Last Update: 31 March 2024
The Stocks/Bonds 20/80 Portfolio obtained a 5.80% compound annual return, with a 4.88% standard deviation, in the last 30 Years.
The Gyroscopic Investing Desert Portfolio obtained a 6.77% compound annual return, with a 5.47% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 20/80 Portfolio | Gyroscopic Investing Desert Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Low | Medium | |
| Asset Allocation | Stocks | 20% | 30% |
| Fixed Income | 80% | 60% | |
| Commodities | 0% | 10% | |
| 30 Years Stats | Return | +5.80% | +6.77% |
| Std Dev | 4.88% | 5.47% | |
| Max Drawdown | -16.57% | -14.72% | |
| All time Stats (Since Jan 1871) |
Return | +5.68% | +6.19% |
| Std Dev | 5.11% | 5.98% | |
| Max Drawdown | -18.94% | -33.15% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1871
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 20/80 Portfolio | +1.28 | +9.30 | +6.92 | +3.19 | +3.72 | +5.80 | +5.68 |
| Gyroscopic Investing Desert Portfolio | +2.01 | +11.16 | +10.30 | +5.73 | +5.03 | +6.77 | +6.19 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 20/80 Portfolio: an investment of 1$, since April 1994,
now would be worth 5.43$, with a total return of 442.69%
(5.80% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% annualized).
Stocks/Bonds 20/80 Portfolio: an investment of 1$, since January 1871,
now would be worth 4780.63$, with a total return of 477962.69%
(5.68% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1871, now would be worth 9911.48$, with a total return of 991048.46% (6.19% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1871, now would be worth 9911.48$, with a total return of 991048.46% (6.19% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 20/80 Portfolio
|
Gyroscopic Investing Desert Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -16.57% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.59 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -8.42% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 4.07 | |||||
| -4.42% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.25 | |||||
| -3.94% | Feb 2001 | Mar 2001 (2) | Feb 2002 (13) | 1.66 | |||||
| -3.92% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.96 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
| -3.44% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 2.16 | |||||
| -3.24% | Sep 2011 | Sep 2011 (1) | Oct 2011 (2) | 1.87 | |||||
| -2.91% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 1.68 | |||||
| -2.78% | Apr 2000 | May 2000 (2) | Jun 2000 (3) | 1.66 | |||||
| -2.77% | Sep 2018 | Dec 2018 (4) | Jan 2019 (5) | 1.66 | |||||
| -2.73% | Sep 1994 | Nov 1994 (3) | Feb 1995 (6) | 1.46 | |||||
| -2.70% | May 1999 | Aug 1999 (4) | Oct 1999 (6) | 1.66 | |||||
| -2.67% | Sep 2018 | Oct 2018 (2) | Jan 2019 (5) | 1.60 | |||||
| -2.64% | May 2013 | Jun 2013 (2) | Sep 2013 (5) | 1.20 | |||||
| -2.63% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 1.44 | |||||
| -2.58% | Apr 2004 | May 2004 (2) | Sep 2004 (6) | 1.65 | |||||
| -2.57% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 1.42 | |||||
Drawdown comparison chart since January 1871.
