Swedroe Larry portfolio
Larry Swedroe’s design: 30% small value stocks and 70% safe bonds, the 10-year Treasury series here.
What it holds
| Asset | Share |
|---|---|
| US small value stocks | 30% |
| US 10-year Treasury bonds | 70% |
How it did, 1926-07 to 2026-09
5.6%
Per year after inflation (8.7% before)
10.1%
Volatility
-28%
Worst drop, 1972 to 1974
4.38%
Safe withdrawal rate over 30 years, 5.36% over 20
Best and worst calendar years
| Best | Return |
|---|---|
| 1933 | +73.6% |
| 1982 | +42.5% |
| 1943 | +38.2% |
| 1985 | +28.5% |
| 1936 | +27.1% |
| Worst | Return |
|---|---|
| 1931 | −15.0% |
| 1937 | −14.9% |
| 1969 | −12.3% |
| 1930 | −11.6% |
| 2022 | −10.2% |
Open in the backtest tool Test a withdrawal rate
US dollars, rebalanced yearly, before tax and fund costs. Past results are not a promise about the future, and nothing here is investment advice.