Last Update: 31 August 2021

The Golden Butterfly Portfolio obtained a 7.73% compound annual return, with a 6.73% standard deviation, in the last 10 years.

The David Swensen Yale Endowment Portfolio obtained a 10.17% compound annual return, with a 9.11% standard deviation, in the last 10 years.

Summary

Swipe left to see all data
Golden Butterfly Portfolio David Swensen Yale Endowment Portfolio
Risk High High
Asset Allocation Stocks 40% 70%
Fixed Income 40% 30%
Commodities 20% 0%
10 Years Stats Return +7.73% +10.17%
Std Dev 6.73% 9.11%
Max Drawdown -7.15% -13.19%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

Swipe left to see all data
1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Golden Butterfly Portfolio +0.98 +1.10 +7.14 +12.65 +10.64 +8.59 +7.73 +8.69
David Swensen Yale Endowment Portfolio +1.58 +5.71 +13.48 +21.95 +12.72 +10.53 +10.17 +9.59
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

Swipe left to see all data
Year Golden Butterfly Portfolio David Swensen Yale Endowment Portfolio
2021
+7.58% +13.93%
2020
+13.93% +12.03%
2019
+18.03% +22.65%
2018
-4.03% -6.20%
2017
+10.96% +14.99%
2016
+10.82% +7.39%
2015
-3.71% -0.81%
2014
+9.13% +13.38%
2013
+6.26% +10.31%
2012
+8.84% +13.55%
2011
+8.86% +6.31%
2010
+16.54% +15.25%
2009
+10.77% +20.32%
2008
-4.18% -21.94%
2007
+9.58% +4.98%
2006
+12.44% +17.42%
2005
+8.04% +9.62%
2004
+9.88% +16.80%
2003
+18.85% +26.48%
2002
+3.15% -3.11%
2001
+2.71% -2.47%
2000
+6.88% +4.18%
1999
+4.24% +13.14%
1998
+8.03% +8.63%
1997
+13.09% +16.00%
1996
+8.18% +14.56%
1995
+21.86% +21.75%
Share this page