Swipe left to see all data
|
Stocks/Bonds 20/80 Portfolio
|
Gyroscopic Investing Desert Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -33.15% | Sep 1929 | May 1932 (33) | Aug 1933 (48) | 16.75 | |||||
| -18.94% | Jun 1930 | May 1932 (24) | May 1933 (36) | 9.19 | |||||
| -16.57% | Jan 2022 | Sep 2022 (9) | In progress (27) | 10.59 | |||||
| -16.03% | Mar 1937 | Mar 1938 (13) | Dec 1939 (34) | 6.50 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -11.08% | May 1969 | May 1970 (13) | Nov 1970 (19) | 6.21 | |||||
| -10.61% | Mar 1974 | Sep 1974 (7) | Jan 1975 (11) | 5.76 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -10.14% | Mar 1937 | Mar 1938 (13) | Oct 1938 (20) | 4.99 | |||||
| -9.99% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 5.03 | |||||
| -9.55% | Jul 1895 | Aug 1896 (14) | Jan 1897 (19) | 4.93 | |||||
| -9.36% | Aug 1895 | Aug 1896 (13) | Mar 1897 (20) | 4.33 | |||||
| -8.60% | Oct 1906 | Nov 1907 (14) | May 1908 (20) | 4.30 | |||||
| -8.49% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 3.82 | |||||
| -8.42% | May 2008 | Oct 2008 (6) | Jul 2009 (15) | 4.07 | |||||
| -8.38% | Feb 1893 | Jul 1893 (6) | Aug 1894 (19) | 3.84 | |||||
| -8.25% | Sep 1968 | May 1970 (21) | Nov 1970 (27) | 4.01 | |||||
| -8.12% | Apr 1940 | May 1940 (2) | Jun 1941 (15) | 2.87 | |||||
| -7.96% | Nov 1973 | Aug 1974 (10) | Jan 1975 (15) | 4.18 | |||||
| -7.91% | Aug 1941 | Apr 1942 (9) | Dec 1942 (17) | 4.11 | |||||
Yearly Returns
For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+1.36%
|
-0.02% |
+3.24%
|
0.00% |
| 2023 |
+9.54%
|
-5.62% |
+11.64%
|
-4.01% |
| 2022 |
-14.39%
|
-16.57% |
-11.64%
|
-14.72% |
| 2021 |
+3.64%
|
-1.82% |
+5.76%
|
-2.29% |
| 2020 |
+10.38%
|
-3.92% |
+12.96%
|
-3.56% |
| 2019 |
+13.20%
|
-0.07% |
+14.41%
|
-0.95% |
| 2018 |
-1.13%
|
-2.67% |
-0.94%
|
-2.77% |
| 2017 |
+7.10%
|
-0.02% |
+8.38%
|
-0.12% |
| 2016 |
+4.58%
|
-2.40% |
+5.39%
|
-2.63% |
| 2015 |
+0.52%
|
-1.90% |
+0.02%
|
-2.57% |
| 2014 |
+7.16%
|
-0.89% |
+5.45%
|
-1.59% |
| 2013 |
+5.01%
|
-2.56% |
+6.10%
|
-2.64% |
| 2012 |
+5.82%
|
-0.62% |
+6.70%
|
-2.16% |
| 2011 |
+6.53%
|
-0.88% |
