Tyler Golden Butterfly vs Stocks/Bonds 60/40 Portfolio Comparison

Last Update: 29 February 2024

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

The Stocks/Bonds 60/40 Portfolio obtained a 8.22% compound annual return, with a 9.62% standard deviation, in the last 30 Years.

Summary

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Tyler Golden Butterfly Portfolio Stocks/Bonds 60/40 Portfolio
Portfolio Risk High High
Asset Allocation Stocks 40% 60%
Fixed Income 40% 40%
Commodities 20% 0%
30 Years Stats Return +7.56% +8.22%
Std Dev 7.73% 9.62%
Max Drawdown -17.79% -30.55%
All time Stats
(Since Jan 1927)
Return +8.36% +8.49%
Std Dev 8.82% 11.54%
Max Drawdown -48.31% -62.03%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1927

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1M 6M 1Y 5Y 10Y 30Y MAX
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.36
Stocks/Bonds 60/40 Portfolio +2.65 +9.22 +18.40 +8.67 +7.85 +8.22 +8.49
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 10.68$, with a total return of 968.39% (8.22% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1927, now would be worth 2447.18$, with a total return of 244617.73% (8.36% annualized).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1927, now would be worth 2756.58$, with a total return of 275557.95% (8.49% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Tyler Golden Butterfly Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.35% Apr 2000 May 2000 (2) Aug 2000 (5) 2.94
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.50% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.85
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-3.84% Apr 2013 Jun 2013 (3) Sep 2013 (6) 1.60

Drawdown comparison chart since January 1927.

