Emerging Markets Stocks vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 100% 50%
Fixed Income 0% 50%
Commodities 0% 0%
30 Years Stats Return +4.45% +6.99%
Std Dev 22.53% 8.42%
Max Drawdown -60.44% -31.96%
All time Stats
(Since Jan 1976)
Return +7.41% +9.26%
Std Dev 24.03% 8.16%
Max Drawdown -60.44% -31.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +7.41
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +9.26
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 31.25$, with a total return of 3024.55% (7.41% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1976, now would be worth 71.15$, with a total return of 7014.96% (9.26% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.74% Mar 1997 Apr 1997 (2) Jun 1997 (4) 2.55
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49

Drawdown comparison chart since January 1976.

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Emerging Markets Stocks Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-55.05% Dec 1980 Jul 1982 (20) May 1986 (66) 33.21
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.68% Feb 1980 Mar 1980 (2) Nov 1980 (10) 6.61
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39
-9.07% Sep 1986 Sep 1986 (1) Jan 1987 (5) 4.68
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91

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
-0.55%
-4.53%
+0.21%
-1.20%
2023
+8.99%
-12.51%
+12.43%
-7.22%
2022
-20.56%
-29.40%
-13.18%
-16.74%
2021
-3.61%
-11.44%
+16.51%
-2.73%
2020
+17.03%
-23.94%
+5.32%
-13.04%
2019
+18.20%
-7.82%
+18.51%
-2.02%
2018
-15.31%
-22.75%
-3.64%
-6.99%
2017
+37.28%
-0.39%
+8.07%
-0.59%
2016
+10.87%
-5.81%
+8.52%
-3.21%
2015
-16.18%
-23.20%
-0.25%
-4.76%
2014
-3.93%
-11.58%
+11.14%
-2.54%
2013
-3.69%
-13.17%
+10.43%
-2.72%
2012
+19.10%
-14.96%
+10.65%
-2.81%
2011
-18.82%
-29.09%
+3.87%
-8.52%
2010
+16.51%
-10.81%
+13.01%
-6.14%
2009
+68.93%
-14.98%
+15.30%
-14.35%
2008
-48.88%
-53.98%
-16.74%
-22.59%
2007
+33.31%
-8.97%
-0.68%
-5.17%
2006
+31.19%
-11.14%
+14.45%
-1.98%
2005
+32.62%
-9.06%
+5.08%
-2.36%
2004
+24.63%
-11.25%
+12.05%
-4.65%
2003
+57.65%
-5.76%
+18.87%
-1.57%
2002
-7.43%
-24.27%
-2.42%
-7.23%
2001
-2.88%
-30.79%
+4.32%
-3.58%
2000
-27.56%
-31.63%
+9.42%
-2.13%
1999
+61.57%
-4.87%
+4.70%
-3.16%
1998
-18.12%
-40.98%
+5.32%
-8.13%
1997
-16.82%
-27.85%
+17.36%
-1.24%
1996
+15.83%
-6.73%
+15.52%
-1.31%
1995
+0.56%
-11.22%
+19.02%
-0.66%
1994
-20.17%
-25.83%
-1.28%
-5.02%
1993
+100.42%
-5.91%
+11.41%
-1.82%
1992
-10.90%
-23.01%
+9.68%
-0.89%
1991
+111.70%
-7.61%
+23.01%
-1.99%
1990
-1.92%
-34.47%
-1.89%
-7.50%
1989
+98.20%
-6.54%
+15.28%
-0.97%
1988
+36.81%
-6.67%
+12.57%
-1.14%
1987
-46.69%
-55.33%
+2.00%
-12.38%
1986
+11.58%
-9.07%
+13.98%
-2.95%
1985
+27.58%
-4.87%
+20.92%
-1.32%
1984
+16.85%
-4.31%
+12.26%
-2.55%
1983
+14.20%
-3.85%
+19.12%
-1.46%
1982
-31.65%
-40.30%
+23.18%
-1.47%
1981
-20.21%
-22.51%
+6.73%
-5.61%
1980
+6.80%
-13.68%
+17.14%
-6.77%
1979
+19.35%
-6.39%
+17.24%
-6.81%
1978
+14.19%
-7.84%
+7.38%
-5.77%
1977
+6.78%
-3.89%
+6.67%
-0.92%
1976
+6.79%
-7.97%
+25.20%
-1.17%