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 US Stocks Portfolio obtained a 10.01% compound annual return, with a 15.74% standard deviation, in the last 25 Years.

Summary

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Gold Portfolio US Stocks Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 100%
Fixed Income 0% 0%
Commodities 100% 0%
25 Years Stats Return +6.07% +10.01%
Std Dev 16.30% 15.74%
Max Drawdown -42.90% -50.84%

Last Update: 31 October 2021

Historical Returns

Comparison period starts from January 1972

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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 +7.58
US Stocks Portfolio +6.69 +4.84 +9.80 +43.80 +18.93 +16.10 +10.01 +10.97
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1972.

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Year Gold Portfolio US Stocks Portfolio
2021
-6.57% +22.88%
2020
+24.81% +21.03%
2019
+17.86% +30.67%
2018
-1.94% -5.21%
2017
+12.81% +21.21%
2016
+8.03% +12.83%
2015
-10.67% +0.36%
2014
-2.19% +12.54%
2013
-28.33% +33.45%
2012
+6.60% +16.45%
2011
+9.57% +0.97%
2010
+29.27% +17.42%
2009
+24.03% +28.89%
2008
+4.92% -36.98%
2007
+30.45% +5.37%
2006
+22.55% +15.69%
2005
+17.76% +6.31%
2004
+4.65% +12.79%
2003
+19.89% +30.75%
2002
+25.57% -20.47%
2001
+0.75% -10.97%
2000
-5.44% -10.57%
1999
+0.85% +23.81%
1998
-0.83% +23.26%
1997
-21.41% +30.99%
1996
-4.59% +20.96%
1995
+0.98% +35.79%
1994
-2.17% -0.17%
1993
+17.68% +10.62%
1992
-5.73% +9.11%
1991
-8.56% +32.39%
1990
-3.11% -6.08%
1989
-2.84% +28.12%
1988
-15.26% +17.32%
1987
+24.53% +2.61%
1986
+18.96% +14.57%
1985
+6.00% +31.27%
1984
-19.38% +2.19%
1983
-16.31% +22.66%
1982
+14.94% +20.50%
1981
-32.60% -4.15%
1980
+15.19% +33.15%
1979
+126.55% +24.25%
1978
+37.01% +8.45%
1977
+22.64% -3.36%
1976
-4.10% +26.47%
1975
-24.80% +37.82%
1974
+66.15% -27.81%
1973
+72.96% -18.18%
1972
+49.02% +17.62%
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