Last Update: 31 March 2024
The Aggressive Global Income Portfolio obtained a 8.89% compound annual return, with a 14.40% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.
Summary
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| Aggressive Global Income Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.89% | +14.30% |
| Std Dev | 14.40% | 23.97% | |
| Max Drawdown | -52.63% | -81.08% | |
| All time Stats (Since Jan 1979) |
Return | +11.03% | +14.48% |
| Std Dev | 13.99% | 23.03% | |
| Max Drawdown | -52.63% | -81.08% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1979
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Aggressive Global Income Portfolio | +3.39 | +13.34 | +12.89 | +5.97 | +5.53 | +8.89 | +11.03 |
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +14.48 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Aggressive Global Income Portfolio: an investment of 1$, since April 1994,
now would be worth 12.86$, with a total return of 1186.15%
(8.89% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Aggressive Global Income Portfolio: an investment of 1$, since January 1979,
now would be worth 113.78$, with a total return of 11278.18%
(11.03% annualized).
Technology Portfolio: an investment of 1$, since January 1979, now would be worth 453.61$, with a total return of 45260.77% (14.48% annualized).
Technology Portfolio: an investment of 1$, since January 1979, now would be worth 453.61$, with a total return of 45260.77% (14.48% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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|
Aggressive Global Income Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -52.63% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 23.73 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.39% | Mar 2000 | Sep 2002 (31) | Dec 2003 (46) | 15.98 | |||||
| -23.84% | Jan 2020 | Mar 2020 (3) | Feb 2021 (14) | 11.83 | |||||
| -18.06% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.09 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -17.13% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.79 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Jun 1999 (14) | 7.15 | |||||
| -13.63% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 7.95 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.93% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.94 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
Drawdown comparison chart since January 1979.
Swipe left to see all data
|
Aggressive Global Income Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -52.63% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 23.73 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -27.39% | Mar 2000 | Sep 2002 (31) | Dec 2003 (46) | 15.98 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -23.84% | Jan 2020 | Mar 2020 (3) | Feb 2021 (14) | 11.83 | |||||
| -21.38% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.01 | |||||
| -19.23% | Jan 1990 | Sep 1990 (9) | May 1991 (17) | 9.50 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -18.06% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.09 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -17.13% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.79 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Jun 1999 (14) | 7.15 | |||||
| -13.63% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 7.95 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.17%
|
-0.95% |
+8.56%
|
0.00% |
| 2023 |
+11.91%
|
-7.58% |
+54.85%
|
-8.42% |
| 2022 |
-8.43%
|
-18.06% |
-32.58%
|
-32.58% |
| 2021 |
+17.07%
|
-3.13% |
+27.42%
|
-5.68% |
| 2020 |
-1.13%
|
-23.84% |
+48.40%
|
-12.90% |
| 2019 |
+19.97%
|
-4.74% |
+38.96%
|
-8.23% |
| 2018 |
-8.07%
|
-9.93% |
-0.12%
|
-16.96% |
| 2017 |
+13.53%
|
-0.18% |
+32.66%
|
-2.32% |
| 2016 |
+18.29%
|
-3.34% |
+7.10%
|
-8.37% |
| 2015 |
-6.99%
|
-13.07% |
+9.45%
|
-8.88% |
| 2014 |
+3.96%
|
-4.21% |
+19.18%
|
-3.04% |
| 2013 |
+19.30%
|
-3.15% |
+36.63%
|
-2.39% |
| 2012 |
+12.95%
|
-7.73% |
+18.12%
|
-8.13% |
| 2011 |
+0.62%
|
-17.13% |
+3.47%
|
-10.79% |
| 2010 |
+14.37%
|
-10.71% |
+20.14%
|
-12.93% |
| 2009 |
+33.97%
|
-22.88% |
+54.68%
|
-7.43% |
| 2008 |
-34.21%
|
-38.73% |
-41.73%
|
-43.03% |
| 2007 |
+3.78%
|
-6.63% |
+19.02%
|
-6.83% |
| 2006 |
+21.69%
|
-3.86% |
+7.14%
|
-11.54% |
| 2005 |
+12.70%
|
-5.15% |
+1.57%
|
-12.37% |
| 2004 |
+16.76%
|
-2.82% |
+10.54%
|
-9.86% |
| 2003 |
+32.98%
|
-2.92% |
+49.67%
|
-2.90% |
| 2002 |
-7.54%
|
-18.13% |
-37.37%
|
-46.75% |
| 2001 |
-4.83%
|
-16.72% |
-33.34%
|
-54.93% |
| 2000 |
-0.62%
|
-14.41% |
-36.11%
|
-46.69% |
| 1999 |
+48.88%
|
-3.02% |
+101.95%
|
-9.49% |
| 1998 |
+8.84%
|
-15.46% |
+85.30%
|
-17.20% |
| 1997 |
+18.82%
|
-3.75% |
+20.63%
|
-13.51% |
| 1996 |
+13.71%
|
-4.27% |
+42.54%
|
-8.14% |
| 1995 |
+24.10%
|
-1.27% |
+42.54%
|
-3.77% |
| 1994 |
+2.10%
|
-5.06% |
+1.50%
|
-12.97% |
| 1993 |
+19.15%
|
-4.01% |
+10.58%
|
-8.26% |
| 1992 |
+3.24%
|
-3.34% |
+8.86%
|
-13.48% |
| 1991 |
+24.91%
|
-4.27% |
+64.99%
|
-8.89% |
| 1990 |
-13.87%
|
-19.23% |
-10.41%
|
-27.64% |
| 1989 |
+17.94%
|
-3.26% |
+26.17%
|
-4.64% |
| 1988 |
+21.28%
|
-3.17% |
+13.54%
|
-10.50% |
| 1987 |
+8.36%
|
-21.38% |
+10.50%
|
-34.57% |
| 1986 |
+32.40%
|
-3.91% |
+6.89%
|
-15.73% |
| 1985 |
+37.47%
|
-2.20% |
+35.61%
|
-6.97% |
| 1984 |
+6.06%
|
-6.93% |
-11.31%
|
-17.55% |
| 1983 |
+24.33%
|
-2.44% |
+19.87%
|
-13.85% |
| 1982 |
+20.53%
|
-7.77% |
+18.67%
|
-14.55% |
| 1981 |
+4.76%
|
-9.45% |
-3.21%
|
-19.44% |
| 1980 |
+21.29%
|
-11.49% |
+33.88%
|
-19.01% |
| 1979 |
+17.54%
|
-7.85% |
+28.11%
|
-9.91% |
