Growth of $10,000: Ivy Portfolio (Mebane Faber)
A $10,000 investment in the Ivy Portfolio (Mebane Faber) at the start of 2006 would have grown to $31,280 by 2026 — about 3.1× the original stake over 20 years, based on historical data.
20-Year Growth of $10,000
What the numbers mean
Over this 20-year window the Ivy Portfolio (Mebane Faber) compounded at roughly 5.94%per year. That growth was not a straight line: the strategy's worst peak-to-trough decline reached -44.2%, a reminder that even the steadiest allocations go through painful stretches.
Its best single year returned +29.7% (2009), while its worst year fell -33.1% (2008). Adjusted for inflation, the ending $31,280 is worth about $18,130 in 2006 dollars — the real purchasing power your money would have gained after rising prices are stripped out.
These figures assume the strategy's target weights (an equal-weight, five-asset take on how elite university endowments diversify.) rebalanced annual, with no additional contributions or withdrawals. To model your own contributions, withdrawal rate, or a different mix, open this allocation in the portfolio simulator.
Annual Returns
| '06 | '07 | '08 | '09 | '10 | '11 | '12 | '13 | '14 | '15 | '16 | '17 | '18 | '19 | '20 | '21 | '22 | '23 | '24 | '25 | '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| +1 | +2 | -33 | +30 | +22 | +2 | +10 | +4 | +5 | -9 | +14 | +13 | -2 | +11 | +7 | +20 | -4 | +4 | +11 | +15 | +12 |
Hypothetical historical performance based on backtested data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice. Full disclaimer