Data Source: from January 1972 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
2.20%
1 Day
Jul 05 2022, 03:00PM Eastern Time
2.28%
Current Month
July 2022

The Gold Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.

It's exposed for 0% on the Stock Market and for 100% on Commodities.

In the last 30 Years, the Gold Portfolio obtained a 5.43% compound annual return, with a 15.42% 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 implemented 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.

According to the available data source, let's assume we built the portfolio on January 1972.

Portfolio returns are calculated in USD, assuming:
  • No fees or capital gain taxes
GOLD PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 03:00PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Jun 30, 2022
  1 Day Time ET(*) Jul 2022 1M 6M 1Y 5Y(*) 10Y(*) 30Y(*)
Gold Portfolio -2.20 -2.28 -1.57 -1.46 1.71 7.38 0.82 5.43
US Inflation Adjusted return -1.57 -5.30 -5.45 3.64 -1.60 2.88
Components
GLD
SPDR Gold Trust
-2.20 03:00PM
Jul 05 2022
-2.28 -1.57 -1.46 1.71 7.38 0.82 5.43
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%

Historical Returns as of Jun 30, 2022

Historical returns and stats of Gold Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

GOLD PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1972 to June 2022
Swipe left to see all data
Period Return (%)
as of Jun 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jun 2022
-1.57
-1.57
-1.57
Jun 2022 - Jun 2022
0 - 1
3M
-6.75
-7.95
-6.75
Apr 2022 - Jun 2022
0 - 3
6M
-1.46
-5.30
-6.75
Apr 2022 - Jun 2022
2 - 4
YTD
-1.46
-5.30
-6.75
Apr 2022 - Jun 2022
2 - 4
1Y
1.71
-5.45
9.45
-6.75
Apr 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
8.14
3.48
14.70
-13.74
Aug 2020 - Mar 2021
17 - 19
47% pos
5Y(*)
7.38
3.64
12.88
-13.74
Aug 2020 - Mar 2021
29 - 31
48% pos
10Y(*)
0.82
-1.60
14.66
-40.97
Oct 2012 - Dec 2015
54 - 66
45% pos
15Y(*)
6.63
4.24
17.43
-42.91
Sep 2011 - Dec 2015
92 - 88
51% pos
20Y(*)
8.66
6.06
16.78
-42.91
Sep 2011 - Dec 2015
127 - 113
53% pos
25Y(*)
6.66
4.13
16.26
-42.91
Sep 2011 - Dec 2015
155 - 145
52% pos
30Y(*)
5.43
2.88
15.42
-42.91
Sep 2011 - Dec 2015
183 - 177
51% pos
MAX(*)
01 Jan 1972
7.50
3.41
19.84
-61.78
Oct 1980 - Aug 1999
313 - 293
52% pos
(*) Returns over 1 year are annualized

Capital Growth as of Jun 30, 2022

An investment of 1000$, since July 1992, now would be worth 4878.77$, with a total return of 387.88% (5.43% annualized).

The Inflation Adjusted Capital now would be 2345.03$, with a net total return of 134.50% (2.88% annualized).
An investment of 1000$, since January 1972, now would be worth 38470.00$, with a total return of 3747.00% (7.50% annualized).

