Last Update: 31 March 2024
The Alexander Green Gone Fishin' Portfolio obtained a 7.59% compound annual return, with a 12.02% standard deviation, in the last 30 Years.
The Ted Aronson Family Taxable Portfolio obtained a 7.84% compound annual return, with a 11.58% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Alexander Green Gone Fishin' Portfolio | Ted Aronson Family Taxable Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 65% | 70% |
| Fixed Income | 30% | 30% | |
| Commodities | 5% | 0% | |
| 30 Years Stats | Return | +7.59% | +7.84% |
| Std Dev | 12.02% | 11.58% | |
| Max Drawdown | -43.02% | -38.46% | |
| All time Stats (Since Jan 1985) |
Return | +9.53% | +9.85% |
| Std Dev | 12.06% | 11.96% | |
| Max Drawdown | -43.02% | -38.46% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Alexander Green Gone Fishin' Portfolio | +2.63 | +13.90 | +12.02 | +6.38 | +5.77 | +7.59 | +9.53 |
| Ted Aronson Family Taxable Portfolio | +2.37 | +14.49 | +12.28 | +6.40 | +6.30 | +7.84 | +9.85 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Alexander Green Gone Fishin' Portfolio: an investment of 1$, since April 1994,
now would be worth 8.98$, with a total return of 798.36%
(7.59% annualized).
Ted Aronson Family Taxable Portfolio: an investment of 1$, since April 1994, now would be worth 9.63$, with a total return of 862.80% (7.84% annualized).
Ted Aronson Family Taxable Portfolio: an investment of 1$, since April 1994, now would be worth 9.63$, with a total return of 862.80% (7.84% annualized).
Alexander Green Gone Fishin' Portfolio: an investment of 1$, since January 1985,
now would be worth 35.59$, with a total return of 3459.04%
(9.53% annualized).
Ted Aronson Family Taxable Portfolio: an investment of 1$, since January 1985, now would be worth 40.01$, with a total return of 3900.74% (9.85% annualized).
Ted Aronson Family Taxable Portfolio: an investment of 1$, since January 1985, now would be worth 40.01$, with a total return of 3900.74% (9.85% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Alexander Green Gone Fishin' Portfolio
|
Ted Aronson Family Taxable 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 | |||||
| -38.46% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 16.77 | |||||
| -23.76% | Jan 2022 | Sep 2022 (9) | In progress (27) | 13.10 | |||||
| -21.98% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.41 | |||||
| -19.15% | Apr 2000 | Sep 2002 (30) | Oct 2003 (43) | 10.85 | |||||
| -17.18% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -16.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 6.69 | |||||
| -15.69% | Sep 2000 | Sep 2002 (25) | Aug 2003 (36) | 8.92 | |||||
| -15.50% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.80 | |||||
| -15.05% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 5.61 | |||||
| -14.91% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 6.98 | |||||
| -11.35% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.85 | |||||
| -11.15% | Sep 2018 | Dec 2018 (4) | Sep 2019 (13) | 4.60 | |||||
| -9.95% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 5.34 | |||||
| -9.79% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.82 | |||||
| -9.47% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 5.16 | |||||
| -6.10% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 3.24 | |||||
| -5.84% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.25 | |||||
| -5.14% | Oct 1997 | Nov 1997 (2) | Feb 1998 (5) | 3.51 | |||||
