Dynamic 40/60 Income vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 40/60 Income Portfolio obtained a 7.11% compound annual return, with a 8.10% 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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Dynamic 40/60 Income Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 40%
Fixed Income 60% 40%
Commodities 0% 20%
30 Years Stats Return +7.11% +7.76%
Std Dev 8.10% 7.72%
Max Drawdown -29.84% -17.79%
All time Stats
(Since Jan 1992)		 Return +7.38% +7.86%
Std Dev 7.89% 7.56%
Max Drawdown -29.84% -17.79%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +1.42 +11.29 +12.01 +4.34 +4.62 +7.11 +7.38
Tyler Golden Butterfly Portfolio +3.22 +13.99 +9.26 +6.61 +5.77 +7.76 +7.86
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% 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).

Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1992, now would be worth 11.46$, with a total return of 1046.46% (7.86% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 40/60 Income 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
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-17.79% Jan 2022 Sep 2022 (9) In progress (27) 9.39
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-3.84% Apr 2013 Jun 2013 (3) Sep 2013 (6) 1.60
-3.72% May 2010 May 2010 (1) Jul 2010 (3) 2.62

Drawdown comparison chart since January 1992.

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Dynamic 40/60 Income 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
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-17.79% Jan 2022 Sep 2022 (9) In progress (27) 9.39
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.01
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27

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
+3.47%
 0.00%
+2.76%
 -1.54%
2023
+11.97%
 -4.99%
+11.98%
 -8.07%
2022
-14.37%
 -17.33%
-13.35%
 -17.79%
2021
+6.72%
 -1.83%
+9.35%
 -2.45%
2020
+8.28%
 -12.42%
+13.93%
 -7.16%
2019
+15.91%
 -1.51%
+18.03%
 -1.83%
2018
-3.18%
 -5.09%
-4.03%
 -6.37%
2017
+9.18%
 0.00%
+10.96%
 -0.32%
2016
+7.53%
 -1.95%
+10.82%
 -3.36%
2015
+0.21%
 -4.06%
-3.71%
 -6.25%
2014
+7.01%
 -1.44%
+9.13%
 -3.27%
2013
+6.13%
 -3.06%
+6.26%
 -3.84%
2012
+12.70%
 -2.72%
+8.84%
 -2.43%
2011
+2.96%
 -7.19%
+8.86%
 -3.00%
2010
+11.25%
 -3.72%
+16.54%
 -2.77%
2009
+22.37%
 -15.04%
+10.77%
 -10.16%
2008
-14.80%
 -23.51%
-4.18%
 -13.53%
2007
+0.88%
 -3.23%
+9.58%
 -2.06%
2006
+9.18%
 -1.29%
+12.44%
 -2.71%
2005
+5.23%
 -1.76%
+8.04%
 -1.76%
2004
+8.41%
 -3.31%
+9.88%
 -4.36%
2003
+21.64%
 -1.30%
+18.85%
 -2.72%
2002
+1.03%
 -6.73%
+3.15%
 -6.86%
2001
+8.71%
 -3.24%
+2.71%
 -4.99%
2000
+3.43%
 -4.13%
+6.88%
 -3.64%
1999
+11.02%
 -2.15%
+4.24%
 -3.38%
1998
+6.04%
 -9.38%
+8.03%
 -9.44%
1997
+16.36%
 -2.49%
+13.09%
 -2.50%
1996
+16.81%
 -1.12%
+8.18%
 -2.60%
1995
+23.17%
 0.00%
+21.86%
 -0.40%
1994
-3.19%
 -5.36%
-1.98%
 -4.64%
1993
+14.73%
 -0.57%
+14.50%
 -1.37%
1992
+12.95%
 -0.70%
+9.15%
 -1.58%