Last Update: 30 April 2022

The Roger Gibson Talmud Portfolio obtained a 8.21% compound annual return, with a 9.54% standard deviation, in the last 10 Years.

The Roger Gibson Talmud 2x Leveraged Portfolio obtained a 13.40% compound annual return, with a 17.85% standard deviation, in the last 10 Years.

Summary

Swipe left to see all data
Roger Gibson Talmud Portfolio Roger Gibson Talmud 2x Leveraged Portfolio
Risk High High
Asset Allocation Stocks 66.67% 66.67%
Fixed Income 33.33% 33.33%
Commodities 0% 0%
10 Years Stats Return +8.21% +13.40%
Std Dev 9.54% 17.85%
Max Drawdown -15.16% -25.50%

Last Update: 30 April 2022

Historical Returns as of Apr 30, 2022

Comparison period starts from March 2010

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) MAX(*)
Roger Gibson Talmud Portfolio -5.74 -8.07 -0.87 +7.96 +8.21 +9.37
Roger Gibson Talmud 2x Leveraged Portfolio -11.59 -16.22 -2.16 +11.71 +13.40 +15.81
(*) Returns over 1 year are annualized

Capital Growth as of Apr 30, 2022

Roger Gibson Talmud Portfolio: an investment of 1000$, since May 2012, now would be worth 2201.27$, with a total return of 120.13% (8.21% annualized).

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1000$, since May 2012, now would be worth 3516.07$, with a total return of 251.61% (13.40% annualized).

Roger Gibson Talmud Portfolio: an investment of 1000$, since March 2010, now would be worth 2971.99$, with a total return of 197.20% (9.37% annualized).

Roger Gibson Talmud 2x Leveraged Portfolio: an investment of 1000$, since March 2010, now would be worth 5964.91$, with a total return of 496.49% (15.81% annualized).

Drawdowns

Drawdown comparison chart since April 2012.

Swipe left to see all data
Roger Gibson Talmud Portfolio
Roger Gibson Talmud 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-25.50% Feb 2020 Mar 2020
-22.43% Jan 2022 Apr 2022
-15.16% Feb 2020 Mar 2020
-14.56% Sep 2018 Dec 2018
-12.34% May 2013 Aug 2013
-11.50% Aug 2016 Nov 2016
-11.18% Jan 2022 Apr 2022
-11.02% Feb 2015 Aug 2015
-8.28% Sep 2021 Sep 2021
-7.81% Feb 2018 Apr 2018
-7.57% Sep 2018 Dec 2018
-6.02% Sep 2014 Sep 2014
-5.69% Apr 2015 Aug 2015
-5.45% May 2012 May 2012
-4.84% Aug 2016 Oct 2016
-4.74% May 2013 Aug 2013
-4.20% Jan 2018 Feb 2018
-3.93% Sep 2021 Sep 2021
-3.81% Sep 2020 Oct 2020
-3.41% May 2012 May 2012

Drawdown comparison chart since March 2010.

Swipe left to see all data
Roger Gibson Talmud Portfolio
Roger Gibson Talmud 2x Leveraged Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-25.50% Feb 2020 Mar 2020
-22.43% Jan 2022 Apr 2022
-16.87% Jun 2011 Sep 2011
-15.16% Feb 2020 Mar 2020
-14.56% Sep 2018 Dec 2018
-13.21% May 2010 Jun 2010
-12.34% May 2013 Aug 2013
-11.50% Aug 2016 Nov 2016
-11.18% Jan 2022 Apr 2022
-11.02% Feb 2015 Aug 2015
-10.50% Jun 2011 Sep 2011
-8.28% Sep 2021 Sep 2021
-7.81% Feb 2018 Apr 2018
-7.57% Sep 2018 Dec 2018
-7.29% May 2010 Jun 2010
-6.02% Sep 2014 Sep 2014
-5.69% Apr 2015 Aug 2015
-5.45% May 2012 May 2012
-4.84% Aug 2016 Oct 2016
-4.74% May 2013 Aug 2013

Yearly Returns

Yearly return comparison. Common historical serie start from March 2010.

Swipe left to see all data
Year Roger Gibson Talmud Portfolio Roger Gibson Talmud 2x Leveraged Portfolio
2022
-11.18% -22.43%
2021
+21.44% +46.68%
2020
+8.02% +4.10%
2019
+22.79% +44.89%
2018
-3.78% -9.85%
2017
+9.90% +21.37%
2016
+7.99% +10.82%
2015
+1.11% +0.17%
2014
+16.24% +33.69%
2013
+11.22% +19.08%
2012
+12.41% +24.83%
2011
+5.83% +9.95%
Share this page