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 Gretchen Tai Portfolio obtained a 7.37% compound annual return, with a 11.61% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Gretchen Tai Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 70% |
| Fixed Income | 0% | 30% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +7.37% |
| Std Dev | 15.51% | 11.61% | |
| Max Drawdown | -42.91% | -41.80% | |
| All time Stats (Since Jan 1986) |
Return | +4.91% | +8.83% |
| Std Dev | 15.07% | 11.86% | |
| Max Drawdown | -48.26% | -41.80% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1986
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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 | +4.91 |
| Gretchen Tai Portfolio | +2.48 | +14.59 | +13.30 | +6.51 | +5.99 | +7.37 | +8.83 |
| 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).
Gretchen Tai Portfolio: an investment of 1$, since April 1994, now would be worth 8.44$, with a total return of 743.65% (7.37% annualized).
Gretchen Tai Portfolio: an investment of 1$, since April 1994, now would be worth 8.44$, with a total return of 743.65% (7.37% annualized).
Gold Portfolio: an investment of 1$, since January 1986,
now would be worth 6.26$, with a total return of 526.05%
(4.91% annualized).
Gretchen Tai Portfolio: an investment of 1$, since January 1986, now would be worth 25.49$, with a total return of 2448.56% (8.83% annualized).
Gretchen Tai Portfolio: an investment of 1$, since January 1986, now would be worth 25.49$, with a total return of 2448.56% (8.83% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Gold Portfolio
|
Gretchen Tai 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 | |||||
| -41.80% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 18.94 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -23.59% | Jan 2022 | Sep 2022 (9) | In progress (27) | 12.34 | |||||
| -22.92% | Apr 2000 | Sep 2002 (30) | Nov 2003 (44) | 12.59 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -16.24% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.25 | |||||
| -14.25% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 5.39 | |||||
| -12.86% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.93 | |||||
| -10.37% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.33 | |||||
| -10.09% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.43 | |||||
| -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 | |||||
| -5.27% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.35 | |||||
| -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 1986.
Swipe left to see all data
|
Gold Portfolio
|
Gretchen Tai 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 | |||||
| -41.80% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 18.94 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -23.59% | Jan 2022 | Sep 2022 (9) | In progress (27) | 12.34 | |||||
| -22.92% | Apr 2000 | Sep 2002 (30) | Nov 2003 (44) | 12.59 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.50% | Sep 1987 | Nov 1987 (3) | Nov 1988 (15) | 8.27 | |||||
| -16.24% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.25 | |||||
| -16.12% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 7.89 | |||||
| -14.25% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 5.39 | |||||
| -12.86% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.93 | |||||
| -10.37% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.33 | |||||
| -10.09% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.43 | |||||
| -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 | |||||
| -7.04% | Feb 1994 | Mar 1994 (2) | May 1995 (16) | 4.43 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -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% |
+3.99%
|
-0.85% |
| 2023 |
+12.69%
|
-7.22% |
+15.12%
|
-9.19% |
| 2022 |
-0.77%
|
-15.91% |
-17.30%
|
-23.59% |
| 2021 |
-4.15%
|
-10.32% |
+12.15%
|
-3.19% |
| 2020 |
+24.81%
|
-10.12% |
+12.24%
|
-16.24% |
| 2019 |
+17.86%
|
-4.10% |
+20.82%
|
-3.77% |
| 2018 |
-1.94%
|
-11.66% |
-7.59%
|
-10.37% |
| 2017 |
+12.81%
|
-4.09% |
+18.32%
|
0.00% |
| 2016 |
+8.03%
|
-15.02% |
+7.93%
|
-3.80% |
| 2015 |
-10.67%
|
-17.81% |
-2.21%
|
-8.93% |
| 2014 |
-2.19%
|
-12.44% |
+4.44%
|
-3.36% |
| 2013 |
-28.33%
|
-28.33% |
+14.58%
|
-4.17% |
| 2012 |
+6.60%
|
-10.45% |
+14.85%
|
-6.38% |
| 2011 |
+9.57%
|
-14.48% |
-1.45%
|
-14.25% |
| 2010 |
+29.27%
|
-5.09% |
+12.51%
|
-8.38% |
| 2009 |
+24.03%
|
-7.20% |
+26.58%
|
-15.87% |
| 2008 |
+4.92%
|
-25.83% |
-27.67%
|
-32.64% |
| 2007 |
+30.45%
|
-4.20% |
+9.39%
|
-4.36% |
| 2006 |
+22.55%
|
-8.63% |
+17.39%
|
-3.34% |
| 2005 |
+17.76%
|
-4.91% |
+10.26%
|
-3.11% |
| 2004 |
+4.65%
|
-8.31% |
+15.60%
|
-4.14% |
| 2003 |
+19.89%
|
-8.88% |
+29.40%
|
-2.98% |
| 2002 |
+25.57%
|
-6.72% |
-7.43%
|
-14.03% |
| 2001 |
+0.75%
|
-6.10% |
-6.29%
|
-15.42% |
| 2000 |
-5.44%
|
-9.93% |
-4.67%
|
-9.28% |
| 1999 |
+0.85%
|
-11.47% |
+22.01%
|
-2.31% |
| 1998 |
-0.83%
|
-12.01% |
+10.02%
|
-12.86% |
| 1997 |
-21.41%
|
-21.41% |
+11.39%
|
-4.43% |
| 1996 |
-4.59%
|
-8.95% |
+10.62%
|
-3.29% |
| 1995 |
+0.98%
|
-2.46% |
+17.98%
|
-1.12% |
| 1994 |
-2.17%
|
-3.91% |
-0.51%
|
-7.04% |
| 1993 |
+17.68%
|
-11.51% |
+26.87%
|
-4.15% |
| 1992 |
-5.73%
|
-6.97% |
+0.50%
|
-4.36% |
| 1991 |
-8.56%
|
-10.05% |
+30.31%
|
-4.13% |
| 1990 |
-3.11%
|
-15.14% |
-8.54%
|
-16.12% |
| 1989 |
-2.84%
|
-12.30% |
+25.15%
|
-2.12% |
| 1988 |
-15.26%
|
-18.05% |
+19.39%
|
-3.11% |
| 1987 |
+24.53%
|
-1.97% |
+4.96%
|
-17.50% |
| 1986 |
+18.96%
|
-8.14% |
+29.74%
|
-4.54% |
