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

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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

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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
(*) 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 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.

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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.

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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.

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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%
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