Last Update: 31 July 2022
The Gyroscopic Investing Desert 2x Leveraged Portfolio obtained a 8.27% compound annual return, with a 10.81% standard deviation, in the last 10 Years.
The iShares Lifepath Fund Portfolio obtained a 5.47% compound annual return, with a 6.37% standard deviation, in the last 10 Years.
Summary
| Gyroscopic Investing Desert 2x Leveraged Portfolio | iShares Lifepath Fund Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 40.42% |
| Fixed Income | 60% | 59.58% | |
| Commodities | 10% | 0% | |
| 10 Years Stats | Return | +8.27% | +5.47% |
| Std Dev | 10.81% | 6.37% | |
| Max Drawdown | -24.41% | -14.06% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from March 2010
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Gyroscopic Investing Desert 2x Leveraged Portfolio | +7.72 | -13.50 | -15.47 | +7.53 | +8.27 | +10.84 |
| iShares Lifepath Fund Portfolio | +4.39 | -7.29 | -8.60 | +4.76 | +5.47 | +5.95 |
Capital Growth as of Jul 31, 2022
Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1000$, since August 2012, now would be worth 2213.41$, with a total return of 121.34% (8.27% annualized).
iShares Lifepath Fund Portfolio: an investment of 1000$, since August 2012, now would be worth 1702.92$, with a total return of 70.29% (5.47% annualized).
Gyroscopic Investing Desert 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 3590.03$, with a total return of 259.00% (10.84% annualized).
iShares Lifepath Fund Portfolio: an investment of 1000$, since March 2010, now would be worth 2049.62$, with a total return of 104.96% (5.95% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Gyroscopic Investing Desert 2x Leveraged Portfolio |
iShares Lifepath Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -24.41% | Jan 2022 | Jun 2022 | |||
| -14.06% | Jan 2022 | Jun 2022 | |||
| -10.03% | Aug 2016 | Nov 2016 | |||
| -8.33% | Feb 2020 | Mar 2020 | |||
| -8.09% | May 2013 | Jun 2013 | |||
| -7.55% | Feb 2018 | Oct 2018 | |||
| -6.85% | Feb 2015 | Aug 2015 | |||
| -6.04% | Sep 2020 | Oct 2020 | |||
| -5.79% | Sep 2021 | Sep 2021 | |||
| -5.27% | Sep 2018 | Dec 2018 | |||
| -5.23% | Jan 2021 | Mar 2021 | |||
| -4.45% | May 2015 | Sep 2015 | |||
| -3.61% | Feb 2020 | Mar 2020 | |||
| -3.41% | Sep 2014 | Sep 2014 | |||
| -2.99% | May 2013 | Jun 2013 | |||
| -2.73% | Feb 2018 | Apr 2018 | |||
| -2.65% | Oct 2012 | Oct 2012 | |||
| -2.41% | Sep 2020 | Oct 2020 | |||
| -2.34% | Sep 2021 | Sep 2021 | |||
| -1.97% | Jul 2014 | Jul 2014 | |||
Drawdown comparison chart since March 2010.
Gyroscopic Investing Desert 2x Leveraged Portfolio |
iShares Lifepath Fund Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -24.41% | Jan 2022 | Jun 2022 | |||
| -14.06% | Jan 2022 | Jun 2022 | |||
| -10.03% | Aug 2016 | Nov 2016 | |||
| -8.33% | Feb 2020 | Mar 2020 | |||
| -8.09% | May 2013 | Jun 2013 | |||
| -7.55% | Feb 2018 | Oct 2018 | |||
| -6.85% | Feb 2015 | Aug 2015 | |||
| -6.04% | Sep 2020 | Oct 2020 | |||
| -5.79% | Sep 2021 | Sep 2021 | |||
| -5.64% | May 2011 | Sep 2011 | |||
| -5.27% | Sep 2018 | Dec 2018 | |||
| -5.23% | Jan 2021 | Mar 2021 | |||
| -4.45% | May 2015 | Sep 2015 | |||
| -3.94% | May 2010 | Jun 2010 | |||
| -3.61% | Feb 2020 | Mar 2020 | |||
| -3.56% | Sep 2011 | Sep 2011 | |||
| -3.41% | Sep 2014 | Sep 2014 | |||
| -2.99% | May 2013 | Jun 2013 | |||
| -2.74% | May 2012 | May 2012 | |||
| -2.73% | Feb 2018 | Apr 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from March 2010.
| Year | Gyroscopic Investing Desert 2x Leveraged Portfolio | iShares Lifepath Fund Portfolio |
|---|---|---|
| 2022 |
-18.57% | -10.28% |
| 2021 |
+12.18% | +8.05% |
| 2020 |
+21.66% | +11.47% |
| 2019 |
+30.15% | +16.20% |
| 2018 |
-5.84% | -3.49% |
| 2017 |
+17.48% | +11.24% |
| 2016 |
+7.95% | +6.11% |
| 2015 |
-1.47% | -0.37% |
| 2014 |
+17.56% | +6.00% |
| 2013 |
+8.45% | +9.07% |
| 2012 |
+14.13% | +9.09% |
| 2011 |
+18.75% | +3.66% |