Last Update: 30 April 2024
The Gold Portfolio obtained a 5.91% compound annual return, with a 15.50% standard deviation, in the last 30 Years.
The Aggressive Global Income Portfolio obtained a 8.72% compound annual return, with a 14.42% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Aggressive Global Income Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 0% | 80% |
| Fixed Income | 0% | 20% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.91% | +8.72% |
| Std Dev | 15.50% | 14.42% | |
| Max Drawdown | -42.91% | -52.63% | |
| All time Stats (Since Jan 1979) |
Return | +5.05% | +10.93% |
| Std Dev | 18.01% | 13.99% | |
| Max Drawdown | -61.78% | -52.63% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1979
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | +2.99 | +15.09 | +14.65 | +11.82 | +5.48 | +5.91 | +5.05 |
| Aggressive Global Income Portfolio | -3.30 | +12.21 | +8.03 | +4.81 | +5.00 | +8.72 | +10.93 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Gold Portfolio: an investment of 1$, since May 1994,
now would be worth 5.60$, with a total return of 459.73%
(5.91% annualized).
Aggressive Global Income Portfolio: an investment of 1$, since May 1994, now would be worth 12.29$, with a total return of 1129.34% (8.72% annualized).
Aggressive Global Income Portfolio: an investment of 1$, since May 1994, now would be worth 12.29$, with a total return of 1129.34% (8.72% annualized).
Gold Portfolio: an investment of 1$, since January 1979,
now would be worth 9.32$, with a total return of 832.34%
(5.05% annualized).
Aggressive Global Income Portfolio: an investment of 1$, since January 1979, now would be worth 110.02$, with a total return of 10902.21% (10.93% annualized).
Aggressive Global Income Portfolio: an investment of 1$, since January 1979, now would be worth 110.02$, with a total return of 10902.21% (10.93% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Gold Portfolio
|
Aggressive Global Income Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.63% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 23.73 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -27.39% | Mar 2000 | Sep 2002 (31) | Dec 2003 (46) | 15.98 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -23.84% | Jan 2020 | Mar 2020 (3) | Feb 2021 (14) | 11.83 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -18.06% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.09 | |||||
| -17.13% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.79 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Jun 1999 (14) | 7.15 | |||||
| -13.63% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 7.95 | |||||
| -9.93% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.94 | |||||
| -8.64% | Dec 2004 | May 2005 (6) | Sep 2005 (10) | 5.30 | |||||
| -8.63% | May 2006 | Sep 2006 (5) | Feb 2007 (10) | 4.31 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -8.31% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 5.49 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -5.22% | Jun 2009 | Jun 2009 (1) | Sep 2009 (4) | 2.98 | |||||
| -5.15% | Mar 2005 | Apr 2005 (2) | Jul 2005 (5) | 2.52 | |||||
| -5.09% | Jul 2010 | Jul 2010 (1) | Aug 2010 (2) | 2.94 | |||||
Drawdown comparison chart since January 1979.
Swipe left to see all data
|
Gold Portfolio
|
Aggressive Global Income Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -61.78% | Oct 1980 | Aug 1999 (227) | Apr 2007 (319) | 44.50 | |||||
