Stocks/Bonds 40/60 2x Leveraged vs US Stocks Value Portfolio Comparison

Last Update: 29 February 2024

The Stocks/Bonds 40/60 2x Leveraged Portfolio obtained a 8.05% compound annual return, with a 14.62% standard deviation, in the last 10 Years.

The US Stocks Value Portfolio obtained a 10.17% compound annual return, with a 15.48% standard deviation, in the last 10 Years.

Summary

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Stocks/Bonds 40/60 2x Leveraged Portfolio US Stocks Value Portfolio
Portfolio Risk Medium Very High
Asset Allocation Stocks 40% 100%
Fixed Income 60% 0%
Commodities 0% 0%
10 Years Stats Return +8.05% +10.17%
Std Dev 14.62% 15.48%
Max Drawdown -36.46% -26.06%
All time Stats
(Since Mar 2010)
Return +11.28% +11.75%
Std Dev 13.29% 15.25%
Max Drawdown -36.46% -26.06%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Stocks/Bonds 40/60 2x Leveraged Portfolio +0.34 +8.64 +18.45 +6.98 +8.05 +11.28
US Stocks Value Portfolio +2.83 +11.48 +20.53 +12.23 +10.17 +11.75
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 2.17$, with a total return of 116.87% (8.05% annualized).

US Stocks Value Portfolio: an investment of 1$, since March 2014, now would be worth 2.63$, with a total return of 163.31% (10.17% annualized).

Stocks/Bonds 40/60 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.46$, with a total return of 346.42% (11.28% annualized).

US Stocks Value Portfolio: an investment of 1$, since March 2010, now would be worth 4.74$, with a total return of 373.54% (11.75% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-26.06% Jan 2020 Mar 2020 (3) Dec 2020 (12) 13.06
-16.63% Jan 2022 Sep 2022 (9) Jan 2023 (13) 6.87
-12.56% Feb 2018 Dec 2018 (11) Apr 2019 (15) 5.22
-10.70% Jun 2015 Jan 2016 (8) Jun 2016 (13) 5.85
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-9.27% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.98
-7.76% May 2019 May 2019 (1) Jul 2019 (3) 3.88
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-3.99% Jan 2015 Jan 2015 (1) Feb 2015 (2) 2.31
-3.32% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.91
-3.12% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.80
-3.08% Feb 2023 Feb 2023 (1) Jun 2023 (5) 1.90
-2.97% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.88
-2.86% May 2019 May 2019 (1) Jun 2019 (2) 1.65

Drawdown comparison chart since March 2010.

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Stocks/Bonds 40/60 2x Leveraged Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.46% Jan 2022 Sep 2022 (9) In progress (26) 25.81
-26.06% Jan 2020 Mar 2020 (3) Dec 2020 (12) 13.06
-19.14% May 2011 Sep 2011 (5) Mar 2012 (11) 8.53
-16.63% Jan 2022 Sep 2022 (9) Jan 2023 (13) 6.87
-13.77% May 2010 Jun 2010 (2) Dec 2010 (8) 7.49
-12.56% Feb 2018 Dec 2018 (11) Apr 2019 (15) 5.22
-10.70% Jun 2015 Jan 2016 (8) Jun 2016 (13) 5.85
-9.59% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.96
-9.27% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.98
-7.76% May 2019 May 2019 (1) Jul 2019 (3) 3.88
-7.29% Feb 2020 Mar 2020 (2) May 2020 (4) 3.46
-7.11% Feb 2018 Apr 2018 (3) Aug 2018 (7) 4.21
-6.74% Apr 2012 May 2012 (2) Aug 2012 (5) 3.01
-6.54% Aug 2016 Nov 2016 (4) Feb 2017 (7) 3.58
-6.16% Sep 2021 Sep 2021 (1) Nov 2021 (3) 3.08
-6.13% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.32
-5.62% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.68
-5.58% May 2013 Aug 2013 (4) Oct 2013 (6) 3.04
-4.27% May 2010 Jun 2010 (2) Jul 2010 (3) 2.87
-3.99% Jan 2015 Jan 2015 (1) Feb 2015 (2) 2.31

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.
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Year Return Drawdown Return Drawdown
2024
+1.60%
0.00%
+2.94%
0.00%
2023
+18.74%
-14.99%
+21.75%
-9.27%
2022
-33.70%
-36.46%
-5.39%
-16.63%
2021
+19.46%
-6.16%
+25.21%
-3.32%
2020
+19.91%
-7.29%
+1.55%
-26.06%
2019
+33.39%
-2.86%
+31.48%
-7.76%
2018
-6.50%
-9.59%
-9.18%
-12.56%
2017
+19.66%
-0.19%
+15.08%
-1.63%
2016
+8.94%
-6.54%
+18.48%
-5.38%
2015
+0.67%
-5.62%
-4.32%
-10.50%
2014
+20.80%
-2.54%
+12.75%
-3.59%
2013
+20.66%
-5.58%
+32.19%
-3.90%
2012
+16.43%
-2.46%
+17.36%
-6.74%
2011
+17.29%
-1.97%
-0.29%
-19.14%