Last Update: 31 March 2024
The Stocks/Bonds 60/40 Portfolio obtained a 8.42% compound annual return, with a 9.60% standard deviation, in the last 30 Years.
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% standard deviation, in the last 30 Years.
Summary
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| Stocks/Bonds 60/40 Portfolio | Tyler Golden Butterfly Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 60% | 40% |
| Fixed Income | 40% | 40% | |
| Commodities | 0% | 20% | |
| 30 Years Stats | Return | +8.42% | +7.76% |
| Std Dev | 9.60% | 7.72% | |
| Max Drawdown | -30.55% | -17.79% | |
| All time Stats (Since Jan 1927) |
Return | +8.51% | +8.39% |
| Std Dev | 11.53% | 8.82% | |
| Max Drawdown | -62.03% | -48.31% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1927
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Stocks/Bonds 60/40 Portfolio | +2.12 | +16.12 | +17.74 | +8.77 | +8.05 | +8.42 | +8.51 |
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +8.39 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994,
now would be worth 11.32$, with a total return of 1031.62%
(8.42% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1927,
now would be worth 2814.92$, with a total return of 281391.91%
(8.51% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1927, now would be worth 2525.98$, with a total return of 252497.96% (8.39% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1927, now would be worth 2525.98$, with a total return of 252497.96% (8.39% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Stocks/Bonds 60/40 Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -5.35% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.94 | |||||
| -5.24% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.81 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.36% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.66 | |||||
| -3.84% | Apr 2013 | Jun 2013 (3) | Sep 2013 (6) | 1.60 | |||||
| -3.76% | Jul 1999 | Sep 1999 (3) | Oct 1999 (4) | 2.29 | |||||
Drawdown comparison chart since January 1927.
Swipe left to see all data
|
Stocks/Bonds 60/40 Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -62.03% | Sep 1929 | May 1932 (33) | Jul 1936 (83) | 33.36 | |||||
| -48.31% | Sep 1929 | May 1932 (33) | Jun 1935 (70) | 23.15 | |||||
| -31.73% | Mar 1937 | Mar 1938 (13) | Jan 1943 (71) | 13.31 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -27.28% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 11.90 | |||||
| -23.45% | Mar 1937 | Mar 1938 (13) | Jan 1943 (71) | 9.73 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -19.17% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.40 | |||||
