Last Update: 30 April 2022

The Burton Malkiel Mid-Fifties Portfolio obtained a 9.01% compound annual return, with a 12.55% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.57% standard deviation, in the last 30 Years.

Summary

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Burton Malkiel Mid-Fifties Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
30 Years Stats Return +9.01% +13.75%
Std Dev 12.55% 23.57%
Max Drawdown -46.21% -81.08%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Burton Malkiel Mid-Fifties Portfolio -6.40 -10.42 -5.46 +7.77 +8.05 +9.01 +8.84
Technology Portfolio -13.60 -18.66 -6.87 +19.00 +17.85 +13.75 +13.32
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since May 1992, now would be worth 13311.77$, with a total return of 1231.18% (9.01% annualized).

Technology Portfolio: an investment of 1000$, since May 1992, now would be worth 47733.48$, with a total return of 4673.35% (13.75% annualized).

Burton Malkiel Mid-Fifties Portfolio: an investment of 1000$, since January 1992, now would be worth 13045.45$, with a total return of 1204.55% (8.84% annualized).

Technology Portfolio: an investment of 1000$, since January 1992, now would be worth 44415.92$, with a total return of 4341.59% (13.32% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Burton Malkiel Mid-Fifties Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-46.21% Nov 2007 Feb 2009
-21.17% Jan 2022 Apr 2022
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-13.61% Sep 2000 Sep 2001
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.19% Jan 2022 Apr 2022
-10.50% Aug 1997 Dec 1997
-10.02% Feb 2018 Dec 2018
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-9.21% May 2015 Feb 2016
-8.88% Aug 2015 Sep 2015

Drawdown comparison chart since January 1992.

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Burton Malkiel Mid-Fifties Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-46.21% Nov 2007 Feb 2009
-21.17% Jan 2022 Apr 2022
-18.63% Jan 2020 Mar 2020
-18.18% May 1998 Aug 1998
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.78% May 2011 Sep 2011
-15.37% Apr 2002 Sep 2002
-13.61% Sep 2000 Sep 2001
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.19% Jan 2022 Apr 2022
-10.50% Aug 1997 Dec 1997
-10.02% Feb 2018 Dec 2018
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-9.21% May 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Burton Malkiel Mid-Fifties Portfolio Technology Portfolio
2022
-12.19% -21.17%
2021
+15.75% +27.42%
2020
+11.71% +48.40%
2019
+23.79% +38.96%
2018
-7.10% -0.12%
2017
+19.19% +32.66%
2016
+8.92% +7.10%
2015
-2.27% +9.45%
2014
+8.09% +19.18%
2013
+14.67% +36.63%
2012
+15.47% +18.12%
2011
-0.94% +3.47%
2010
+15.05% +20.14%
2009
+29.23% +54.68%
2008
-30.43% -41.73%
2007
+7.08% +19.02%
2006
+21.13% +7.14%
2005
+11.28% +1.57%
2004
+15.92% +10.54%
2003
+33.06% +49.67%
2002
-8.20% -37.37%
2001
+1.81% -33.34%
2000
-1.81% -36.11%
1999
+18.47% +101.95%
1998
+6.91% +85.30%
1997
+14.24% +20.63%
1996
+18.61% +42.54%
1995
+20.11% +42.54%
1994
-3.32% +1.50%
1993
+27.74% +10.58%
1992
+3.26% +8.86%
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