Growth of $10,000: Larry Portfolio (Larry Swedroe)
A $10,000 investment in the Larry Portfolio (Larry Swedroe) at the start of 1998 would have grown to $39,356 by 2026 — about 3.9× the original stake over 28 years, based on historical data.
28-Year Growth of $10,000
What the numbers mean
Over this 28-year window the Larry Portfolio (Larry Swedroe) compounded at roughly 4.97%per year. That growth was not a straight line: the strategy's worst peak-to-trough decline reached -12.7%, a reminder that even the steadiest allocations go through painful stretches.
Its best single year returned +18.5% (2000), while its worst year fell -8.6% (2008). Adjusted for inflation, the ending $39,356 is worth about $18,039 in 1998 dollars — the real purchasing power your money would have gained after rising prices are stripped out.
These figures assume the strategy's target weights (a bond-heavy portfolio that leans on the small-value factor to punch above its equity weight.) 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
| '98 | '99 | '00 | '01 | '02 | '03 | '04 | '05 | '06 | '07 | '08 | '09 | '10 | '11 | '12 | '13 | '14 | '15 | '16 | '17 | '18 | '19 | '20 | '21 | '22 | '23 | '24 | '25 | '26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| +2 | +1 | +19 | +7 | -2 | +15 | +4 | +7 | +7 | +2 | -9 | +11 | +10 | +2 | +6 | +8 | +4 | -2 | +9 | +4 | +0 | +5 | +7 | +6 | -1 | +4 | +9 | +7 | +4 |
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