The Inflation Adjusted Capital now would be 5424.56$, with a net total return of 442.46% (3.41% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-42.91% Sep 2011 Dec 2015 52 Jul 2020 55 107
-37.17% Feb 1996 Aug 1999 43 Dec 2003 52 95
-25.83% Mar 2008 Oct 2008 8 May 2009 7 15
-13.74% Aug 2020 Mar 2021 8 in progress 15 23
-11.51% Aug 1993 Sep 1993 2 Jan 1996 28 30
-8.64% Dec 2004 May 2005 6 Sep 2005 4 10
-8.63% May 2006 Sep 2006 5 Feb 2007 5 10
-8.45% Aug 1992 Feb 1993 7 May 1993 3 10
-8.37% Dec 2009 Jan 2010 2 May 2010 4 6
-8.31% Apr 2004 Apr 2004 1 Oct 2004 6 7
-6.38% Jan 2011 Jan 2011 1 Mar 2011 2 3
-5.22% Jun 2009 Jun 2009 1 Sep 2009 3 4
-5.09% Jul 2010 Jul 2010 1 Aug 2010 1 2
-4.90% Jan 2004 Feb 2004 2 Mar 2004 1 3
-4.20% May 2007 Jun 2007 2 Sep 2007 3 5
-4.18% May 2011 Jun 2011 2 Jul 2011 1 3
-1.65% Nov 2007 Nov 2007 1 Dec 2007 1 2
-1.11% Mar 2007 Mar 2007 1 Apr 2007 1 2
-1.11% Feb 2006 Feb 2006 1 Mar 2006 1 2
-0.64% Oct 2005 Oct 2005 1 Nov 2005 1 2
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-61.78% Oct 1980 Aug 1999 227 Apr 2007 92 319
-44.24% Jan 1975 Aug 1976 20 Jul 1978 23 43
-42.91% Sep 2011 Dec 2015 52 Jul 2020 55 107
-25.83% Mar 2008 Oct 2008 8 May 2009 7 15
-24.27% Feb 1980 Mar 1980 2 Jun 1980 3 5
-20.49% Jul 1973 Oct 1973 4 Jan 1974 3 7
-20.28% Nov 1978 Nov 1978 1 Feb 1979 3 4
-16.62% Apr 1974 Jun 1974 3 Nov 1974 5 8
-13.74% Aug 2020 Mar 2021 8 in progress 15 23
-8.37% Dec 2009 Jan 2010 2 May 2010 4 6
-6.88% Aug 1972 Nov 1972 4 Feb 1973 3 7
-6.38% Jan 2011 Jan 2011 1 Mar 2011 2 3
-6.01% Jul 1980 Jul 1980 1 Sep 1980 2 3
-5.22% Jun 2009 Jun 2009 1 Sep 2009 3 4
-5.09% Jul 2010 Jul 2010 1 Aug 2010 1 2
-4.46% Mar 1979 Mar 1979 1 May 1979 2 3
-4.20% May 2007 Jun 2007 2 Sep 2007 3 5
-4.18% May 2011 Jun 2011 2 Jul 2011 1 3
-3.84% Oct 1979 Oct 1979 1 Nov 1979 1 2
-1.65% Nov 2007 Nov 2007 1 Dec 2007 1 2

Rolling Returns ( more details)

Gold Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.82 179.42
Feb 1979 - Jan 1980
-37.71
Apr 1981 - Mar 1982
41.34%
2 Years
8.29 92.76
Feb 1978 - Jan 1980
-30.30
Jul 1980 - Jun 1982
39.79%
3 Years
7.15 70.26
Feb 1977 - Jan 1980
-15.32
Nov 1980 - Oct 1983
36.95%
5 Years
6.31 36.39
Oct 1975 - Sep 1980
-14.69
Mar 1980 - Feb 1985
33.82%
7 Years
6.01 38.74
Feb 1973 - Jan 1980
-6.75
Feb 1980 - Jan 1987
36.14%
10 Years
5.28 24.75
Jan 1972 - Dec 1981
-5.99
Jul 1980 - Jun 1990
27.10%
15 Years
5.01 15.89
May 1972 - Apr 1987
-3.63
Feb 1980 - Jan 1995
24.82%
20 Years
4.42 11.03
Jan 1972 - Dec 1991
-4.36
Oct 1980 - Sep 2000
14.17%
(*) 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

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

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
1.78
53%
1.22
53%
-0.49
41%
0.61
49%
0.94
49%
0.04
49%
0.68
56%
0.91
58%
1.44
56%
0.06
48%
0.70
54%
1.27
54%
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
11.7
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 - Jun 2022

