Last Update: 31 March 2024
The All Country World Stocks Portfolio obtained a 6.72% compound annual return, with a 15.61% standard deviation, in the last 30 Years.
The Paul Boyer Portfolio obtained a 6.25% compound annual return, with a 7.46% standard deviation, in the last 30 Years.
Summary
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| All Country World Stocks Portfolio | Paul Boyer Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Medium | |
| Asset Allocation | Stocks | 100% | 25% |
| Fixed Income | 0% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +6.72% | +6.25% |
| Std Dev | 15.61% | 7.46% | |
| Max Drawdown | -57.06% | -18.04% | |
| All time Stats (Since Jan 1976) |
Return | +9.19% | +8.29% |
| Std Dev | 15.62% | 8.30% | |
| Max Drawdown | -57.06% | -18.04% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World Stocks Portfolio | +3.19 | +19.99 | +22.75 | +10.95 | +8.76 | +6.72 | +9.19 |
| Paul Boyer Portfolio | +3.21 | +11.29 | +4.48 | +3.69 | +3.50 | +6.25 | +8.29 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 7.05$, with a total return of 604.58%
(6.72% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
All Country World Stocks Portfolio: an investment of 1$, since January 1976,
now would be worth 69.46$, with a total return of 6845.82%
(9.19% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
All Country World Stocks Portfolio
|
Paul Boyer Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.06% | Nov 2007 | Feb 2009 (16) | Oct 2013 (72) | 26.60 | |||||
| -48.44% | Apr 2000 | Sep 2002 (30) | Oct 2006 (79) | 26.77 | |||||
| -25.52% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.79 | |||||
| -22.15% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 10.05 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -14.59% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 7.20 | |||||
| -14.45% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.44 | |||||
| -13.76% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 6.43 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -8.28% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 5.31 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -6.65% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.81 | |||||
| -5.64% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.55 | |||||
| -5.50% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.81 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.91% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.86 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
All Country World Stocks Portfolio
|
Paul Boyer Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.06% | Nov 2007 | Feb 2009 (16) | Oct 2013 (72) | 26.60 | |||||
| -48.44% | Apr 2000 | Sep 2002 (30) | Oct 2006 (79) | 26.77 | |||||
| -26.12% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 12.48 | |||||
| -25.52% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.79 | |||||
| -25.28% | Jan 1990 | Sep 1990 (9) | May 1993 (41) | 11.61 | |||||
| -22.15% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 10.05 | |||||
| -21.07% | Dec 1980 | Jul 1982 (20) | Nov 1982 (24) | 10.08 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -14.59% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 7.20 | |||||
| -14.53% | Oct 1980 | Jun 1982 (21) | Oct 1982 (25) | 8.36 | |||||
| -14.45% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.44 | |||||
| -13.76% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 6.43 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.60% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.57 | |||||
| -10.22% | Mar 1980 | Mar 1980 (1) | Jun 1980 (4) | 5.51 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -8.28% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 5.31 | |||||
| -7.71% | Mar 1987 | Oct 1987 (8) | Jun 1988 (16) | 3.69 | |||||
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 |
+7.82%
|
0.00% |
+1.61%
|
-1.89% |
| 2023 |
+22.02%
|
-9.69% |
+7.92%
|
-7.34% |
| 2022 |
-18.01%
|
-25.52% |
-13.57%
|
-17.86% |
| 2021 |
+18.27%
|
-4.10% |
+0.51%
|
-3.38% |
| 2020 |
+16.61%
|
-22.15% |
+15.04%
|
-3.07% |
| 2019 |
+26.82%
|
-5.97% |
+13.97%
|
-1.05% |
| 2018 |
-9.76%
|
-14.45% |
-3.50%
|
-6.72% |
| 2017 |
+24.49%
|
0.00% |
+11.87%
|
-0.61% |
| 2016 |
+8.51%
|
-6.91% |
+7.19%
|
-6.74% |
| 2015 |
-1.86%
|
-11.65% |
-5.29%
|
-9.15% |
| 2014 |
+3.67%
|
-4.44% |
+6.63%
|
-3.72% |
| 2013 |
+22.95%
|
-3.20% |
-5.67%
|
-8.07% |
| 2012 |
+17.12%
|
-10.01% |
+6.80%
|
-2.93% |
| 2011 |
-7.50%
|
-21.87% |
+8.99%
|
-2.80% |
| 2010 |
+13.08%
|
-12.80% |
+15.54%
|
-0.81% |
| 2009 |
+32.65%
|
-19.35% |
+12.50%
|
-6.62% |
| 2008 |
-43.54%
|
-45.43% |
+1.32%
|
-13.66% |
| 2007 |
+9.64%
|
-5.70% |
+16.13%
|
-0.86% |
| 2006 |
+18.78%
|
-4.43% |
+12.57%
|
-3.53% |
| 2005 |
+8.83%
|
-4.80% |
+11.99%
|
-2.10% |
| 2004 |
+13.30%
|
-4.26% |
+9.39%
|
-5.64% |
| 2003 |
+31.62%
|
-5.55% |
+17.95%
|
-2.85% |
| 2002 |
-20.51%
|
-26.35% |
+9.85%
|
-4.44% |
| 2001 |
-17.26%
|
-26.01% |
+3.66%
|
-3.75% |
| 2000 |
-15.08%
|
-17.07% |
+2.00%
|
-4.97% |
| 1999 |
+25.00%
|
-3.66% |
+9.10%
|
-3.56% |
| 1998 |
+19.93%
|
-14.59% |
+2.30%
|
-9.22% |
| 1997 |
+12.93%
|
-8.28% |
+0.72%
|
-4.04% |
| 1996 |
+10.93%
|
-3.91% |
+3.88%
|
-3.10% |
| 1995 |
+16.90%
|
-2.36% |
+14.46%
|
-0.96% |
| 1994 |
+2.85%
|
-6.20% |
-5.01%
|
-6.22% |
| 1993 |
+22.12%
|
-5.37% |
+25.08%
|
-1.38% |
| 1992 |
-6.70%
|
-8.71% |
+3.02%
|
-1.92% |
| 1991 |
+16.92%
|
-6.55% |
+24.71%
|
-1.74% |
| 1990 |
-18.63%
|
-25.28% |
+0.64%
|
-5.76% |
| 1989 |
+15.15%
|
-4.07% |
+21.34%
|
-0.54% |
| 1988 |
+21.20%
|
-6.38% |
+7.47%
|
-2.31% |
| 1987 |
+16.65%
|
-26.12% |
-0.04%
|
-7.71% |
| 1986 |
+42.65%
|
-5.84% |
+17.71%
|
-1.63% |
| 1985 |
+41.65%
|
-2.26% |
+21.84%
|
-2.32% |
| 1984 |
+5.68%
|
-7.06% |
+4.29%
|
-3.80% |
| 1983 |
+23.14%
|
-3.10% |
+3.33%
|
-3.72% |
| 1982 |
+11.14%
|
-15.33% |
+20.74%
|
-7.63% |
| 1981 |
-3.39%
|
-11.40% |
-6.40%
|
-12.16% |
| 1980 |
+27.59%
|
-10.22% |
+10.07%
|
-13.60% |
| 1979 |
+12.57%
|
-7.36% |
+40.68%
|
-5.53% |
| 1978 |
+18.11%
|
-7.38% |
+13.69%
|
-5.99% |
| 1977 |
+1.91%
|
-5.11% |
+9.52%
|
-1.78% |
| 1976 |
+14.60%
|
-3.44% |
+11.89%
|
-4.01% |
