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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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