Last Update: 31 July 2022
The Burton Malkiel Mid-Twenties Portfolio obtained a 8.64% compound annual return, with a 13.56% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.
Summary
| Burton Malkiel Mid-Twenties Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 87% | 100% |
| Fixed Income | 13% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.64% | +13.75% |
| Std Dev | 13.56% | 23.71% | |
| Max Drawdown | -49.50% | -81.08% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Burton Malkiel Mid-Twenties Portfolio | +5.65 | -9.92 | -10.35 | +6.69 | +8.30 | +8.64 | +8.50 |
| Technology Portfolio | +12.55 | -12.84 | -12.99 | +17.92 | +18.28 | +13.75 | +13.24 |
Capital Growth as of Jul 31, 2022
Burton Malkiel Mid-Twenties Portfolio: an investment of 1000$, since August 1992, now would be worth 12020.59$, with a total return of 1102.06% (8.64% annualized).
Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).
Burton Malkiel Mid-Twenties Portfolio: an investment of 1000$, since January 1992, now would be worth 12125.33$, with a total return of 1112.53% (8.50% annualized).
Technology Portfolio: an investment of 1000$, since January 1992, now would be worth 44813.15$, with a total return of 4381.31% (13.24% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
Burton Malkiel Mid-Twenties Portfolio |
Technology Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -81.08% | Apr 2000 | Sep 2002 | |||
| -49.50% | Nov 2007 | Feb 2009 | |||
| -29.33% | Jan 2022 | Jun 2022 | |||
| -24.51% | Sep 2000 | Sep 2002 | |||
| -19.79% | Jan 2020 | Mar 2020 | |||
| -18.97% | May 1998 | Aug 1998 | |||
| -18.36% | Jan 2022 | Jun 2022 | |||
| -17.88% | May 2011 | Sep 2011 | |||
| -17.20% | Aug 1998 | Aug 1998 | |||
| -16.96% | Sep 2018 | Dec 2018 | |||
| -13.51% | Feb 1997 | Mar 1997 | |||
| -12.97% | Feb 1994 | Jun 1994 | |||
| -12.90% | Feb 2020 | Mar 2020 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -11.15% | May 2015 | Feb 2016 | |||
| -10.50% | Aug 1997 | Dec 1997 | |||
| -9.82% | Dec 2015 | Feb 2016 | |||
| -9.49% | Feb 1999 | Feb 1999 | |||
| -8.88% | Aug 2015 | Sep 2015 | |||
| -8.84% | Feb 1994 | Jan 1995 | |||
Drawdown comparison chart since January 1992.
Burton Malkiel Mid-Twenties Portfolio |
Technology Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -81.08% | Apr 2000 | Sep 2002 | |||
| -49.50% | Nov 2007 | Feb 2009 | |||
| -29.33% | Jan 2022 | Jun 2022 | |||
| -24.51% | Sep 2000 | Sep 2002 | |||
| -19.79% | Jan 2020 | Mar 2020 | |||
| -18.97% | May 1998 | Aug 1998 | |||
| -18.36% | Jan 2022 | Jun 2022 | |||
| -17.88% | May 2011 | Sep 2011 | |||
| -17.20% | Aug 1998 | Aug 1998 | |||
| -16.96% | Sep 2018 | Dec 2018 | |||
| -13.51% | Feb 1997 | Mar 1997 | |||
| -13.48% | Mar 1992 | Aug 1992 | |||
| -12.97% | Feb 1994 | Jun 1994 | |||
| -12.90% | Feb 2020 | Mar 2020 | |||
| -11.51% | Feb 2018 | Dec 2018 | |||
| -11.15% | May 2015 | Feb 2016 | |||
| -10.50% | Aug 1997 | Dec 1997 | |||
| -9.82% | Dec 2015 | Feb 2016 | |||
| -9.49% | Feb 1999 | Feb 1999 | |||
| -8.88% | Aug 2015 | Sep 2015 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Burton Malkiel Mid-Twenties Portfolio | Technology Portfolio |
|---|---|---|
| 2022 |
-13.75% | -20.46% |
| 2021 |
+15.90% | +27.42% |
| 2020 |
+12.95% | +48.40% |
| 2019 |
+24.15% | +38.96% |
| 2018 |
-7.95% | -0.12% |
| 2017 |
+21.11% | +32.66% |
| 2016 |
+8.95% | +7.10% |
| 2015 |
-2.79% | +9.45% |
| 2014 |
+6.93% | +19.18% |
| 2013 |
+16.66% | +36.63% |
| 2012 |
+16.07% | +18.12% |
| 2011 |
-3.11% | +3.47% |
| 2010 |
+15.09% | +20.14% |
| 2009 |
+32.24% | +54.68% |
| 2008 |
-34.16% | -41.73% |
| 2007 |
+8.80% | +19.02% |
| 2006 |
+21.60% | +7.14% |
| 2005 |
+12.41% | +1.57% |
| 2004 |
+16.58% | +10.54% |
| 2003 |
+35.10% | +49.67% |
| 2002 |
-10.76% | -37.37% |
| 2001 |
-3.19% | -33.34% |
| 2000 |
-6.29% | -36.11% |
| 1999 |
+24.62% | +101.95% |
| 1998 |
+7.96% | +85.30% |
| 1997 |
+13.00% | +20.63% |
| 1996 |
+17.62% | +42.54% |
| 1995 |
+19.21% | +42.54% |
| 1994 |
-3.04% | +1.50% |
| 1993 |
+30.82% | +10.58% |
| 1992 |
+1.63% | +8.86% |