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Tyler Golden Butterfly Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-62.03% Sep 1929 May 1932 (33) Jul 1936 (83) 33.36
-48.31% Sep 1929 May 1932 (33) Jun 1935 (70) 23.15
-31.73% Mar 1937 Mar 1938 (13) Jan 1943 (71) 13.31
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-27.28% Jan 1973 Sep 1974 (21) Jan 1976 (37) 11.90
-23.45% Mar 1937 Mar 1938 (13) Jan 1943 (71) 9.73
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-19.17% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.40
-18.76% Dec 1968 Jun 1970 (19) Jan 1971 (26) 9.23
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-17.05% May 1969 Jun 1970 (14) Feb 1971 (22) 9.63
-14.87% Apr 1974 Sep 1974 (6) Jan 1975 (10) 8.03
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-13.30% Jun 1946 Nov 1946 (6) Sep 1949 (40) 8.06
-12.63% Jan 1962 Jun 1962 (6) Mar 1963 (15) 6.40
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-0.45%
-1.54%
+3.27%
0.00%
2023
+11.98%
-8.07%
+17.79%
-7.47%
2022
-13.35%
-17.79%
-16.95%
-20.69%
2021
+9.35%
-2.45%
+14.66%
-3.24%
2020
+13.93%
-7.16%
+15.70%
-12.29%
2019
+18.03%
-1.83%
+21.94%
-3.41%
2018
-4.03%
-6.37%
-3.17%
-8.38%
2017
+10.96%
-0.32%
+14.15%
0.00%
2016
+10.82%
-3.36%
+8.71%
-2.95%
2015
-3.71%
-6.25%
+0.44%
-5.24%
2014
+9.13%
-3.27%
+9.85%
-1.50%
2013
+6.26%
-3.84%
+19.23%
-2.27%
2012
+8.84%
-2.43%
+11.13%
-3.54%
2011
+8.86%
-3.00%
+3.75%
-9.00%
2010
+16.54%
-2.77%
+12.93%
-7.13%
2009
+10.77%
-10.16%
+18.79%
-11.70%
2008
-4.18%
-13.53%
-19.44%
-22.19%
2007
+9.58%
-2.06%
+5.99%
-3.07%
2006
+12.44%
-2.71%
+11.12%
-2.03%
2005
+8.04%
-1.76%
+4.74%
-2.34%
2004
+9.88%
-4.36%
+9.37%
-2.68%
2003
+18.85%
-2.72%
+20.04%
-1.99%
2002
+3.15%
-6.86%
-8.98%
-13.74%
2001
+2.71%
-4.99%
-3.21%
-11.68%
2000
+6.88%
-3.64%
-1.79%
-8.27%
1999
+4.24%
-3.38%
+13.98%
-3.76%
1998
+8.03%
-9.44%
+17.39%
-10.18%
1997
+13.09%
-2.50%
+22.37%
-3.12%
1996
+8.18%
-2.60%
+14.01%
-3.33%
1995
+21.86%
-0.40%
+28.74%
-0.20%
1994
-1.98%
-4.64%
-1.16%
-6.47%
1993
+14.50%
-1.37%
+10.25%
-1.36%
1992
+9.15%
-1.58%
+8.32%
-1.65%
1991
+19.14%
-1.63%
+25.53%
-2.86%
1990
-2.51%
-7.94%
-0.19%
-8.52%
1989
+14.78%
-0.89%
+22.33%
-1.36%
1988
+9.18%
-1.64%
+13.33%
-2.24%
1987
+5.10%
-10.93%
+2.18%
-19.17%
1986
+17.75%
-2.42%
+14.79%
-5.58%
1985
+25.09%
-1.93%
+27.66%
-2.15%
1984
+3.75%
-4.68%
+7.32%
-6.58%
1983
+11.13%
-2.46%
+15.69%
-2.85%
1982
+28.31%
-5.34%
+24.75%
-4.29%
1981
-1.23%
-8.50%
+1.27%
-8.82%
1980
+15.59%
-13.73%
+21.05%
-9.57%
1979
+38.92%
-6.53%
+16.69%
-6.65%
1978
+13.30%
-7.41%
+5.53%
-7.92%
1977
+7.87%
-1.53%
-1.60%
-4.89%
1976
+20.55%
-2.29%
+21.38%
-1.34%
1975
+16.99%
-8.68%
+25.64%
-8.13%
1974
+5.51%
-14.87%
-14.41%
-20.38%
1973
+7.22%
-5.95%
-9.12%
-9.87%
1972
+17.32%
-1.70%
+11.66%
-1.45%
1971
+14.13%
-3.04%
+14.37%
-5.73%
1970
+8.32%
-8.47%
+9.77%
-11.52%
1969
-9.95%
-11.26%
-7.02%
-8.24%
1968
+14.16%
-1.16%
+9.19%
-3.30%
1967
+15.73%
-1.53%
+16.22%
-2.87%
1966
-1.43%
-6.81%
-3.25%
-9.79%
1965
+9.98%
-1.26%
+8.81%
-2.63%
1964
+9.63%
-0.39%
+11.40%
-0.78%
1963
+9.52%
-1.19%
+13.34%
-1.77%
1962
-2.25%
-8.47%
-3.49%
-12.63%
1961
+11.32%
-1.53%
+16.69%
-2.07%
1960
+4.68%
-2.33%
+5.77%
-4.00%
1959
+5.78%
-2.67%
+6.99%
-3.96%
1958
+21.04%
-0.09%
+25.76%
-0.76%
1957
-1.90%
-5.44%
-2.53%
-7.55%
1956
+2.40%
-3.74%
+4.48%
-5.10%
1955
+9.05%
-1.20%
+15.12%
-1.72%
1954
+24.09%
-1.32%
+31.48%
-2.16%
1953
-1.25%
-5.95%
+1.85%
-4.96%
1952
+5.01%
-1.97%
+9.07%
-2.48%
1951
+5.62%
-3.17%
+12.47%
-3.94%
1950
+15.80%
-2.07%
+18.15%
-3.45%
1949
+8.87%
-1.60%
+13.74%
-2.42%
1948
+0.60%
-4.83%
+2.46%
-6.51%
1947
+3.73%
-2.27%
+2.12%
-3.61%
1946
-2.14%
-9.34%
-3.48%
-13.30%
1945
+23.40%
-1.03%
+24.98%
-2.30%
1944
+13.20%
-0.29%
+13.65%
-0.91%
1943
+18.24%
-2.65%
+17.73%
-5.22%
1942
+8.95%
-4.55%
+10.55%
-7.45%
1941
-1.87%
-5.56%
-5.16%
-8.44%
1940
-0.80%
-9.89%
-2.58%
-14.56%
1939
-0.30%
-6.03%
+2.64%
-8.45%
1938
+14.14%
-10.34%
+18.78%
-15.43%
1937
-15.74%
-17.75%
-20.16%
-23.31%
1936
+19.77%
-2.63%
+22.00%
-4.48%
1935
+19.44%
-3.22%
+29.34%
-5.09%
1934
+5.81%
-5.68%
+4.30%
-9.46%
1933
+45.52%
-6.98%
+35.51%
-12.66%
1932
+2.29%
-16.27%
-0.28%
-25.51%
1931
-20.79%
-25.80%
-27.30%
-34.34%
1930
-10.68%
-16.78%
-13.91%
-22.76%
1929
-3.62%
-14.87%
-5.08%
-21.42%
1928
+13.65%
-2.02%
+22.84%
-2.72%
1927
+16.03%
-1.81%
+22.12%
-2.70%