Gold vs Tim Maurer Simple Money 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 Tim Maurer Simple Money Portfolio obtained a 7.04% compound annual return, with a 9.11% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Tim Maurer Simple Money Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.46% +7.04%
Std Dev 15.44% 9.11%
Max Drawdown -42.91% -32.39%
All time Stats
(Since Jan 1975)
Return +4.81% +10.26%
Std Dev 18.36% 9.79%
Max Drawdown -61.78% -32.39%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1975

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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 +4.81
Tim Maurer Simple Money Portfolio +0.91 +5.50 +8.17 +4.82 +4.61 +7.04 +10.26
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).

Tim Maurer Simple Money Portfolio: an investment of 1$, since March 1994, now would be worth 7.69$, with a total return of 669.18% (7.04% annualized).

Gold Portfolio: an investment of 1$, since January 1975, now would be worth 10.10$, with a total return of 909.50% (4.81% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1$, since January 1975, now would be worth 121.97$, with a total return of 12097.16% (10.26% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Tim Maurer Simple Money 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
-32.39% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.00
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-18.44% Sep 2021 Sep 2022 (13) In progress (30) 8.21
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-14.55% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.58
-11.27% May 2011 Sep 2011 (5) Mar 2012 (11) 5.07
-9.50% May 1998 Aug 1998 (4) Dec 1998 (8) 4.41
-8.98% Jun 2002 Sep 2002 (4) May 2003 (12) 6.17
-8.67% Sep 2018 Dec 2018 (4) Jun 2019 (10) 3.88
-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
-6.83% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-6.66% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.39
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.80% Apr 2012 May 2012 (2) Sep 2012 (6) 2.67
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98

Drawdown comparison chart since January 1975.

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Gold Portfolio
Tim Maurer Simple Money 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
-32.39% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.00
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-24.27% Feb 1980 Mar 1980 (2) Jun 1980 (5) 14.98
-20.28% Nov 1978 Nov 1978 (1) Feb 1979 (4) 9.71
-18.44% Sep 2021 Sep 2022 (13) In progress (30) 8.21
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-17.06% Sep 1987 Nov 1987 (3) Sep 1988 (13) 8.03
-14.55% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.58
-11.99% Jan 1990 Oct 1990 (10) Feb 1991 (14) 6.16
-11.27% May 2011 Sep 2011 (5) Mar 2012 (11) 5.07
-10.06% Feb 1980 Mar 1980 (2) May 1980 (4) 5.01
-9.50% May 1998 Aug 1998 (4) Dec 1998 (8) 4.41
-8.98% Jun 2002 Sep 2002 (4) May 2003 (12) 6.17
-8.67% Sep 2018 Dec 2018 (4) Jun 2019 (10) 3.88
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-7.97% Jul 1975 Sep 1975 (3) Jan 1976 (7) 3.97
-7.67% Dec 1981 Jun 1982 (7) Aug 1982 (9) 5.21

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%
-0.03%
-0.93%
2023
+12.69%
-7.22%
+11.54%
-7.51%
2022
-0.77%
-15.91%
-11.48%
-18.42%
2021
-4.15%
-10.32%
+10.46%
-2.79%
2020
+24.81%
-10.12%
+6.87%
-14.55%
2019
+17.86%
-4.10%
+16.14%
-3.66%
2018
-1.94%
-11.66%
-6.64%
-8.67%
2017
+12.81%
-4.09%
+13.36%
-0.06%
2016
+8.03%
-15.02%
+8.15%
-3.04%
2015
-10.67%
-17.81%
+0.47%
-5.71%
2014
-2.19%
-12.44%
+2.33%
-3.17%
2013
-28.33%
-28.33%
+17.81%
-2.16%
2012
+6.60%
-10.45%
+11.70%
-5.80%
2011
+9.57%
-14.48%
-0.69%
-11.27%
2010
+29.27%
-5.09%
+12.55%
-7.06%
2009
+24.03%
-7.20%
+17.16%
-14.10%
2008
+4.92%
-25.83%
-18.42%
-21.26%
2007
+30.45%
-4.20%
+5.07%
-3.51%
2006
+22.55%
-8.63%
+15.49%
-2.64%
2005
+17.76%
-4.91%
+8.71%
-2.47%
2004
+4.65%
-8.31%
+16.23%
-3.15%
2003
+19.89%
-8.88%
+28.83%
-2.44%
2002
+25.57%
-6.72%
-0.10%
-8.98%
2001
+0.75%
-6.10%
-0.39%
-6.83%
2000
-5.44%
-9.93%
+6.34%
-2.93%
1999
+0.85%
-11.47%
+8.40%
-3.42%
1998
-0.83%
-12.01%
+10.11%
-9.50%
1997
-21.41%
-21.41%
+8.93%
-2.66%
1996
-4.59%
-8.95%
+8.40%
-2.89%
1995
+0.98%
-2.46%
+20.10%
-0.83%
1994
-2.17%
-3.91%
-1.91%
-6.44%
1993
+17.68%
-11.51%
+18.40%
-1.79%
1992
-5.73%
-6.97%
+9.26%
-1.70%
1991
-8.56%
-10.05%
+19.48%
-3.59%
1990
-3.11%
-15.14%
-6.46%
-11.99%
1989
-2.84%
-12.30%
+18.70%
-1.68%
1988
-15.26%
-18.05%
+17.54%
-1.71%
1987
+24.53%
-1.97%
+9.10%
-17.06%
1986
+18.96%
-8.14%
+29.42%
-4.06%
1985
+6.00%
-6.67%
+35.92%
-1.27%
1984
-19.38%
-21.80%
+8.33%
-6.36%
1983
-16.31%
-23.52%
+19.04%
-2.19%
1982
+14.94%
-20.13%
+20.34%
-5.31%
1981
-32.60%
-32.60%
+5.26%
-7.35%
1980
+15.19%
-24.27%
+16.99%
-10.06%
1979
+126.55%
-4.46%
+12.42%
-7.65%
1978
+37.01%
-20.28%
+14.64%
-7.08%
1977
+22.64%
-4.00%
+8.65%
-2.11%
1976
-4.10%
-25.85%
+18.42%
-2.41%
1975
-24.80%
-25.92%
+27.95%
-7.97%