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 Craig Israelsen 7Twelve Portfolio obtained a 6.85% compound annual return, with a 9.75% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Craig Israelsen 7Twelve Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 50% |
| Fixed Income | 0% | 33.34% | |
| Commodities | 100% | 16.66% | |
| 30 Years Stats | Return | +5.69% | +6.85% |
| Std Dev | 15.51% | 9.75% | |
| Max Drawdown | -42.91% | -37.96% | |
| All time Stats (Since Jan 1976) |
Return | +5.71% | +9.27% |
| Std Dev | 18.41% | 9.48% | |
| Max Drawdown | -61.78% | -37.96% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | +8.67 | +19.99 | +12.28 | +11.01 | +5.23 | +5.69 | +5.71 |
| Craig Israelsen 7Twelve Portfolio | +2.36 | +9.67 | +10.39 | +6.05 | +4.15 | +6.85 | +9.27 |
| 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).
Craig Israelsen 7Twelve Portfolio: an investment of 1$, since April 1994, now would be worth 7.30$, with a total return of 630.07% (6.85% annualized).
Craig Israelsen 7Twelve Portfolio: an investment of 1$, since April 1994, now would be worth 7.30$, with a total return of 630.07% (6.85% annualized).
Gold Portfolio: an investment of 1$, since January 1976,
now would be worth 14.59$, with a total return of 1358.77%
(5.71% annualized).
Craig Israelsen 7Twelve Portfolio: an investment of 1$, since January 1976, now would be worth 72.17$, with a total return of 7117.08% (9.27% annualized).
Craig Israelsen 7Twelve Portfolio: an investment of 1$, since January 1976, now would be worth 72.17$, with a total return of 7117.08% (9.27% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Gold Portfolio
|
Craig Israelsen 7Twelve 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 | |||||
| -37.96% | Jun 2008 | Feb 2009 (9) | Feb 2011 (33) | 18.93 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.90% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -14.54% | Jul 2014 | Feb 2016 (20) | Jul 2017 (37) | 6.60 | |||||
| -13.54% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 6.14 | |||||
| -13.50% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 4.88 | |||||
| -13.28% | Apr 2022 | Sep 2022 (6) | Feb 2024 (23) | 6.26 | |||||
| -10.05% | Feb 2001 | Sep 2001 (8) | Apr 2003 (27) | 4.49 | |||||
| -9.83% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.66 | |||||
| -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 | |||||
| -5.09% | Jul 2010 | Jul 2010 (1) | Aug 2010 (2) | 2.94 | |||||
| -5.06% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 3.00 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Gold Portfolio
|
Craig Israelsen 7Twelve 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 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -37.96% | Jun 2008 | Feb 2009 (9) | Feb 2011 (33) | 18.93 | |||||
| -25.85% | Jan 1976 | Aug 1976 (8) | Feb 1977 (14) | 11.81 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -24.27% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 14.98 | |||||
| -20.28% | Nov 1978 | Nov 1978 (1) | Feb 1979 (4) | 9.71 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.90% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -14.54% | Jul 2014 | Feb 2016 (20) | Jul 2017 (37) | 6.60 | |||||
