Gold vs All Country World 40/60 Portfolio Comparison

Last Update: 31 March 2024

The Gold Portfolio obtained a 5.69% compound annual return, with a 15.51% standard deviation, in the last 30 Years.

The All Country World 40/60 Portfolio obtained a 6.28% compound annual return, with a 7.59% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio All Country World 40/60 Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 0% 40%
Fixed Income 0% 60%
Commodities 100% 0%
30 Years Stats Return +5.69% +6.28%
Std Dev 15.51% 7.59%
Max Drawdown -42.91% -25.16%
All time Stats
(Since Jan 1985)		 Return +4.94% +7.80%
Std Dev 15.10% 7.92%
Max Drawdown -48.26% -25.16%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Gold Portfolio +8.67 +19.99 +12.28 +11.01 +5.23 +5.69 +4.94
All Country World 40/60 Portfolio +1.97 +12.18 +11.41 +4.67 +4.76 +6.28 +7.80
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Gold Portfolio: an investment of 1$, since April 1994, now would be worth 5.26$, with a total return of 425.67% (5.69% annualized).

All Country World 40/60 Portfolio: an investment of 1$, since April 1994, now would be worth 6.22$, with a total return of 521.84% (6.28% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.64$, with a total return of 563.62% (4.94% annualized).

All Country World 40/60 Portfolio: an investment of 1$, since January 1985, now would be worth 19.09$, with a total return of 1808.54% (7.80% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Gold Portfolio
All Country World 40/60 Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-37.17% Feb 1996 Aug 1999 (43) Dec 2003 (95) 24.75
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-25.16% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.64
-19.51% Jan 2022 Sep 2022 (9) In progress (27) 10.96
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-10.07% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.52
-9.09% Feb 2001 Sep 2002 (20) May 2003 (28) 4.14
-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
-7.33% May 1998 Aug 1998 (4) Oct 1998 (6) 3.23
-6.92% May 2011 Sep 2011 (5) Jan 2012 (9) 2.89
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.40% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.53
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.18% May 2015 Sep 2015 (5) Jun 2016 (14) 2.81
-5.09% Jul 2010 Jul 2010 (1) Aug 2010 (2) 2.94
-5.05% Oct 1994 Jan 1995 (4) Jan 1996 (16) 2.75

Drawdown comparison chart since January 1985.

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Gold Portfolio
All Country World 40/60 Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-48.26% Dec 1987 Aug 1999 (141) Dec 2005 (217) 29.64
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-25.16% Nov 2007 Feb 2009 (16) Mar 2010 (29) 11.64
-19.51% Jan 2022 Sep 2022 (9) In progress (27) 10.96
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-12.43% Sep 1987 Nov 1987 (3) Oct 1988 (14) 5.50
-10.07% Feb 2020 Mar 2020 (2) Jul 2020 (6) 4.52
-9.41% Jan 1990 Sep 1990 (9) Feb 1991 (14) 4.82
-9.09% Feb 2001 Sep 2002 (20) May 2003 (28) 4.14
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.14% Oct 1986 Dec 1986 (3) Apr 1987 (7) 5.04
-7.33% May 1998 Aug 1998 (4) Oct 1998 (6) 3.23
-6.92% May 2011 Sep 2011 (5) Jan 2012 (9) 2.89
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.70% Feb 1994 Jun 1994 (5) Apr 1995 (15) 4.06
-5.40% Feb 2018 Dec 2018 (11) Mar 2019 (14) 2.53
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98

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
+7.61%
 -1.42%
+3.06%
 -0.28%
2023
+12.69%
 -7.22%
+13.20%
 -6.36%
2022
-0.77%
 -15.91%
-15.50%
 -19.51%
2021
-4.15%
 -10.32%
+6.07%
 -2.52%
2020
+24.81%
 -10.12%
+10.42%
 -10.07%
2019
+17.86%
 -4.10%
+16.42%
 -1.74%
2018
-1.94%
 -11.66%
-3.84%
 -5.40%
2017
+12.81%
 -4.09%
+12.29%
 0.00%
2016
+8.03%
 -15.02%
+5.97%
 -2.44%
2015
-10.67%
 -17.81%
-0.23%
 -5.18%
2014
-2.19%
 -12.44%
+5.59%
 -1.74%
2013
-28.33%
 -28.33%
+7.68%
 -4.01%
2012
+6.60%
 -10.45%
+11.32%
 -3.61%
2011
+9.57%
 -14.48%
+1.87%
 -6.92%
2010
+29.27%
 -5.09%
+9.86%
 -3.62%
2009
+24.03%
 -7.20%
+18.75%
 -9.54%
2008
+4.92%
 -25.83%
-16.04%
 -20.68%
2007
+30.45%
 -4.20%
+7.49%
 -1.46%
2006
+22.55%
 -8.63%
+10.29%
 -2.01%
2005
+17.76%
 -4.91%
+6.35%
 -1.68%
2004
+4.65%
 -8.31%
+8.97%
 -2.61%
2003
+19.89%
 -8.88%
+17.60%
 -0.91%
2002
+25.57%
 -6.72%
-2.62%
 -8.15%
2001
+0.75%
 -6.10%
+0.44%
 -6.23%
2000
-5.44%
 -9.93%
+0.63%
 -3.78%
1999
+0.85%
 -11.47%
+12.23%
 -2.66%
1998
-0.83%
 -12.01%
+13.08%
 -7.33%
1997
-21.41%
 -21.41%
+8.51%
 -3.35%
1996
-4.59%
 -8.95%
+9.74%
 -1.02%
1995
+0.98%
 -2.46%
+19.00%
 -0.12%
1994
-2.17%
 -3.91%
-1.94%
 -5.70%
1993
+17.68%
 -11.51%
+17.30%
 -2.48%
1992
-5.73%
 -6.97%
+2.84%
 -4.16%
1991
-8.56%
 -10.05%
+18.05%
 -2.86%
1990
-3.11%
 -15.14%
-3.06%
 -9.41%
1989
-2.84%
 -12.30%
+13.76%
 -1.93%
1988
-15.26%
 -18.05%
+13.22%
 -2.25%
1987
+24.53%
 -1.97%
+7.38%
 -12.43%
1986
+18.96%
 -8.14%
+26.10%
 -3.68%
1985
+6.00%
 -6.67%
+30.46%
 -0.76%