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 Roger Gibson Talmud Portfolio obtained a 8.88% compound annual return, with a 10.24% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Golden Butterfly Portfolio Roger Gibson Talmud Portfolio
Risk High High
Asset Allocation Stocks 40% 66.67%
Fixed Income 40% 33.33%
Commodities 20% 0%
30 Years Stats Return +8.16% +8.88%
Std Dev 7.17% 10.24%
Max Drawdown -14.81% -40.17%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1977

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Golden Butterfly Portfolio -5.36 -6.86 -3.29 +6.68 +6.28 +8.16 +9.76
Roger Gibson Talmud Portfolio -5.74 -8.07 -0.87 +7.96 +8.21 +8.88 +10.34
(*) 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).

Roger Gibson Talmud Portfolio: an investment of 1000$, since May 1992, now would be worth 12841.80$, with a total return of 1184.18% (8.88% annualized).

Golden Butterfly Portfolio: an investment of 1000$, since January 1977, now would be worth 68256.97$, with a total return of 6725.70% (9.76% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1977, now would be worth 86679.81$, with a total return of 8567.98% (10.34% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

Swipe left to see all data
Golden Butterfly Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-15.16% Feb 2020 Mar 2020
-14.81% Mar 2008 Feb 2009
-11.18% Jan 2022 Apr 2022
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.44% May 1998 Aug 1998
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.12% Jan 2022 Apr 2022
-7.57% Sep 2018 Dec 2018
-7.16% Feb 2020 Mar 2020
-6.86% Jun 2002 Jul 2002
-6.69% Apr 2004 Apr 2004
-6.37% Sep 2018 Dec 2018
-6.25% Feb 2015 Sep 2015
-5.69% Apr 2015 Aug 2015
-5.08% Feb 2001 Mar 2001
-4.99% Feb 2001 Mar 2001
-4.84% Aug 2016 Oct 2016

Drawdown comparison chart since January 1977.

Swipe left to see all data
Golden Butterfly Portfolio
Roger Gibson Talmud Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-40.17% Jun 2007 Feb 2009
-15.52% Sep 1987 Nov 1987
-15.16% Feb 2020 Mar 2020
-14.81% Mar 2008 Feb 2009
-13.73% Feb 1980 Mar 1980
-11.18% Jan 2022 Apr 2022
-10.93% Sep 1987 Nov 1987
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-10.14% Jul 1990 Oct 1990
-9.71% Feb 1980 Mar 1980
-9.44% May 1998 Aug 1998
-9.09% Dec 1980 Sep 1981
-8.78% Sep 1979 Oct 1979
-8.70% Oct 1993 Nov 1994
-8.59% Jul 1981 Sep 1981
-8.26% Apr 2002 Oct 2002
-8.12% Jan 2022 Apr 2022
-7.94% Jan 1990 Oct 1990
-7.77% Dec 1981 Mar 1982

Yearly Returns

Yearly return comparison. Common historical serie start from January 1977.

Swipe left to see all data
Year Golden Butterfly Portfolio Roger Gibson Talmud Portfolio
2022
-8.12% -11.18%
2021
+9.35% +21.44%
2020
+13.93% +8.02%
2019
+18.03% +22.79%
2018
-4.03% -3.78%
2017
+10.96% +9.90%
2016
+10.82% +7.99%
2015
-3.71% +1.11%
2014
+9.13% +16.24%
2013
+6.26% +11.22%
2012
+8.84% +12.41%
2011
+8.86% +5.83%
2010
+16.54% +17.33%
2009
+10.77% +20.87%
2008
-4.18% -22.37%
2007
+9.58% -1.40%
2006
+12.44% +18.42%
2005
+8.04% +6.88%
2004
+9.88% +15.93%
2003
+18.85% +23.46%
2002
+3.15% -2.82%
2001
+2.71% +3.27%
2000
+6.88% +9.05%
1999
+4.24% +6.34%
1998
+8.03% +5.18%
1997
+13.09% +19.74%
1996
+8.18% +19.46%
1995
+21.86% +22.03%
1994
-1.98% -3.74%
1993
+14.50% +13.33%
1992
+9.15% +10.28%
1991
+19.14% +27.78%
1990
-2.51% -4.26%
1989
+14.78% +16.87%
1988
+9.18% +12.71%
1987
+5.10% +0.17%
1986
+17.75% +16.28%
1985
+25.09% +24.20%
1984
+3.75% +12.71%
1983
+11.13% +19.51%
1982
+28.31% +24.41%
1981
-1.23% +3.76%
1980
+15.59% +20.13%
1979
+38.92% +21.82%
1978
+13.30% +6.65%
1977
+7.87% +6.70%
Share this page