Last Update: 31 January 2021
The Paul Boyer Permanent Portfolio obtained a 5.58% compound annual return, with a 6.63% standard deviation, in the last 10 years.
The Stocks/Bonds 40/60 Portfolio obtained a 7.74% compound annual return, with a 5.88% standard deviation, in the last 10 years.
Summary
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| Paul Boyer Permanent Portfolio | Stocks/Bonds 40/60 Portfolio | ||
|---|---|---|---|
| Risk | Medium | Medium | |
| Asset Allocation | Stocks | 25% | 40% |
| Fixed Income | 50% | 60% | |
| Commodities | 25% | 0% | |
| 10 Years Stats | Return | +5.58% | +7.74% |
| Std Dev | 6.63% | 5.88% | |
| Max Drawdown | -9.15% | -8.09% | |
Last Update: 31 January 2021
Historical Returns
The examinated historical serie starts from January 1995
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| 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Paul Boyer Permanent Portfolio | -0.54 | +4.60 | +1.39 | +12.26 | +7.51 | +8.25 | +5.58 | +7.42 |
| Stocks/Bonds 40/60 Portfolio | -0.65 | +6.83 | +6.32 | +11.01 | +8.43 | +9.14 | +7.74 | +7.88 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Paul Boyer Permanent Portfolio | Stocks/Bonds 40/60 Portfolio |
|---|---|---|
| 2021 |
-0.54% | -0.65% |
| 2020 |
+15.04% | +13.04% |
| 2019 |
+13.97% | +17.57% |
| 2018 |
-3.50% | -2.15% |
| 2017 |
+11.87% | +10.63% |
| 2016 |
+7.19% | +6.64% |
| 2015 |
-5.29% | +0.48% |
| 2014 |
+6.63% | +8.51% |
| 2013 |
-5.67% | +12.12% |
| 2012 |
+6.80% | +8.47% |
| 2011 |
+8.99% | +5.14% |
| 2010 |
+15.54% | +10.69% |
| 2009 |
+12.50% | +13.74% |
| 2008 |
+1.32% | -10.67% |
| 2007 |
+16.13% | +6.30% |
| 2006 |
+12.57% | +8.84% |
| 2005 |
+11.99% | +3.96% |
| 2004 |
+9.39% | +7.66% |
| 2003 |
+17.95% | +14.68% |
| 2002 |
+9.85% | -3.23% |
| 2001 |
+3.66% | +0.67% |
| 2000 |
+2.00% | +2.61% |
| 1999 |
+9.10% | +9.07% |
| 1998 |
+2.30% | +14.45% |
| 1997 |
+0.72% | +18.06% |
| 1996 |
+3.88% | +10.53% |
| 1995 |
+14.46% | +25.22% |