Data Source: from January 1972 to September 2021

Last Update: 30 September 2021

The Gold Portfolio is exposed for 0% on the Stock Market and for 100% on Commodities.

It's a Very High Risk portfolio and it can be replicated with 1 ETF.

In the last 10 years, the portfolio obtained a 0.38% compound annual return, with a 15.54% standard deviation.

In the last 25 years, a 6.02% compound annual return, with a 16.30% standard deviation.

Asset Allocation and ETFs

The Gold Portfolio has the following asset allocation:

0% Stocks
0% Fixed Income
100% Commodities

The Gold Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
100.00 % GLD SPDR Gold Trust Commodity, Gold
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Gold Portfolio guaranteed the following returns.

GOLD PORTFOLIO RETURNS (%)
Last Update: 30 September 2021
Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) 20Y(*) 25Y(*)
Gold Portfolio -3.22 -0.85 +2.66 -7.28 +13.35 +5.50 +0.38 +8.97 +6.02
Components
GLD
SPDR Gold Trust
-3.22 -0.85 +2.66 -7.28 +13.35 +5.50 +0.38 +8.97 +6.02
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

Historical Returns

Gold Portfolio - Historical returns and stats.

GOLD PORTFOLIO
Last Update: 30 September 2021
Swipe left to see all data
Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.22%
-3.22%
Sep 2021 - Sep 2021
0 - 1
3M
-0.85%
-3.30%
Aug 2021 - Sep 2021
1 - 2
6M
+2.66%
-7.94%
Jun 2021 - Sep 2021
3 - 3
YTD
-7.93%
-10.31%
Jan 2021 - Mar 2021
3 - 6
1Y
-7.28%
16.31%
-10.31%
Jan 2021 - Mar 2021
4 - 8
3Y
+13.35%
annualized
14.79%
-13.73%
Aug 2020 - Mar 2021
19 - 17
5Y
+5.50%
annualized
13.39%
-13.73%
Aug 2020 - Mar 2021
28 - 32
10Y
+0.38%
annualized
15.54%
-40.97%
Oct 2012 - Dec 2015
54 - 66
20Y
+8.97%
annualized
16.81%
-42.90%
Sep 2011 - Dec 2015
129 - 111
25Y
+6.02%
annualized
16.30%
-42.90%
Sep 2011 - Dec 2015
154 - 146
MAX
01 Jan 1972
+7.56%
annualized
19.95%
-61.78%
Oct 1980 - Aug 1999
309 - 288
* Annualized St.Dev. of monthly returns

Best Classic Portfolios, with Very High Risk, ordered by 25 Years annualized return.

25 Years Stats
% Allocation
Portfolio Return Drawdown Stocks Bonds Comm.
Technology
+13.30% -81.08% 100 0 0 Compare
US Stocks
+9.79% -50.84% 100 0 0 Compare
Warren Buffett
+9.32% -45.53% 90 10 0 Compare
Aggressive Global Income
+9.18% -52.62% 80 20 0 Compare
Stocks/Bonds 80/20
+9.12% -41.09% 80 20 0 Compare

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns ( more details)

Gold Portfolio: annualized rolling and average returns

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.94% +179.42%
Feb 1979 - Jan 1980
-37.71%
Apr 1981 - Mar 1982
41.13%
2 Years
+8.32% +92.76%
Feb 1978 - Jan 1980
-30.30%
Jul 1980 - Jun 1982
40.42%
3 Years
+7.07% +70.26%
Feb 1977 - Jan 1980
-15.32%
Nov 1980 - Oct 1983
37.54%
5 Years
+6.29% +36.39%
Oct 1975 - Sep 1980
-14.70%
Mar 1980 - Feb 1985
34.20%
7 Years
+6.01% +38.74%
Feb 1973 - Jan 1980
-6.75%
Feb 1980 - Jan 1987
36.77%
10 Years
+5.37% +24.75%
Jan 1972 - Dec 1981
-6.00%
Jul 1980 - Jun 1990
26.99%
15 Years
+4.97% +15.89%
May 1972 - Apr 1987
-3.63%
Feb 1980 - Jan 1995
25.36%
20 Years
+4.30% +11.03%
Jan 1972 - Dec 1991
-4.36%
Oct 1980 - Sep 2000
14.53%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Gold Portfolio: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

Gold Portfolio Seasonality: in which months is it better to invest?

