Dynamic 60/40 Income vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 60/40 Income Portfolio obtained a 7.13% compound annual return, with a 9.33% 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 60/40 Income Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 40%
Fixed Income 40% 40%
Commodities 0% 20%
30 Years Stats Return +7.13% +7.76%
Std Dev 9.33% 7.72%
Max Drawdown -41.44% -17.79%
All time Stats
(Since Jan 1992)		 Return +7.42% +7.86%
Std Dev 9.10% 7.56%
Max Drawdown -41.44% -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 60/40 Income Portfolio +1.24 +12.08 +11.69 +5.17 +5.47 +7.13 +7.42
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 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% 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 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% 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 60/40 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
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-17.79% Jan 2022 Sep 2022 (9) In progress (27) 9.39
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49
-4.07% Sep 1994 Nov 1994 (3) Feb 1995 (6) 2.01
-3.84% Apr 2013 Jun 2013 (3) Sep 2013 (6) 1.60

Drawdown comparison chart since January 1992.

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Dynamic 60/40 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
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-17.79% Jan 2022 Sep 2022 (9) In progress (27) 9.39
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.64% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.01
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49

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
+2.73%
 -0.14%
+2.76%
 -1.54%
2023
+12.28%
 -6.45%
+11.98%
 -8.07%
2022
-15.89%
 -18.21%
-13.35%
 -17.79%
2021
+15.27%
 -2.58%
+9.35%
 -2.45%
2020
+6.26%
 -14.24%
+13.93%
 -7.16%
2019
+18.59%
 -1.55%
+18.03%
 -1.83%
2018
-3.28%
 -6.80%
-4.03%
 -6.37%
2017
+8.11%
 -0.39%
+10.96%
 -0.32%
2016
+7.39%
 -2.92%
+10.82%
 -3.36%
2015
+0.49%
 -4.42%
-3.71%
 -6.25%
2014
+11.87%
 -2.32%
+9.13%
 -3.27%
2013
+8.15%
 -3.78%
+6.26%
 -3.84%
2012
+12.84%
 -3.09%
+8.84%
 -2.43%
2011
+3.16%
 -10.41%
+8.86%
 -3.00%
2010
+14.75%
 -5.96%
+16.54%
 -2.77%
2009
+25.31%
 -19.50%
+10.77%
 -10.16%
2008
-21.78%
 -30.14%
-4.18%
 -13.53%
2007
-3.54%
 -7.01%
+9.58%
 -2.06%
2006
+14.28%
 -1.89%
+12.44%
 -2.71%
2005
+5.27%
 -2.10%
+8.04%
 -1.76%
2004
+12.11%
 -4.29%
+9.88%
 -4.36%
2003
+22.26%
 0.00%
+18.85%
 -2.72%
2002
-0.78%
 -6.19%
+3.15%
 -6.86%
2001
+5.55%
 -3.29%
+2.71%
 -4.99%
2000
+5.79%
 -3.60%
+6.88%
 -3.64%
1999
+4.89%
 -3.30%
+4.24%
 -3.38%
1998
+5.13%
 -7.02%
+8.03%
 -9.44%
1997
+16.74%
 -0.91%
+13.09%
 -2.50%
1996
+16.21%
 -0.78%
+8.18%
 -2.60%
1995
+20.42%
 -0.12%
+21.86%
 -0.40%
1994
-3.20%
 -6.80%
-1.98%
 -4.64%
1993
+14.00%
 -1.75%
+14.50%
 -1.37%
1992
+13.92%
 -0.48%
+9.15%
 -1.58%