Last Update: 31 July 2022
The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.49% compound annual return, with a 8.93% standard deviation, in the last 30 Years.
The Roger Gibson Talmud Portfolio obtained a 8.67% compound annual return, with a 10.35% standard deviation, in the last 30 Years.
Summary
| FundAdvice Ultimate Buy&Hold Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 66.67% |
| Fixed Income | 40% | 33.33% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.49% | +8.67% |
| Std Dev | 8.93% | 10.35% | |
| Max Drawdown | -34.23% | -40.17% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| FundAdvice Ultimate Buy&Hold Portfolio | +4.10 | -6.44 | -7.44 | +4.02 | +5.93 | +7.49 | +7.47 |
| Roger Gibson Talmud Portfolio | +6.59 | -6.82 | -6.58 | +7.22 | +7.99 | +8.67 | +8.67 |
Capital Growth as of Jul 31, 2022
FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since August 1992, now would be worth 8733.64$, with a total return of 773.36% (7.49% annualized).
Roger Gibson Talmud Portfolio: an investment of 1000$, since August 1992, now would be worth 12119.52$, with a total return of 1111.95% (8.67% annualized).
FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since January 1992, now would be worth 9063.64$, with a total return of 806.36% (7.47% annualized).
Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1992, now would be worth 12728.47$, with a total return of 1172.85% (8.67% annualized).
Drawdowns
Drawdown comparison chart since July 1992.
FundAdvice Ultimate Buy&Hold Portfolio |
Roger Gibson Talmud Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 2007 | Feb 2009 | |||
| -34.23% | Nov 2007 | Feb 2009 | |||
| -17.40% | Jan 2022 | Jun 2022 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -15.07% | Jan 2020 | Mar 2020 | |||
| -12.58% | Jan 2022 | Jun 2022 | |||
| -11.43% | May 2011 | Sep 2011 | |||
| -10.85% | May 1998 | Aug 1998 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -8.84% | Jun 2002 | Sep 2002 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.59% | Feb 2018 | Dec 2018 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
| -7.07% | Feb 2001 | Sep 2001 | |||
| -6.96% | May 2015 | Feb 2016 | |||
| -6.89% | Feb 1994 | Jun 1994 | |||
| -6.69% | Apr 2004 | Apr 2004 | |||
| -5.69% | Apr 2015 | Aug 2015 | |||
Drawdown comparison chart since January 1992.
FundAdvice Ultimate Buy&Hold Portfolio |
Roger Gibson Talmud Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -40.17% | Jun 2007 | Feb 2009 | |||
| -34.23% | Nov 2007 | Feb 2009 | |||
| -17.40% | Jan 2022 | Jun 2022 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -15.07% | Jan 2020 | Mar 2020 | |||
| -12.58% | Jan 2022 | Jun 2022 | |||
| -11.43% | May 2011 | Sep 2011 | |||
| -10.85% | May 1998 | Aug 1998 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -8.84% | Jun 2002 | Sep 2002 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.59% | Feb 2018 | Dec 2018 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
| -7.07% | Feb 2001 | Sep 2001 | |||
| -6.96% | May 2015 | Feb 2016 | |||
| -6.89% | Feb 1994 | Jun 1994 | |||
| -6.69% | Apr 2004 | Apr 2004 | |||
| -5.69% | Apr 2015 | Aug 2015 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | FundAdvice Ultimate Buy&Hold Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2022 |
-9.00% | -11.96% |
| 2021 |
+11.49% | +21.44% |
| 2020 |
+5.84% | +8.02% |
| 2019 |
+16.24% | +22.79% |
| 2018 |
-6.85% | -3.78% |
| 2017 |
+13.54% | +9.90% |
| 2016 |
+8.37% | +7.99% |
| 2015 |
-0.60% | +1.11% |
| 2014 |
+3.11% | +16.24% |
| 2013 |
+13.47% | +11.22% |
| 2012 |
+12.20% | +12.41% |
| 2011 |
-0.58% | +5.83% |
| 2010 |
+12.72% | +17.33% |
| 2009 |
+19.90% | +20.87% |
| 2008 |
-20.06% | -22.37% |
| 2007 |
+6.31% | -1.40% |
| 2006 |
+16.25% | +18.42% |
| 2005 |
+9.65% | +6.88% |
| 2004 |
+16.13% | +15.93% |
| 2003 |
+28.61% | +23.46% |
| 2002 |
-0.14% | -2.82% |
| 2001 |
+0.49% | +3.27% |
| 2000 |
+4.94% | +9.05% |
| 1999 |
+11.76% | +6.34% |
| 1998 |
+6.47% | +5.18% |
| 1997 |
+8.09% | +19.74% |
| 1996 |
+9.91% | +19.46% |
| 1995 |
+17.23% | +22.03% |
| 1994 |
-2.80% | -3.74% |
| 1993 |
+22.68% | +13.33% |
| 1992 |
+7.34% | +10.28% |