+6.23%
|
-3.24% |
| 2010 |
+8.44%
|
-0.76% |
+11.95%
|
-1.56% |
| 2009 |
+8.69%
|
-5.67% |
+10.05%
|
-5.76% |
| 2008 |
-1.91%
|
-8.42% |
-2.92%
|
-8.78% |
| 2007 |
+6.61%
|
-0.76% |
+10.64%
|
-0.86% |
| 2006 |
+6.55%
|
-1.09% |
+8.85%
|
-1.61% |
| 2005 |
+3.18%
|
-1.84% |
+5.06%
|
-1.48% |
| 2004 |
+5.95%
|
-2.58% |
+6.34%
|
-3.44% |
| 2003 |
+9.33%
|
-2.13% |
+12.64%
|
-1.46% |
| 2002 |
+2.51%
|
-2.13% |
+4.90%
|
-2.20% |
| 2001 |
+4.55%
|
-1.99% |
+1.31%
|
-3.94% |
| 2000 |
+7.00%
|
-2.23% |
+4.70%
|
-2.78% |
| 1999 |
+4.16%
|
-2.17% |
+5.12%
|
-2.91% |
| 1998 |
+11.52%
|
-2.15% |
+13.26%
|
-4.42% |
| 1997 |
+13.75%
|
-1.70% |
+12.53%
|
-2.44% |
| 1996 |
+7.06%
|
-1.44% |
+6.98%
|
-2.04% |
| 1995 |
+21.70%
|
0.00% |
+23.10%
|
0.00% |
| 1994 |
-2.16%
|
-5.50% |
-2.86%
|
-5.63% |
| 1993 |
+9.87%
|
-1.10% |
+11.81%
|
-1.14% |
| 1992 |
+7.53%
|
-1.25% |
+6.83%
|
-2.19% |
| 1991 |
+18.68%
|
-1.05% |
+18.44%
|
-1.44% |
| 1990 |
+5.70%
|
-3.09% |
+3.54%
|
-3.71% |
| 1989 |
+16.54%
|
-0.87% |
+16.86%
|
-1.08% |
| 1988 |
+9.35%
|
-2.17% |
+6.82%
|
-1.71% |
| 1987 |
+1.75%
|
-6.14% |
+4.17%
|
-8.49% |
| 1986 |
+15.00%
|
-3.14% |
+15.33%
|
-2.55% |
| 1985 |
+24.05%
|
-1.20% |
+23.33%
|
-1.21% |
| 1984 |
+12.45%
|
-5.25% |
+7.73%
|
-4.82% |
| 1983 |
+8.71%
|
-2.55% |
+8.30%
|
-2.24% |
| 1982 |
+29.01%
|
-2.01% |
+26.32%
|
-3.26% |
| 1981 |
+6.70%
|
-4.80% |
+1.14%
|
-7.38% |
| 1980 |
+8.94%
|
-7.35% |
+13.20%
|
-9.99% |
| 1979 |
+9.13%
|
-6.01% |
+23.14%
|
-5.87% |
| 1978 |
+2.61%
|
-3.91% |
+6.93%
|
-4.01% |
| 1977 |
+0.16%
|
-3.03% |
+1.88%
|
-2.73% |
| 1976 |
+16.30%
|
-1.12% |
+15.78%
|
-1.19% |
| 1975 |
+13.45%
|
-3.39% |
+13.28%
|
-5.90% |
| 1974 |
-1.00%
|
-7.35% |
+1.69%
|
-10.61% |
| 1973 |
-0.06%
|
-4.25% |
+4.52%
|
-2.49% |
| 1972 |
+5.70%
|
-0.85% |
+11.82%
|
-0.45% |
| 1971 |
+11.12%
|
-6.85% |
+12.65%
|
-4.66% |
| 1970 |
+14.75%
|
-7.32% |
+12.37%
|
-7.35% |
| 1969 |
-3.75%
|
-6.02% |
-5.97%
|
-8.03% |
| 1968 |
+5.00%
|
-3.25% |
+7.55%
|
-2.19% |
| 1967 |
+5.05%
|
-2.41% |
+7.92%
|
-2.06% |
| 1966 |
+2.23%
|
-5.06% |
+0.34%
|
-5.94% |
| 1965 |
+3.42%
|
-0.76% |
+4.73%
|
-1.03% |
| 1964 |