| -18.76% | Dec 1968 | Jun 1970 (19) | Jan 1971 (26) | 9.23 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -17.05% | May 1969 | Jun 1970 (14) | Feb 1971 (22) | 9.63 | |||||
| -14.87% | Apr 1974 | Sep 1974 (6) | Jan 1975 (10) | 8.03 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -13.73% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.54 | |||||
| -13.30% | Jun 1946 | Nov 1946 (6) | Sep 1949 (40) | 8.06 | |||||
| -12.63% | Jan 1962 | Jun 1962 (6) | Mar 1963 (15) | 6.40 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -10.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 5.04 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
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 |
+5.46%
|
0.00% |
+2.76%
|
-1.54% |
| 2023 |
+17.79%
|
-7.47% |
+11.98%
|
-8.07% |
| 2022 |
-16.95%
|
-20.69% |
-13.35%
|
-17.79% |
| 2021 |
+14.66%
|
-3.24% |
+9.35%
|
-2.45% |
| 2020 |
+15.70%
|
-12.29% |
+13.93%
|
-7.16% |
| 2019 |
+21.94%
|
-3.41% |
+18.03%
|
-1.83% |
| 2018 |
-3.17%
|
-8.38% |
-4.03%
|
-6.37% |
| 2017 |
+14.15%
|
0.00% |
+10.96%
|
-0.32% |
| 2016 |
+8.71%
|
-2.95% |
+10.82%
|
-3.36% |
| 2015 |
+0.44%
|
-5.24% |
-3.71%
|
-6.25% |
| 2014 |
+9.85%
|
-1.50% |
+9.13%
|
-3.27% |
| 2013 |
+19.23%
|
-2.27% |
+6.26%
|
-3.84% |
| 2012 |
+11.13%
|
-3.54% |
+8.84%
|
-2.43% |
| 2011 |
+3.75%
|
-9.00% |
+8.86%
|
-3.00% |
| 2010 |
+12.93%
|
-7.13% |
+16.54%
|
-2.77% |
| 2009 |
+18.79%
|
-11.70% |
+10.77%
|
-10.16% |
| 2008 |
-19.44%
|
-22.19% |
-4.18%
|
-13.53% |
| 2007 |
+5.99%
|
-3.07% |
+9.58%
|
-2.06% |
| 2006 |
+11.12%
|
-2.03% |
+12.44%
|
-2.71% |
| 2005 |
+4.74%
|
-2.34% |
+8.04%
|
-1.76% |
| 2004 |
+9.37%
|
-2.68% |
+9.88%
|
-4.36% |
| 2003 |
+20.04%
|
-1.99% |
+18.85%
|
-2.72% |
| 2002 |
-8.98%
|
-13.74% |
+3.15%
|
-6.86% |
| 2001 |
-3.21%
|
-11.68% |
+2.71%
|
-4.99% |
| 2000 |
-1.79%
|
-8.27% |
+6.88%
|
-3.64% |
| 1999 |
+13.98%
|
-3.76% |
+4.24%
|
-3.38% |
| 1998 |
+17.39%
|
-10.18% |
+8.03%
|
-9.44% |
| 1997 |
+22.37%
|
-3.12% |
+13.09%
|
-2.50% |
| 1996 |
+14.01%
|
-3.33% |
+8.18%
|
-2.60% |
| 1995 |
+28.74%
|
-0.20% |
+21.86%
|
-0.40% |
| 1994 |
-1.16%
|
-6.47% |
-1.98%
|
-4.64% |
| 1993 |
+10.25%
|
-1.36% |
+14.50%
|
-1.37% |
| 1992 |
+8.32%
|
-1.65% |
+9.15%
|
-1.58% |
| 1991 |
+25.53%
|
-2.86% |
+19.14%
|
-1.63% |
| 1990 |
-0.19%
|
-8.52% |
-2.51%
|
-7.94% |
| 1989 |
+22.33%
|
-1.36% |
+14.78%
|
-0.89% |
| 1988 |
+13.33%
|
-2.24% |
+9.18%
|
-1.64% |
| 1987 |
+2.18%
|
-19.17% |
+5.10%
|
-10.93% |
| 1986 |
+14.79%
|
-5.58% |
+17.75%
|
-2.42% |
| 1985 |
+27.66%
|
-2.15% |
+25.09%
|
-1.93% |
| 1984 |
+7.32%
|
-6.58% |
+3.75%
|
-4.68% |
| 1983 |
