Gyroscopic Investing Desert Portfolio 2x Leveraged vs iShares Lifepath Fund Portfolio Portfolio Comparison

Simulation Settings

Period: March 2010 - June 2025 (~15 years)
Consolidated Returns as of 30 June 2025

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

All Data
(2010/03 - 2025/06)

Inflation Adjusted:

Gyroscopic Investing Desert Portfolio 2x Leveraged

1.00$
Invested Capital
March 2010
4.47$
Final Capital
June 2025
10.26%
Yearly Return
12.29%
Std Deviation
-34.04%
Max Drawdown
42months
Recovery Period

1.00$
Invested Capital
March 2010
3.03$
Final Capital
June 2025
7.50%
Yearly Return
12.29%
Std Deviation
-38.90%
Max Drawdown
46months*
Recovery Period
* in progress

iShares Lifepath Fund Portfolio

1.00$
Invested Capital
March 2010
2.48$
Final Capital
June 2025
6.10%
Yearly Return
7.17%
Std Deviation
-18.92%
Max Drawdown
31months
Recovery Period

1.00$
Invested Capital
March 2010
1.68$
Final Capital
June 2025
3.44%
Yearly Return
7.17%
Std Deviation
-24.67%
Max Drawdown
46months*
Recovery Period
* in progress

As of June 2025, over the analyzed timeframe, the Gyroscopic Investing Desert Portfolio 2x Leveraged obtained a 10.26% compound annual return, with a 12.29% standard deviation. It suffered a maximum drawdown of -34.04% that required 42 months to be recovered.

As of June 2025, over the analyzed timeframe, the iShares Lifepath Fund Portfolio obtained a 6.10% compound annual return, with a 7.17% standard deviation. It suffered a maximum drawdown of -18.92% that required 31 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Gyroscopic Investing Desert Portfolio 2x Leveraged

Weight (%)	Ticker	Name
30.00	SSO	ProShares Ultra S&P 500
60.00	UST	ProShares Ultra 7-10 Year Treasury
10.00	UGL	ProShares Ultra Gold

iShares Lifepath Fund Portfolio

Weight (%)	Ticker	Name
22.09	VV	Vanguard Large-Cap
13.67	VEU	Vanguard FTSE All-World ex-US
4.15	IJR	iShares Core S&P Small-Cap
0.51	VNQ	Vanguard Real Estate
50.82	BND	Vanguard Total Bond Market
8.76	TIP	iShares TIPS Bond

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Portfolio Returns as of Jun 30, 2025

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
rebalancing: at every Jan 1^st.
dividend reinvestment, when applicable.

Return Comparison

Capital Growth

All Data
(2010/03 - 2025/06)

Inflation Adjusted:

Swipe left to see all data

	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Desert Portfolio 2x Leveraged Gyroscopic Investing	1 $	4.47 $	347.11%	10.26%
Lifepath Fund iShares	1 $	2.48 $	147.92%	6.10%
	Mar 2010	Jun 2025

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Desert Portfolio 2x Leveraged Gyroscopic Investing	1 $	3.03 $	202.96%	7.50%
Lifepath Fund iShares	1 $	1.68 $	67.99%	3.44%
	Mar 2010	Jun 2025

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		Return (%) as of Jun 30, 2025
		YTD (6M)	1M	6M	1Y	5Y	10Y	MAX (~15Y)
	Desert Portfolio 2x Leveraged Gyroscopic Investing	10.83	4.43	10.83	18.23	4.46	7.86	10.26
	Lifepath Fund iShares	6.22	2.71	6.22	10.02	5.29	5.50	6.10
Returns over 1 year are annualized.

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Portfolio Metrics as of Jun 30, 2025

The following metrics, updated as of 30 June 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 July 2024 - 30 June 2025 (1 year)

Period: 1 July 2020 - 30 June 2025 (5 years)

Period: 1 July 2015 - 30 June 2025 (10 years)

Period: 1 March 2010 - 30 June 2025 (~15 years)

1 Year

5 Years

10 Years

All (2010/03 - 2025/06)

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	Desert Portfolio 2x Leveraged	Lifepath Fund
Author	Gyroscopic Investing	iShares
ASSET ALLOCATION
Stocks	30%	40.42%
Fixed Income	60%	59.58%
Commodities	10%	0%
PERFORMANCES
Annualized Return (%)	18.23	10.02
Infl. Adjusted (%)	15.42	7.41
DRAWDOWN
Deepest Drawdown Depth (%)	-4.35	-2.33
Start to Recovery (months)	3	3
Longest Drawdown Depth (%)	-4.35	-2.33
Start to Recovery (months)	3	3
Longest Negative Period (months)	6	7
RISK INDICATORS
Standard Deviation (%)	9.70	6.09
Sharpe Ratio	1.40	0.88
Sortino Ratio	1.71	1.08
Ulcer Index	1.64	1.05
Ratio: Return / Standard Deviation	1.88	1.64
Ratio: Return / Deepest Drawdown	4.19	4.31
Metrics calculated over the period 1 July 2024 - 30 June 2025

