Golden Butterfly 2x Leveraged vs Rick Ferri Core Four Portfolio Comparison

Last Update: 29 February 2024

The Golden Butterfly 2x Leveraged Portfolio obtained a 6.75% compound annual return, with a 15.78% standard deviation, in the last 10 Years.

The Rick Ferri Core Four Portfolio obtained a 7.70% compound annual return, with a 12.20% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly 2x Leveraged Portfolio Rick Ferri Core Four Portfolio
Portfolio Risk High Very High
Asset Allocation Stocks 40% 80%
Fixed Income 40% 20%
Commodities 20% 0%
10 Years Stats Return +6.75% +7.70%
Std Dev 15.78% 12.20%
Max Drawdown -34.50% -23.46%
All time Stats
(Since Mar 2010)
Return +10.70% +9.04%
Std Dev 15.34% 12.17%
Max Drawdown -34.50% -23.46%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Golden Butterfly 2x Leveraged Portfolio +0.65 +7.07 +11.28 +6.41 +6.75 +10.70
Rick Ferri Core Four Portfolio +3.21 +9.42 +17.75 +8.65 +7.70 +9.04
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Golden Butterfly 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 1.92$, with a total return of 92.09% (6.75% annualized).

Rick Ferri Core Four Portfolio: an investment of 1$, since March 2014, now would be worth 2.10$, with a total return of 110.04% (7.70% annualized).

Golden Butterfly 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.15$, with a total return of 315.02% (10.70% annualized).

Rick Ferri Core Four Portfolio: an investment of 1$, since March 2010, now would be worth 3.36$, with a total return of 235.81% (9.04% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Golden Butterfly 2x Leveraged Portfolio
Rick Ferri Core Four Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.50% Jan 2022 Sep 2022 (9) In progress (26) 22.44
-23.46% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.38
-17.12% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.75
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-10.12% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.43
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-8.57% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.41
-6.97% Aug 2016 Nov 2016 (4) Feb 2017 (7) 4.23
-6.78% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.73
-5.71% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.71
-5.57% Jul 2014 Sep 2014 (3) Dec 2014 (6) 2.86
-5.55% Feb 2018 Apr 2018 (3) Aug 2018 (7) 3.43
-4.54% Feb 2018 Mar 2018 (2) Aug 2018 (7) 3.03
-4.20% May 2019 May 2019 (1) Jun 2019 (2) 2.42
-4.07% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.36
-3.72% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.15
-2.80% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.42
-2.70% May 2016 May 2016 (1) Jun 2016 (2) 1.56
-2.12% Oct 2016 Oct 2016 (1) Dec 2016 (3) 1.20

Drawdown comparison chart since March 2010.

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Golden Butterfly 2x Leveraged Portfolio
Rick Ferri Core Four Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.50% Jan 2022 Sep 2022 (9) In progress (26) 22.44
-23.46% Jan 2022 Sep 2022 (9) Feb 2024 (26) 12.38
-17.12% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.75
-15.17% May 2011 Sep 2011 (5) Mar 2012 (11) 6.63
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-10.12% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.43
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-9.73% May 2010 Jun 2010 (2) Sep 2010 (5) 5.66
-9.39% Sep 2011 Sep 2011 (1) Jan 2012 (5) 4.23
-8.57% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.41
-7.59% Apr 2013 Jun 2013 (3) Sep 2013 (6) 3.19
-6.97% Aug 2016 Nov 2016 (4) Feb 2017 (7) 4.23
-6.78% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.73
-6.30% Apr 2012 May 2012 (2) Aug 2012 (5) 2.87
-5.71% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.71
-5.63% May 2012 May 2012 (1) Aug 2012 (4) 2.78
-5.57% Jul 2014 Sep 2014 (3) Dec 2014 (6) 2.86
-5.55% Feb 2018 Apr 2018 (3) Aug 2018 (7) 3.43
-5.28% May 2010 Jun 2010 (2) Sep 2010 (5) 2.88

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
-1.20%
-1.83%
+2.90%
-0.30%
2023
+16.76%
-14.97%
+18.34%
-8.99%
2022
-28.62%
-34.50%
-17.83%
-23.46%
2021
+16.84%
-5.71%
+17.18%
-3.72%
2020
+19.29%
-12.82%
+13.93%
-17.12%
2019
+32.73%
-4.42%
+24.04%
-4.20%
2018
-9.56%
-13.21%
-6.41%
-10.12%
2017
+19.44%
-0.55%
+17.86%
0.00%
2016
+17.09%
-6.97%
+8.53%
-4.54%
2015
-5.12%
-9.83%
-0.67%
-7.93%
2014
+12.32%
-5.57%
+8.52%
-2.80%
2013
+17.56%
-7.59%
+19.22%
-2.72%
2012
+16.51%
-5.63%
+14.47%
-6.30%
2011
+12.18%
-9.39%
-0.63%
-15.17%