Last Update: 31 October 2021

The Gold Portfolio obtained a 6.07% compound annual return, with a 16.30% standard deviation, in the last 25 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.28% compound annual return, with a 12.50% standard deviation, in the last 25 Years.

Summary

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Gold Portfolio Stocks/Bonds 80/20 Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 80%
Fixed Income 0% 20%
Commodities 100% 0%
25 Years Stats Return +6.07% +9.28%
Std Dev 16.30% 12.50%
Max Drawdown -42.90% -41.09%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1987

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1M 3M 6M 1Y 5Y(*) 10Y(*) 25Y(*) MAX(*)
Gold Portfolio +1.48 -1.87 +0.60 -5.42 +6.45 -0.04 +6.07 +4.25
Stocks/Bonds 80/20 Portfolio +5.52 +3.79 +8.25 +34.26 +15.82 +13.54 +9.28 +10.27
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Gold Portfolio Stocks/Bonds 80/20 Portfolio
2021
-6.57% +17.95%
2020
+24.81% +18.36%
2019
+17.86% +26.30%
2018
-1.94% -4.19%
2017
+12.81% +17.68%
2016
+8.03% +10.77%
2015
-10.67% +0.40%
2014
-2.19% +11.20%
2013
-28.33% +26.34%
2012
+6.60% +13.79%
2011
+9.57% +2.36%
2010
+29.27% +15.18%
2009
+24.03% +23.84%
2008
+4.92% -28.21%
2007
+30.45% +5.68%
2006
+22.55% +13.41%
2005
+17.76% +5.53%
2004
+4.65% +11.08%
2003
+19.89% +25.40%
2002
+25.57% -14.73%
2001
+0.75% -7.09%
2000
-5.44% -6.18%
1999
+0.85% +18.90%
1998
-0.83% +20.33%
1997
-21.41% +26.68%
1996
-4.59% +17.49%
1995
+0.98% +32.26%
1994
-2.17% -0.67%
1993
+17.68% +10.44%
1992
-5.73% +8.71%
1991
-8.56% +28.96%
1990
-3.11% -3.13%
1989
-2.84% +25.22%
1988
-15.26% +15.32%
1987
+24.53% +2.40%
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