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 US Stocks Value Portfolio obtained a 10.28% compound annual return, with a 15.35% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | US Stocks Value Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 0% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +10.28% |
| Std Dev | 15.51% | 15.35% | |
| Max Drawdown | -42.91% | -55.41% | |
| All time Stats (Since Jan 1975) |
Return | +4.98% | +12.24% |
| Std Dev | 18.38% | 15.30% | |
| Max Drawdown | -61.78% | -55.41% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1975
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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 | +4.98 |
| US Stocks Value Portfolio | +4.69 | +22.40 | +24.99 | +13.06 | +10.43 | +10.28 | +12.24 |
| 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).
US Stocks Value Portfolio: an investment of 1$, since April 1994, now would be worth 18.84$, with a total return of 1784.17% (10.28% annualized).
US Stocks Value Portfolio: an investment of 1$, since April 1994, now would be worth 18.84$, with a total return of 1784.17% (10.28% annualized).
Gold Portfolio: an investment of 1$, since January 1975,
now would be worth 10.97$, with a total return of 997.01%
(4.98% annualized).
US Stocks Value Portfolio: an investment of 1$, since January 1975, now would be worth 295.43$, with a total return of 29442.57% (12.24% annualized).
US Stocks Value Portfolio: an investment of 1$, since January 1975, now would be worth 295.43$, with a total return of 29442.57% (12.24% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Gold Portfolio
|
US Stocks Value Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -55.41% | Jun 2007 | Feb 2009 (21) | Jan 2013 (68) | 25.46 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -32.49% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 17.09 | |||||
| -26.06% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 13.06 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.60% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 8.56 | |||||
| -16.63% | Jan 2022 | Sep 2022 (9) | Jan 2023 (13) | 6.87 | |||||
| -12.56% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 5.22 | |||||
| -10.70% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 5.85 | |||||
| -9.27% | Aug 2023 | Oct 2023 (3) | Dec 2023 (5) | 4.98 | |||||
| -8.88% | Jul 1999 | Sep 1999 (3) | Dec 1999 (6) | 4.59 | |||||
| -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 | |||||
| -7.76% | May 2019 | May 2019 (1) | Jul 2019 (3) | 3.88 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -5.25% | Aug 1997 | Aug 1997 (1) | Nov 1997 (4) | 2.78 | |||||
Drawdown comparison chart since January 1975.
Swipe left to see all data
|
Gold Portfolio
|
US Stocks Value 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 | |||||
| -55.41% | Jun 2007 | Feb 2009 (21) | Jan 2013 (68) | 25.46 | |||||
| -44.24% | Jan 1975 | Aug 1976 (20) | Jul 1978 (43) | 22.42 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -32.49% | Sep 2000 | Sep 2002 (25) | Feb 2004 (42) | 17.09 | |||||
| -30.17% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 15.87 | |||||
