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

Time Range:

Drawdowns

Time Range:

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%
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