Gold vs Vanguard LifeStrategy Moderate Growth 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 Vanguard LifeStrategy Moderate Growth Portfolio obtained a 7.06% compound annual return, with a 9.53% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Vanguard LifeStrategy Moderate Growth Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.46% +7.06%
Std Dev 15.44% 9.53%
Max Drawdown -42.91% -33.52%
All time Stats
(Since Jan 1985)
Return +4.73% +8.80%
Std Dev 15.06% 9.65%
Max Drawdown -48.26% -33.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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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 +4.73
Vanguard LifeStrategy Moderate Growth Portfolio +2.23 +7.92 +15.10 +6.72 +6.13 +7.06 +8.80
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).

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since March 1994, now would be worth 7.75$, with a total return of 674.67% (7.06% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.11$, with a total return of 510.68% (4.73% annualized).

Vanguard LifeStrategy Moderate Growth Portfolio: an investment of 1$, since January 1985, now would be worth 27.24$, with a total return of 2624.40% (8.80% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Vanguard LifeStrategy Moderate Growth 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
-33.52% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.98
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (26) 11.13
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-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
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.09% Jul 2010 Jul 2010 (1) Aug 2010 (2) 2.94
-5.08% Apr 2012 May 2012 (2) Aug 2012 (5) 2.32

Drawdown comparison chart since January 1985.

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Gold Portfolio
Vanguard LifeStrategy Moderate Growth 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
-33.52% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.98
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-20.87% Apr 2000 Sep 2002 (30) Dec 2003 (45) 11.14
-20.84% Jan 2022 Sep 2022 (9) In progress (26) 11.13
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-14.69% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.88
-12.56% Jan 2020 Mar 2020 (3) Jul 2020 (7) 5.39
-11.27% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.63
-11.06% May 2011 Sep 2011 (5) Feb 2012 (10) 4.97
-8.89% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.40
-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
-7.60% Feb 2018 Dec 2018 (11) Mar 2019 (14) 3.22
-7.06% Jun 2015 Feb 2016 (9) Jul 2016 (14) 3.78
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34
-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.
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Year Return Drawdown Return Drawdown
2024
-0.97%
-1.42%
+2.12%
-0.11%
2023
+12.69%
-7.22%
+15.75%
-7.48%
2022
-0.77%
-15.91%
-15.97%
-20.84%
2021
-4.15%
-10.32%
+10.43%
-2.95%
2020
+24.81%
-10.12%
+12.96%
-12.56%
2019
+17.86%
-4.10%
+19.70%
-3.22%
2018
-1.94%
-11.66%
-4.98%
-7.60%
2017
+12.81%
-4.09%
+15.50%
0.00%
2016
+8.03%
-15.02%
+7.06%
-3.07%
2015
-10.67%
-17.81%
-0.72%
-6.65%
2014
-2.19%
-12.44%
+6.10%
-2.10%
2013
-28.33%
-28.33%
+14.76%
-2.66%
2012
+6.60%
-10.45%
+12.49%
-5.08%
2011
+9.57%
-14.48%
+0.23%
-11.06%
2010
+29.27%
-5.09%
+11.87%
-6.75%
2009
+24.03%
-7.20%
+22.28%
-12.11%
2008
+4.92%
-25.83%
-22.10%
-25.50%
2007
+30.45%
-4.20%
+8.20%
-2.89%
2006
+22.55%
-8.63%
+13.59%
-2.35%
2005
+17.76%
-4.91%
+7.28%
-2.18%
2004
+4.65%
-8.31%
+11.52%
-2.39%
2003
+19.89%
-8.88%
+22.34%
-2.55%
2002
+25.57%
-6.72%
-7.56%
-12.50%
2001
+0.75%
-6.10%
-5.13%
-12.36%
2000
-5.44%
-9.93%
-3.26%
-7.36%
1999
+0.85%
-11.47%
+15.58%
-2.55%
1998
-0.83%
-12.01%
+16.58%
-8.89%
1997
-21.41%
-21.41%
+13.04%
-3.76%
1996
-4.59%
-8.95%
+10.23%
-2.46%
1995
+0.98%
-2.46%
+21.48%
-0.41%
1994
-2.17%
-3.91%
+0.66%
-4.62%
1993
+17.68%
-11.51%
+15.69%
-3.38%
1992
-5.73%
-6.97%
+3.16%
-4.08%
1991
-8.56%
-10.05%
+20.78%
-3.35%
1990
-3.11%
-15.14%
-4.85%
-11.27%
1989
-2.84%
-12.30%
+18.36%
-1.05%
1988
-15.26%
-18.05%
+15.51%
-2.43%
1987
+24.53%
-1.97%
+9.10%
-14.69%
1986
+18.96%
-8.14%
+26.65%
-3.93%
1985
+6.00%
-6.67%
+32.63%
-1.51%