In the table below, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.85
54%
1.12
52%
-0.52
40%
0.67
50%
1.02
50%
0.07
50%
0.68
56%
0.91
58%
1.44
56%
0.03
47%
0.73
55%
1.23
53%
Best
Year
27.5
1980
28.8
1973
14.4
1985
12.9
1982
26.5
1973
22.0
1980
10.8
2020
20.0
1982
26.1
1979
11.8
1978
12.8
2009
23.2
1979
Worst
Year
-14.1
1981
-18.2
1983
-22.4
1980
-8.3
2004
-10.0
1982
-11.1
1981
-9.1
1976
-10.5
1973
-11.6
1975
-16.1
2008
-20.3
1978
-10.7
2011
Statistics calculated for the period Jan 1972 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of Gold Portfolio

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-7.93% -3.2 -6.3 -1.1 3.6 7.7 -7.2 2.5 -0.1 -3.2
2020
+24.81% 4.5 -0.6 -0.2 7.3 2.6 2.7 10.8 -0.3 -4.2 -0.5 -5.4 7.0
2019
+17.86% 2.9 -0.6 -1.6 -0.7 1.8 8.0 0.0 7.9 -3.4 2.6 -3.2 3.7
2018
-1.94% 3.2 -2.1 0.6 -1.0 -1.2 -3.6 -2.2 -2.1 -0.7 2.1 0.3 4.9
2017
+12.81% 5.4 3.2 -0.4 1.7 -0.1 -2.2 2.3 4.2 -3.4 -0.8 0.4 2.1
2016
+8.03% 5.4 10.9 -0.8 5.1 -6.1 9.0 2.0 -3.3 0.7 -2.9 -8.4 -1.9
2015
-10.67% 8.7 -5.9 -2.2 -0.2 0.6 -1.5 -6.6 3.7 -1.8 2.3 -6.8 -0.5
2014
-2.19% 3.4 6.3 -3.1 0.5 -3.1 6.3 -3.6 0.4 -6.2 -3.1 -0.5 1.3
2013
-28.33% -0.5 -5.1 1.0 -7.6 -6.2 -11.1 7.4 5.2 -4.8 -0.3 -5.5 -3.8
2012
+6.60% 11.4 -3.0 -1.3 -0.2 -6.3 2.4 0.8 4.9 4.7 -2.9 -0.5 -2.4
2011
+9.57% -6.4 6.0 1.6 8.9 -1.8 -2.4 8.4 12.3 -11.1 5.9 1.7 -10.7
2010
+29.27% -1.3 3.3 -0.4 5.9 3.1 2.4 -5.1 5.7 4.8 3.7 2.1 2.4
2009
+24.03% 5.5 1.5 -2.5 -3.3 10.2 -5.2 2.4 0.1 5.8 3.7 12.8 -7.2
2008
+4.92% 10.8 5.2 -6.0 -4.2 0.9 4.5 -1.4 -9.3 4.1 -16.1 12.6 7.7
2007
+30.45% 2.6 2.6 -1.1 2.1 -2.3 -1.9 2.4 1.1 10.5 7.0 -1.7 6.7
2006
+22.55% 9.9 -1.1 3.6 12.0 -1.3 -4.7 3.2 -1.4 -4.5 1.3 6.9 -1.8
2005
+17.76% -3.6 3.1 -1.6 1.2 -3.9 4.3 -1.4 1.4 7.6 -0.6 5.8 5.1
2004
+4.65% -4.0 -1.0 7.0 -8.3 1.2 0.7 -1.1 4.1 2.1 2.4 6.5 -3.9
2003
+19.89% 5.9 -5.5 -3.6 0.6 7.3 -4.3 2.5 5.9 3.3 -0.5 3.1 4.5
2002
+25.57% 2.1 5.2 1.5 2.3 6.0 -2.5 -4.4 2.7 3.5 -2.1 0.7 8.8
2001
+0.75% -3.6 0.8 -3.4 2.1 1.7 1.2 -1.7 2.7 7.4 -4.9 -1.2 0.4
2000
-5.44% -2.4 3.7 -5.8 -0.6 -1.0 5.8 -4.0 0.1 -1.2 -3.3 1.7 2.0
1999
