Last Update: 31 March 2024
The Bogleheads Three Funds Portfolio obtained a 8.00% compound annual return, with a 12.37% standard deviation, in the last 30 Years.
The Roger Gibson Talmud Portfolio obtained a 8.41% compound annual return, with a 10.81% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Bogleheads Three Funds Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 80% | 66.67% |
| Fixed Income | 20% | 33.33% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.00% | +8.41% |
| Std Dev | 12.37% | 10.81% | |
| Max Drawdown | -43.68% | -40.17% | |
| All time Stats (Since Jan 1970) |
Return | +9.56% | +9.65% |
| Std Dev | 12.59% | 10.59% | |
| Max Drawdown | -43.68% | -40.17% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Bogleheads Three Funds Portfolio | +2.64 | +17.21 | +18.69 | +9.15 | +7.91 | +8.00 | +9.56 |
| Roger Gibson Talmud Portfolio | +1.65 | +14.76 | +12.54 | +6.33 | +6.86 | +8.41 | +9.65 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Bogleheads Three Funds Portfolio: an investment of 1$, since April 1994,
now would be worth 10.07$, with a total return of 906.52%
(8.00% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Bogleheads Three Funds Portfolio: an investment of 1$, since January 1970,
now would be worth 141.83$, with a total return of 14083.47%
(9.56% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1970, now would be worth 147.97$, with a total return of 14697.35% (9.65% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1970, now would be worth 147.97$, with a total return of 14697.35% (9.65% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Bogleheads Three Funds Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -43.68% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.19 | |||||
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -33.38% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.93 | |||||
| -23.18% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.76 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -17.01% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.68 | |||||
| -15.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.20 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -12.46% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.66 | |||||
| -10.53% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.26 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -9.88% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.19 | |||||
| -8.26% | Apr 2002 | Oct 2002 (7) | May 2003 (14) | 5.13 | |||||
| -7.57% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.56 | |||||
| -6.69% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 3.63 | |||||
| -5.69% | Apr 2015 | Aug 2015 (5) | Mar 2016 (12) | 3.12 | |||||
| -5.28% | Sep 1994 | Nov 1994 (3) | Feb 1995 (6) | 2.68 | |||||
| -5.08% | Feb 2001 | Mar 2001 (2) | Jun 2001 (5) | 2.68 | |||||
| -4.84% | Aug 2016 | Oct 2016 (3) | Feb 2017 (7) | 2.76 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Bogleheads Three Funds Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -43.68% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 20.19 | |||||
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -34.07% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 15.02 | |||||
| -33.38% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 17.93 | |||||
| -25.53% | Dec 1972 | Sep 1974 (22) | Jan 1976 (38) | 11.81 | |||||
