Last Update: 31 August 2021

The Andrew Tobias Portfolio obtained a 8.34% compound annual return, with a 8.90% standard deviation, in the last 10 years.

The Roger Gibson Talmud Portfolio obtained a 10.28% compound annual return, with a 9.37% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
Andrew Tobias Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 66.67% 66.67%
Fixed Income 33.33% 33.33%
Commodities 0% 0%
10 Years Stats Return +8.34% +10.28%
Std Dev 8.90% 9.37%
Max Drawdown -13.71% -15.15%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1994

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Andrew Tobias Portfolio +1.50 +2.89 +9.33 +19.66 +10.05 +9.92 +8.34 +6.97
Roger Gibson Talmud Portfolio +1.72 +6.46 +14.93 +23.31 +12.59 +10.05 +10.28 +9.09
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1994.

Swipe left to see all data
Year Andrew Tobias Portfolio Roger Gibson Talmud Portfolio
2021
+10.86% +16.41%
2020
+10.55% +8.02%
2019
+18.69% +22.79%
2018
-5.85% -3.78%
2017
+15.52% +9.90%
2016
+5.01% +7.99%
2015
-0.07% +1.11%
2014
+2.26% +16.24%
2013
+18.36% +11.22%
2012
+11.85% +12.41%
2011
-3.28% +5.83%
2010
+9.28% +17.33%
2009
+18.73% +20.87%
2008
-23.80% -22.37%
2007
+7.55% -1.40%
2006
+15.13% +18.42%
2005
+7.05% +6.88%
2004
+10.80% +15.93%
2003
+24.42% +23.46%
2002
-9.29% -2.82%
2001
-8.37% +3.27%
2000
-5.34% +9.05%
1999
+21.21% +6.34%
1998
+15.71% +5.18%
1997
+12.04% +19.74%
1996
+10.01% +19.46%
1995
+17.29% +22.03%
1994
+3.04% -3.74%
Share this page