Golden Butterfly 2x Leveraged vs US Stocks Value 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 Value Portfolio obtained a 10.17% compound annual return, with a 15.48% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly 2x Leveraged Portfolio US Stocks Value Portfolio
Portfolio Risk High Very High
Asset Allocation Stocks 40% 100%
Fixed Income 40% 0%
Commodities 20% 0%
10 Years Stats Return +6.75% +10.17%
Std Dev 15.78% 15.48%
Max Drawdown -34.50% -26.06%
All time Stats
(Since Mar 2010)
Return +10.70% +11.75%
Std Dev 15.34% 15.25%
Max Drawdown -34.50% -26.06%
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 Value Portfolio +2.83 +11.48 +20.53 +12.23 +10.17 +11.75
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 Value Portfolio: an investment of 1$, since March 2014, now would be worth 2.63$, with a total return of 163.31% (10.17% 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 Value Portfolio: an investment of 1$, since March 2010, now would be worth 4.74$, with a total return of 373.54% (11.75% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Golden Butterfly 2x Leveraged Portfolio
US Stocks Value 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
-26.06% Jan 2020 Mar 2020 (3) Dec 2020 (12) 13.06
-16.63% Jan 2022 Sep 2022 (9) Jan 2023 (13) 6.87
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-12.56% Feb 2018 Dec 2018 (11) Apr 2019 (15) 5.22
-10.70% Jun 2015 Jan 2016 (8) Jun 2016 (13) 5.85
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-9.27% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.98
-7.76% May 2019 May 2019 (1) Jul 2019 (3) 3.88
-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
-3.99% Jan 2015 Jan 2015 (1) Feb 2015 (2) 2.31
-3.32% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.91
-3.12% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.80
-3.08% Feb 2023 Feb 2023 (1) Jun 2023 (5) 1.90
-2.81% Aug 2019 Aug 2019 (1) Sep 2019 (2) 1.62

Drawdown comparison chart since March 2010.

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Golden Butterfly 2x Leveraged Portfolio
US Stocks Value 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
-26.06% Jan 2020 Mar 2020 (3) Dec 2020 (12) 13.06
-19.14% May 2011 Sep 2011 (5) Mar 2012 (11) 8.53
-16.63% Jan 2022 Sep 2022 (9) Jan 2023 (13) 6.87
-13.77% May 2010 Jun 2010 (2) Dec 2010 (8) 7.49
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-12.56% Feb 2018 Dec 2018 (11) Apr 2019 (15) 5.22
-10.70% Jun 2015 Jan 2016 (8) Jun 2016 (13) 5.85
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-9.39% Sep 2011 Sep 2011 (1) Jan 2012 (5) 4.23
-9.27% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.98
-7.76% May 2019 May 2019 (1) Jul 2019 (3) 3.88
-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
-6.74% Apr 2012 May 2012 (2) Aug 2012 (5) 3.01
-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

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%
+2.94%
0.00%
2023
+16.76%
-14.97%
+21.75%
-9.27%
2022
-28.62%
-34.50%
-5.39%
-16.63%
2021
+16.84%
-5.71%
+25.21%
-3.32%
2020
+19.29%
-12.82%
+1.55%
-26.06%
2019
+32.73%
-4.42%
+31.48%
-7.76%
2018
-9.56%
-13.21%
-9.18%
-12.56%
2017
+19.44%
-0.55%
+15.08%
-1.63%
2016
+17.09%
-6.97%
+18.48%
-5.38%
2015
-5.12%
-9.83%
-4.32%
-10.50%
2014
+12.32%
-5.57%
+12.75%
-3.59%
2013
+17.56%
-7.59%
+32.19%
-3.90%
2012
+16.51%
-5.63%
+17.36%
-6.74%
2011
+12.18%
-9.39%
-0.29%
-19.14%