Last Update: 30 April 2024
The European Stocks Portfolio obtained a 6.87% compound annual return, with a 17.87% standard deviation, in the last 30 Years.
The Frank Armstrong Ideal Index Portfolio obtained a 6.74% compound annual return, with a 10.69% standard deviation, in the last 30 Years.
Summary
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| European Stocks Portfolio | Frank Armstrong Ideal Index Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 100% | 70% |
| Fixed Income | 0% | 30% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.87% | +6.74% |
| Std Dev | 17.87% | 10.69% | |
| Max Drawdown | -59.77% | -40.11% | |
| All time Stats (Since Jan 1970) |
Return | +8.74% | +9.13% |
| Std Dev | 17.38% | 10.87% | |
| Max Drawdown | -59.77% | -40.11% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1970
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| European Stocks Portfolio | -2.55 | +18.38 | +7.06 | +6.78 | +4.15 | +6.87 | +8.74 |
| Frank Armstrong Ideal Index Portfolio | -3.05 | +12.03 | +7.77 | +5.07 | +5.16 | +6.74 | +9.13 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
European Stocks Portfolio: an investment of 1$, since May 1994,
now would be worth 7.35$, with a total return of 634.53%
(6.87% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).
European Stocks Portfolio: an investment of 1$, since January 1970,
now would be worth 95.05$, with a total return of 9404.66%
(8.74% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1970, now would be worth 115.47$, with a total return of 11447.25% (9.13% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1970, now would be worth 115.47$, with a total return of 11447.25% (9.13% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
European Stocks Portfolio
|
Frank Armstrong Ideal Index Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -59.77% | Nov 2007 | Feb 2009 (16) | Apr 2014 (78) | 30.21 | |||||
| -45.88% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 25.84 | |||||
| -40.11% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 17.98 | |||||
| -30.98% | Sep 2021 | Sep 2022 (13) | Dec 2023 (28) | 12.78 | |||||
| -25.65% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.06 | |||||
| -20.91% | Jun 2014 | Feb 2016 (21) | May 2017 (36) | 11.28 | |||||
| -19.44% | Feb 2018 | Dec 2018 (11) | Dec 2019 (23) | 9.54 | |||||
| -18.25% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.72 | |||||
| -17.16% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.90 | |||||
| -16.33% | Feb 2001 | Sep 2002 (20) | Oct 2003 (33) | 8.83 | |||||
| -16.03% | Aug 1998 | Sep 1998 (2) | Apr 1999 (9) | 7.40 | |||||
| -15.51% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 6.02 | |||||
| -12.21% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.81 | |||||
| -9.48% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.31 | |||||
| -8.72% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.53 | |||||
| -7.18% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 3.76 | |||||
| -5.68% | Aug 1997 | Aug 1997 (1) | Sep 1997 (2) | 3.28 | |||||
| -5.59% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.62 | |||||
| -5.18% | May 1994 | Jun 1994 (2) | Aug 1994 (4) | 2.96 | |||||
| -4.95% | Oct 1997 | Oct 1997 (1) | Jan 1998 (4) | 2.75 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
European Stocks Portfolio
|
Frank Armstrong Ideal Index Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -59.77% | Nov 2007 | Feb 2009 (16) | Apr 2014 (78) | 30.21 | |||||
| -45.88% | Apr 2000 | Sep 2002 (30) | Dec 2004 (57) | 25.84 | |||||
| -40.11% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 17.98 | |||||
| -38.16% | Jan 1973 | Sep 1974 (21) | Jun 1975 (30) | 16.35 | |||||
| -33.23% | Dec 1980 | Jul 1982 (20) | Apr 1983 (29) | 17.61 | |||||
