Last Update: 31 March 2024
The Marc Faber Portfolio obtained a 7.47% compound annual return, with a 9.66% standard deviation, in the last 30 Years.
The Roger Gibson Talmud Portfolio obtained a 8.41% compound annual return, with a 10.81% standard deviation, in the last 30 Years.
Summary
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| Marc Faber Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 50% | 66.67% |
| Fixed Income | 25% | 33.33% | |
| Commodities | 25% | 0% | |
| 30 Years Stats | Return | +7.47% | +8.41% |
| Std Dev | 9.66% | 10.81% | |
| Max Drawdown | -28.82% | -40.17% | |
| All time Stats (Since Jan 1976) |
Return | +9.43% | +10.40% |
| Std Dev | 9.61% | 10.46% | |
| Max Drawdown | -28.82% | -40.17% | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Marc Faber Portfolio | +3.40 | +15.11 | +10.68 | +6.74 | +5.75 | +7.47 | +9.43 |
| Roger Gibson Talmud Portfolio | +1.65 | +14.76 | +12.54 | +6.33 | +6.86 | +8.41 | +10.40 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Marc Faber Portfolio: an investment of 1$, since April 1994,
now would be worth 8.69$, with a total return of 769.22%
(7.47% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Marc Faber Portfolio: an investment of 1$, since January 1976,
now would be worth 77.38$, with a total return of 7637.74%
(9.43% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1976, now would be worth 118.62$, with a total return of 11761.70% (10.40% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1976, now would be worth 118.62$, with a total return of 11761.70% (10.40% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Marc Faber Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -28.82% | Jun 2008 | Feb 2009 (9) | Mar 2010 (22) | 15.08 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -19.93% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.56 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -11.30% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.97 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.47% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.24 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -8.26% | Apr 2002 | Oct 2002 (7) | May 2003 (14) | 5.13 | |||||
| -7.96% | Sep 2011 | Sep 2011 (1) | Jan 2012 (5) | 3.66 | |||||
| -7.74% | Feb 2015 | Sep 2015 (8) | Apr 2016 (15) | 4.66 | |||||
| -7.73% | Aug 2016 | Nov 2016 (4) | Jul 2017 (12) | 3.60 | |||||
| -7.57% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.56 | |||||
| -7.35% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 4.13 | |||||
| -7.32% | May 2013 | Jun 2013 (2) | Feb 2014 (10) | 4.24 | |||||
| -6.80% | Jun 2002 | Oct 2002 (5) | May 2003 (12) | 3.88 | |||||
| -6.69% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 3.63 | |||||
| -5.69% | Apr 2015 | Aug 2015 (5) | Mar 2016 (12) | 3.12 | |||||
| -5.28% | Sep 1994 | Nov 1994 (3) | Feb 1995 (6) | 2.68 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Marc Faber Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -28.82% | Jun 2008 | Feb 2009 (9) | Mar 2010 (22) | 15.08 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -19.93% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.56 | |||||
| -16.06% | Dec 1980 | Jun 1982 (19) | Oct 1982 (23) | 9.14 | |||||
