Last Update: 31 July 2022
The Harry Browne Permanent with Bitcoin Portfolio obtained a 16.61% compound annual return, with a 40.54% standard deviation, in the last 10 Years.
The Harry Browne Permanent Portfolio obtained a 4.38% compound annual return, with a 6.34% standard deviation, in the last 10 Years.
Summary
| Harry Browne Permanent with Bitcoin Portfolio | Harry Browne Permanent Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 25% | 25% |
| Fixed Income | 50% | 50% | |
| Commodities | 25% | 25% | |
| 10 Years Stats | Return | +16.61% | +4.38% |
| Std Dev | 40.54% | 6.34% | |
| Max Drawdown | -23.85% | -11.14% | |
Last Update: 31 July 2022
Historical Returns as of Jul 31, 2022
Comparison period starts from January 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Harry Browne Permanent with Bitcoin Portfolio | +2.21 | -7.37 | -8.15 | +10.14 | +16.61 | +17.60 |
| Harry Browne Permanent Portfolio | +1.90 | -6.73 | -7.47 | +5.39 | +4.38 | +6.01 |
Capital Growth as of Jul 31, 2022
Harry Browne Permanent with Bitcoin Portfolio: an investment of 1000$, since August 2012, now would be worth 4649.33$, with a total return of 364.93% (16.61% annualized).
Harry Browne Permanent Portfolio: an investment of 1000$, since August 2012, now would be worth 1534.53$, with a total return of 53.45% (4.38% annualized).
Harry Browne Permanent with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 9043.06$, with a total return of 804.31% (17.60% annualized).
Harry Browne Permanent Portfolio: an investment of 1000$, since January 2009, now would be worth 2208.86$, with a total return of 120.89% (6.01% annualized).
Drawdowns
Drawdown comparison chart since July 2012.
Harry Browne Permanent with Bitcoin Portfolio |
Harry Browne Permanent Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.85% | Dec 2013 | Dec 2013 | |||
| -12.29% | Jan 2022 | Jun 2022 | |||
| -11.14% | Jan 2022 | Jun 2022 | |||
| -9.84% | May 2013 | Jun 2013 | |||
| -6.98% | Aug 2016 | Dec 2016 | |||
| -6.86% | Oct 2012 | Jun 2013 | |||
| -6.73% | Feb 2015 | Dec 2015 | |||
| -4.62% | Feb 2018 | Oct 2018 | |||
| -4.43% | Jan 2021 | Mar 2021 | |||
| -4.25% | Feb 2018 | Oct 2018 | |||
| -3.30% | Sep 2020 | Oct 2020 | |||
| -2.85% | Sep 2021 | Sep 2021 | |||
| -2.73% | Sep 2021 | Sep 2021 | |||
| -2.64% | Sep 2020 | Oct 2020 | |||
| -2.63% | Jan 2021 | Feb 2021 | |||
| -2.62% | Sep 2014 | Sep 2014 | |||
| -2.44% | Feb 2020 | Mar 2020 | |||
| -1.72% | Oct 2012 | Oct 2012 | |||
| -1.67% | Feb 2020 | Mar 2020 | |||
| -1.64% | Sep 2019 | Sep 2019 | |||
Drawdown comparison chart since January 2009.
Harry Browne Permanent with Bitcoin Portfolio |
Harry Browne Permanent Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -37.49% | Jul 2011 | Nov 2011 | |||
| -23.85% | Dec 2013 | Dec 2013 | |||
| -12.29% | Jan 2022 | Jun 2022 | |||
| -11.14% | Jan 2022 | Jun 2022 | |||
| -6.98% | Aug 2016 | Dec 2016 | |||
| -6.86% | Oct 2012 | Jun 2013 | |||
| -6.73% | Feb 2015 | Dec 2015 | |||
| -6.36% | Jan 2009 | Feb 2009 | |||
| -6.22% | Jan 2009 | Feb 2009 | |||
| -4.62% | Feb 2018 | Oct 2018 | |||
| -4.43% | Jan 2021 | Mar 2021 | |||
| -4.25% | Feb 2018 | Oct 2018 | |||
| -3.30% | Sep 2020 | Oct 2020 | |||
| -3.07% | Dec 2009 | Jan 2010 | |||
| -2.89% | Dec 2009 | Jan 2010 | |||
| -2.85% | Sep 2021 | Sep 2021 | |||
| -2.73% | Sep 2021 | Sep 2021 | |||
| -2.64% | Sep 2020 | Oct 2020 | |||
| -2.63% | Jan 2021 | Feb 2021 | |||
| -2.62% | Sep 2014 | Sep 2014 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
| Year | Harry Browne Permanent with Bitcoin Portfolio | Harry Browne Permanent Portfolio |
|---|---|---|
| 2022 |
-10.35% | -9.45% |
| 2021 |
+5.47% | +4.21% |
| 2020 |
+21.71% | +16.10% |
| 2019 |
+17.70% | +16.17% |
| 2018 |
-3.15% | -1.76% |
| 2017 |
+36.15% | +10.97% |
| 2016 |
+7.86% | +5.54% |
| 2015 |
-2.10% | -3.06% |
| 2014 |
+8.27% | +9.40% |
| 2013 |
+122.23% | -2.08% |
| 2012 |
+9.90% | +6.41% |
| 2011 |
+40.38% | +11.11% |
| 2010 |
+20.30% | +13.92% |
| 2009 |
+7.37% | +7.85% |