-1.81%
2004
+8.93%
-1.18%
+10.23%
-3.98%
2003
+10.88%
-0.98%
+16.93%
-0.92%
2002
+4.31%
-1.24%
+7.68%
-1.92%
2001
+4.28%
-1.41%
+6.47%
-2.38%
2000
+4.50%
-1.64%
+10.81%
-1.59%
1999
+7.82%
-2.07%
+4.08%
-3.38%
1998
+16.99%
-0.92%
+6.06%
-5.14%
1997
-4.15%
-6.74%
+8.62%
-1.80%
1996
+4.66%
-1.36%
+5.81%
-1.78%
1995
+17.78%
-0.82%
+18.99%
0.00%
1994
-3.88%
-6.31%
-4.77%
-7.44%
1993
+19.11%
-1.94%
+20.95%
-1.55%
1992
+6.56%
-4.18%
+9.36%
-1.05%
1991
+19.03%
-1.69%
+26.47%
-2.04%
1990
+0.80%
-7.02%
+1.93%
-6.63%
1989
+11.45%
-2.33%
+22.14%
0.00%
1988
+12.16%
-0.98%
+12.93%
-1.48%
1987
+8.87%
-2.58%
-0.86%
-9.16%
1986
+25.77%
-3.32%
+17.85%
-3.07%
1985
+31.17%
-2.24%
+27.10%
-0.72%