Last Update: 31 March 2024
The Craig Israelsen 7Twelve Portfolio obtained a 6.85% compound annual return, with a 9.75% standard deviation, in the last 30 Years.
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% standard deviation, in the last 30 Years.
Summary
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| Craig Israelsen 7Twelve Portfolio | Tyler Golden Butterfly Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 50% | 40% |
| Fixed Income | 33.34% | 40% | |
| Commodities | 16.66% | 20% | |
| 30 Years Stats | Return | +6.85% | +7.76% |
| Std Dev | 9.75% | 7.72% | |
| Max Drawdown | -37.96% | -17.79% | |
| All time Stats (Since Jan 1976) |
Return | +9.27% | +9.76% |
| Std Dev | 9.48% | 8.42% | |
| Max Drawdown | -37.96% | -17.79% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Craig Israelsen 7Twelve Portfolio | +2.36 | +9.67 | +10.39 | +6.05 | +4.15 | +6.85 | +9.27 |
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +9.76 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Craig Israelsen 7Twelve Portfolio: an investment of 1$, since April 1994,
now would be worth 7.30$, with a total return of 630.07%
(6.85% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Craig Israelsen 7Twelve Portfolio: an investment of 1$, since January 1976,
now would be worth 72.17$, with a total return of 7117.08%
(9.27% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1976, now would be worth 89.30$, with a total return of 8829.85% (9.76% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1976, now would be worth 89.30$, with a total return of 8829.85% (9.76% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Craig Israelsen 7Twelve Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -37.96% | Jun 2008 | Feb 2009 (9) | Feb 2011 (33) | 18.93 | |||||
| -17.90% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -14.54% | Jul 2014 | Feb 2016 (20) | Jul 2017 (37) | 6.60 | |||||
| -13.54% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 6.14 | |||||
| -13.50% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 4.88 | |||||
| -13.28% | Apr 2022 | Sep 2022 (6) | Feb 2024 (23) | 6.26 | |||||
| -10.05% | Feb 2001 | Sep 2001 (8) | Apr 2003 (27) | 4.49 | |||||
| -9.83% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.66 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -5.06% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 3.00 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.51% | Sep 1994 | Nov 1994 (3) | Apr 1995 (8) | 2.66 | |||||
| -4.36% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.66 | |||||
| -4.35% | Nov 2007 | Jan 2008 (3) | Apr 2008 (6) | 2.51 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Craig Israelsen 7Twelve Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -37.96% | Jun 2008 | Feb 2009 (9) | Feb 2011 (33) | 18.93 | |||||
| -17.90% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -14.54% | Jul 2014 | Feb 2016 (20) | Jul 2017 (37) | 6.60 | |||||
| -13.73% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.54 | |||||
| -13.54% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 6.14 | |||||
| -13.50% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 4.88 | |||||
