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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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