Last Update: 31 March 2024
The Emerging Markets Stocks Portfolio obtained a 5.08% compound annual return, with a 22.37% standard deviation, in the last 30 Years.
The Paul Boyer Portfolio obtained a 6.25% compound annual return, with a 7.46% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| Emerging Markets Stocks Portfolio | Paul Boyer Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Medium | |
| Asset Allocation | Stocks | 100% | 25% |
| Fixed Income | 0% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +5.08% | +6.25% |
| Std Dev | 22.37% | 7.46% | |
| Max Drawdown | -60.44% | -18.04% | |
| All time Stats (Since Jan 1976) |
Return | +7.45% | +8.29% |
| Std Dev | 24.02% | 8.30% | |
| Max Drawdown | -60.44% | -18.04% | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Emerging Markets Stocks Portfolio | +2.73 | +10.33 | +6.95 | +1.43 | +2.24 | +5.08 | +7.45 |
| Paul Boyer Portfolio | +3.21 | +11.29 | +4.48 | +3.69 | +3.50 | +6.25 | +8.29 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Emerging Markets Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 4.42$, with a total return of 341.65%
(5.08% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
Emerging Markets Stocks Portfolio: an investment of 1$, since January 1976,
now would be worth 32.10$, with a total return of 3109.71%
(7.45% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Emerging Markets Stocks Portfolio
|
Paul Boyer 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 (33) | 22.74 | |||||
| -29.69% | Feb 2018 | Mar 2020 (26) | Nov 2020 (34) | 15.17 | |||||
| -27.16% | Sep 1994 | Mar 1995 (7) | Jan 1997 (29) | 14.80 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -11.25% | Apr 2004 | Jul 2004 (4) | Oct 2004 (7) | 7.34 | |||||
| -11.14% | May 2006 | May 2006 (1) | Nov 2006 (7) | 7.49 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -9.06% | Mar 2005 | Apr 2005 (2) | Jul 2005 (5) | 5.61 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -6.34% | Oct 2005 | Oct 2005 (1) | Dec 2005 (3) | 3.20 | |||||
| -5.64% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.55 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.74% | Mar 1997 | Apr 1997 (2) | Jun 1997 (4) | 2.55 | |||||
| -4.44% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.16 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Emerging Markets Stocks Portfolio
|
Paul Boyer 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 (33) | 22.74 | |||||
| -34.47% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 19.05 | |||||
| -29.69% | Feb 2018 | Mar 2020 (26) | Nov 2020 (34) | 15.17 | |||||
| -23.01% | Jun 1992 | Dec 1992 (7) | Apr 1993 (11) | 13.98 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -14.53% | Oct 1980 | Jun 1982 (21) | Oct 1982 (25) | 8.36 | |||||
| -13.68% | Feb 1980 | Mar 1980 (2) | Nov 1980 (10) | 6.61 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.60% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.57 | |||||
| -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 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -9.07% | Sep 1986 | Sep 1986 (1) | Jan 1987 (5) | 4.68 | |||||
| -9.06% | Mar 2005 | Apr 2005 (2) | Jul 2005 (5) | 5.61 | |||||
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 |
+2.16%
|
-4.53% |
+1.61%
|
-1.89% |
| 2023 |
+8.99%
|
-12.51% |
+7.92%
|
-7.34% |
| 2022 |
-20.56%
|
-29.40% |
-13.57%
|
-17.86% |
| 2021 |
-3.61%
|
-11.44% |
+0.51%
|
-3.38% |
| 2020 |
+17.03%
|
-23.94% |
+15.04%
|
-3.07% |
| 2019 |
+18.20%
|
-7.82% |
+13.97%
|
-1.05% |
| 2018 |
-15.31%
|
-22.75% |
-3.50%
|
-6.72% |
| 2017 |
+37.28%
|
-0.39% |
+11.87%
|
-0.61% |
| 2016 |
+10.87%
|
-5.81% |
+7.19%
|
-6.74% |
| 2015 |
-16.18%
|
-23.20% |
-5.29%
|
-9.15% |
| 2014 |
-3.93%
|
-11.58% |
+6.63%
|
-3.72% |
| 2013 |
-3.69%
|
-13.17% |
-5.67%
|
-8.07% |
| 2012 |
+19.10%
|
-14.96% |
+6.80%
|
-2.93% |
| 2011 |
-18.82%
|
-29.09% |
+8.99%
|
-2.80% |
| 2010 |
+16.51%
|
-10.81% |
+15.54%
|
-0.81% |
| 2009 |
+68.93%
|
-14.98% |
+12.50%
|
-6.62% |
| 2008 |
-48.88%
|
-53.98% |
+1.32%
|
-13.66% |
| 2007 |
+33.31%
|
-8.97% |
+16.13%
|
-0.86% |
| 2006 |
+31.19%
|
-11.14% |
+12.57%
|
-3.53% |
| 2005 |
+32.62%
|
-9.06% |
+11.99%
|
-2.10% |
| 2004 |
+24.63%
|
-11.25% |
+9.39%
|
-5.64% |
| 2003 |
+57.65%
|
-5.76% |
+17.95%
|
-2.85% |
| 2002 |
-7.43%
|
-24.27% |
+9.85%
|
-4.44% |
| 2001 |
-2.88%
|
-30.79% |
+3.66%
|
-3.75% |
| 2000 |
-27.56%
|
-31.63% |
+2.00%
|
-4.97% |
| 1999 |
+61.57%
|
-4.87% |
+9.10%
|
-3.56% |
| 1998 |
-18.12%
|
-40.98% |
+2.30%
|
-9.22% |
| 1997 |
-16.82%
|
-27.85% |
+0.72%
|
-4.04% |
| 1996 |
+15.83%
|
-6.73% |
+3.88%
|
-3.10% |
| 1995 |
+0.56%
|
-11.22% |
+14.46%
|
-0.96% |
| 1994 |
-20.17%
|
-25.83% |
-5.01%
|
-6.22% |
| 1993 |
+100.42%
|
-5.91% |
+25.08%
|
-1.38% |
| 1992 |
-10.90%
|
-23.01% |
+3.02%
|
-1.92% |
| 1991 |
+111.70%
|
-7.61% |
+24.71%
|
-1.74% |
| 1990 |
-1.92%
|
-34.47% |
+0.64%
|
-5.76% |
| 1989 |
+98.20%
|
-6.54% |
+21.34%
|
-0.54% |
| 1988 |
+36.81%
|
-6.67% |
+7.47%
|
-2.31% |
| 1987 |
-46.69%
|
-55.33% |
-0.04%
|
-7.71% |
| 1986 |
+11.58%
|
-9.07% |
+17.71%
|
-1.63% |
| 1985 |
+27.58%
|
-4.87% |
+21.84%
|
-2.32% |
| 1984 |
+16.85%
|
-4.31% |
+4.29%
|
-3.80% |
| 1983 |
+14.20%
|
-3.85% |
+3.33%
|
-3.72% |
| 1982 |
-31.65%
|
-40.30% |
+20.74%
|
-7.63% |
| 1981 |
-20.21%
|
-22.51% |
-6.40%
|
-12.16% |
| 1980 |
+6.80%
|
-13.68% |
+10.07%
|
-13.60% |
| 1979 |
+19.35%
|
-6.39% |
+40.68%
|
-5.53% |
| 1978 |
+14.19%
|
-7.84% |
+13.69%
|
-5.99% |
| 1977 |
+6.78%
|
-3.89% |
+9.52%
|
-1.78% |
| 1976 |
+6.79%
|
-7.97% |
+11.89%
|
-4.01% |