| -23.18% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.76 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -19.21% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 8.97 | |||||
| -17.24% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.65 | |||||
| -17.01% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 7.68 | |||||
| -15.77% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.20 | |||||
| -15.52% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 6.69 | |||||
| -15.31% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.86 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -14.03% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 6.99 | |||||
| -12.46% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 6.66 | |||||
| -12.17% | Apr 1970 | Jun 1970 (3) | Nov 1970 (8) | 6.52 | |||||
| -10.53% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.26 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
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 |
+6.10%
|
0.00% |
+2.25%
|
-1.37% |
| 2023 |
+18.86%
|
-8.74% |
+14.42%
|
-9.16% |
| 2022 |
-17.06%
|
-23.18% |
-19.62%
|
-22.88% |
| 2021 |
+14.95%
|
-3.53% |
+21.44%
|
-3.93% |
| 2020 |
+15.39%
|
-17.01% |
+8.02%
|
-15.16% |
| 2019 |
+23.65%
|
-4.68% |
+22.79%
|
-1.65% |
| 2018 |
-6.89%
|
-10.53% |
-3.78%
|
-7.57% |
| 2017 |
+19.54%
|
0.00% |
+9.90%
|
-0.80% |
| 2016 |
+8.39%
|
-4.82% |
+7.99%
|
-4.84% |
| 2015 |
-1.14%
|
-8.74% |
+1.11%
|
-5.69% |
| 2014 |
+6.07%
|
-3.01% |
+16.24%
|
-3.05% |
| 2013 |
+20.56%
|
-2.36% |
+11.22%
|
-4.74% |
| 2012 |
+14.53%
|
-7.09% |
+12.41%
|
-3.41% |
| 2011 |
-2.14%
|
-15.77% |
+5.83%
|
-10.50% |
| 2010 |
+13.50%
|
-9.82% |
+17.33%
|
-7.24% |
| 2009 |
+26.45%
|
-15.70% |
+20.87%
|
-18.28% |
| 2008 |
-30.15%
|
-33.07% |
-22.37%
|
-28.90% |
| 2007 |
+8.73%
|
-4.35% |
-1.40%
|
-7.11% |
| 2006 |
+16.69%
|
-3.08% |
+18.42%
|
-3.01% |
| 2005 |
+8.30%
|
-3.34% |
+6.88%
|
-3.47% |
| 2004 |
+13.49%
|
-2.83% |
+15.93%
|
-6.69% |
| 2003 |
+28.27%
|
-3.88% |
+23.46%
|
-1.81% |
| 2002 |
-13.11%
|
-18.90% |
-2.82%
|
-8.26% |
| 2001 |
-9.84%
|
-18.61% |
+3.27%
|
-5.08% |
| 2000 |
-7.69%
|
-11.84% |
+9.05%
|
-4.13% |
| 1999 |
+20.73%
|
-2.88% |
+6.34%
|
-4.64% |
| 1998 |
+18.03%
|
-12.46% |
+5.18%
|
-10.43% |
| 1997 |
+17.15%
|
-4.61% |
+19.74%
|
-1.89% |
| 1996 |
+12.60%
|
-3.77% |
+19.46%
|
-1.65% |
| 1995 |
+22.72%
|
-1.03% |
+22.03%
|
-0.94% |
| 1994 |
+2.31%
|
-4.84% |
-3.74%
|
-8.67% |
| 1993 |
+16.23%
|
-4.16% |
+13.33%
|
-2.90% |
| 1992 |
+1.54%
|
-4.66% |
+10.28%
|
-1.73% |
| 1991 |
+22.09%
|
-4.27% |
+27.78%
|
-2.56% |
| 1990 |
-8.74%
|
-15.31% |
-4.26%
|
-10.14% |
| 1989 |
+20.64%
|
-2.08% |
+16.87%
|
-1.33% |
| 1988 |
+17.83%
|
-3.20% |
+12.71%
|
-1.50% |
| 1987 |
+10.76%
|
-19.21% |
+0.17%
|
-15.52% |
| 1986 |
+29.32%
|
-4.89% |
+16.28%
|
-3.57% |
| 1985 |
+35.27%
|
-2.34% |
+24.20%
|
-2.28% |
| 1984 |
+4.95%
|
-7.57% |
+12.71%
|
-4.02% |
| 1983 |
+19.49%
|
-2.98% |
+19.51%
|
-2.63% |
| 1982 |
+16.05%
|
-10.52% |
+24.41%
|
-3.38% |
| 1981 |
-1.38%
|
-10.40% |
+3.76%
|
-8.59% |
| 1980 |
+24.15%
|
-10.43% |
+20.13%
|
-9.71% |
| 1979 |
+15.99%
|
-7.03% |
+21.82%
|
-8.78% |
| 1978 |
+13.84%
|
-7.76% |
+6.65%
|
-7.13% |
| 1977 |
+3.33%
|
-3.91% |
+6.70%
|
-1.95% |
| 1976 |
+16.66%
|
-2.66% |
+29.26%
|
-1.67% |
| 1975 |
+29.64%
|
-10.48% |
+21.49%
|
-7.79% |
| 1974 |
-18.66%
|
-25.61% |
-14.51%
|
-20.06% |
| 1973 |
-11.64%
|
-12.71% |
-9.74%
|
-10.13% |
| 1972 |
+21.03%
|
-1.21% |
+9.45%
|
-2.27% |
| 1971 |
+20.20%
|
-5.15% |
+10.45%
|
-6.96% |
| 1970 |
+1.50%
|
-17.24% |
+10.08%
|
-12.17% |
