Last Update: 31 July 2022

The Roger Gibson Five Asset Portfolio obtained a 7.78% compound annual return, with a 10.96% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 9.48% compound annual return, with a 13.99% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Roger Gibson Five Asset Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 60% 80%
Fixed Income 20% 20%
Commodities 20% 0%
30 Years Stats Return +7.78% +9.48%
Std Dev 10.96% 13.99%
Max Drawdown -44.75% -52.63%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1986

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Roger Gibson Five Asset Portfolio +3.66 -2.77 -0.06 +7.75 +6.41 +7.78 +8.76
Aggressive Global Income Portfolio +4.61 -5.55 -3.11 +4.76 +7.11 +9.48 +9.99
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Roger Gibson Five Asset Portfolio: an investment of 1000$, since August 1992, now would be worth 9453.40$, with a total return of 845.34% (7.78% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since August 1992, now would be worth 15140.80$, with a total return of 1414.08% (9.48% annualized).

Roger Gibson Five Asset Portfolio: an investment of 1000$, since January 1986, now would be worth 21554.79$, with a total return of 2055.48% (8.76% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1986, now would be worth 32518.68$, with a total return of 3151.87% (9.99% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

Swipe left to see all data
Roger Gibson Five Asset Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-44.75% Jun 2008 Feb 2009
-23.84% Jan 2020 Mar 2020
-19.30% Jan 2020 Mar 2020
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-15.14% May 2011 Sep 2011
-13.63% May 2015 Jan 2016
-13.25% Apr 1998 Aug 1998
-13.03% Sep 2014 Feb 2016
-11.36% Feb 2001 Oct 2001
-10.76% Jan 2022 Jun 2022
-10.00% Oct 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-8.71% Apr 2022 Jun 2022
-6.61% Feb 1994 Nov 1994
-5.80% Apr 2004 Apr 2004
-5.79% Apr 2004 Apr 2004

Drawdown comparison chart since January 1986.

Swipe left to see all data
Roger Gibson Five Asset Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-52.63% Nov 2007 Feb 2009
-44.75% Jun 2008 Feb 2009
-23.84% Jan 2020 Mar 2020
-20.76% Sep 1987 Nov 1987
-19.34% Jan 1990 Sep 1990
-19.30% Jan 2020 Mar 2020
-17.13% May 2011 Sep 2011
-16.17% May 2002 Feb 2003
-16.13% Mar 2000 Sep 2001
-15.33% May 1998 Aug 1998
-15.14% May 2011 Sep 2011
-13.63% May 2015 Jan 2016
-13.25% Apr 1998 Aug 1998
-13.03% Sep 2014 Feb 2016
-11.38% Sep 1987 Nov 1987
-11.36% Feb 2001 Oct 2001
-10.76% Jan 2022 Jun 2022
-10.00% Oct 2018 Dec 2018
-9.93% Feb 2018 Dec 2018
-8.71% Apr 2022 Jun 2022

Yearly Returns

Yearly return comparison. Common historical serie start from January 1986.

Swipe left to see all data
Year Roger Gibson Five Asset Portfolio Aggressive Global Income Portfolio
2022
-4.88% -6.65%
2021
+22.77% +17.07%
2020
+5.29% -1.13%
2019
+20.35% +19.97%
2018
-7.26% -8.07%
2017
+12.32% +13.53%
2016
+9.61% +18.29%
2015
-5.77% -6.99%
2014
+3.39% +3.96%
2013
+8.12% +19.30%
2012
+12.31% +12.95%
2011
+0.22% +0.62%
2010
+15.28% +14.37%
2009
+23.98% +33.97%
2008
-29.02% -34.21%
2007
+8.47% +3.78%
2006
+15.69% +23.12%
2005
+11.50% +12.89%
2004
+17.11% +15.91%
2003
+28.11% +33.93%
2002
+3.88% -7.75%
2001
-8.31% +5.43%
2000
+12.13% +0.11%
1999
+18.03% +41.89%
1998
-0.41% +10.70%
1997
+8.02% +17.80%
1996
+19.46% +13.23%
1995
+18.27% +21.51%
1994
+0.49% +2.43%
1993
+11.92% +19.55%
1992
+4.38% +4.78%
1991
+17.71% +27.42%
1990
-1.78% -14.05%
1989
+20.20% +16.55%
1988
+18.43% +20.36%
1987
+11.07% +9.17%
1986
+22.93% +28.71%
Share this page