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 with Bitcoin Portfolio obtained a 18.46% compound annual return, with a 39.03% standard deviation, in the last 10 Years.
Summary
| Golden Butterfly Portfolio | Golden Butterfly with Bitcoin Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 40% | 40% | |
| Commodities | 20% | 20% | |
| 10 Years Stats | Return | +6.28% | +18.46% |
| Std Dev | 6.87% | 39.03% | |
| Max Drawdown | -8.12% | -23.09% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Golden Butterfly Portfolio | -5.36 | -6.86 | -3.29 | +6.68 | +6.28 | +7.80 |
| Golden Butterfly with Bitcoin Portfolio | -5.64 | -8.20 | -4.51 | +12.21 | +18.46 | +19.48 |
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 with Bitcoin Portfolio: an investment of 1000$, since May 2012, now would be worth 5441.76$, with a total return of 444.18% (18.46% annualized).
Golden Butterfly Portfolio: an investment of 1000$, since January 2009, now would be worth 2722.94$, with a total return of 172.29% (7.80% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10731.15$, with a total return of 973.12% (19.48% annualized).
Drawdowns
Drawdown comparison chart since April 2012.
Golden Butterfly Portfolio |
Golden Butterfly with Bitcoin Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.09% | Dec 2013 | Dec 2013 | |||
| -8.53% | Jan 2022 | Apr 2022 | |||
| -8.12% | Jan 2022 | Apr 2022 | |||
| -7.97% | May 2013 | Jun 2013 | |||
| -7.91% | Feb 2020 | Mar 2020 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -7.04% | Sep 2018 | Dec 2018 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -3.84% | Apr 2013 | Jun 2013 | |||
| -3.36% | Aug 2016 | Oct 2016 | |||
| -3.27% | Sep 2014 | Sep 2014 | |||
| -3.05% | Sep 2020 | Oct 2020 | |||
| -2.61% | Feb 2018 | Feb 2018 | |||
| -2.56% | Sep 2021 | Sep 2021 | |||
| -2.47% | Feb 2018 | Mar 2018 | |||
| -2.45% | Sep 2021 | Sep 2021 | |||
| -2.43% | Sep 2020 | Sep 2020 | |||
| -2.43% | May 2012 | May 2012 | |||
| -2.22% | May 2012 | May 2012 | |||
Drawdown comparison chart since January 2009.
Golden Butterfly Portfolio |
Golden Butterfly with Bitcoin Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -39.02% | Jul 2011 | Nov 2011 | |||
| -23.09% | Dec 2013 | Dec 2013 | |||
| -10.30% | Jan 2009 | Feb 2009 | |||
| -10.16% | Jan 2009 | Feb 2009 | |||
| -8.53% | Jan 2022 | Apr 2022 | |||
| -8.12% | Jan 2022 | Apr 2022 | |||
| -7.91% | Feb 2020 | Mar 2020 | |||
| -7.16% | Feb 2020 | Mar 2020 | |||
| -7.04% | Sep 2018 | Dec 2018 | |||
| -6.37% | Sep 2018 | Dec 2018 | |||
| -6.25% | Feb 2015 | Sep 2015 | |||
| -3.84% | Apr 2013 | Jun 2013 | |||
| -3.36% | Aug 2016 | Oct 2016 | |||
| -3.27% | Sep 2014 | Sep 2014 | |||
| -3.05% | Sep 2020 | Oct 2020 | |||
| -3.00% | Sep 2011 | Sep 2011 | |||
| -2.89% | May 2010 | Jun 2010 | |||
| -2.77% | May 2010 | Jun 2010 | |||
| -2.61% | Feb 2018 | Feb 2018 | |||
| -2.56% | Sep 2021 | Sep 2021 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
| Year | Golden Butterfly Portfolio | Golden Butterfly with Bitcoin Portfolio |
|---|---|---|
| 2022 |
-8.12% | -8.53% |
| 2021 |
+9.35% | +10.61% |
| 2020 |
+13.93% | +19.54% |
| 2019 |
+18.03% | +19.56% |
| 2018 |
-4.03% | -5.42% |
| 2017 |
+10.96% | +36.14% |
| 2016 |
+10.82% | +13.14% |
| 2015 |
-3.71% | -2.76% |
| 2014 |
+9.13% | +8.01% |
| 2013 |
+6.26% | +130.58% |
| 2012 |
+8.84% | +12.33% |
| 2011 |
+8.86% | +38.12% |
| 2010 |
+16.54% | +22.92% |
| 2009 |
+10.77% | +10.29% |