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
| 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
| 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 |
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.
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.
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.
| 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% |