Last Update: 30 April 2022

The Golden Butterfly Portfolio obtained a 6.28% compound annual return, with a 6.87% standard deviation, in the last 10 Years.

The Golden Butterfly 2x Leveraged Portfolio obtained a 9.72% compound annual return, with a 13.21% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly Portfolio Golden Butterfly 2x Leveraged Portfolio
Risk High High
Asset Allocation Stocks 40% 40%
Fixed Income 40% 40%
Commodities 20% 20%
10 Years Stats Return +6.28% +9.72%
Std Dev 6.87% 13.21%
Max Drawdown -8.12% -17.22%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from March 2010

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1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Golden Butterfly Portfolio -5.36 -6.86 -3.29 +6.68 +6.28 +7.55
Golden Butterfly 2x Leveraged Portfolio -10.51 -14.44 -9.09 +8.71 +9.72 +12.46
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Golden Butterfly Portfolio: an investment of 1000$, since May 2012, now would be worth 1838.66$, with a total return of 83.87% (6.28% annualized).

Golden Butterfly 2x Leveraged Portfolio: an investment of 1000$, since May 2012, now would be worth 2529.52$, with a total return of 152.95% (9.72% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since March 2010, now would be worth 2423.46$, with a total return of 142.35% (7.55% annualized).

Golden Butterfly 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 4171.86$, with a total return of 317.19% (12.46% annualized).

Drawdowns

Drawdown comparison chart since April 2012.

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Golden Butterfly Portfolio
Golden Butterfly 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-17.22% Jan 2022 Apr 2022
-13.21% Sep 2018 Dec 2018
-12.82% Feb 2020 Mar 2020
-9.83% Feb 2015 Sep 2015
-8.12% Jan 2022 Apr 2022
-7.59% Apr 2013 Jun 2013
-7.16% Feb 2020 Mar 2020
-6.97% Aug 2016 Nov 2016
-6.78% Sep 2020 Oct 2020
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.71% Sep 2021 Sep 2021
-5.63% May 2012 May 2012
-5.57% Jul 2014 Sep 2014
-5.55% Feb 2018 Apr 2018
-3.84% Apr 2013 Jun 2013
-3.36% Aug 2016 Oct 2016
-3.36% Oct 2012 Oct 2012
-3.27% Sep 2014 Sep 2014
-3.05% Sep 2020 Oct 2020

Drawdown comparison chart since March 2010.

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Golden Butterfly Portfolio
Golden Butterfly 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-17.22% Jan 2022 Apr 2022
-13.21% Sep 2018 Dec 2018
-12.82% Feb 2020 Mar 2020
-9.83% Feb 2015 Sep 2015
-9.39% Sep 2011 Sep 2011
-8.12% Jan 2022 Apr 2022
-7.59% Apr 2013 Jun 2013
-7.16% Feb 2020 Mar 2020
-6.97% Aug 2016 Nov 2016
-6.78% Sep 2020 Oct 2020
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.71% Sep 2021 Sep 2021
-5.63% May 2012 May 2012
-5.57% Jul 2014 Sep 2014
-5.55% Feb 2018 Apr 2018
-5.28% May 2010 Jun 2010
-3.84% Apr 2013 Jun 2013
-3.36% Aug 2016 Oct 2016
-3.36% Oct 2012 Oct 2012

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

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Year Golden Butterfly Portfolio Golden Butterfly 2x Leveraged Portfolio
2022
-8.12% -17.22%
2021
+9.35% +16.84%
2020
+13.93% +19.29%
2019
+18.03% +32.73%
2018
-4.03% -9.56%
2017
+10.96% +19.44%
2016
+10.82% +17.09%
2015
-3.71% -5.12%
2014
+9.13% +12.32%
2013
+6.26% +17.56%
2012
+8.84% +16.51%
2011
+8.86% +12.18%
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