+6.40%
|
-0.13% |
+7.24%
|
-0.32% |
| 1963 |
+5.54%
|
-0.77% |
+7.30%
|
-1.00% |
| 1962 |
+2.64%
|
-4.17% |
+0.50%
|
-6.18% |
| 1961 |
+6.45%
|
-1.47% |
+8.58%
|
-1.52% |
| 1960 |
+10.61%
|
-1.16% |
+8.43%
|
-1.54% |
| 1959 |
+1.20%
|
-2.43% |
+2.81%
|
-2.68% |
| 1958 |
+6.71%
|
-1.94% |
+11.74%
|
-0.94% |
| 1957 |
+4.87%
|
-2.64% |
+2.18%
|
-3.74% |
| 1956 |
+0.46%
|
-2.85% |
+1.63%
|
-3.23% |
| 1955 |
+4.53%
|
-0.46% |
+7.22%
|
-0.52% |
| 1954 |
+12.38%
|
-1.01% |
+16.77%
|
-1.29% |
| 1953 |
+3.04%
|
-3.52% |
+1.55%
|
-4.32% |
| 1952 |
+4.52%
|
-1.67% |
+5.05%
|
-1.76% |
| 1951 |
+4.19%
|
-2.28% |
+6.18%
|
-2.19% |
| 1950 |
+5.97%
|
-1.39% |
+8.93%
|
-1.90% |
| 1949 |
+7.50%
|
-0.52% |
+8.23%
|
-1.05% |
| 1948 |
+2.55%
|
-2.14% |
+2.04%
|
-3.26% |
| 1947 |
+0.41%
|
-2.01% |
+2.08%
|
-1.75% |
| 1946 |
-0.68%
|
-5.01% |
-1.19%
|
-7.09% |
| 1945 |
+11.74%
|
-0.47% |
+14.80%
|
-0.95% |
| 1944 |
+6.06%
|
-0.20% |
+7.66%
|
-0.40% |
| 1943 |
+7.56%
|
-1.84% |
+10.14%
|
-2.72% |
| 1942 |
+4.38%
|
-2.52% |
+5.79%
|
-3.76% |
| 1941 |
-0.23%
|
-3.96% |
-1.40%
|
-4.91% |
| 1940 |
+2.01%
|
-6.24% |
+0.28%
|
-8.12% |
| 1939 |
+2.95%
|
-2.25% |
+2.55%
|
-3.58% |
| 1938 |
+9.18%
|
-5.26% |
+11.07%
|
-7.87% |
| 1937 |
-5.47%
|
-7.37% |
-9.33%
|
-11.51% |
| 1936 |
+10.35%
|
-1.34% |
+12.80%
|
-2.18% |
| 1935 |
+12.39%
|
-0.51% |
+16.19%
|
-1.56% |
| 1934 |
+6.29%
|
-2.22% |
+5.87%
|
-3.60% |
| 1933 |
+13.83%
|
-4.78% |
+24.58%
|
-6.82% |
| 1932 |
+8.09%
|
-5.48% |
+4.75%
|
-11.02% |
| 1931 |
-10.48%
|
-13.55% |
-14.48%
|
-18.82% |
| 1930 |
+0.53%
|
-4.69% |
-3.87%
|
-9.84% |
| 1929 |
+1.14%
|
-5.50% |
-0.87%
|
-10.20% |
| 1928 |
+6.99%
|
-1.64% |
+11.04%
|
-1.69% |
| 1927 |
+10.90%
|
-0.83% |
+13.17%
|
-1.35% |
| 1926 |
+6.06%
|
-1.10% |
+6.25%
|
-2.21% |
| 1925 |
+7.69%
|
-1.29% |
+9.62%
|
-1.97% |
| 1924 |
+11.71%
|
-0.11% |
+12.81%
|
-0.53% |
| 1923 |
+4.04%
|
-1.81% |
+3.83%
|
-3.40% |
| 1922 |
+10.22%
|
-1.08% |
+12.02%
|
-1.47% |
| 1921 |
+12.53%
|
-1.28% |
+10.91%
|
-2.31% |
| 1920 |
-2.63%
|
-4.36% |
-4.08%
|
-4.57% |
| 1919 |
+5.70%
|
-1.88% |
+7.21%
|
-2.63% |
| 1918 |
+7.31%
|
-0.63% |
+8.21%
|
-0.86% |
