This is the latest update (as of 12/31/2016) of the performance of Harry Browne’s permanent portfolio. In 201, 6the portfolio returned 5.4% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been 8.5%.
Harry Browne proposed the concept of permanent portfolio in his Fail-Safe Investing book in 1999. In the book, he showed the performance table of his ‘permanent portfolio’.
The following table incorporated Harry Browne’s performance and the new performance since 2003.
As of 12/31/2016:
1970 | 4.10% | 1980 | 22.10% | 1990 | -0.70% | 2000 | 2.70% | 2010 | 11.92% |
1971 | 13.40% | 1981 | -6.20% | 1991 | 11.50% | 2001 | -1.00% | 2011 | 8.16% |
1972 | 18.70% | 1982 | 23.30% | 1992 | 4.00% | 2002 | 7.20% | 2012 | 5.5% |
1973 | 10.60% | 1983 | 4.30% | 1993 | 12.60% | 2003 | 13.76% | 2013 | -3.8% |
1974 | 12.30% | 1984 | 1.10% | 1994 | -2.40% | 2004 | 6.64% | 2014 | 7.6% |
1975 | 3.70% | 1985 | 20.10% | 1995 | 16.60% | 2005 | 8.01% | 2015 | -4.5% |
1976 | 10.10% | 1986 | 21.70% | 1996 | 5.20% | 2006 | 10.80% | 2016 | 5.4% |
1977 | 5.20% | 1987 | 5.30% | 1997 | 6.70% | 2007 | 11.94% | ||
1978 | 15.00% | 1988 | 3.60% | 1998 | 7.40% | 2008 | -2.03% | ||
1979 | 36.70% | 1989 | 14.80% | 1999 | 4.70% | 2009 | 9.64% | ||
Cumulative | 328.62% | 272.57% | 186.24% | 190.27% | |||||
Annual | 12.63% | 10.55% | 6.42% | 6.64% | Since 1970 | 8.48% |
The highlighted portion is from Browne’s book (page 81) and the rest is from MyPlanIQ’s Harry Browne Permanent Portfolio. Notice there is some discrepancy for performance between 2000 to 2002. This is because in MyPlanIQ’s portfolio, Vanguard funds and Gold ETF (GLD) are used while in Browne’s calculation, he uses the following:
Cash in MyPlanIQ’s Harry Browne Permanent Portfolio is modeled using 3 month Treasury bill’s returns.
We will continue to update this table as time goes.
See also
Permanent Global Portfolio ETF Plan