All Country World 40/60 vs Gyroscopic Investing Desert Portfolio Comparison

Last Update: 29 February 2024

The All Country World 40/60 Portfolio obtained a 6.10% compound annual return, with a 7.62% standard deviation, in the last 30 Years.

The Gyroscopic Investing Desert Portfolio obtained a 6.60% compound annual return, with a 5.50% standard deviation, in the last 30 Years.

Summary

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All Country World 40/60 Portfolio Gyroscopic Investing Desert Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 30%
Fixed Income 60% 60%
Commodities 0% 10%
30 Years Stats Return +6.10% +6.60%
Std Dev 7.62% 5.50%
Max Drawdown -25.16% -14.72%
All time Stats
(Since Jan 1985)
Return +7.77% +7.71%
Std Dev 7.92% 5.71%
Max Drawdown -25.16% -14.72%
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
All Country World 40/60 Portfolio +1.35 +6.53 +12.12 +4.57 +4.59 +6.10 +7.77
Gyroscopic Investing Desert Portfolio +0.82 +5.92 +11.74 +5.56 +4.76 +6.60 +7.71
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

All Country World 40/60 Portfolio: an investment of 1$, since March 1994, now would be worth 5.90$, with a total return of 490.13% (6.10% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since March 1994, now would be worth 6.81$, with a total return of 581.21% (6.60% annualized).

All Country World 40/60 Portfolio: an investment of 1$, since January 1985, now would be worth 18.72$, with a total return of 1771.58% (7.77% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1985, now would be worth 18.34$, with a total return of 1734.00% (7.71% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World 40/60 Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-25.16% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.64
-19.51% Jan 2022 Sep 2022 (9) In progress (26) 11.16
-14.72% Jan 2022 Sep 2022 (9) In progress (26) 7.92
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-10.07% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.52
-9.09% Feb 2001 Sep 2002 (20) May 2003 (28) 4.14
-7.33% May 1998 Aug 1998 (4) Oct 1998 (6) 3.23
-6.92% May 2011 Sep 2011 (5) Jan 2012 (9) 2.89
-5.40% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.53
-5.18% May 2015 Sep 2015 (5) Jun 2016 (14) 2.81
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.01% May 2013 Jun 2013 (2) Oct 2013 (6) 2.16
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.78% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.14
-3.72% Mar 1994 Jun 1994 (4) Apr 1995 (14) 2.36
-3.63% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.20
-3.62% May 2010 Jun 2010 (2) Jul 2010 (3) 2.55
-3.61% May 2012 May 2012 (1) Jul 2012 (3) 1.91
-3.56% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.89
-3.44% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.16

Drawdown comparison chart since January 1985.

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All Country World 40/60 Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-25.16% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.64
-19.51% Jan 2022 Sep 2022 (9) In progress (26) 11.16
-14.72% Jan 2022 Sep 2022 (9) In progress (26) 7.92
-12.43% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.50
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-10.07% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.52
-9.41% Jan 1990 Sep 1990 (9) Feb 1991 (14) 4.82
-9.09% Feb 2001 Sep 2002 (20) May 2003 (28) 4.14
-8.49% Sep 1987 Nov 1987 (3) Oct 1988 (14) 3.82
-7.33% May 1998 Aug 1998 (4) Oct 1998 (6) 3.23
-6.92% May 2011 Sep 2011 (5) Jan 2012 (9) 2.89
-5.70% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.06
-5.63% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.86
-5.40% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.53
-5.18% May 2015 Sep 2015 (5) Jun 2016 (14) 2.81
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.16% Jan 1992 Mar 1992 (3) Jul 1992 (7) 2.18
-4.01% May 2013 Jun 2013 (2) Oct 2013 (6) 2.16
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.78% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.14

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
+1.06%
-0.28%
+1.20%
0.00%
2023
+13.20%
-6.36%
+11.64%
-4.01%
2022
-15.50%
-19.51%
-11.64%
-14.72%
2021
+6.07%
-2.52%
+5.76%
-2.29%
2020
+10.42%
-10.07%
+12.96%
-3.56%
2019
+16.42%
-1.74%
+14.41%
-0.95%
2018
-3.84%
-5.40%
-0.94%
-2.77%
2017
+12.29%
0.00%
+8.38%
-0.12%
2016
+5.97%
-2.44%
+5.39%
-2.63%
2015
-0.23%
-5.18%
+0.02%
-2.57%
2014
+5.59%
-1.74%
+5.45%
-1.59%
2013
+7.68%
-4.01%
+6.10%
-2.64%
2012
+11.32%
-3.61%
+6.70%
-2.16%
2011
+1.87%
-6.92%
+6.23%
-3.24%
2010
+9.86%
-3.62%
+11.95%
-1.56%
2009
+18.75%
-9.54%
+10.05%
-5.76%
2008
-16.04%
-20.68%
-2.92%
-8.78%
2007
+7.49%
-1.46%
+10.64%
-0.86%
2006
+10.29%
-2.01%
+8.85%
-1.61%
2005
+6.35%
-1.68%
+5.06%
-1.48%
2004
+8.97%
-2.61%
+6.34%
-3.44%
2003
+17.60%
-0.91%
+12.64%
-1.46%
2002
-2.62%
-8.15%
+4.90%
-2.20%
2001
+0.44%
-6.23%
+1.31%
-3.94%
2000
+0.63%
-3.78%
+4.70%
-2.78%
1999
+12.23%
-2.66%
+5.12%
-2.91%
1998
+13.08%
-7.33%
+13.26%
-4.42%
1997
+8.51%
-3.35%
+12.53%
-2.44%
1996
+9.74%
-1.02%
+6.98%
-2.04%
1995
+19.00%
-0.12%
+23.10%
0.00%
1994
-1.94%
-5.70%
-2.86%
-5.63%
1993
+17.30%
-2.48%
+11.81%
-1.14%
1992
+2.84%
-4.16%
+6.83%
-2.19%
1991
+18.05%
-2.86%
+18.44%
-1.44%
1990
-3.06%
-9.41%
+3.54%
-3.71%
1989
+13.76%
-1.93%
+16.86%
-1.08%
1988
+13.22%
-2.25%
+6.82%
-1.71%
1987
+7.38%
-12.43%
+4.17%
-8.49%
1986
+26.10%
-3.68%
+15.33%
-2.55%
1985
+30.46%
-0.76%
+23.33%
-1.21%