Alexander Green Gone Fishin' vs Burton Malkiel Late Sixties and Beyond Portfolio Comparison

Last Update: 29 February 2024

The Alexander Green Gone Fishin' Portfolio obtained a 7.31% compound annual return, with a 12.06% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.20% compound annual return, with a 11.68% standard deviation, in the last 30 Years.

Summary

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Alexander Green Gone Fishin' Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Portfolio Risk High High
Asset Allocation Stocks 65% 71%
Fixed Income 30% 29%
Commodities 5% 0%
30 Years Stats Return +7.31% +8.20%
Std Dev 12.06% 11.68%
Max Drawdown -43.02% -41.80%
All time Stats
(Since Jan 1985)
Return +9.48% +9.78%
Std Dev 12.07% 11.64%
Max Drawdown -43.02% -41.80%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Alexander Green Gone Fishin' Portfolio +2.17 +6.60 +10.83 +5.93 +5.52 +7.31 +9.48
Burton Malkiel Late Sixties and Beyond Portfolio +2.56 +7.85 +13.56 +6.84 +6.62 +8.20 +9.78
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Alexander Green Gone Fishin' Portfolio: an investment of 1$, since March 1994, now would be worth 8.31$, with a total return of 731.37% (7.31% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since March 1994, now would be worth 10.62$, with a total return of 962.39% (8.20% annualized).

Alexander Green Gone Fishin' Portfolio: an investment of 1$, since January 1985, now would be worth 34.68$, with a total return of 3368.00% (9.48% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1$, since January 1985, now would be worth 38.68$, with a total return of 3767.53% (9.78% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Alexander Green Gone Fishin' Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.02% Nov 2007 Feb 2009 (16) Dec 2010 (38) 19.52
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-21.98% Jan 2022 Sep 2022 (9) In progress (26) 11.62
-17.18% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.88
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-16.22% May 1998 Aug 1998 (4) Apr 1999 (12) 6.69
-15.69% Sep 2000 Sep 2002 (25) Aug 2003 (36) 8.92
-15.05% May 2011 Sep 2011 (5) Sep 2012 (17) 5.61
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-9.95% May 2015 Jan 2016 (9) Jul 2016 (15) 5.34
-9.79% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.82
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63
-7.72% Mar 2015 Sep 2015 (7) Jun 2016 (16) 3.95
-7.04% Apr 2004 Apr 2004 (1) Oct 2004 (7) 3.88
-6.12% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.15
-6.10% Apr 2000 May 2000 (2) Aug 2000 (5) 3.24

Drawdown comparison chart since January 1985.

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Alexander Green Gone Fishin' Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-43.02% Nov 2007 Feb 2009 (16) Dec 2010 (38) 19.52
-41.80% Nov 2007 Feb 2009 (16) Dec 2010 (38) 18.91
-22.44% Jan 2022 Sep 2022 (9) In progress (26) 12.14
-21.98% Jan 2022 Sep 2022 (9) In progress (26) 11.62
-19.08% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.05
-18.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.48
-17.18% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.88
-16.82% Jan 2020 Mar 2020 (3) Aug 2020 (8) 7.53
-16.48% May 1998 Aug 1998 (4) Apr 1999 (12) 6.57
-16.22% May 1998 Aug 1998 (4) Apr 1999 (12) 6.69
-15.69% Sep 2000 Sep 2002 (25) Aug 2003 (36) 8.92
-15.45% Aug 1990 Sep 1990 (2) Feb 1991 (7) 9.51
-15.05% May 2011 Sep 2011 (5) Sep 2012 (17) 5.61
-13.63% Aug 1990 Sep 1990 (2) Feb 1991 (7) 7.86
-13.38% May 2011 Sep 2011 (5) Feb 2012 (10) 5.60
-12.20% May 2002 Sep 2002 (5) May 2003 (13) 8.08
-9.95% May 2015 Jan 2016 (9) Jul 2016 (15) 5.34
-9.79% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.82
-9.27% Feb 2001 Sep 2001 (8) Feb 2002 (13) 3.95
-8.08% Feb 2018 Dec 2018 (11) Feb 2019 (13) 3.63

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.
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Year Return Drawdown Return Drawdown
2024
+0.68%
-1.46%
+1.58%
-0.95%
2023
+13.45%
-9.00%
+14.40%
-8.53%
2022
-15.58%
-21.98%
-16.23%
-22.44%
2021
+11.58%
-2.98%
+15.40%
-3.79%
2020
+12.37%
-17.18%
+10.03%
-16.82%
2019
+19.76%
-4.09%
+22.55%
-3.12%
2018
-7.32%
-9.79%
-5.90%
-8.08%
2017
+16.62%
0.00%
+16.49%
0.00%
2016
+10.50%
-3.34%
+8.48%
-3.07%
2015
-3.07%
-8.79%
-1.63%
-7.72%
2014
+3.43%
-4.02%
+9.01%
-3.10%
2013
+13.26%
-3.99%
+12.49%
-4.03%
2012
+13.95%
-6.38%
+14.20%
-5.09%
2011
-1.05%
-15.05%
+1.01%
-13.38%
2010
+16.13%
-8.77%
+14.47%
-8.21%
2009
+29.72%
-15.87%
+25.30%
-17.05%
2008
-28.75%
-34.82%
-26.02%
-31.57%
2007
+8.90%
-4.95%
+5.18%
-5.15%
2006
+16.96%
-3.73%
+20.06%
-2.71%
2005
+12.08%
-4.01%
+9.86%
-2.99%
2004
+15.76%
-5.09%
+14.78%
-7.04%
2003
+31.54%
-3.02%
+29.73%
-0.86%
2002
-4.17%
-14.14%
-5.70%
-12.20%
2001
-2.20%
-12.57%
+5.85%
-9.27%
2000
-4.37%
-9.26%
+2.46%
-6.12%
1999
+21.54%
-2.85%
+12.48%
-4.06%
1998
+5.75%
-16.22%
+5.92%
-16.48%
1997
+8.91%
-5.14%
+15.13%
-4.83%
1996
+11.89%
-4.35%
+18.95%
-2.65%
1995
+18.66%
-1.90%
+20.20%
-1.35%
1994
-2.38%
-7.67%
-3.17%
-7.20%
1993
+30.92%
-3.31%
+23.51%
-2.85%
1992
+3.63%
-2.99%
+4.84%
-2.71%
1991
+33.42%
-3.66%
+33.86%
-3.74%
1990
-8.26%
-15.45%
-5.42%
-13.63%
1989
+25.58%
-2.55%
+26.07%
-1.94%
1988
+16.97%
-2.94%
+16.73%
-2.39%
1987
+1.97%
-18.93%
-0.94%
-19.08%
1986
+25.77%
-3.25%
+18.93%
-4.58%
1985
+31.99%
-1.97%
+27.52%
-2.25%