Gold vs Frank Armstrong Ideal Index Portfolio Comparison

Last Update: 29 February 2024

The Gold Portfolio obtained a 5.46% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The Frank Armstrong Ideal Index Portfolio obtained a 6.70% compound annual return, with a 10.68% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Frank Armstrong Ideal Index Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 70%
Fixed Income 0% 30%
Commodities 100% 0%
30 Years Stats Return +5.46% +6.70%
Std Dev 15.44% 10.68%
Max Drawdown -42.91% -40.11%
All time Stats
(Since Jan 1970)
Return +7.63% +9.18%
Std Dev 19.36% 10.88%
Max Drawdown -61.78% -40.11%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
Gold Portfolio +0.46 +5.16 +11.50 +8.83 +4.02 +5.46 +7.63
Frank Armstrong Ideal Index Portfolio +2.13 +6.52 +9.67 +5.76 +5.35 +6.70 +9.18
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gold Portfolio: an investment of 1$, since March 1994, now would be worth 4.93$, with a total return of 393.44% (5.46% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since March 1994, now would be worth 6.99$, with a total return of 598.94% (6.70% annualized).

Gold Portfolio: an investment of 1$, since January 1970, now would be worth 53.56$, with a total return of 5255.57% (7.63% annualized).

Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1970, now would be worth 116.32$, with a total return of 11531.53% (9.18% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Frank Armstrong Ideal Index 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
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-37.17% Feb 1996 Aug 1999 (43) Dec 2003 (95) 24.75
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-18.25% Jan 2022 Sep 2022 (9) In progress (26) 8.88
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-9.48% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.31
-8.72% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.53
-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
-5.59% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.62
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.09% Jul 2010 Jul 2010 (1) Aug 2010 (2) 2.94

Drawdown comparison chart since January 1970.

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Gold Portfolio
Frank Armstrong Ideal Index 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
-44.24% Jan 1975 Aug 1976 (20) Jul 1978 (43) 22.42
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-40.11% Nov 2007 Feb 2009 (16) Feb 2011 (40) 17.98
-27.37% Jan 1973 Sep 1974 (21) Jun 1975 (30) 12.77
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-24.27% Feb 1980 Mar 1980 (2) Jun 1980 (5) 14.98
-20.49% Jul 1973 Oct 1973 (4) Jan 1974 (7) 13.59
-20.28% Nov 1978 Nov 1978 (1) Feb 1979 (4) 9.71
-18.25% Jan 2022 Sep 2022 (9) In progress (26) 8.88
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-17.16% Jan 2020 Mar 2020 (3) Nov 2020 (11) 7.90
-16.62% Apr 1974 Jun 1974 (3) Nov 1974 (8) 9.02
-16.33% Feb 2001 Sep 2002 (20) Oct 2003 (33) 8.83
-15.93% Jan 1970 Jun 1970 (6) Dec 1970 (12) 8.19
-15.51% May 2011 Sep 2011 (5) Dec 2012 (20) 6.02
-14.90% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.97
-14.74% Jan 1990 Sep 1990 (9) Mar 1991 (15) 7.43
-12.21% May 1998 Aug 1998 (4) Dec 1998 (8) 5.81
-9.55% Feb 1980 Mar 1980 (2) May 1980 (4) 4.79

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
-0.97%
-1.42%
+0.80%
-1.30%
2023
+12.69%
-7.22%
+12.04%
-8.06%
2022
-0.77%
-15.91%
-11.91%
-18.25%
2021
-4.15%
-10.32%
+13.98%
-2.66%
2020
+24.81%
-10.12%
+6.95%
-17.16%
2019
+17.86%
-4.10%
+17.96%
-4.04%
2018
-1.94%
-11.66%
-6.68%
-9.48%
2017
+12.81%
-4.09%
+13.88%
-0.15%
2016
+8.03%
-15.02%
+9.05%
-4.06%
2015
-10.67%
-17.81%
-1.66%
-7.44%
2014
-2.19%
-12.44%
+4.16%
-3.12%
2013
-28.33%
-28.33%
+16.03%
-2.21%
2012
+6.60%
-10.45%
+12.36%
-6.57%
2011
+9.57%
-14.48%
-2.98%
-15.51%
2010
+29.27%
-5.09%
+13.00%
-8.67%
2009
+24.03%
-7.20%
+21.58%
-16.28%
2008
+4.92%
-25.83%
-24.86%
-27.96%
2007
+30.45%
-4.20%
+5.91%
-4.80%
2006
+22.55%
-8.63%
+17.74%
-2.78%
2005
+17.76%
-4.91%
+8.40%
-2.89%
2004
+4.65%
-8.31%
+14.62%
-3.40%
2003
+19.89%
-8.88%
+26.78%
-3.93%
2002
+25.57%
-6.72%
-7.53%
-13.72%
2001
+0.75%
-6.10%
-3.80%
-11.76%
2000
-5.44%
-9.93%
+2.04%
-5.59%
1999
+0.85%
-11.47%
+13.53%
-2.81%
1998
-0.83%
-12.01%
+8.85%
-12.21%
1997
-21.41%
-21.41%
+12.22%
-4.02%
1996
-4.59%
-8.95%
+11.54%
-3.03%
1995
+0.98%
-2.46%
+16.29%
-1.64%
1994
-2.17%
-3.91%
+1.99%
-4.20%
1993
+17.68%
-11.51%
+17.70%
-4.41%
1992
-5.73%
-6.97%
+3.75%
-3.20%
1991
-8.56%
-10.05%
+20.38%
-3.65%
1990
-3.11%
-15.14%
-9.45%
-14.74%
1989
-2.84%
-12.30%
+15.59%
-2.18%
1988
-15.26%
-18.05%
+17.45%
-2.71%
1987
+24.53%
-1.97%
+10.19%
-14.90%
1986
+18.96%
-8.14%
+28.89%
-3.91%
1985
+6.00%
-6.67%
+31.78%
-1.78%
1984
-19.38%
-21.80%
+7.88%
-4.89%
1983
-16.31%
-23.52%
+21.11%
-2.00%
1982
+14.94%
-20.13%
+16.37%
-6.90%
1981
-32.60%
-32.60%
+4.16%
-7.60%
1980
+15.19%
-24.27%
+22.04%
-9.55%
1979
+126.55%
-4.46%
+17.78%
-7.14%
1978
+37.01%
-20.28%
+15.30%
-7.53%
1977
+22.64%
-4.00%
+9.26%
-1.55%
1976
-4.10%
-25.85%
+18.88%
-2.99%
1975
-24.80%
-25.92%
+28.38%
-9.10%
1974
+66.15%
-16.62%
-13.41%
-20.91%
1973
+72.96%
-20.49%
-10.09%
-10.78%
1972
+49.02%
-6.88%
+17.91%
-0.27%
1971
+16.70%
-3.48%
+17.25%
-5.44%
1970
+6.16%
-1.56%
+0.66%
-15.93%