| -5.12% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 2.28 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
Alexander Green Gone Fishin' Portfolio
|
Ted Aronson Family Taxable 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 | |||||
| -38.46% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 16.77 | |||||
| -23.76% | Jan 2022 | Sep 2022 (9) | In progress (27) | 13.10 | |||||
| -21.98% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.41 | |||||
| -19.80% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.15 | |||||
| -19.15% | Apr 2000 | Sep 2002 (30) | Oct 2003 (43) | 10.85 | |||||
| -18.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.48 | |||||
| -17.18% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -16.23% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.87 | |||||
| -16.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 6.69 | |||||
| -15.69% | Sep 2000 | Sep 2002 (25) | Aug 2003 (36) | 8.92 | |||||
| -15.50% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.80 | |||||
| -15.45% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 9.51 | |||||
| -15.05% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 5.61 | |||||
| -14.91% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 6.98 | |||||
| -11.35% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 4.85 | |||||
| -11.15% | Sep 2018 | Dec 2018 (4) | Sep 2019 (13) | 4.60 | |||||
| -9.95% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 5.34 | |||||
| -9.79% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.82 | |||||
| -9.47% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 5.16 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.32%
|
-1.46% |
+3.49%
|
-1.29% |
| 2023 |
+13.45%
|
-9.00% |
+14.12%
|
-10.26% |
| 2022 |
-15.58%
|
-21.98% |
-17.99%
|
-23.76% |
| 2021 |
+11.58%
|
-2.98% |
+11.93%
|
-2.70% |
| 2020 |
+12.37%
|
-17.18% |
+14.59%
|
-15.50% |
| 2019 |
+19.76%
|
-4.09% |
+19.91%
|
-4.16% |
| 2018 |
-7.32%
|
-9.79% |
-7.55%
|
-11.15% |
| 2017 |
+16.62%
|
0.00% |
+18.03%
|
0.00% |
| 2016 |
+10.50%
|
-3.34% |
+11.10%
|
-3.28% |
| 2015 |
-3.07%
|
-8.79% |
-2.35%
|
-8.94% |
| 2014 |
+3.43%
|
-4.02% |
+5.69%
|
-3.72% |
| 2013 |
+13.26%
|
-3.99% |
+16.00%
|
-3.60% |
| 2012 |
+13.95%
|
-6.38% |
+13.70%
|
-5.12% |
| 2011 |
-1.05%
|
-15.05% |
+1.62%
|
-11.35% |
| 2010 |
+16.13%
|
-8.77% |
+15.27%
|
-7.89% |
| 2009 |
+29.72%
|
-15.87% |
+22.79%
|
-16.25% |
| 2008 |
-28.75%
|
-34.82% |
-23.35%
|
-29.03% |
| 2007 |
+8.90%
|
-4.95% |
+8.73%
|
-4.14% |
| 2006 |
+16.96%
|
-3.73% |
+13.15%
|
-3.87% |
| 2005 |
+12.08%
|
-4.01% |
+11.21%
|
-3.74% |
| 2004 |
+15.76%
|
-5.09% |
+15.55%
|
-4.55% |
| 2003 |
+31.54%
|
-3.02% |
+29.19%
|
-3.01% |
| 2002 |
-4.17%
|
-14.14% |
-6.02%
|
-12.97% |
| 2001 |
-2.20%
|
-12.57% |
-4.75%
|
-14.72% |
| 2000 |
-4.37%
|
-9.26% |
-3.43%
|
-9.39% |
| 1999 |
+21.54%
|
-2.85% |
+21.96%
|
-3.52% |
| 1998 |
+5.75%
|
-16.22% |
+8.20%
|
-14.91% |
| 1997 |
+8.91%
|
-5.14% |
+11.05%
|
-4.65% |
| 1996 |
+11.89%
|
-4.35% |
+9.90%
|
-4.53% |
| 1995 |
+18.66%
|
-1.90% |
+22.30%
|
-1.48% |
| 1994 |
-2.38%
|
-7.67% |
-1.76%
|
-8.05% |
| 1993 |
+30.92%
|
-3.31% |
+27.27%
|
-4.14% |
| 1992 |
+3.63%
|
-2.99% |
+4.09%
|
-3.41% |
| 1991 |
+33.42%
|
-3.66% |
+34.68%
|
-4.22% |
| 1990 |
-8.26%
|
-15.45% |
-8.23%
|
-16.23% |
| 1989 |
+25.58%
|
-2.55% |
+26.56%
|
-2.22% |
| 1988 |
+16.97%
|
-2.94% |
+19.56%
|
-3.39% |
| 1987 |
+1.97%
|
-18.93% |
+1.58%
|
-19.80% |
| 1986 |
+25.77%
|
-3.25% |
+27.86%
|
-4.58% |
| 1985 |
+31.99%
|
-1.97% |
+34.27%
|
-2.36% |
