Craig Israelsen 7Twelve vs Time Inc Tilt Toward Value Portfolio Comparison

Last Update: 29 February 2024

The Craig Israelsen 7Twelve Portfolio obtained a 6.63% compound annual return, with a 9.77% standard deviation, in the last 30 Years.

The Time Inc Tilt Toward Value Portfolio obtained a 7.38% compound annual return, with a 9.44% standard deviation, in the last 30 Years.

Summary

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Craig Israelsen 7Twelve Portfolio Time Inc Tilt Toward Value Portfolio
Portfolio Risk High High
Asset Allocation Stocks 50% 60%
Fixed Income 33.34% 40%
Commodities 16.66% 0%
30 Years Stats Return +6.63% +7.38%
Std Dev 9.77% 9.44%
Max Drawdown -37.96% -34.63%
All time Stats
(Since Jan 1985)
Return +8.53% +8.93%
Std Dev 9.53% 9.39%
Max Drawdown -37.96% -34.63%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Craig Israelsen 7Twelve Portfolio +1.69 +4.77 +8.60 +5.79 +3.93 +6.63 +8.53
Time Inc Tilt Toward Value Portfolio +1.83 +7.05 +11.86 +6.08 +5.99 +7.38 +8.93
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Craig Israelsen 7Twelve Portfolio: an investment of 1$, since March 1994, now would be worth 6.86$, with a total return of 586.32% (6.63% annualized).

Time Inc Tilt Toward Value Portfolio: an investment of 1$, since March 1994, now would be worth 8.47$, with a total return of 746.88% (7.38% annualized).

Craig Israelsen 7Twelve Portfolio: an investment of 1$, since January 1985, now would be worth 24.69$, with a total return of 2369.38% (8.53% annualized).

Time Inc Tilt Toward Value Portfolio: an investment of 1$, since January 1985, now would be worth 28.49$, with a total return of 2749.45% (8.93% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Craig Israelsen 7Twelve Portfolio
Time Inc Tilt Toward Value 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
-34.63% Nov 2007 Feb 2009 (16) Oct 2010 (36) 15.22
-20.45% Jan 2022 Sep 2022 (9) In progress (26) 11.35
-17.90% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.97
-14.54% Jul 2014 Feb 2016 (20) Jul 2017 (37) 6.60
-13.65% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.82
-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
-12.06% Feb 2001 Sep 2002 (20) Jul 2003 (30) 6.21
-10.48% May 2011 Sep 2011 (5) Feb 2012 (10) 4.37
-10.05% Feb 2001 Sep 2001 (8) Apr 2003 (27) 4.49
-9.83% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.66
-9.30% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.64
-7.55% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.50
-5.68% Mar 2015 Sep 2015 (7) May 2016 (15) 2.86
-5.06% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.00
-4.87% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.33
-4.51% Sep 1994 Nov 1994 (3) Apr 1995 (8) 2.66
-4.35% Nov 2007 Jan 2008 (3) Apr 2008 (6) 2.51

Drawdown comparison chart since January 1985.

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Craig Israelsen 7Twelve Portfolio
Time Inc Tilt Toward Value 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
-34.63% Nov 2007 Feb 2009 (16) Oct 2010 (36) 15.22
-20.45% Jan 2022 Sep 2022 (9) In progress (26) 11.35
-17.90% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.97
-14.54% Jul 2014 Feb 2016 (20) Jul 2017 (37) 6.60
-14.41% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.60
-13.65% Jan 2020 Mar 2020 (3) Aug 2020 (8) 5.82
-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
-12.06% Feb 2001 Sep 2002 (20) Jul 2003 (30) 6.21
-10.60% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.29
-10.48% May 2011 Sep 2011 (5) Feb 2012 (10) 4.37
-10.05% Feb 2001 Sep 2001 (8) Apr 2003 (27) 4.49
-9.83% Oct 2018 Dec 2018 (3) Apr 2019 (7) 4.66
-9.30% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.64
-7.55% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.50
-6.66% Feb 1994 Nov 1994 (10) May 1995 (16) 4.30
-5.68% Mar 2015 Sep 2015 (7) May 2016 (15) 2.86

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.
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Year Return Drawdown Return Drawdown
2024
+1.39%
-0.30%
+1.00%
-0.81%
2023
+8.77%
-6.61%
+13.77%
-8.14%
2022
-7.91%
-13.28%
-15.72%
-20.45%
2021
+16.41%
-3.52%
+13.78%
-3.02%
2020
+3.64%
-17.90%
+9.48%
-13.65%
2019
+17.04%
-3.93%
+19.75%
-2.78%
2018
-6.60%
-9.83%
-4.70%
-7.55%
2017
+11.15%
-0.23%
+12.64%
0.00%
2016
+7.88%
-3.46%
+8.44%
-2.65%
2015
-6.71%
-8.96%
-0.49%
-5.68%
2014
-0.27%
-5.11%
+9.15%
-2.45%
2013
+9.98%
-2.34%
+13.63%
-2.68%
2012
+9.05%
-5.96%
+12.28%
-4.20%
2011
-0.33%
-13.50%
+2.21%
-10.48%
2010
+12.87%
-7.69%
+13.64%
-6.76%
2009
+19.77%
-13.75%
+20.60%
-14.20%
2008
-24.01%
-29.50%
-20.90%
-24.97%
2007
+11.31%
-2.37%
+4.31%
-3.67%
2006
+12.08%
-2.41%
+15.11%
-2.19%
2005
+11.36%
-3.44%
+6.98%
-2.03%
2004
+14.33%
-5.06%
+13.17%
-3.74%
2003
+25.20%
-1.95%
+22.49%
-2.07%
2002
+4.93%
-5.27%
-5.34%
-10.72%
2001
-4.66%
-10.05%
-0.93%
-8.48%
2000
+11.53%
-2.79%
+3.38%
-4.87%
1999
+19.24%
-3.02%
+10.63%
-2.63%
1998
-1.40%
-13.54%
+11.41%
-9.30%
1997
+7.34%
-3.49%
+15.12%
-2.77%
1996
+16.09%
-3.26%
+13.03%
-2.08%
1995
+18.64%
-1.07%
+21.70%
-0.67%
1994
-1.53%
-6.66%
-0.98%
-5.58%
1993
+17.28%
-3.19%
+15.63%
-3.08%
1992
+5.45%
-2.13%
+7.03%
-2.08%
1991
+26.17%
-3.31%
+23.14%
-2.96%
1990
+1.68%
-5.15%
-4.76%
-10.60%
1989
+27.09%
-1.51%
+17.35%
-1.11%
1988
+17.78%
-2.03%
+15.07%
-1.80%
1987
+3.08%
-13.43%
+5.60%
-14.41%
1986
+16.22%
-3.66%
+22.92%
-3.61%
1985
+24.57%
-0.68%
+30.01%
-1.51%