| -30.98% | Sep 2021 | Sep 2022 (13) | Dec 2023 (28) | 12.78 | |||||
| -27.37% | Jan 1973 | Sep 1974 (21) | Jun 1975 (30) | 12.77 | |||||
| -26.83% | Jan 1970 | Jun 1970 (6) | Mar 1971 (15) | 14.63 | |||||
| -25.65% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 13.06 | |||||
| -23.15% | Oct 1987 | Nov 1987 (2) | Jul 1989 (22) | 13.00 | |||||
| -20.91% | Jun 2014 | Feb 2016 (21) | May 2017 (36) | 11.28 | |||||
| -20.21% | Aug 1990 | Sep 1990 (2) | May 1992 (22) | 10.46 | |||||
| -19.44% | Feb 2018 | Dec 2018 (11) | Dec 2019 (23) | 9.54 | |||||
| -19.23% | Feb 1976 | Nov 1976 (10) | Dec 1977 (23) | 11.06 | |||||
| -18.25% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.72 | |||||
| -17.16% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.90 | |||||
| -16.33% | Feb 2001 | Sep 2002 (20) | Oct 2003 (33) | 8.83 | |||||
| -16.03% | Aug 1998 | Sep 1998 (2) | Apr 1999 (9) | 7.40 | |||||
| -15.93% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.19 | |||||
| -15.51% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 6.02 | |||||
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.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.33%
|
-2.55% |
+0.07%
|
-3.05% |
| 2023 |
+20.21%
|
-11.19% |
+12.04%
|
-8.06% |
| 2022 |
-16.00%
|
-30.58% |
-11.91%
|
-18.25% |
| 2021 |
+16.88%
|
-5.48% |
+13.98%
|
-2.66% |
| 2020 |
+6.11%
|
-25.65% |
+6.95%
|
-17.16% |
| 2019 |
+24.86%
|
-5.67% |
+17.96%
|
-4.04% |
| 2018 |
-14.91%
|
-19.44% |
-6.68%
|
-9.48% |
| 2017 |
+26.99%
|
-0.51% |
+13.88%
|
-0.15% |
| 2016 |
-0.37%
|
-8.60% |
+9.05%
|
-4.06% |
| 2015 |
-1.94%
|
-11.47% |
-1.66%
|
-7.44% |
| 2014 |
-7.10%
|
-11.75% |
+4.16%
|
-3.12% |
| 2013 |
+24.38%
|
-4.42% |
+16.03%
|
-2.21% |
| 2012 |
+21.57%
|
-14.17% |
+12.36%
|
-6.57% |
| 2011 |
-11.64%
|
-27.74% |
-2.98%
|
-15.51% |
| 2010 |
+6.05%
|
-17.10% |
+13.00%
|
-8.67% |
| 2009 |
+31.33%
|
-22.78% |
+21.58%
|
-16.28% |
| 2008 |
-44.71%
|
-48.36% |
-24.86%
|
-27.96% |
| 2007 |
+13.24%
|
-5.77% |
+5.91%
|
-4.80% |
| 2006 |
+33.06%
|
-2.93% |
+17.74%
|
-2.78% |
| 2005 |
+9.26%
|
-4.49% |
+8.40%
|
-2.89% |
| 2004 |
+20.86%
|
-3.93% |
+14.62%
|
-3.40% |
| 2003 |
+38.70%
|
-9.25% |
+26.78%
|
-3.93% |
| 2002 |
-17.95%
|
-25.96% |
-7.53%
|
-13.72% |
| 2001 |
-20.30%
|
-27.21% |
-3.80%
|
-11.76% |
| 2000 |
-8.21%
|
-14.23% |
+2.04%
|
-5.59% |
| 1999 |
+16.66%
|
-4.90% |
+13.53%
|
-2.81% |
| 1998 |
+28.86%
|
-16.03% |
+8.85%
|
-12.21% |
| 1997 |
+24.23%
|
-5.68% |
+12.22%
|
-4.02% |
| 1996 |
+21.25%
|
-1.20% |
+11.54%
|
-3.03% |
| 1995 |
+22.28%
|
-3.97% |
+16.29%
|
-1.64% |
| 1994 |
+1.88%
|
-7.00% |
+1.99%
|
-4.20% |
| 1993 |
+29.13%
|
-2.19% |
+17.70%
|
-4.41% |
| 1992 |
-3.32%
|
-12.85% |
+3.75%
|
-3.20% |
| 1991 |
+12.40%
|
-12.16% |
+20.38%
|
-3.65% |
| 1990 |
-3.87%
|
-20.21% |
-9.45%
|
-14.74% |
| 1989 |
+28.18%
|
-6.85% |
+15.59%
|
-2.18% |
| 1988 |
+13.69%
|
-6.81% |
+17.45%
|
-2.71% |
| 1987 |
+7.05%
|
-23.15% |
+10.19%
|
-14.90% |
| 1986 |
+40.96%
|
-8.83% |
+28.89%
|
-3.91% |
| 1985 |
+78.72%
|
0.00% |
+31.78%
|
-1.78% |
| 1984 |
+0.52%
|
-9.51% |
+7.88%
|
-4.89% |
| 1983 |
+20.82%
|
-3.29% |
+21.11%
|
-2.00% |
| 1982 |
+3.86%
|
-19.58% |
+16.37%
|
-6.90% |
| 1981 |
-12.54%
|
-16.77% |
+4.16%
|
-7.60% |
| 1980 |
+11.80%
|
-12.84% |
+22.04%
|
-9.55% |
| 1979 |
+12.18%
|
-7.42% |
+17.78%
|
-7.14% |
| 1978 |
+21.77%
|
-6.97% |
+15.30%
|
-7.53% |
| 1977 |
+21.77%
|
-2.49% |
+9.26%
|
-1.55% |
| 1976 |
-7.88%
|
-19.23% |
+18.88%
|
-2.99% |
| 1975 |
+41.32%
|
-10.90% |
+28.38%
|
-9.10% |
| 1974 |
-24.15%
|
-32.15% |
-13.41%
|
-20.91% |
| 1973 |
-8.86%
|
-10.68% |
-10.09%
|
-10.78% |
| 1972 |
+14.25%
|
-2.68% |
+17.91%
|
-0.27% |
| 1971 |
+26.21%
|
-4.56% |
+17.25%
|
-5.44% |
| 1970 |
-10.74%
|
-26.83% |
+0.66%
|
-15.93% |
