Gold vs Tyler Golden Butterfly 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 Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 40%
Fixed Income 0% 40%
Commodities 100% 20%
30 Years Stats Return +5.46% +7.56%
Std Dev 15.44% 7.73%
Max Drawdown -42.91% -17.79%
All time Stats
(Since Jan 1927)
Return +4.75% +8.36%
Std Dev 15.83% 8.82%
Max Drawdown -61.78% -48.31%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1927

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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 +4.75
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.36
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).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

Gold Portfolio: an investment of 1$, since January 1927, now would be worth 91.22$, with a total return of 9021.82% (4.75% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1927, now would be worth 2447.18$, with a total return of 244617.73% (8.36% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Tyler Golden Butterfly 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
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-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
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-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
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05

Drawdown comparison chart since January 1927.

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Gold Portfolio
Tyler Golden Butterfly 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
-48.31% Sep 1929 May 1932 (33) Jun 1935 (70) 23.15
-44.24% Jan 1975 Aug 1976 (20) Jul 1978 (43) 22.42
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-24.27% Feb 1980 Mar 1980 (2) Jun 1980 (5) 14.98
-23.45% Mar 1937 Mar 1938 (13) Jan 1943 (71) 9.73
-20.49% Jul 1973 Oct 1973 (4) Jan 1974 (7) 13.59
-20.28% Nov 1978 Nov 1978 (1) Feb 1979 (4) 9.71
-19.77% May 1969 Jan 1970 (9) Dec 1971 (32) 12.66
-18.25% Jan 1948 Jan 1955 (85) Mar 1969 (255) 15.35
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-17.05% May 1969 Jun 1970 (14) Feb 1971 (22) 9.63
-16.62% Apr 1974 Jun 1974 (3) Nov 1974 (8) 9.02
-14.87% Apr 1974 Sep 1974 (6) Jan 1975 (10) 8.03
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99

