Last Update: 31 March 2024
The Larry Swedroe Larry Portfolio obtained a 6.01% compound annual return, with a 5.50% standard deviation, in the last 30 Years.
The Gyroscopic Investing Desert Portfolio obtained a 6.77% compound annual return, with a 5.47% standard deviation, in the last 30 Years.
Summary
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| Larry Swedroe Larry Portfolio | Gyroscopic Investing Desert Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 30% | 30% |
| Fixed Income | 70% | 60% | |
| Commodities | 0% | 10% | |
| 30 Years Stats | Return | +6.01% | +6.77% |
| Std Dev | 5.50% | 5.47% | |
| Max Drawdown | -15.96% | -14.72% | |
| All time Stats (Since Jan 1976) |
Return | +8.57% | +8.40% |
| Std Dev | 6.75% | 6.45% | |
| Max Drawdown | -15.96% | -14.72% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Larry Swedroe Larry Portfolio | +1.21 | +6.87 | +3.69 | +2.00 | +2.61 | +6.01 | +8.57 |
| Gyroscopic Investing Desert Portfolio | +2.01 | +11.16 | +10.30 | +5.73 | +5.03 | +6.77 | +8.40 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Larry Swedroe Larry Portfolio: an investment of 1$, since April 1994,
now would be worth 5.76$, with a total return of 475.73%
(6.01% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% annualized).
Larry Swedroe Larry Portfolio: an investment of 1$, since January 1976,
now would be worth 52.93$, with a total return of 5193.05%
(8.57% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1976, now would be worth 49.03$, with a total return of 4802.98% (8.40% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1976, now would be worth 49.03$, with a total return of 4802.98% (8.40% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Gyroscopic Investing Desert Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -4.42% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.25 | |||||
| -4.08% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 2.25 | |||||
| -3.98% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 2.62 | |||||
| -3.97% | Aug 2011 | Sep 2011 (2) | Jan 2012 (6) | 1.63 | |||||
| -3.94% | Feb 2001 | Mar 2001 (2) | Feb 2002 (13) | 1.66 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
| -3.55% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.11 | |||||
| -3.44% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 2.16 | |||||
| -3.38% | Jan 1999 | Feb 1999 (2) | Apr 1999 (4) | 1.70 | |||||
| -3.31% | May 2015 | Jan 2016 (9) | Mar 2016 (11) | 2.21 | |||||
| -3.24% | Sep 2011 | Sep 2011 (1) | Oct 2011 (2) | 1.87 | |||||
| -2.91% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 1.68 | |||||
| -2.78% | Apr 2000 | May 2000 (2) | Jun 2000 (3) | 1.66 | |||||
| -2.77% | Sep 2018 | Dec 2018 (4) | Jan 2019 (5) | 1.66 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Larry Swedroe Larry Portfolio
|
Gyroscopic Investing Desert Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -15.96% | Jun 2021 | Sep 2022 (16) | In progress (34) | 9.03 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -11.47% | Apr 2008 | Feb 2009 (11) | Jul 2009 (16) | 5.18 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -9.99% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 5.03 | |||||
| -9.49% | Sep 1979 | Mar 1980 (7) | May 1980 (9) | 4.38 | |||||
