European Stocks vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The European Stocks Portfolio obtained a 6.89% compound annual return, with a 17.88% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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European Stocks Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 40%
Fixed Income 0% 40%
Commodities 0% 20%
30 Years Stats Return +6.89% +7.56%
Std Dev 17.88% 7.73%
Max Drawdown -59.77% -17.79%
All time Stats
(Since Jan 1970)
Return +8.75% +9.90%
Std Dev 17.39% 8.60%
Max Drawdown -59.77% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
European Stocks Portfolio +2.40 +8.31 +12.91 +7.52 +4.24 +6.89 +8.75
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +9.90
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

European Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 7.39$, with a total return of 638.80% (6.89% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

European Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 93.95$, with a total return of 9294.61% (8.75% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1970, now would be worth 166.07$, with a total return of 16506.73% (9.90% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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European Stocks 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
-59.77% Nov 2007 Feb 2009 (16) Apr 2014 (78) 30.21
-45.88% Apr 2000 Sep 2002 (30) Dec 2004 (57) 25.84
-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
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-16.03% Aug 1998 Sep 1998 (2) Apr 1999 (9) 7.40
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-7.18% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.76
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.68% Aug 1997 Aug 1997 (1) Sep 1997 (2) 3.28
-5.18% May 1994 Jun 1994 (2) Aug 1994 (4) 2.96
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.95% Oct 1997 Oct 1997 (1) Jan 1998 (4) 2.75
-4.90% May 1999 May 1999 (1) Oct 1999 (6) 2.35

Drawdown comparison chart since January 1970.

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European Stocks 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
-59.77% Nov 2007 Feb 2009 (16) Apr 2014 (78) 30.21
-45.88% Apr 2000 Sep 2002 (30) Dec 2004 (57) 25.84
-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
-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
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-16.03% Aug 1998 Sep 1998 (2) Apr 1999 (9) 7.40
-14.87% Apr 1974 Sep 1974 (6) Jan 1975 (10) 8.03
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-12.85% Jun 1992 Nov 1992 (6) Aug 1993 (15) 7.00
-12.84% Feb 1980 Mar 1980 (2) Sep 1980 (8) 6.26
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04

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
+1.15%
-1.23%
-0.45%
-1.54%
2023
+20.21%
-11.19%
+11.98%
-8.07%
2022
-16.00%
-30.58%
-13.35%
-17.79%
2021
+16.88%
-5.48%
+9.35%
-2.45%
2020
+6.11%
-25.65%
+13.93%
-7.16%
2019
+24.86%
-5.67%
+18.03%
-1.83%
2018
-14.91%
-19.44%
-4.03%
-6.37%
2017
+26.99%
-0.51%
+10.96%
-0.32%
2016
-0.37%
-8.60%
+10.82%
-3.36%
2015
-1.94%
-11.47%
-3.71%
-6.25%
2014
-7.10%
-11.75%
+9.13%
-3.27%
2013
+24.38%
-4.42%
+6.26%
-3.84%
2012
+21.57%
-14.17%
+8.84%
-2.43%
2011
-11.64%
-27.74%
+8.86%
-3.00%
2010
+6.05%
-17.10%
+16.54%
-2.77%
2009
+31.33%
-22.78%
+10.77%
-10.16%
2008
-44.71%
-48.36%
-4.18%
-13.53%
2007
+13.24%
-5.77%
+9.58%
-2.06%
2006
+33.06%
-2.93%
+12.44%
-2.71%
2005
+9.26%
-4.49%
+8.04%
-1.76%
2004
+20.86%
-3.93%
+9.88%
-4.36%
2003
+38.70%
-9.25%
+18.85%
-2.72%
2002
-17.95%
-25.96%
+3.15%
-6.86%
2001
-20.30%
-27.21%
+2.71%
-4.99%
2000
-8.21%
-14.23%
+6.88%
-3.64%
1999
+16.66%
-4.90%
+4.24%
-3.38%
1998
+28.86%
-16.03%
+8.03%
-9.44%
1997
+24.23%
-5.68%
+13.09%
-2.50%
1996
+21.25%
-1.20%
+8.18%
-2.60%
1995
+22.28%
-3.97%
+21.86%
-0.40%
1994
+1.88%
-7.00%
-1.98%
-4.64%
1993
+29.13%
-2.19%
+14.50%
-1.37%
1992
-3.32%
-12.85%
+9.15%
-1.58%
1991
+12.40%
-12.16%
+19.14%
-1.63%
1990
-3.87%
-20.21%
-2.51%
-7.94%
1989
+28.18%
-6.85%
+14.78%
-0.89%
1988
+13.69%
-6.81%
+9.18%
-1.64%
1987
+7.05%
-23.15%
+5.10%
-10.93%
1986
+40.96%
-8.83%
+17.75%
-2.42%
1985
+78.72%
0.00%
+25.09%
-1.93%
1984
+0.52%
-9.51%
+3.75%
-4.68%
1983
+20.82%
-3.29%
+11.13%
-2.46%
1982
+3.86%
-19.58%
+28.31%
-5.34%
1981
-12.54%
-16.77%
-1.23%
-8.50%
1980
+11.80%
-12.84%
+15.59%
-13.73%
1979
+12.18%
-7.42%
+38.92%
-6.53%
1978
+21.77%
-6.97%
+13.30%
-7.41%
1977
+21.77%
-2.49%
+7.87%
-1.53%
1976
-7.88%
-19.23%
+20.55%
-2.29%
1975
+41.32%
-10.90%
+16.99%
-8.68%
1974
-24.15%
-32.15%
+5.51%
-14.87%
1973
-8.86%
-10.68%
+7.22%
-5.95%
1972
+14.25%
-2.68%
+17.32%
-1.70%
1971
+26.21%
-4.56%
+14.13%
-3.04%
1970
-10.74%
-26.83%
+8.32%
-8.47%