Last Update: 31 August 2021

The Gyroscopic Investing Desert Portfolio obtained a 6.26% compound annual return, with a 4.56% standard deviation, in the last 10 years.

The Stocks/Bonds 40/60 Portfolio obtained a 8.43% compound annual return, with a 5.84% standard deviation, in the last 10 years.

Summary

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Gyroscopic Investing Desert Portfolio Stocks/Bonds 40/60 Portfolio
Risk Medium Medium
Asset Allocation Stocks 30% 40%
Fixed Income 60% 60%
Commodities 10% 0%
10 Years Stats Return +6.26% +8.43%
Std Dev 4.56% 5.84%
Max Drawdown -3.56% -8.09%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1987

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Gyroscopic Investing Desert Portfolio +0.81 +2.23 +6.15 +8.04 +9.74 +7.53 +6.26 +7.64
Stocks/Bonds 40/60 Portfolio +1.15 +4.21 +8.08 +12.85 +10.65 +9.15 +8.43 +8.25
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1987.

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Year Gyroscopic Investing Desert Portfolio Stocks/Bonds 40/60 Portfolio
2021
+5.18% +7.73%
2020
+12.96% +13.04%
2019
+14.41% +17.57%
2018
-0.94% -2.15%
2017
+8.38% +10.63%
2016
+5.39% +6.64%
2015
+0.02% +0.48%
2014
+5.45% +8.51%
2013
+6.10% +12.12%
2012
+6.70% +8.47%
2011
+6.23% +5.14%
2010
+11.95% +10.69%
2009
+10.05% +13.74%
2008
-2.92% -10.67%
2007
+10.64% +6.30%
2006
+8.85% +8.84%
2005
+5.06% +3.96%
2004
+6.34% +7.66%
2003
+12.64% +14.68%
2002
+4.90% -3.23%
2001
+1.31% +0.67%
2000
+4.70% +2.61%
1999
+5.12% +9.07%
1998
+13.26% +14.45%
1997
+12.53% +18.06%
1996
+6.98% +10.53%
1995
+23.10% +25.22%
1994
-2.86% -1.66%
1993
+11.81% +10.06%
1992
+6.83% +7.93%
1991
+18.44% +22.10%
1990
+3.54% +2.76%
1989
+16.86% +19.43%
1988
+6.82% +11.34%
1987
+4.17% +1.97%
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