Last Update: 31 July 2022

The Paul Boyer Portfolio obtained a 6.66% compound annual return, with a 7.15% standard deviation, in the last 30 Years.

The Simplified Permanent Portfolio obtained a 7.08% compound annual return, with a 6.50% standard deviation, in the last 30 Years.

Summary

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Paul Boyer Portfolio Simplified Permanent Portfolio
Risk Medium Medium
Asset Allocation Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
30 Years Stats Return +6.66% +7.08%
Std Dev 7.15% 6.50%
Max Drawdown -13.66% -13.28%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from March 1987

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Paul Boyer Portfolio +1.02 -7.91 -10.01 +3.47 +2.93 +6.66 +7.04
Simplified Permanent Portfolio +2.84 -5.63 -7.24 +5.46 +4.47 +7.08 +7.06
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Paul Boyer Portfolio: an investment of 1000$, since August 1992, now would be worth 6921.95$, with a total return of 592.20% (6.66% annualized).

Simplified Permanent Portfolio: an investment of 1000$, since August 1992, now would be worth 7775.75$, with a total return of 677.58% (7.08% annualized).

Paul Boyer Portfolio: an investment of 1000$, since March 1987, now would be worth 11139.07$, with a total return of 1013.91% (7.04% annualized).

Simplified Permanent Portfolio: an investment of 1000$, since March 1987, now would be worth 11198.91$, with a total return of 1019.89% (7.06% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Paul Boyer Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-13.66% Mar 2008 Oct 2008
-13.28% Mar 2008 Oct 2008
-11.30% Jun 2021 Jun 2022
-10.97% Jan 2022 Jun 2022
-9.22% May 1998 Aug 1998
-9.15% Feb 2015 Dec 2015
-8.62% Oct 2012 Jun 2013
-6.93% Feb 1994 Jan 1995
-6.74% Aug 2016 Dec 2016
-6.72% Feb 2018 Oct 2018
-6.69% Apr 2013 Jun 2013
-6.23% Aug 2016 Dec 2016
-5.67% Feb 1994 Jun 1994
-5.64% Apr 2004 Apr 2004
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999
-4.97% Mar 2000 May 2000
-4.79% Apr 2004 Apr 2004
-4.63% Jul 1998 Aug 1998
-4.44% Jun 2002 Jul 2002

Drawdown comparison chart since March 1987.

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Paul Boyer Portfolio
Simplified Permanent Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-13.66% Mar 2008 Oct 2008
-13.28% Mar 2008 Oct 2008
-11.30% Jun 2021 Jun 2022
-10.97% Jan 2022 Jun 2022
-9.22% May 1998 Aug 1998
-9.15% Feb 2015 Dec 2015
-8.62% Oct 2012 Jun 2013
-6.93% Feb 1994 Jan 1995
-6.74% Aug 2016 Dec 2016
-6.72% Feb 2018 Oct 2018
-6.69% Apr 2013 Jun 2013
-6.64% Aug 1987 Oct 1987
-6.23% Aug 2016 Dec 2016
-5.76% Aug 1990 Sep 1990
-5.67% Feb 1994 Jun 1994
-5.66% Jan 1990 Apr 1990
-5.64% Apr 2004 Apr 2004
-5.46% Jan 1990 Apr 1990
-5.27% Feb 2015 Dec 2015
-5.09% Feb 1999 Aug 1999

Yearly Returns

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

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Year Paul Boyer Portfolio Simplified Permanent Portfolio
2022
-10.19% -8.45%
2021
+0.51% +3.72%
2020
+15.04% +16.46%
2019
+13.97% +16.15%
2018
-3.50% -1.29%
2017
+11.87% +9.78%
2016
+7.19% +5.72%
2015
-5.29% -1.82%
2014
+6.63% +7.12%
2013
-5.67% -1.76%
2012
+6.80% +7.59%
2011
+8.99% +10.45%
2010
+15.54% +16.36%
2009
+12.50% +9.94%
2008
+1.32% +0.94%
2007
+16.13% +14.14%
2006
+12.57% +10.82%
2005
+11.99% +7.34%
2004
+9.39% +6.42%
2003
+17.95% +15.31%
2002
+9.85% +9.00%
2001
+3.66% +0.15%
2000
+2.00% +4.63%
1999
+9.10% +2.25%
1998
+2.30% +12.93%
1997
+0.72% +8.38%
1996
+3.88% +4.09%
1995
+14.46% +21.97%
1994
-5.01% -4.18%
1993
+25.08% +13.56%
1992
+3.02% +4.46%
1991
+24.71% +15.41%
1990
+0.64% +1.55%
1989
+21.34% +15.24%
1988
+7.47% +3.97%
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