Monthly/Yearly Returns

Gold Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
313 Positive Months (52%) - 293 Negative Months (48%)
Jan 1972 - Jun 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-1.46 -5.30 -1.7 6.1 1.3 -2.1 -3.3 -1.6
2021
-4.15 -10.50 -3.2 -6.3 -1.1 3.6 7.7 -7.1 2.5 -0.1 -3.2 1.5 -0.7 3.3
2020
+24.81 +23.24 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 +15.25 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 -3.78 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 +10.46 5.4 3.2 -0.4 1.7 -0.1 -2.2 2.3 4.2 -3.4 -0.7 0.4 2.1
2016
+8.03 +5.86 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 -11.24 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 -2.82 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 -29.40 -0.5 -5.1 0.9 -7.6 -6.2 -11.1 7.4 5.2 -4.8 -0.3 -5.5 -3.8
2012
+6.60 +4.76 11.4 -3.0 -1.3 -0.1 -6.3 2.4 0.8 4.9 4.7 -2.9 -0.5 -2.4
2011
+9.57 +6.31 -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 +27.44 -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 +20.63 5.5 1.4 -2.5 -3.3 10.2 -5.2 2.4 0.1 5.8 3.7 12.8 -7.2
2008
+4.92 +4.95 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 +25.31 2.6 2.5 -1.1 2.1 -2.3 -1.9 2.4 1.1 10.5 7.0 -1.7 6.6
2006
+22.55 +19.53 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 +13.96 -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 +1.26 -4.0 -1.0 7.0 -8.3 1.2 0.6 -1.1 4.0 2.1 2.4 6.5 -3.9
2003
+19.89 +17.50 5.8 -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 +22.53 2.1 5.2 1.5 2.3 6.0 -2.5 -4.3 2.7 3.5 -2.1 0.7 8.8
2001
+0.75 -0.84 -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 -8.58 -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 -1.78 -0.8 0.6 -2.6 2.6 -6.3 -2.8 -2.1 -0.3 17.3 0.0 -2.6 -0.4
1998
-0.83 -2.40 5.0 -2.4 1.2 3.2 -5.5 0.9 -2.5 -5.3 7.5 -0.5 0.8 -2.3
1997
-21.41 -22.72 -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 -7.71 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 -1.51 -2.2 0.4 4.1 -0.6 -1.4 0.7 -1.0 -0.3 0.4 -0.4 1.3 -0.2
1994
-2.17 -4.65 -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 +14.46 -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 -8.45 0.3 -0.3 -3.2 -1.6 0.3 1.7 4.2 -5.0 2.6 -2.8 -1.5 -0.4
1991
-8.56 -11.20 -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 -8.81 4.1 -1.8 -9.6 -0.2 -1.3 -3.0 5.7 4.1 5.3 -7.1 1.4 0.4
1989
-2.84 -7.15 -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 -18.84 -5.4 -7.0 7.2 -1.7 1.4 -4.2 0.1 -2.1 -7.3 4.0 2.5 -2.9
1987
+24.53 +19.36 3.0 1.3 3.7 7.7 -0.5 -0.8 3.4 -2.0 1.3 2.0 5.1 -1.7
1986
+18.96 +17.56 7.3 -3.5 1.7 0.5 -0.7 1.0 3.1 7.6 10.0 -5.2 -2.9 -0.2
1985
+6.00 +2.13 -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 -22.51 -2.3 5.5 -1.5 -3.3 2.2 -2.9 -8.2 1.7 -1.3 -3.0 -1.3 -6.3
1983
-16.31 -19.36 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 +10.71 -2.6 -6.3 -11.7 12.9 -10.0 -2.4 8.0 20.0 -3.5 6.6 3.0 4.8
1981
-32.60 -38.11 -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 +2.52 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 +100.03 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 +25.71 6.5 3.7 -0.4 -5.9 7.8 -0.6 9.4 4.2 4.0 11.7 -20.3 16.9
1977
+22.64 +14.96 -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 -8.70 -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 -29.80 -5.7 3.4 -2.5 -5.8 0.0 -0.4 0.3 -4.1 -11.6 1.2 -3.3 1.5
1974
+66.15 +48.22 18.0 22.6 6.5 -2.2 -7.4 -8.0 8.1 0.0 -3.0 10.4 10.2 1.4
1973
+72.96 +58.76 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 +44.12 8.3 2.2 0.4 2.5 19.9 8.7 5.6 -2.1 -4.0 0.3 -1.2 2.0

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

Portfolio efficiency

Is the Gold Portfolio actually efficient, compared to other Lazy Portfolios?

Overall Ratings

The Gold Portfolio is classified as Very High Risk.

Very High Risk
Bond weight:
Less than 25%
High Risk
Bond weight:
25% - 49.99%
Medium Risk
Bond weight:
50% - 74.99%
Low Risk
Bond weight:
At least 75%
Very High Risk
Portfolios
All
Portfolios
25 Years Ann. Return
(Inflation Adjusted)
+6.66%
(+4.13%)
Poor : 1 / 5
Average : 2.6 / 5
Standard Deviation
over 25 Years
16.26%
Average : 2.9 / 5
Bad : 1.9 / 5
Maximum Drawdown
over 25 Years
-42.91%
Excellent : 5 / 5
Average : 2.2 / 5
Easy to manage 1 ETF
Excellent : 5 / 5
Excellent : 5 / 5
Rating assigned considering all the Very High Risk Portfolios Rating assigned considering all the Portfolios in the database

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30 Years Stats (%)
% Allocation
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+1.92 +13.42 -81.08 100 0 0
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+0.85 +9.81 -50.84 100 0 0
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Warren Buffett
+0.84 +9.38 -45.52 90 10 0
Aggressive Global Income
-0.51 +9.37 -52.63 80 20 0
Stocks/Bonds 80/20
+0.89 +9.06 -41.09 80 20 0

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Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 03:00PM Eastern Time.
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