Last Update: 30 April 2022
The Golden Butterfly Portfolio obtained a 8.16% compound annual return, with a 7.17% standard deviation, in the last 30 Years.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.86% compound annual return, with a 11.23% standard deviation, in the last 30 Years.
Summary
| Golden Butterfly Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 40% | 71% |
| Fixed Income | 40% | 29% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +8.16% | +8.86% |
| Std Dev | 7.17% | 11.23% | |
| Max Drawdown | -14.81% | -41.80% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 1992
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | -5.36 | -6.86 | -3.29 | +6.68 | +6.28 | +8.16 | +8.08 |
| Burton Malkiel Late Sixties and Beyond Portfolio | -5.78 | -9.27 | -4.24 | +7.35 | +7.61 | +8.86 | +8.71 |
Capital Growth as of Apr 30, 2022
Golden Butterfly Portfolio: an investment of 1000$, since May 1992, now would be worth 10509.38$, with a total return of 950.94% (8.16% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since May 1992, now would be worth 12768.12$, with a total return of 1176.81% (8.86% annualized).
Golden Butterfly Portfolio: an investment of 1000$, since January 1992, now would be worth 10563.88$, with a total return of 956.39% (8.08% annualized).
Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12578.44$, with a total return of 1157.84% (8.71% annualized).
Drawdowns
Drawdown comparison chart since April 1992.
Golden Butterfly Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -14.81% | Mar 2008 | Feb 2009 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -11.37% | Jan 2022 | Apr 2022 | |||
| -9.44% | May 1998 | Aug 1998 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -8.12% | Jan 2022 | Apr 2022 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.20% | Feb 1994 | Mar 1994 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -7.04% | Apr 2004 | Apr 2004 | |||
| -6.86% | Jun 2002 | Jul 2002 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -6.12% | Sep 2000 | Nov 2000 | |||
| -5.09% | May 2012 | May 2012 | |||
Drawdown comparison chart since January 1992.
Golden Butterfly Portfolio |
Burton Malkiel Late Sixties and Beyond Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -41.80% | Nov 2007 | Feb 2009 | |||
| -16.82% | Jan 2020 | Mar 2020 | |||
| -16.48% | May 1998 | Aug 1998 | |||
| -14.81% | Mar 2008 | Feb 2009 | |||
| -13.38% | May 2011 | Sep 2011 | |||
| -12.20% | May 2002 | Sep 2002 | |||
| -11.37% | Jan 2022 | Apr 2022 | |||
| -9.44% | May 1998 | Aug 1998 | |||
| -9.27% | Feb 2001 | Sep 2001 | |||
| -8.12% | Jan 2022 | Apr 2022 | |||
| -8.08% | Feb 2018 | Dec 2018 | |||
| -7.72% | Mar 2015 | Sep 2015 | |||
| -7.20% | Feb 1994 | Mar 1994 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -7.04% | Apr 2004 | Apr 2004 | |||
| -6.86% | Jun 2002 | Jul 2002 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -6.12% | Sep 2000 | Nov 2000 | |||
| -5.09% | May 2012 | May 2012 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1992.
| Year | Golden Butterfly Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio |
|---|---|---|
| 2022 |
-8.12% | -11.37% |
| 2021 |
+9.35% | +15.40% |
| 2020 |
+13.93% | +10.03% |
| 2019 |
+18.03% | +22.55% |
| 2018 |
-4.03% | -5.90% |
| 2017 |
+10.96% | +16.49% |
| 2016 |
+10.82% | +8.48% |
| 2015 |
-3.71% | -1.63% |
| 2014 |
+9.13% | +9.01% |
| 2013 |
+6.26% | +12.49% |
| 2012 |
+8.84% | +14.20% |
| 2011 |
+8.86% | +1.01% |
| 2010 |
+16.54% | +14.47% |
| 2009 |
+10.77% | +25.30% |
| 2008 |
-4.18% | -26.02% |
| 2007 |
+9.58% | +5.18% |
| 2006 |
+12.44% | +20.06% |
| 2005 |
+8.04% | +9.86% |
| 2004 |
+9.88% | +14.78% |
| 2003 |
+18.85% | +29.73% |
| 2002 |
+3.15% | -5.70% |
| 2001 |
+2.71% | +5.85% |
| 2000 |
+6.88% | +2.46% |
| 1999 |
+4.24% | +12.48% |
| 1998 |
+8.03% | +5.92% |
| 1997 |
+13.09% | +15.13% |
| 1996 |
+8.18% | +18.95% |
| 1995 |
+21.86% | +20.20% |
| 1994 |
-1.98% | -3.17% |
| 1993 |
+14.50% | +23.51% |
| 1992 |
+9.15% | +4.84% |