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	Desert Portfolio 2x Leveraged	Lifepath Fund
Author	Gyroscopic Investing	iShares
ASSET ALLOCATION
Stocks	30%	40.42%
Fixed Income	60%	59.58%
Commodities	10%	0%
PERFORMANCES
Annualized Return (%)	4.46	5.29
Infl. Adjusted (%)	-0.06	0.73
DRAWDOWN
Deepest Drawdown Depth (%)	-34.04	-18.92
Start to Recovery (months)	42	31
Longest Drawdown Depth (%)	-34.04	-18.92
Start to Recovery (months)	42	31
Longest Negative Period (months)	47	39
RISK INDICATORS
Standard Deviation (%)	16.99	9.21
Sharpe Ratio	0.10	0.28
Sortino Ratio	0.14	0.38
Ulcer Index	16.67	7.37
Ratio: Return / Standard Deviation	0.26	0.57
Ratio: Return / Deepest Drawdown	0.13	0.28
Metrics calculated over the period 1 July 2020 - 30 June 2025

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	Desert Portfolio 2x Leveraged	Lifepath Fund
Author	Gyroscopic Investing	iShares
ASSET ALLOCATION
Stocks	30%	40.42%
Fixed Income	60%	59.58%
Commodities	10%	0%
PERFORMANCES
Annualized Return (%)	7.86	5.50
Infl. Adjusted (%)	4.68	2.38
DRAWDOWN
Deepest Drawdown Depth (%)	-34.04	-18.92
Start to Recovery (months)	42	31
Longest Drawdown Depth (%)	-34.04	-18.92
Start to Recovery (months)	42	31
Longest Negative Period (months)	52	39
RISK INDICATORS
Standard Deviation (%)	13.70	7.89
Sharpe Ratio	0.44	0.47
Sortino Ratio	0.59	0.62
Ulcer Index	12.06	5.42
Ratio: Return / Standard Deviation	0.57	0.70
Ratio: Return / Deepest Drawdown	0.23	0.29
Metrics calculated over the period 1 July 2015 - 30 June 2025

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	Desert Portfolio 2x Leveraged	Lifepath Fund
Author	Gyroscopic Investing	iShares
ASSET ALLOCATION
Stocks	30%	40.42%
Fixed Income	60%	59.58%
Commodities	10%	0%
PERFORMANCES
Annualized Return (%)	10.26	6.10
Infl. Adjusted (%)	7.50	3.44
DRAWDOWN
Deepest Drawdown Depth (%)	-34.04	-18.92
Start to Recovery (months)	42	31
Longest Drawdown Depth (%)	-34.04	-18.92
Start to Recovery (months)	42	31
Longest Negative Period (months)	52	39
RISK INDICATORS
Standard Deviation (%)	12.29	7.17
Sharpe Ratio	0.74	0.69
Sortino Ratio	0.99	0.92
Ulcer Index	9.87	4.46
Ratio: Return / Standard Deviation	0.84	0.85
Ratio: Return / Deepest Drawdown	0.30	0.32
Metrics calculated over the period 1 March 2010 - 30 June 2025

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON

Period: 1 July 2015 - 30 June 2025 (10 years)

Period: 1 March 2010 - 30 June 2025 (~15 years)

Chart Table

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Desert Portfolio 2x Leveraged			Lifepath Fund
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-34.04	42	Jan 2022 Jun 2025
			-18.92	31	Jan 2022 Jul 2024
-10.03	12	Aug 2016 Jul 2017
			-8.33	5	Feb 2020 Jun 2020
-8.09	6	May 2013 Oct 2013
-7.55	14	Feb 2018 Mar 2019
-6.85	14	Feb 2015 Mar 2016
-6.04	4	Sep 2020 Dec 2020
-5.79	4	Sep 2021 Dec 2021
			-5.64	9	May 2011 Jan 2012
			-5.27	7	Sep 2018 Mar 2019
-5.23	4	Jan 2021 Apr 2021
			-4.45	13	May 2015 May 2016
			-3.94	5	May 2010 Sep 2010
-3.61	3	Feb 2020 Apr 2020

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison

Annualized Rolling Returns Chart

Rolling Returns Chart - Inflation Adjusted

Time Period: 1 March 2010 - 30 June 2025 (~15 years)

Rolling Period:

Desert Portfolio 2x Leveraged
Lifepath Fund

Head To Head (Ptf 1 vs Ptf 2):

US Inflation Adjusted:

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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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	Desert Portfolio 2x Leveraged		Lifepath Fund
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2025	10.83	-0.86	6.22	-1.39
2024	13.97	-6.01	7.57	-2.89
2023	15.63	-13.22	11.93	-6.77
2022	-30.56	-34.04	-15.14	-18.92
2021	12.18	-5.79	8.05	-2.34
2020	21.66	-6.04	11.47	-8.33
2019	30.15	-1.15	16.20	-1.68
2018	-5.84	-7.55	-3.49	-5.27
2017	17.48	-1.28	11.24	0.00
2016	7.95	-10.03	6.11	-1.80
2015	-1.47	-6.85	-0.37	-4.45
2014	17.56	-3.41	6.00	-1.78
2013	8.45	-8.09	9.07	-2.99
2012	14.13	-2.65	9.09	-2.74
2011	18.75	-3.56	3.66	-5.64

Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of Jun 30, 2025

Portfolio Metrics as of Jun 30, 2025

Drawdowns

Rolling Returns

Yearly Returns