| -26.06% | Jan 2020 | Mar 2020 (3) | Dec 2020 (12) | 13.06 | |||||
| -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 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.60% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 8.56 | |||||
| -16.63% | Jan 2022 | Sep 2022 (9) | Jan 2023 (13) | 6.87 | |||||
| -16.02% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 9.06 | |||||
| -13.50% | Jan 1977 | Feb 1978 (14) | Jul 1978 (19) | 7.20 | |||||
| -12.56% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 5.22 | |||||
| -11.39% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 6.02 | |||||
| -11.12% | Dec 1981 | Jul 1982 (8) | Sep 1982 (10) | 6.41 | |||||
| -10.70% | Jun 2015 | Jan 2016 (8) | Jun 2016 (13) | 5.85 | |||||
| -10.15% | Mar 1980 | Mar 1980 (1) | Jun 1980 (4) | 5.44 | |||||
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% |
+7.77%
|
0.00% |
| 2023 |
+12.69%
|
-7.22% |
+21.75%
|
-9.27% |
| 2022 |
-0.77%
|
-15.91% |
-5.39%
|
-16.63% |
| 2021 |
-4.15%
|
-10.32% |
+25.21%
|
-3.32% |
| 2020 |
+24.81%
|
-10.12% |
+1.55%
|
-26.06% |
| 2019 |
+17.86%
|
-4.10% |
+31.48%
|
-7.76% |
| 2018 |
-1.94%
|
-11.66% |
-9.18%
|
-12.56% |
| 2017 |
+12.81%
|
-4.09% |
+15.08%
|
-1.63% |
| 2016 |
+8.03%
|
-15.02% |
+18.48%
|
-5.38% |
| 2015 |
-10.67%
|
-17.81% |
-4.32%
|
-10.50% |
| 2014 |
-2.19%
|
-12.44% |
+12.75%
|
-3.59% |
| 2013 |
-28.33%
|
-28.33% |
+32.19%
|
-3.90% |
| 2012 |
+6.60%
|
-10.45% |
+17.36%
|
-6.74% |
| 2011 |
+9.57%
|
-14.48% |
-0.29%
|
-19.14% |
| 2010 |
+29.27%
|
-5.09% |
+15.81%
|
-13.77% |
| 2009 |
+24.03%
|
-7.20% |
+19.61%
|
-23.38% |
| 2008 |
+4.92%
|
-25.83% |
-36.01%
|
-37.37% |
| 2007 |
+30.45%
|
-4.20% |
-1.38%
|
-9.05% |
| 2006 |
+22.55%
|
-8.63% |
+21.90%
|
-2.74% |
| 2005 |
+17.76%
|
-4.91% |
+6.59%
|
-3.67% |
| 2004 |
+4.65%
|
-8.31% |
+16.71%
|
-3.14% |
| 2003 |
+19.89%
|
-8.88% |
+31.72%
|
-5.06% |
| 2002 |
+25.57%
|
-6.72% |
-16.07%
|
-25.33% |
| 2001 |
+0.75%
|
-6.10% |
-4.82%
|
-13.49% |
| 2000 |
-5.44%
|
-9.93% |
+3.67%
|
-8.97% |
| 1999 |
+0.85%
|
-11.47% |
+8.54%
|
-8.88% |
| 1998 |
-0.83%
|
-12.01% |
+17.96%
|
-17.60% |
| 1997 |
-21.41%
|
-21.41% |
+32.64%
|
-5.25% |
| 1996 |
-4.59%
|
-8.95% |
+23.15%
|
-4.43% |
| 1995 |
+0.98%
|
-2.46% |
+39.35%
|
-0.21% |
| 1994 |
-2.17%
|
-3.91% |
+0.35%
|
-6.99% |
| 1993 |
+17.68%
|
-11.51% |
+10.42%
|
-2.38% |
| 1992 |
-5.73%
|
-6.97% |
+8.69%
|
-2.26% |
| 1991 |
-8.56%
|
-10.05% |
+29.07%
|
-4.66% |
| 1990 |
-3.11%
|
-15.14% |
-6.16%
|
-16.02% |
| 1989 |
-2.84%
|
-12.30% |
+28.73%
|
-3.12% |
| 1988 |
-15.26%
|
-18.05% |
+19.63%
|
-3.20% |
| 1987 |
+24.53%
|
-1.97% |
+3.51%
|
-30.17% |
| 1986 |
+18.96%
|
-8.14% |
+17.17%
|
-8.41% |
| 1985 |
+6.00%
|
-6.67% |
+32.40%
|
-3.74% |
| 1984 |
-19.38%
|
-21.80% |
+8.57%
|
-5.86% |
| 1983 |
-16.31%
|
-23.52% |
+24.55%
|
-2.99% |
| 1982 |
+14.94%
|
-20.13% |
+21.31%
|
-9.40% |
| 1981 |
-32.60%
|
-32.60% |
+3.13%
|
-8.38% |
| 1980 |
+15.19%
|
-24.27% |
+28.37%
|
-10.15% |
| 1979 |
+126.55%
|
-4.46% |
+16.21%
|
-6.74% |
| 1978 |
+37.01%
|
-20.28% |
+5.15%
|
-9.56% |
| 1977 |
+22.64%
|
-4.00% |
-6.25%
|
-10.08% |
| 1976 |
-4.10%
|
-25.85% |
+31.05%
|
-1.56% |
| 1975 |
-24.80%
|
-25.92% |
+39.03%
|
-11.39% |