| -13.54% | Apr 1998 | Aug 1998 (5) | Apr 1999 (13) | 6.14 | |||||
| -13.50% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 4.88 | |||||
| -13.43% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.31 | |||||
| -13.28% | Apr 2022 | Sep 2022 (6) | Feb 2024 (23) | 6.26 | |||||
| -10.52% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 5.02 | |||||
| -10.05% | Feb 2001 | Sep 2001 (8) | Apr 2003 (27) | 4.49 | |||||
| -9.83% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.66 | |||||
| -8.68% | Dec 1980 | Sep 1981 (10) | Sep 1982 (22) | 4.25 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -6.66% | Feb 1994 | Nov 1994 (10) | May 1995 (16) | 4.30 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.61%
|
-1.42% |
+3.79%
|
-0.30% |
| 2023 |
+12.69%
|
-7.22% |
+8.77%
|
-6.61% |
| 2022 |
-0.77%
|
-15.91% |
-7.91%
|
-13.28% |
| 2021 |
-4.15%
|
-10.32% |
+16.41%
|
-3.52% |
| 2020 |
+24.81%
|
-10.12% |
+3.64%
|
-17.90% |
| 2019 |
+17.86%
|
-4.10% |
+17.04%
|
-3.93% |
| 2018 |
-1.94%
|
-11.66% |
-6.60%
|
-9.83% |
| 2017 |
+12.81%
|
-4.09% |
+11.15%
|
-0.23% |
| 2016 |
+8.03%
|
-15.02% |
+7.88%
|
-3.46% |
| 2015 |
-10.67%
|
-17.81% |
-6.71%
|
-8.96% |
| 2014 |
-2.19%
|
-12.44% |
-0.27%
|
-5.11% |
| 2013 |
-28.33%
|
-28.33% |
+9.98%
|
-2.34% |
| 2012 |
+6.60%
|
-10.45% |
+9.05%
|
-5.96% |
| 2011 |
+9.57%
|
-14.48% |
-0.33%
|
-13.50% |
| 2010 |
+29.27%
|
-5.09% |
+12.87%
|
-7.69% |
| 2009 |
+24.03%
|
-7.20% |
+19.77%
|
-13.75% |
| 2008 |
+4.92%
|
-25.83% |
-24.01%
|
-29.50% |
| 2007 |
+30.45%
|
-4.20% |
+11.31%
|
-2.37% |
| 2006 |
+22.55%
|
-8.63% |
+12.08%
|
-2.41% |
| 2005 |
+17.76%
|
-4.91% |
+11.36%
|
-3.44% |
| 2004 |
+4.65%
|
-8.31% |
+14.33%
|
-5.06% |
| 2003 |
+19.89%
|
-8.88% |
+25.20%
|
-1.95% |
| 2002 |
+25.57%
|
-6.72% |
+4.93%
|
-5.27% |
| 2001 |
+0.75%
|
-6.10% |
-4.66%
|
-10.05% |
| 2000 |
-5.44%
|
-9.93% |
+11.53%
|
-2.79% |
| 1999 |
+0.85%
|
-11.47% |
+19.24%
|
-3.02% |
| 1998 |
-0.83%
|
-12.01% |
-1.40%
|
-13.54% |
| 1997 |
-21.41%
|
-21.41% |
+7.34%
|
-3.49% |
| 1996 |
-4.59%
|
-8.95% |
+16.09%
|
-3.26% |
| 1995 |
+0.98%
|
-2.46% |
+18.64%
|
-1.07% |
| 1994 |
-2.17%
|
-3.91% |
-1.53%
|
-6.66% |
| 1993 |
+17.68%
|
-11.51% |
+17.28%
|
-3.19% |
| 1992 |
-5.73%
|
-6.97% |
+5.45%
|
-2.13% |
| 1991 |
-8.56%
|
-10.05% |
+26.17%
|
-3.31% |
| 1990 |
-3.11%
|
-15.14% |
+1.68%
|
-5.15% |
| 1989 |
-2.84%
|
-12.30% |
+27.09%
|
-1.51% |
| 1988 |
-15.26%
|
-18.05% |
+17.78%
|
-2.03% |
| 1987 |
+24.53%
|
-1.97% |
+3.08%
|
-13.43% |
| 1986 |
+18.96%
|
-8.14% |
+16.22%
|
-3.66% |
| 1985 |
+6.00%
|
-6.67% |
+24.57%
|
-0.68% |
| 1984 |
-19.38%
|
-21.80% |
+8.53%
|
-2.58% |
| 1983 |
-16.31%
|
-23.52% |
+17.12%
|
-1.50% |
| 1982 |
+14.94%
|
-20.13% |
+15.88%
|
-3.72% |
| 1981 |
-32.60%
|
-32.60% |
-1.36%
|
-7.83% |
| 1980 |
+15.19%
|
-24.27% |
+16.18%
|
-10.52% |
| 1979 |
+126.55%
|
-4.46% |
+20.37%
|
-6.26% |
| 1978 |
+37.01%
|
-20.28% |
+13.62%
|
-5.84% |
| 1977 |
+22.64%
|
-4.00% |
+7.11%
|
-1.81% |
| 1976 |
-4.10%
|
-25.85% |
+15.46%
|
-2.12% |
