Last Update: 30 April 2022

The Roger Gibson Talmud Portfolio obtained a 8.88% compound annual return, with a 10.24% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.86% compound annual return, with a 11.23% standard deviation, in the last 30 Years.

Summary

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Roger Gibson Talmud Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
Risk High High
Asset Allocation Stocks 66.67% 71%
Fixed Income 33.33% 29%
Commodities 0% 0%
30 Years Stats Return +8.88% +8.86%
Std Dev 10.24% 11.23%
Max Drawdown -40.17% -41.80%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Roger Gibson Talmud Portfolio -5.74 -8.07 -0.87 +7.96 +8.21 +8.88 +8.78
Burton Malkiel Late Sixties and Beyond Portfolio -5.78 -9.27 -4.24 +7.35 +7.61 +8.86 +8.71
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Roger Gibson Talmud Portfolio: an investment of 1000$, since May 1992, now would be worth 12841.80$, with a total return of 1184.18% (8.88% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since May 1992, now would be worth 12768.12$, with a total return of 1176.81% (8.86% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1992, now would be worth 12840.84$, with a total return of 1184.08% (8.78% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12578.44$, with a total return of 1157.84% (8.71% annualized).

Drawdowns

Drawdown comparison chart since April 1992.

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Roger Gibson Talmud Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.16% Feb 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-11.37% Jan 2022 Apr 2022
-11.18% Jan 2022 Apr 2022
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.57% Sep 2018 Dec 2018
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.69% Apr 2004 Apr 2004

Drawdown comparison chart since January 1992.

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Roger Gibson Talmud Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-40.17% Jun 2007 Feb 2009
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-15.16% Feb 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.20% May 2002 Sep 2002
-11.37% Jan 2022 Apr 2022
-11.18% Jan 2022 Apr 2022
-10.50% Jun 2011 Sep 2011
-10.43% Jul 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.70% Oct 1993 Nov 1994
-8.26% Apr 2002 Oct 2002
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.57% Sep 2018 Dec 2018
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.69% Apr 2004 Apr 2004

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Roger Gibson Talmud Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-11.18% -11.37%
2021
+21.44% +15.40%
2020
+8.02% +10.03%
2019
+22.79% +22.55%
2018
-3.78% -5.90%
2017
+9.90% +16.49%
2016
+7.99% +8.48%
2015
+1.11% -1.63%
2014
+16.24% +9.01%
2013
+11.22% +12.49%
2012
+12.41% +14.20%
2011
+5.83% +1.01%
2010
+17.33% +14.47%
2009
+20.87% +25.30%
2008
-22.37% -26.02%
2007
-1.40% +5.18%
2006
+18.42% +20.06%
2005
+6.88% +9.86%
2004
+15.93% +14.78%
2003
+23.46% +29.73%
2002
-2.82% -5.70%
2001
+3.27% +5.85%
2000
+9.05% +2.46%
1999
+6.34% +12.48%
1998
+5.18% +5.92%
1997
+19.74% +15.13%
1996
+19.46% +18.95%
1995
+22.03% +20.20%
1994
-3.74% -3.17%
1993
+13.33% +23.51%
1992
+10.28% +4.84%
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