Last Update: 31 March 2024
The Paul Boyer Portfolio obtained a 6.25% compound annual return, with a 7.46% standard deviation, in the last 30 Years.
The Simplified Permanent Portfolio obtained a 7.06% compound annual return, with a 6.88% standard deviation, in the last 30 Years.
Summary
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| Paul Boyer Portfolio | Simplified Permanent Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | Medium | |
| Asset Allocation | Stocks | 25% | 25% |
| Fixed Income | 50% | 50% | |
| Commodities | 25% | 25% | |
| 30 Years Stats | Return | +6.25% | +7.06% |
| Std Dev | 7.46% | 6.88% | |
| Max Drawdown | -18.04% | -16.43% | |
| All time Stats (Since Jan 1976) |
Return | +8.29% | +8.46% |
| Std Dev | 8.30% | 7.86% | |
| Max Drawdown | -18.04% | -16.43% | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Paul Boyer Portfolio | +3.21 | +11.29 | +4.48 | +3.69 | +3.50 | +6.25 | +8.29 |
| Simplified Permanent Portfolio | +3.26 | +13.23 | +9.28 | +6.15 | +5.12 | +7.06 | +8.46 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Paul Boyer Portfolio: an investment of 1$, since April 1994,
now would be worth 6.17$, with a total return of 517.13%
(6.25% annualized).
Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% annualized).
Simplified Permanent Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 674.04% (7.06% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976,
now would be worth 46.71$, with a total return of 4570.69%
(8.29% annualized).
Simplified Permanent Portfolio: an investment of 1$, since January 1976, now would be worth 50.32$, with a total return of 4932.43% (8.46% annualized).
Simplified Permanent Portfolio: an investment of 1$, since January 1976, now would be worth 50.32$, with a total return of 4932.43% (8.46% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Paul Boyer Portfolio
|
Simplified Permanent Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -6.69% | Apr 2013 | Jun 2013 (3) | Feb 2014 (11) | 3.22 | |||||
| -6.23% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.09 | |||||
| -5.64% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.55 | |||||
| -5.27% | Feb 2015 | Dec 2015 (11) | Mar 2016 (14) | 3.18 | |||||
| -5.09% | Feb 1999 | Aug 1999 (7) | Oct 1999 (9) | 3.00 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.79% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.04 | |||||
| -4.63% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.40 | |||||
| -4.44% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.16 | |||||
| -4.04% | Oct 1997 | Nov 1997 (2) | Mar 1998 (6) | 2.62 | |||||
| -3.99% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 2.17 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Paul Boyer Portfolio
|
Simplified Permanent Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -16.43% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.65 | |||||
| -14.53% | Oct 1980 | Jun 1982 (21) | Oct 1982 (25) | 8.36 | |||||
| -14.34% | Dec 1980 | Sep 1981 (10) | Aug 1982 (21) | 8.76 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.60% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.57 | |||||