+15.69%
|
-2.85% |
+11.13%
|
-2.46% |
| 1982 |
+24.75%
|
-4.29% |
+28.31%
|
-5.34% |
| 1981 |
+1.27%
|
-8.82% |
-1.23%
|
-8.50% |
| 1980 |
+21.05%
|
-9.57% |
+15.59%
|
-13.73% |
| 1979 |
+16.69%
|
-6.65% |
+38.92%
|
-6.53% |
| 1978 |
+5.53%
|
-7.92% |
+13.30%
|
-7.41% |
| 1977 |
-1.60%
|
-4.89% |
+7.87%
|
-1.53% |
| 1976 |
+21.38%
|
-1.34% |
+20.55%
|
-2.29% |
| 1975 |
+25.64%
|
-8.13% |
+16.99%
|
-8.68% |
| 1974 |
-14.41%
|
-20.38% |
+5.51%
|
-14.87% |
| 1973 |
-9.12%
|
-9.87% |
+7.22%
|
-5.95% |
| 1972 |
+11.66%
|
-1.45% |
+17.32%
|
-1.70% |
| 1971 |
+14.37%
|
-5.73% |
+14.13%
|
-3.04% |
| 1970 |
+9.77%
|
-11.52% |
+8.32%
|
-8.47% |
| 1969 |
-7.02%
|
-8.24% |
-9.95%
|
-11.26% |
| 1968 |
+9.19%
|
-3.30% |
+14.16%
|
-1.16% |
| 1967 |
+16.22%
|
-2.87% |
+15.73%
|
-1.53% |
| 1966 |
-3.25%
|
-9.79% |
-1.43%
|
-6.81% |
| 1965 |
+8.81%
|
-2.63% |
+9.98%
|
-1.26% |
| 1964 |
+11.40%
|
-0.78% |
+9.63%
|
-0.39% |
| 1963 |
+13.34%
|
-1.77% |
+9.52%
|
-1.19% |
| 1962 |
-3.49%
|
-12.63% |
-2.25%
|
-8.47% |
| 1961 |
+16.69%
|
-2.07% |
+11.32%
|
-1.53% |
| 1960 |
+5.77%
|
-4.00% |
+4.68%
|
-2.33% |
| 1959 |
+6.99%
|
-3.96% |
+5.78%
|
-2.67% |
| 1958 |
+25.76%
|
-0.76% |
+21.04%
|
-0.09% |
| 1957 |
-2.53%
|
-7.55% |
-1.90%
|
-5.44% |
| 1956 |
+4.48%
|
-5.10% |
+2.40%
|
-3.74% |
| 1955 |
+15.12%
|
-1.72% |
+9.05%
|
-1.20% |
| 1954 |
+31.48%
|
-2.16% |
+24.09%
|
-1.32% |
| 1953 |
+1.85%
|
-4.96% |
-1.25%
|
-5.95% |
| 1952 |
+9.07%
|
-2.48% |
+5.01%
|
-1.97% |
| 1951 |
+12.47%
|
-3.94% |
+5.62%
|
-3.17% |
| 1950 |
+18.15%
|
-3.45% |
+15.80%
|
-2.07% |
| 1949 |
+13.74%
|
-2.42% |
+8.87%
|
-1.60% |
| 1948 |
+2.46%
|
-6.51% |
+0.60%
|
-4.83% |
| 1947 |
+2.12%
|
-3.61% |
+3.73%
|
-2.27% |
| 1946 |
-3.48%
|
-13.30% |
-2.14%
|
-9.34% |
| 1945 |
+24.98%
|
-2.30% |
+23.40%
|
-1.03% |
| 1944 |
+13.65%
|
-0.91% |
+13.20%
|
-0.29% |
| 1943 |
+17.73%
|
-5.22% |
+18.24%
|
-2.65% |
| 1942 |
+10.55%
|
-7.45% |
+8.95%
|
-4.55% |
| 1941 |
-5.16%
|
-8.44% |
-1.87%
|
-5.56% |
| 1940 |
-2.58%
|
-14.56% |
-0.80%
|
-9.89% |
| 1939 |
+2.64%
|
-8.45% |
-0.30%
|
-6.03% |
| 1938 |
+18.78%
|
-15.43% |
+14.14%
|
-10.34% |
| 1937 |
-20.16%
|
-23.31% |
-15.74%
|
-17.75% |
| 1936 |
+22.00%
|
-4.48% |
+19.77%
|
-2.63% |
| 1935 |
+29.34%
|
-5.09% |
+19.44%
|
-3.22% |
| 1934 |
+4.30%
|
-9.46% |
+5.81%
|
-5.68% |
| 1933 |
+35.51%
|
-12.66% |
+45.52%
|
-6.98% |
| 1932 |
-0.28%
|
-25.51% |
+2.29%
|
-16.27% |
| 1931 |
-27.30%
|
-34.34% |
-20.79%
|
-25.80% |
| 1930 |
-13.91%
|
-22.76% |
-10.68%
|
-16.78% |
| 1929 |
-5.08%
|
-21.42% |
-3.62%
|
-14.87% |
| 1928 |
+22.84%
|
-2.72% |
+13.65%
|
-2.02% |
| 1927 |
+22.12%
|
-2.70% |
+16.03%
|
-1.81% |