+0.85% -0.8 0.6 -2.7 2.6 -6.3 -2.8 -2.1 -0.3 17.4 0.0 -2.6 -0.4
1998
-0.83% 5.1 -2.4 1.2 3.2 -5.5 0.9 -2.5 -5.4 7.5 -0.5 0.8 -2.3
1997
-21.41% -6.4 3.8 -2.9 -2.3 1.6 -3.2 -2.5 -0.3 2.1 -6.2 -4.7 -2.2
1996
-4.59% 4.8 -1.2 -1.1 -1.3 -0.2 -2.2 0.9 0.3 -1.9 0.1 -2.2 -0.6
1995
+0.98% -2.2 0.4 4.1 -0.6 -1.4 0.7 -1.0 -0.3 0.4 -0.4 1.4 -0.2
1994
-2.17% -3.5 1.0 2.0 -3.3 3.0 0.2 -1.1 0.5 2.4 -2.8 -0.2 0.0
1993
+17.68% -0.7 -0.9 3.1 4.9 6.5 0.3 6.2 -7.5 -4.3 4.0 0.4 5.6
1992
-5.73% 0.3 -0.3 -3.2 -1.6 0.3 1.8 4.2 -5.0 2.7 -2.8 -1.5 -0.4
1991
-8.56% -5.2 -0.9 -1.9 0.6 0.7 2.2 -1.5 -4.3 2.2 0.7 2.5 -3.6
1990
-3.11% 4.1 -1.8 -9.6 -0.2 -1.3 -3.0 5.7 4.2 5.3 -7.1 1.4 0.4
1989
-2.84% -4.0 -1.8 -1.0 -1.5 -4.2 3.1 -1.3 -2.3 1.9 2.4 8.8 -2.3
1988
-15.26% -5.4 -7.0 7.2 -1.7 1.5 -4.2 0.1 -2.1 -7.3 4.0 2.5 -2.9
1987
+24.53% 3.0 1.3 3.7 7.7 -0.5 -0.8 3.4 -2.0 1.4 2.0 5.1 -1.7
1986
+18.96% 7.3 -3.5 1.7 0.5 -0.7 1.0 3.1 7.6 10.0 -5.3 -2.9 -0.2
1985
+6.00% -0.5 -6.2 14.4 -2.4 -2.3 1.2 3.1 1.8 -2.3 -0.2 0.1 0.5
1984
-19.38% -2.3 5.5 -1.5 -3.3 2.3 -2.9 -8.2 1.7 -1.3 -3.0 -1.4 -6.3
1983
-16.31% 9.3 -18.2 1.5 3.5 1.9 -4.9 1.4 -1.8 -2.2 -5.7 6.0 -5.6
1982
+14.94% -2.6 -6.3 -11.8 12.9 -10.0 -2.4 8.0 20.0 -3.5 6.6 3.0 4.8
1981
-32.60% -14.1 -3.5 5.1 -6.0 -0.7 -11.1 -4.7 4.7 0.9 -0.4 -2.9 -4.1
1980
+15.19% 27.5 -2.5 -22.4 4.8 3.4 22.0 -6.0 2.8 5.6 -5.7 -1.5 -4.8
1979
+126.55% 3.4 7.5 -4.5 2.2 11.9 1.1 6.8 6.3 26.1 -3.8 8.8 23.2
1978
+37.01% 6.6 3.7 -0.4 -5.9 7.8 -0.6 9.4 4.2 4.0 11.8 -20.3 16.9
1977
+22.64% -1.6 7.9 4.3 -1.1 -2.9 0.0 0.8 1.3 5.5 4.8 -0.9 3.1
1976
-4.10% -8.6 3.2 -2.0 -0.9 -2.3 -1.4 -9.1 -7.6 11.5 6.2 5.8 3.3
1975
-24.80% -5.7 3.4 -2.5 -5.8 0.0 -0.5 0.3 -4.1 -11.6 1.2 -3.3 1.5
1974
+66.15% 18.0 22.6 6.5 -2.2 -7.4 -8.0 8.2 0.0 -3.0 10.4 10.2 1.4
1973
+72.96% 1.7 28.8 5.9 0.8 26.5 7.4 -6.2 -10.5 -3.4 -2.0 3.1 11.1
1972
+49.02% 8.3 2.2 0.4 2.5 19.9 8.8 5.7 -2.1 -4.0 0.3 -1.2 2.0

* Note:
Portofolio Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.

In particular, it has been used:

  • GLD - SPDR Gold Trust: simulated historical serie, up to December 2004
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