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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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