| -13.43% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.31 | |||||
| -13.28% | Apr 2022 | Sep 2022 (6) | Feb 2024 (23) | 6.26 | |||||
| -10.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 5.04 | |||||
| -10.52% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 5.02 | |||||
| -10.05% | Feb 2001 | Sep 2001 (8) | Apr 2003 (27) | 4.49 | |||||
| -9.83% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.66 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -9.09% | Dec 1980 | Sep 1981 (10) | Nov 1981 (12) | 4.19 | |||||
| -8.68% | Dec 1980 | Sep 1981 (10) | Sep 1982 (22) | 4.25 | |||||
| -7.94% | Jan 1990 | Oct 1990 (10) | Feb 1991 (14) | 3.88 | |||||
| -7.77% | Dec 1981 | Mar 1982 (4) | Aug 1982 (9) | 4.70 | |||||
| -7.41% | Oct 1978 | Nov 1978 (2) | Jan 1979 (4) | 4.12 | |||||
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 |
+3.79%
|
-0.30% |
+2.76%
|
-1.54% |
| 2023 |
+8.77%
|
-6.61% |
+11.98%
|
-8.07% |
| 2022 |
-7.91%
|
-13.28% |
-13.35%
|
-17.79% |
| 2021 |
+16.41%
|
-3.52% |
+9.35%
|
-2.45% |
| 2020 |
+3.64%
|
-17.90% |
+13.93%
|
-7.16% |
| 2019 |
+17.04%
|
-3.93% |
+18.03%
|
-1.83% |
| 2018 |
-6.60%
|
-9.83% |
-4.03%
|
-6.37% |
| 2017 |
+11.15%
|
-0.23% |
+10.96%
|
-0.32% |
| 2016 |
+7.88%
|
-3.46% |
+10.82%
|
-3.36% |
| 2015 |
-6.71%
|
-8.96% |
-3.71%
|
-6.25% |
| 2014 |
-0.27%
|
-5.11% |
+9.13%
|
-3.27% |
| 2013 |
+9.98%
|
-2.34% |
+6.26%
|
-3.84% |
| 2012 |
+9.05%
|
-5.96% |
+8.84%
|
-2.43% |
| 2011 |
-0.33%
|
-13.50% |
+8.86%
|
-3.00% |
| 2010 |
+12.87%
|
-7.69% |
+16.54%
|
-2.77% |
| 2009 |
+19.77%
|
-13.75% |
+10.77%
|
-10.16% |
| 2008 |
-24.01%
|
-29.50% |
-4.18%
|
-13.53% |
| 2007 |
+11.31%
|
-2.37% |
+9.58%
|
-2.06% |
| 2006 |
+12.08%
|
-2.41% |
+12.44%
|
-2.71% |
| 2005 |
+11.36%
|
-3.44% |
+8.04%
|
-1.76% |
| 2004 |
+14.33%
|
-5.06% |
+9.88%
|
-4.36% |
| 2003 |
+25.20%
|
-1.95% |
+18.85%
|
-2.72% |
| 2002 |
+4.93%
|
-5.27% |
+3.15%
|
-6.86% |
| 2001 |
-4.66%
|
-10.05% |
+2.71%
|
-4.99% |
| 2000 |
+11.53%
|
-2.79% |
+6.88%
|
-3.64% |
| 1999 |
+19.24%
|
-3.02% |
+4.24%
|
-3.38% |
| 1998 |
-1.40%
|
-13.54% |
+8.03%
|
-9.44% |
| 1997 |
+7.34%
|
-3.49% |
+13.09%
|
-2.50% |
| 1996 |
+16.09%
|
-3.26% |
+8.18%
|
-2.60% |
| 1995 |
+18.64%
|
-1.07% |
+21.86%
|
-0.40% |
| 1994 |
-1.53%
|
-6.66% |
-1.98%
|
-4.64% |
| 1993 |
+17.28%
|
-3.19% |
+14.50%
|
-1.37% |
| 1992 |
+5.45%
|
-2.13% |
+9.15%
|
-1.58% |
| 1991 |
+26.17%
|
-3.31% |
+19.14%
|
-1.63% |
| 1990 |
+1.68%
|
-5.15% |
-2.51%
|
-7.94% |
| 1989 |
+27.09%
|
-1.51% |
+14.78%
|
-0.89% |
| 1988 |
+17.78%
|
-2.03% |
+9.18%
|
-1.64% |
| 1987 |
+3.08%
|
-13.43% |
+5.10%
|
-10.93% |
| 1986 |
+16.22%
|
-3.66% |
+17.75%
|
-2.42% |
| 1985 |
+24.57%
|
-0.68% |
+25.09%
|
-1.93% |
| 1984 |
+8.53%
|
-2.58% |
+3.75%
|
-4.68% |
| 1983 |
+17.12%
|
-1.50% |
+11.13%
|
-2.46% |
| 1982 |
+15.88%
|
-3.72% |
+28.31%
|
-5.34% |
| 1981 |
-1.36%
|
-7.83% |
-1.23%
|
-8.50% |
| 1980 |
+16.18%
|
-10.52% |
+15.59%
|
-13.73% |
| 1979 |
+20.37%
|
-6.26% |
+38.92%
|
-6.53% |
| 1978 |
+13.62%
|
-5.84% |
+13.30%
|
-7.41% |
| 1977 |
+7.11%
|
-1.81% |
+7.87%
|
-1.53% |
| 1976 |
+15.46%
|
-2.12% |
+20.55%
|
-2.29% |