| 1917 |
-5.08%
|
-5.08% |
-6.61%
|
-6.61% |
| 1916 |
+4.53%
|
-0.64% |
+4.61%
|
-0.73% |
| 1915 |
+11.23%
|
-0.64% |
+13.09%
|
-0.63% |
| 1914 |
+4.10%
|
-2.03% |
+2.24%
|
-4.37% |
| 1913 |
+2.14%
|
-1.72% |
+0.88%
|
-1.69% |
| 1912 |
+2.68%
|
-0.77% |
+3.08%
|
-1.23% |
| 1911 |
+3.97%
|
-1.88% |
+3.48%
|
-2.91% |
| 1910 |
+2.66%
|
-0.84% |
+1.46%
|
-2.32% |
| 1909 |
+4.37%
|
-0.57% |
+5.68%
|
-0.54% |
| 1908 |
+17.01%
|
-0.21% |
+18.68%
|
-0.40% |
| 1907 |
-5.10%
|
-5.87% |
-7.48%
|
-7.79% |
| 1906 |
+0.70%
|
-2.35% |
+0.61%
|
-3.23% |
| 1905 |
+4.77%
|
-1.63% |
+6.76%
|
-1.92% |
| 1904 |
+11.09%
|
-0.64% |
+13.11%
|
-0.82% |
| 1903 |
-1.70%
|
-4.31% |
-3.84%
|
-6.90% |
| 1902 |
+2.43%
|
-3.06% |
+3.02%
|
-2.49% |
| 1901 |
+5.34%
|
-2.36% |
+6.91%
|
-2.80% |
| 1900 |
+7.24%
|
-1.40% |
+8.52%
|
-1.39% |
| 1899 |
+0.41%
|
-2.47% |
+0.85%
|
-2.91% |
| 1898 |
+9.58%
|
-5.44% |
+11.56%
|
-4.68% |
| 1897 |
+8.74%
|
-0.88% |
+9.58%
|
-0.87% |
| 1896 |
+3.90%
|
-5.00% |
+3.39%
|
-5.61% |
| 1895 |
+1.03%
|
-5.16% |
+1.49%
|
-4.85% |
| 1894 |
+5.59%
|
-0.91% |
+4.71%
|
-1.07% |
| 1893 |
+0.02%
|
-6.08% |
-2.82%
|
-8.38% |
| 1892 |
+2.91%
|
-0.95% |
+3.08%
|
-1.03% |
| 1891 |
+8.10%
|
-2.84% |
+8.89%
|
-2.54% |
| 1890 |
-0.25%
|
-3.07% |
-1.12%
|
-4.05% |
| 1889 |
+3.40%
|
-0.84% |
+3.60%
|
-0.90% |
| 1888 |
+5.05%
|
-1.53% |
+4.28%
|
-1.64% |
| 1887 |
+1.03%
|
-2.94% |
+0.66%
|
-3.68% |
| 1886 |
+2.99%
|
-1.38% |
+4.03%
|
-1.72% |
| 1885 |
+10.27%
|
-0.77% |
+12.18%
|
-0.80% |
| 1884 |
+0.67%
|
-4.87% |
-1.36%
|
-5.75% |
| 1883 |
+2.34%
|
-1.36% |
+0.92%
|
-1.92% |
| 1882 |
+3.20%
|
-1.50% |
+2.90%
|
-2.02% |
| 1881 |
+2.83%
|
-3.42% |
+2.14%
|
-3.73% |
| 1880 |
+9.52%
|
-1.43% |
+11.10%
|
-2.45% |
| 1879 |
+12.21%
|
-0.58% |
+16.53%
|
-0.59% |
| 1878 |
+8.43%
|
-0.12% |
+8.46%
|
-0.14% |
| 1877 |
+2.70%
|
-2.64% |
+1.37%
|
-4.98% |
| 1876 |
+2.91%
|
-3.66% |
-0.48%
|
-4.25% |
| 1875 |
+6.26%
|
-2.56% |
+5.68%
|
-1.78% |
| 1874 |
+11.91%
|
-1.89% |
+9.77%
|
-1.41% |
| 1873 |
+2.89%
|
-7.49% |
+1.59%
|
-7.83% |
| 1872 |
+3.68%
|
-3.22% |
+4.67%
|
-2.79% |
| 1871 |
+5.34%
|
-1.82% |
+6.19%
|
-1.95% |