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%
-0.45%
-1.54%
2023
+12.69%
-7.22%
+11.98%
-8.07%
2022
-0.77%
-15.91%
-13.35%
-17.79%
2021
-4.15%
-10.32%
+9.35%
-2.45%
2020
+24.81%
-10.12%
+13.93%
-7.16%
2019
+17.86%
-4.10%
+18.03%
-1.83%
2018
-1.94%
-11.66%
-4.03%
-6.37%
2017
+12.81%
-4.09%
+10.96%
-0.32%
2016
+8.03%
-15.02%
+10.82%
-3.36%
2015
-10.67%
-17.81%
-3.71%
-6.25%
2014
-2.19%
-12.44%
+9.13%
-3.27%
2013
-28.33%
-28.33%
+6.26%
-3.84%
2012
+6.60%
-10.45%
+8.84%
-2.43%
2011
+9.57%
-14.48%
+8.86%
-3.00%
2010
+29.27%
-5.09%
+16.54%
-2.77%
2009
+24.03%
-7.20%
+10.77%
-10.16%
2008
+4.92%
-25.83%
-4.18%
-13.53%
2007
+30.45%
-4.20%
+9.58%
-2.06%
2006
+22.55%
-8.63%
+12.44%
-2.71%
2005
+17.76%
-4.91%
+8.04%
-1.76%
2004
+4.65%
-8.31%
+9.88%
-4.36%
2003
+19.89%
-8.88%
+18.85%
-2.72%
2002
+25.57%
-6.72%
+3.15%
-6.86%
2001
+0.75%
-6.10%
+2.71%
-4.99%
2000
-5.44%
-9.93%
+6.88%
-3.64%
1999
+0.85%
-11.47%
+4.24%
-3.38%
1998
-0.83%
-12.01%
+8.03%
-9.44%
1997
-21.41%
-21.41%
+13.09%
-2.50%
1996
-4.59%
-8.95%
+8.18%
-2.60%
1995
+0.98%
-2.46%
+21.86%
-0.40%
1994
-2.17%
-3.91%
-1.98%
-4.64%
1993
+17.68%
-11.51%
+14.50%
-1.37%
1992
-5.73%
-6.97%
+9.15%
-1.58%
1991
-8.56%
-10.05%
+19.14%
-1.63%
1990
-3.11%
-15.14%
-2.51%
-7.94%
1989
-2.84%
-12.30%
+14.78%
-0.89%
1988
-15.26%
-18.05%
+9.18%
-1.64%
1987
+24.53%
-1.97%
+5.10%
-10.93%
1986
+18.96%
-8.14%
+17.75%
-2.42%
1985
+6.00%
-6.67%
+25.09%
-1.93%
1984
-19.38%
-21.80%
+3.75%
-4.68%
1983
-16.31%
-23.52%
+11.13%
-2.46%
1982
+14.94%
-20.13%
+28.31%
-5.34%
1981
-32.60%
-32.60%
-1.23%
-8.50%
1980
+15.19%
-24.27%
+15.59%
-13.73%
1979
+126.55%
-4.46%
+38.92%
-6.53%
1978
+37.01%
-20.28%
+13.30%
-7.41%
1977
+22.64%
-4.00%
+7.87%
-1.53%
1976
-4.10%
-25.85%
+20.55%
-2.29%
1975
-24.80%
-25.92%
+16.99%
-8.68%
1974
+66.15%
-16.62%
+5.51%
-14.87%
1973
+72.96%
-20.49%
+7.22%
-5.95%
1972
+49.02%
-6.88%
+17.32%
-1.70%
1971
+16.70%
-3.48%
+14.13%
-3.04%
1970
+6.16%
-1.56%
+8.32%
-8.47%
1969
-16.07%
-19.25%
-9.95%
-11.26%
1968
+18.16%
-7.38%
+14.16%
-1.16%
1967
+0.28%
0.00%
+15.73%
-1.53%
1966
-0.28%
-0.28%
-1.43%
-6.81%
1965
+0.42%
0.00%
+9.98%
-1.26%
1964
+0.28%
0.00%
+9.63%
-0.39%
1963
-0.28%
-0.28%
+9.52%
-1.19%
1962
-0.42%
-0.42%
-2.25%
-8.47%
1961
-2.74%
-2.74%
+11.32%
-1.53%
1960
+3.55%
0.00%
+4.68%
-2.33%
1959
+0.00%
0.00%
+5.78%
-2.67%
1958
+0.00%
0.00%
+21.04%
-0.09%
1957
+0.14%
0.00%
-1.90%
-5.44%
1956
+0.14%
0.00%
+2.40%
-3.74%
1955
-0.28%
-0.28%
+9.05%
-1.20%
1954
-0.70%
-0.70%
+24.09%
-1.32%
1953
-8.27%
-8.27%
-1.25%
-5.95%
1952
-3.25%
-3.25%
+5.01%
-1.97%
1951
-0.62%
-0.62%
+5.62%
-3.17%
1950
-0.62%
-0.62%
+15.80%
-2.07%
1949
-3.57%
-3.57%
+8.87%
-1.60%
1948
-2.33%
-2.33%
+0.60%
-4.83%
1947
+12.42%
0.00%
+3.73%
-2.27%
1946
+2.68%
0.00%
-2.14%
-9.34%
1945
+2.76%
0.00%
+23.40%
-1.03%
1944
-0.68%
-0.68%
+13.20%
-0.29%
1943
+2.82%
0.00%
+18.24%
-2.65%
1942
+0.00%
0.00%
+8.95%
-4.55%
1941
+2.90%
0.00%
-1.87%
-5.56%
1940
-1.43%
-1.43%
-0.80%
-9.89%
1939
+0.00%
0.00%
-0.30%
-6.03%
1938
+0.00%
0.00%
+14.14%
-10.34%
1937
+0.00%
0.00%
-15.74%
-17.75%
1936
+0.00%
0.00%
+19.77%
-2.63%
1935
+0.00%
0.00%
+19.44%
-3.22%
1934
+8.29%
0.00%
+5.81%
-5.68%
1933
+56.36%
0.00%
+45.52%
-6.98%
1932
+0.00%
0.00%
+2.29%
-16.27%
1931
+0.00%
0.00%
-20.79%
-25.80%
1930
+0.00%
0.00%
-10.68%
-16.78%
1929
+0.00%
0.00%
-3.62%
-14.87%
1928
+0.00%
0.00%
+13.65%
-2.02%
1927
+0.00%
0.00%
+16.03%
-1.81%