| -52.63% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 23.73 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -27.39% | Mar 2000 | Sep 2002 (31) | Dec 2003 (46) | 15.98 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -24.27% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 14.98 | |||||
| -23.84% | Jan 2020 | Mar 2020 (3) | Feb 2021 (14) | 11.83 | |||||
| -21.38% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.01 | |||||
| -19.23% | Jan 1990 | Sep 1990 (9) | May 1991 (17) | 9.50 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -18.06% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.09 | |||||
| -17.13% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.79 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Jun 1999 (14) | 7.15 | |||||
| -13.63% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 7.95 | |||||
| -11.49% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 5.68 | |||||
| -9.93% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.94 | |||||
| -9.77% | Dec 1981 | Jul 1982 (8) | Sep 1982 (10) | 6.01 | |||||
| -9.45% | Jun 1981 | Sep 1981 (4) | Nov 1981 (6) | 4.37 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -7.85% | Sep 1979 | Oct 1979 (2) | Jan 1980 (5) | 3.46 | |||||
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 |
+10.83%
|
-1.42% |
-0.24%
|
-3.30% |
| 2023 |
+12.69%
|
-7.22% |
+11.91%
|
-7.58% |
| 2022 |
-0.77%
|
-15.91% |
-8.43%
|
-18.06% |
| 2021 |
-4.15%
|
-10.32% |
+17.07%
|
-3.13% |
| 2020 |
+24.81%
|
-10.12% |
-1.13%
|
-23.84% |
| 2019 |
+17.86%
|
-4.10% |
+19.97%
|
-4.74% |
| 2018 |
-1.94%
|
-11.66% |
-8.07%
|
-9.93% |
| 2017 |
+12.81%
|
-4.09% |
+13.53%
|
-0.18% |
| 2016 |
+8.03%
|
-15.02% |
+18.29%
|
-3.34% |
| 2015 |
-10.67%
|
-17.81% |
-6.99%
|
-13.07% |
| 2014 |
-2.19%
|
-12.44% |
+3.96%
|
-4.21% |
| 2013 |
-28.33%
|
-28.33% |
+19.30%
|
-3.15% |
| 2012 |
+6.60%
|
-10.45% |
+12.95%
|
-7.73% |
| 2011 |
+9.57%
|
-14.48% |
+0.62%
|
-17.13% |
| 2010 |
+29.27%
|
-5.09% |
+14.37%
|
-10.71% |
| 2009 |
+24.03%
|
-7.20% |
+33.97%
|
-22.88% |
| 2008 |
+4.92%
|
-25.83% |
-34.21%
|
-38.73% |
| 2007 |
+30.45%
|
-4.20% |
+3.78%
|
-6.63% |
| 2006 |
+22.55%
|
-8.63% |
+21.69%
|
-3.86% |
| 2005 |
+17.76%
|
-4.91% |
+12.70%
|
-5.15% |
| 2004 |
+4.65%
|
-8.31% |
+16.76%
|
-2.82% |
| 2003 |
+19.89%
|
-8.88% |
+32.98%
|
-2.92% |
| 2002 |
+25.57%
|
-6.72% |
-7.54%
|
-18.13% |
| 2001 |
+0.75%
|
-6.10% |
-4.83%
|
-16.72% |
| 2000 |
-5.44%
|
-9.93% |
-0.62%
|
-14.41% |
| 1999 |
+0.85%
|
-11.47% |
+48.88%
|
-3.02% |
| 1998 |
-0.83%
|
-12.01% |
+8.84%
|
-15.46% |
| 1997 |
-21.41%
|
-21.41% |
+18.82%
|
-3.75% |
| 1996 |
-4.59%
|
-8.95% |
+13.71%
|
-4.27% |
| 1995 |
+0.98%
|
-2.46% |
+24.10%
|
-1.27% |
| 1994 |
-2.17%
|
-3.91% |
+2.10%
|
-5.06% |
| 1993 |
+17.68%
|
-11.51% |
+19.15%
|
-4.01% |
| 1992 |
-5.73%
|
-6.97% |
+3.24%
|
-3.34% |
| 1991 |
-8.56%
|
-10.05% |
+24.91%
|
-4.27% |
| 1990 |
-3.11%
|
-15.14% |
-13.87%
|
-19.23% |
| 1989 |
-2.84%
|
-12.30% |
+17.94%
|
-3.26% |
| 1988 |
-15.26%
|
-18.05% |
+21.28%
|
-3.17% |
| 1987 |
+24.53%
|
-1.97% |
+8.36%
|
-21.38% |
| 1986 |
+18.96%
|
-8.14% |
+32.40%
|
-3.91% |
| 1985 |
+6.00%
|
-6.67% |
+37.47%
|
-2.20% |
| 1984 |
-19.38%
|
-21.80% |
+6.06%
|
-6.93% |
| 1983 |
-16.31%
|
-23.52% |
+24.33%
|
-2.44% |
| 1982 |
+14.94%
|
-20.13% |
+20.53%
|
-7.77% |
| 1981 |
-32.60%
|
-32.60% |
+4.76%
|
-9.45% |
| 1980 |
+15.19%
|
-24.27% |
+21.29%
|
-11.49% |
| 1979 |
+126.55%
|
-4.46% |
+17.54%
|
-7.85% |
