Golden Butterfly 2x Leveraged vs US Stocks Minimum Volatility 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 US Stocks Minimum Volatility Portfolio obtained a 10.62% compound annual return, with a 12.06% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly 2x Leveraged Portfolio US Stocks Minimum Volatility Portfolio
Portfolio Risk High Very High
Asset Allocation Stocks 40% 100%
Fixed Income 40% 0%
Commodities 20% 0%
10 Years Stats Return +6.75% +10.62%
Std Dev 15.78% 12.06%
Max Drawdown -34.50% -19.06%
All time Stats
(Since Mar 2010)
Return +10.70% +12.19%
Std Dev 15.34% 12.33%
Max Drawdown -34.50% -19.06%
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
US Stocks Minimum Volatility Portfolio +2.09 +9.89 +17.47 +9.15 +10.62 +12.19
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).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since March 2014, now would be worth 2.74$, with a total return of 174.45% (10.62% 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).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since March 2010, now would be worth 5.01$, with a total return of 400.57% (12.19% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Golden Butterfly 2x Leveraged Portfolio
US Stocks Minimum Volatility 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
-19.06% Feb 2020 Mar 2020 (2) Nov 2020 (10) 8.46
-17.35% Jan 2022 Sep 2022 (9) Jan 2024 (25) 8.33
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-7.56% Oct 2018 Dec 2018 (3) Feb 2019 (5) 3.65
-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
-5.27% Aug 2016 Oct 2016 (3) Feb 2017 (7) 2.90
-5.12% Aug 2015 Sep 2015 (2) Oct 2015 (3) 3.42
-4.99% Sep 2021 Sep 2021 (1) Oct 2021 (2) 2.88
-4.49% Feb 2018 Mar 2018 (2) Jul 2018 (6) 3.17
-3.09% Jan 2021 Feb 2021 (2) Mar 2021 (3) 2.06
-2.70% May 2016 May 2016 (1) Jun 2016 (2) 1.56
-2.53% Mar 2015 Jun 2015 (4) Jul 2015 (5) 1.21
-2.05% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.18

Drawdown comparison chart since March 2010.

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Golden Butterfly 2x Leveraged Portfolio
US Stocks Minimum Volatility 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
-19.06% Feb 2020 Mar 2020 (2) Nov 2020 (10) 8.46
-17.35% Jan 2022 Sep 2022 (9) Jan 2024 (25) 8.33
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-12.81% May 2010 Jun 2010 (2) Oct 2010 (6) 7.65
-11.70% May 2011 Sep 2011 (5) Dec 2011 (8) 4.61
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-9.39% Sep 2011 Sep 2011 (1) Jan 2012 (5) 4.23
-7.59% Apr 2013 Jun 2013 (3) Sep 2013 (6) 3.19
-7.56% Oct 2018 Dec 2018 (3) Feb 2019 (5) 3.65
-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
-5.63% 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
-5.27% Aug 2016 Oct 2016 (3) Feb 2017 (7) 2.90
-5.12% Aug 2015 Sep 2015 (2) Oct 2015 (3) 3.42

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%
+4.31%
0.00%
2023
+16.76%
-14.97%
+10.34%
-4.29%
2022
-28.62%
-34.50%
-9.42%
-17.35%
2021
+16.84%
-5.71%
+20.84%
-4.99%
2020
+19.29%
-12.82%
+5.64%
-19.06%
2019
+32.73%
-4.42%
+27.69%
-1.61%
2018
-9.56%
-13.21%
+1.36%
-7.56%
2017
+19.44%
-0.55%
+18.91%
-0.35%
2016
+17.09%
-6.97%
+10.57%
-5.27%
2015
-5.12%
-9.83%
+5.45%
-5.12%
2014
+12.32%
-5.57%
+16.33%
-3.04%
2013
+17.56%
-7.59%
+25.09%
-3.26%
2012
+16.51%
-5.63%
+10.82%
-2.17%
2011
+12.18%
-9.39%
+12.70%
-11.70%