Last Update: 31 July 2022

The Golden Butterfly 2x Leveraged Portfolio obtained a 9.63% compound annual return, with a 13.50% standard deviation, in the last 10 Years.

The Golden Butterfly Portfolio obtained a 6.08% compound annual return, with a 7.01% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly 2x Leveraged Portfolio Golden Butterfly Portfolio
Risk High High
Asset Allocation Stocks 40% 40%
Fixed Income 40% 40%
Commodities 20% 20%
10 Years Stats Return +9.63% +6.08%
Std Dev 13.50% 7.01%
Max Drawdown -24.46% -12.39%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Golden Butterfly 2x Leveraged Portfolio +7.65 -12.33 -15.00 +7.95 +9.63 +12.03
Golden Butterfly Portfolio +3.29 -6.38 -7.13 +6.04 +6.08 +7.26
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Golden Butterfly 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2508.53$, with a total return of 150.85% (9.63% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since August 2012, now would be worth 1804.51$, with a total return of 80.45% (6.08% annualized).

Golden Butterfly 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4098.40$, with a total return of 309.84% (12.03% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since March 2010, now would be worth 2386.79$, with a total return of 138.68% (7.26% annualized).

Drawdowns

Drawdown comparison chart since July 2012.

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Golden Butterfly 2x Leveraged Portfolio
Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-24.46% Jan 2022 Jun 2022
-13.21% Sep 2018 Dec 2018
-12.82% Feb 2020 Mar 2020
-12.39% Jan 2022 Jun 2022
-9.83% Feb 2015 Sep 2015
-7.59% Apr 2013 Jun 2013
-7.16% Feb 2020 Mar 2020
-6.97% Aug 2016 Nov 2016
-6.78% Sep 2020 Oct 2020
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.71% Sep 2021 Sep 2021
-5.57% Jul 2014 Sep 2014
-5.55% Feb 2018 Apr 2018
-3.84% Apr 2013 Jun 2013
-3.36% Aug 2016 Oct 2016
-3.36% Oct 2012 Oct 2012
-3.27% Sep 2014 Sep 2014
-3.05% Sep 2020 Oct 2020
-2.70% May 2016 May 2016

Drawdown comparison chart since March 2010.

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Golden Butterfly 2x Leveraged Portfolio
Golden Butterfly Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-24.46% Jan 2022 Jun 2022
-13.21% Sep 2018 Dec 2018
-12.82% Feb 2020 Mar 2020
-12.39% Jan 2022 Jun 2022
-9.83% Feb 2015 Sep 2015
-9.39% Sep 2011 Sep 2011
-7.59% Apr 2013 Jun 2013
-7.16% Feb 2020 Mar 2020
-6.97% Aug 2016 Nov 2016
-6.78% Sep 2020 Oct 2020
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.71% Sep 2021 Sep 2021
-5.63% May 2012 May 2012
-5.57% Jul 2014 Sep 2014
-5.55% Feb 2018 Apr 2018
-5.28% May 2010 Jun 2010
-3.84% Apr 2013 Jun 2013
-3.36% Aug 2016 Oct 2016
-3.36% Oct 2012 Oct 2012

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Golden Butterfly 2x Leveraged Portfolio Golden Butterfly Portfolio
2022
-18.68% -9.51%
2021
+16.84% +9.35%
2020
+19.29% +13.93%
2019
+32.73% +18.03%
2018
-9.56% -4.03%
2017
+19.44% +10.96%
2016
+17.09% +10.82%
2015
-5.12% -3.71%
2014
+12.32% +9.13%
2013
+17.56% +6.26%
2012
+16.51% +8.84%
2011
+12.18% +8.86%
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