| -13.28% | Mar 2008 | Oct 2008 (8) | Aug 2009 (18) | 5.20 | |||||
| -13.17% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.15 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -7.71% | Mar 1987 | Oct 1987 (8) | Jun 1988 (16) | 3.69 | |||||
| -7.59% | May 1983 | May 1984 (13) | Oct 1984 (18) | 3.64 | |||||
| -6.93% | Feb 1994 | Jan 1995 (12) | May 1995 (16) | 4.74 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -6.69% | Apr 2013 | Jun 2013 (3) | Feb 2014 (11) | 3.22 | |||||
| -6.23% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.09 | |||||
| -6.20% | Jul 1983 | May 1984 (11) | Oct 1984 (16) | 3.23 | |||||
| -5.99% | Oct 1978 | Nov 1978 (2) | Jan 1979 (4) | 2.79 | |||||
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 |
+1.61%
|
-1.89% |
+3.65%
|
-0.04% |
| 2023 |
+7.92%
|
-7.34% |
+11.51%
|
-5.16% |
| 2022 |
-13.57%
|
-17.86% |
-12.67%
|
-16.43% |
| 2021 |
+0.51%
|
-3.38% |
+3.72%
|
-3.81% |
| 2020 |
+15.04%
|
-3.07% |
+16.46%
|
-3.11% |
| 2019 |
+13.97%
|
-1.05% |
+16.15%
|
-0.99% |
| 2018 |
-3.50%
|
-6.72% |
-1.29%
|
-3.68% |
| 2017 |
+11.87%
|
-0.61% |
+9.78%
|
-0.96% |
| 2016 |
+7.19%
|
-6.74% |
+5.72%
|
-6.23% |
| 2015 |
-5.29%
|
-9.15% |
-1.82%
|
-5.27% |
| 2014 |
+6.63%
|
-3.72% |
+7.12%
|
-2.59% |
| 2013 |
-5.67%
|
-8.07% |
-1.76%
|
-6.69% |
| 2012 |
+6.80%
|
-2.93% |
+7.59%
|
-1.89% |
| 2011 |
+8.99%
|
-2.80% |
+10.45%
|
-3.69% |
| 2010 |
+15.54%
|
-0.81% |
+16.36%
|
-0.02% |
| 2009 |
+12.50%
|
-6.62% |
+9.94%
|
-4.96% |
| 2008 |
+1.32%
|
-13.66% |
+0.94%
|
-13.28% |
| 2007 |
+16.13%
|
-0.86% |
+14.14%
|
-1.50% |
| 2006 |
+12.57%
|
-3.53% |
+10.82%
|
-2.47% |
| 2005 |
+11.99%
|
-2.10% |
+7.34%
|
-1.60% |
| 2004 |
+9.39%
|
-5.64% |
+6.42%
|
-4.79% |
| 2003 |
+17.95%
|
-2.85% |
+15.31%
|
-2.22% |
| 2002 |
+9.85%
|
-4.44% |
+9.00%
|
-2.60% |
| 2001 |
+3.66%
|
-3.75% |
+0.15%
|
-3.21% |
| 2000 |
+2.00%
|
-4.97% |
+4.63%
|
-2.98% |
| 1999 |
+9.10%
|
-3.56% |
+2.25%
|
-5.09% |
| 1998 |
+2.30%
|
-9.22% |
+12.93%
|
-4.63% |
| 1997 |
+0.72%
|
-4.04% |
+8.38%
|
-2.87% |
| 1996 |
+3.88%
|
-3.10% |
+4.09%
|
-3.64% |
| 1995 |
+14.46%
|
-0.96% |
+21.97%
|
0.00% |
| 1994 |
-5.01%
|
-6.22% |
-4.18%
|
-5.67% |
| 1993 |
+25.08%
|
-1.38% |
+13.56%
|
-1.61% |
| 1992 |
+3.02%
|
-1.92% |
+4.46%
|
-3.11% |
| 1991 |
+24.71%
|
-1.74% |
+15.41%
|
-1.06% |
| 1990 |
+0.64%
|
-5.76% |
+1.55%
|
-5.66% |
| 1989 |
+21.34%
|
-0.54% |
+15.24%
|
-1.52% |
| 1988 |
+7.47%
|
-2.31% |
+3.97%
|
-2.03% |
| 1987 |
-0.04%
|
-7.71% |
+5.46%
|
-5.83% |
| 1986 |
+17.71%
|
-1.63% |
+19.06%
|
-1.00% |
| 1985 |
+21.84%
|
-2.32% |
+24.24%
|
-2.66% |
| 1984 |
+4.29%
|
-3.80% |
+3.14%
|
-5.27% |
| 1983 |
+3.33%
|
-3.72% |
+2.74%
|
-3.74% |
| 1982 |
+20.74%
|
-7.63% |
+28.65%
|
-5.77% |
| 1981 |
-6.40%
|
-12.16% |
-6.55%
|
-13.29% |
| 1980 |
+10.07%
|
-13.60% |
+11.44%
|
-13.17% |
| 1979 |
+40.68%
|
-5.53% |
+38.61%
|
-5.94% |
| 1978 |
+13.69%
|
-5.99% |
+11.00%
|
-5.48% |
| 1977 |
+9.52%
|
-1.78% |
+5.09%
|
-3.12% |
| 1976 |
+11.89%
|
-4.01% |
+13.24%
|
-2.32% |