| -15.52% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 6.69 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -13.66% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 7.25 | |||||
| -11.30% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 4.97 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.47% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.24 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -10.14% | Jul 1990 | Oct 1990 (4) | Jan 1991 (7) | 5.88 | |||||
| -9.71% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 4.55 | |||||
| -9.04% | Sep 1987 | Oct 1987 (2) | Jan 1989 (17) | 3.76 | |||||
| -8.78% | Sep 1979 | Oct 1979 (2) | Jan 1980 (5) | 4.16 | |||||
| -8.70% | Oct 1993 | Nov 1994 (14) | May 1995 (20) | 4.54 | |||||
| -8.59% | Jul 1981 | Sep 1981 (3) | Nov 1981 (5) | 4.25 | |||||
| -8.47% | Jan 1990 | Oct 1990 (10) | Feb 1991 (14) | 4.83 | |||||
| -8.26% | Apr 2002 | Oct 2002 (7) | May 2003 (14) | 5.13 | |||||
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 |
+3.00%
|
-1.70% |
+2.25%
|
-1.37% |
| 2023 |
+12.80%
|
-6.81% |
+14.42%
|
-9.16% |
| 2022 |
-14.67%
|
-19.93% |
-19.62%
|
-22.88% |
| 2021 |
+12.98%
|
-3.70% |
+21.44%
|
-3.93% |
| 2020 |
+11.15%
|
-11.30% |
+8.02%
|
-15.16% |
| 2019 |
+20.49%
|
-0.76% |
+22.79%
|
-1.65% |
| 2018 |
-4.39%
|
-5.23% |
-3.78%
|
-7.57% |
| 2017 |
+11.79%
|
-0.53% |
+9.90%
|
-0.80% |
| 2016 |
+6.97%
|
-7.73% |
+7.99%
|
-4.84% |
| 2015 |
-2.47%
|
-7.74% |
+1.11%
|
-5.69% |
| 2014 |
+9.60%
|
-4.12% |
+16.24%
|
-3.05% |
| 2013 |
-1.18%
|
-7.32% |
+11.22%
|
-4.74% |
| 2012 |
+11.20%
|
-4.70% |
+12.41%
|
-3.41% |
| 2011 |
+4.97%
|
-7.96% |
+5.83%
|
-10.50% |
| 2010 |
+19.36%
|
-3.86% |
+17.33%
|
-7.24% |
| 2009 |
+22.95%
|
-12.23% |
+20.87%
|
-18.28% |
| 2008 |
-16.28%
|
-24.88% |
-22.37%
|
-28.90% |
| 2007 |
+8.25%
|
-4.55% |
-1.40%
|
-7.11% |
| 2006 |
+20.89%
|
-2.23% |
+18.42%
|
-3.01% |
| 2005 |
+11.20%
|
-3.43% |
+6.88%
|
-3.47% |
| 2004 |
+13.91%
|
-7.35% |
+15.93%
|
-6.69% |
| 2003 |
+23.98%
|
-1.74% |
+23.46%
|
-1.81% |
| 2002 |
+4.97%
|
-6.80% |
-2.82%
|
-8.26% |
| 2001 |
+1.95%
|
-4.37% |
+3.27%
|
-5.08% |
| 2000 |
+4.65%
|
-3.12% |
+9.05%
|
-4.13% |
| 1999 |
+7.25%
|
-3.69% |
+6.34%
|
-4.64% |
| 1998 |
+2.17%
|
-10.47% |
+5.18%
|
-10.43% |
| 1997 |
+5.23%
|
-3.45% |
+19.74%
|
-1.89% |
| 1996 |
+12.19%
|
-0.80% |
+19.46%
|
-1.65% |
| 1995 |
+13.03%
|
-1.18% |
+22.03%
|
-0.94% |
| 1994 |
-3.18%
|
-6.45% |
-3.74%
|
-8.67% |
| 1993 |
+19.45%
|
-2.71% |
+13.33%
|
-2.90% |
| 1992 |
+3.34%
|
-3.05% |
+10.28%
|
-1.73% |
| 1991 |
+19.75%
|
-1.89% |
+27.78%
|
-2.56% |
| 1990 |
-4.94%
|
-8.47% |
-4.26%
|
-10.14% |
| 1989 |
+13.95%
|
-0.81% |
+16.87%
|
-1.33% |
| 1988 |
+7.03%
|
-1.66% |
+12.71%
|
-1.50% |
| 1987 |
+6.79%
|
-9.04% |
+0.17%
|
-15.52% |
| 1986 |
+21.19%
|
-0.55% |
+16.28%
|
-3.57% |
| 1985 |
+21.48%
|
-1.50% |
+24.20%
|
-2.28% |
| 1984 |
+6.21%
|
-3.99% |
+12.71%
|
-4.02% |
| 1983 |
+10.11%
|
-3.68% |
+19.51%
|
-2.63% |
| 1982 |
+18.23%
|
-8.89% |
+24.41%
|
-3.38% |
| 1981 |
-5.97%
|
-11.09% |
+3.76%
|
-8.59% |
| 1980 |
+16.83%
|
-13.66% |
+20.13%
|
-9.71% |
| 1979 |
+45.44%
|
-6.67% |
+21.82%
|
-8.78% |
| 1978 |
+16.06%
|
-5.46% |
+6.65%
|
-7.13% |
| 1977 |
+12.22%
|
-0.63% |
+6.70%
|
-1.95% |
| 1976 |
+17.91%
|
-2.03% |
+29.26%
|
-1.67% |