| -9.16% | Sep 1987 | Nov 1987 (3) | Jun 1988 (10) | 4.44 | |||||
| -8.49% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 3.82 | |||||
| -7.52% | Dec 1980 | Sep 1981 (10) | Nov 1981 (12) | 3.43 | |||||
| -7.44% | Feb 1994 | Jun 1994 (5) | May 1995 (16) | 5.26 | |||||
| -6.63% | Aug 1990 | Sep 1990 (2) | Jan 1991 (6) | 3.69 | |||||
| -6.24% | Dec 1981 | Mar 1982 (4) | Aug 1982 (9) | 3.66 | |||||
| -5.87% | Oct 1979 | Oct 1979 (1) | Dec 1979 (3) | 2.97 | |||||
| -5.83% | Jul 1981 | Sep 1981 (3) | Oct 1981 (4) | 3.47 | |||||
| -5.66% | Oct 1978 | Oct 1978 (1) | Jan 1979 (4) | 3.26 | |||||
| -5.63% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 3.86 | |||||
| -5.38% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 2.42 | |||||
| -5.14% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 2.18 | |||||
| -5.08% | Dec 1983 | May 1984 (6) | Aug 1984 (9) | 2.42 | |||||
| -5.07% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 2.43 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-0.12%
|
-1.32% |
+3.24%
|
0.00% |
| 2023 |
+6.94%
|
-6.22% |
+11.64%
|
-4.01% |
| 2022 |
-11.20%
|
-14.55% |
-11.64%
|
-14.72% |
| 2021 |
+3.41%
|
-2.64% |
+5.76%
|
-2.29% |
| 2020 |
+6.44%
|
-5.38% |
+12.96%
|
-3.56% |
| 2019 |
+10.64%
|
-1.45% |
+14.41%
|
-0.95% |
| 2018 |
-3.54%
|
-4.08% |
-0.94%
|
-2.77% |
| 2017 |
+7.74%
|
0.00% |
+8.38%
|
-0.12% |
| 2016 |
+6.87%
|
-1.26% |
+5.39%
|
-2.63% |
| 2015 |
-0.54%
|
-3.22% |
+0.02%
|
-2.57% |
| 2014 |
+2.38%
|
-2.37% |
+5.45%
|
-1.59% |
| 2013 |
+6.31%
|
-2.41% |
+6.10%
|
-2.64% |
| 2012 |
+7.27%
|
-2.25% |
+6.70%
|
-2.16% |
| 2011 |
+3.23%
|
-3.97% |
+6.23%
|
-3.24% |
| 2010 |
+10.82%
|
-2.16% |
+11.95%
|
-1.56% |
| 2009 |
+10.12%
|
-7.76% |
+10.05%
|
-5.76% |
| 2008 |
-2.44%
|
-7.60% |
-2.92%
|
-8.78% |
| 2007 |
+8.99%
|
-0.45% |
+10.64%
|
-0.86% |
| 2006 |
+9.57%
|
-2.17% |
+8.85%
|
-1.61% |
| 2005 |
+6.71%
|
-1.81% |
+5.06%
|
-1.48% |
| 2004 |
+10.23%
|
-3.98% |
+6.34%
|
-3.44% |
| 2003 |
+16.93%
|
-0.92% |
+12.64%
|
-1.46% |
| 2002 |
+7.68%
|
-1.92% |
+4.90%
|
-2.20% |
| 2001 |
+6.47%
|
-2.38% |
+1.31%
|
-3.94% |
| 2000 |
+10.81%
|
-1.59% |
+4.70%
|
-2.78% |
| 1999 |
+4.08%
|
-3.38% |
+5.12%
|
-2.91% |
| 1998 |
+6.06%
|
-5.14% |
+13.26%
|
-4.42% |
| 1997 |
+8.62%
|
-1.80% |
+12.53%
|
-2.44% |
| 1996 |
+5.81%
|
-1.78% |
+6.98%
|
-2.04% |
| 1995 |
+18.99%
|
0.00% |
+23.10%
|
0.00% |
| 1994 |
-4.77%
|
-7.44% |
-2.86%
|
-5.63% |
| 1993 |
+20.95%
|
-1.55% |
+11.81%
|
-1.14% |
| 1992 |
+9.36%
|
-1.05% |
+6.83%
|
-2.19% |
| 1991 |
+26.47%
|
-2.04% |
+18.44%
|
-1.44% |
| 1990 |
+1.93%
|
-6.63% |
+3.54%
|
-3.71% |
| 1989 |
+22.14%
|
0.00% |
+16.86%
|
-1.08% |
| 1988 |
+12.93%
|
-1.48% |
+6.82%
|
-1.71% |
| 1987 |
-0.86%
|
-9.16% |
+4.17%
|
-8.49% |
| 1986 |
+17.85%
|
-3.07% |
+15.33%
|
-2.55% |
| 1985 |
+27.10%
|
-0.72% |
+23.33%
|
-1.21% |
| 1984 |
+12.87%
|
-5.07% |
+7.73%
|
-4.82% |
| 1983 |
+13.15%
|
-1.80% |
+8.30%
|
-2.24% |
| 1982 |
+24.76%
|
-2.37% |
+26.32%
|
-3.26% |
| 1981 |
+7.24%
|
-5.83% |
+1.14%
|
-7.38% |
| 1980 |
+8.19%
|
-8.91% |
+13.20%
|
-9.99% |
| 1979 |
+11.24%
|
-7.04% |
+23.14%
|
-5.87% |
| 1978 |
+7.42%
|
-5.66% |
+6.93%
|
-4.01% |
| 1977 |
+5.31%
|
-1.98% |
+1.88%
|
-2.73% |
| 1976 |
+18.63%
|
-1.58% |
+15.78%
|
-1.19% |
