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 Dynamic 60/40 Income Portfolio obtained a 7.13% compound annual return, with a 9.33% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Dynamic 60/40 Income Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 60% |
| Fixed Income | 0% | 40% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +7.13% |
| Std Dev | 15.51% | 9.33% | |
| Max Drawdown | -42.91% | -41.44% | |
| All time Stats (Since Jan 1992) |
Return | +5.60% | +7.42% |
| Std Dev | 15.30% | 9.10% | |
| Max Drawdown | -42.91% | -41.44% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1992
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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 | +5.60 |
| Dynamic 60/40 Income Portfolio | +1.24 | +12.08 | +11.69 | +5.17 | +5.47 | +7.13 | +7.42 |
| 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).
Dynamic 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% annualized).
Dynamic 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% annualized).
Gold Portfolio: an investment of 1$, since January 1992,
now would be worth 5.79$, with a total return of 479.34%
(5.60% annualized).
Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% annualized).
Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Gold Portfolio
|
Dynamic 60/40 Income 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 | |||||
| -41.44% | Jun 2007 | Feb 2009 (21) | Sep 2010 (40) | 16.67 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -18.21% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.22 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -14.24% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 5.81 | |||||
| -10.41% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.57 | |||||
| -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 | |||||
| -7.02% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 3.48 | |||||
| -6.80% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.15 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -6.19% | Apr 2002 | Oct 2002 (7) | Apr 2003 (13) | 2.86 | |||||
| -5.22% | Jun 2009 | Jun 2009 (1) | Sep 2009 (4) | 2.98 | |||||
| -5.09% | Jul 2010 | Jul 2010 (1) | Aug 2010 (2) | 2.94 | |||||
| -5.05% | Oct 1994 | Jan 1995 (4) | Jan 1996 (16) | 2.75 | |||||
| -4.90% | Jan 2004 | Feb 2004 (2) | Mar 2004 (3) | 3.15 | |||||
Drawdown comparison chart since January 1992.
Swipe left to see all data
|
Gold Portfolio
|
Dynamic 60/40 Income 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 | |||||
| -41.44% | Jun 2007 | Feb 2009 (21) | Sep 2010 (40) | 16.67 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -18.21% | Jan 2022 | Sep 2022 (9) | In progress (27) | 11.22 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -14.24% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 5.81 | |||||
| -11.51% | Aug 1993 | Sep 1993 (2) | Jan 1996 (30) | 5.07 | |||||
| -10.41% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.57 | |||||
| -8.64% | Dec 2004 | May 2005 (6) | Sep 2005 (10) | 5.30 | |||||
| -8.63% | May 2006 | Sep 2006 (5) | Feb 2007 (10) | 4.31 | |||||
| -8.45% | Aug 1992 | Feb 1993 (7) | May 1993 (10) | 5.33 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -8.31% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 5.49 | |||||
| -7.02% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 3.48 | |||||
| -6.80% | Feb 1994 | Nov 1994 (10) | Apr 1995 (15) | 3.87 | |||||
| -6.80% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.15 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -6.19% | Apr 2002 | Oct 2002 (7) | Apr 2003 (13) | 2.86 | |||||
| -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.
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% |
+2.73%
|
-0.14% |
| 2023 |
+12.69%
|
-7.22% |
+12.28%
|
-6.45% |
| 2022 |
-0.77%
|
-15.91% |
-15.89%
|
-18.21% |
| 2021 |
-4.15%
|
-10.32% |
+15.27%
|
-2.58% |
| 2020 |
+24.81%
|
-10.12% |
+6.26%
|
-14.24% |
| 2019 |
+17.86%
|
-4.10% |
+18.59%
|
-1.55% |
| 2018 |
-1.94%
|
-11.66% |
-3.28%
|
-6.80% |
| 2017 |
+12.81%
|
-4.09% |
+8.11%
|
-0.39% |
| 2016 |
+8.03%
|
-15.02% |
+7.39%
|
-2.92% |
| 2015 |
-10.67%
|
-17.81% |
+0.49%
|
-4.42% |
| 2014 |
-2.19%
|
-12.44% |
+11.87%
|
-2.32% |
| 2013 |
-28.33%
|
-28.33% |
+8.15%
|
-3.78% |
| 2012 |
+6.60%
|
-10.45% |
+12.84%
|
-3.09% |
| 2011 |
+9.57%
|
-14.48% |
+3.16%
|
-10.41% |
| 2010 |
+29.27%
|
-5.09% |
+14.75%
|
-5.96% |
| 2009 |
+24.03%
|
-7.20% |
+25.31%
|
-19.50% |
| 2008 |
+4.92%
|
-25.83% |
-21.78%
|
-30.14% |
| 2007 |
+30.45%
|
-4.20% |
-3.54%
|
-7.01% |
| 2006 |
+22.55%
|
-8.63% |
+14.28%
|
-1.89% |
| 2005 |
+17.76%
|
-4.91% |
+5.27%
|
-2.10% |
| 2004 |
+4.65%
|
-8.31% |
+12.11%
|
-4.29% |
| 2003 |
+19.89%
|
-8.88% |
+22.26%
|
0.00% |
| 2002 |
+25.57%
|
-6.72% |
-0.78%
|
-6.19% |
| 2001 |
+0.75%
|
-6.10% |
+5.55%
|
-3.29% |
| 2000 |
-5.44%
|
-9.93% |
+5.79%
|
-3.60% |
| 1999 |
+0.85%
|
-11.47% |
+4.89%
|
-3.30% |
| 1998 |
-0.83%
|
-12.01% |
+5.13%
|
-7.02% |
| 1997 |
-21.41%
|
-21.41% |
+16.74%
|
-0.91% |
| 1996 |
-4.59%
|
-8.95% |
+16.21%
|
-0.78% |
| 1995 |
+0.98%
|
-2.46% |
+20.42%
|
-0.12% |
| 1994 |
-2.17%
|
-3.91% |
-3.20%
|
-6.80% |
| 1993 |
+17.68%
|
-11.51% |
+14.00%
|
-1.75% |
| 1992 |
-5.73%
|
-6.97% |
+13.92%
|
-0.48% |
