Technology vs Stocks/Bonds 80/20 Portfolio Comparison

Last Update: 29 February 2024

The Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.29% compound annual return, with a 12.51% standard deviation, in the last 30 Years.

Summary

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Technology Portfolio Stocks/Bonds 80/20 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +13.98% +9.29%
Std Dev 24.02% 12.51%
Max Drawdown -81.08% -41.09%
All time Stats
(Since Jan 1971)
Return +12.75% +10.14%
Std Dev 22.54% 12.79%
Max Drawdown -81.08% -41.09%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1971

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1M 6M 1Y 5Y 10Y 30Y MAX
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +12.75
Stocks/Bonds 80/20 Portfolio +3.98 +11.46 +23.48 +11.27 +9.93 +9.29 +10.14
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since March 1994, now would be worth 14.38$, with a total return of 1337.99% (9.29% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 589.71$, with a total return of 58870.60% (12.75% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1971, now would be worth 169.68$, with a total return of 16868.05% (10.14% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Technology Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-13.35% May 2011 Sep 2011 (5) Feb 2012 (10) 5.69
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-11.32% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.24
-10.50% Aug 1997 Dec 1997 (5) Feb 1998 (7) 5.23
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.49% Feb 1999 Feb 1999 (1) Apr 1999 (3) 4.77
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16

Drawdown comparison chart since January 1971.

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Technology Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-58.37% Jan 1973 Sep 1974 (21) Aug 1978 (68) 32.58
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-36.88% Jan 1973 Sep 1974 (21) Mar 1976 (39) 16.98
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.93% Jul 1983 Jul 1984 (13) Nov 1985 (29) 16.11
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-25.11% Jun 1981 Jul 1982 (14) Nov 1982 (18) 15.65
-24.55% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.14
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32

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
+7.20%
0.00%
+4.87%
0.00%
2023
+54.85%
-8.42%
+21.92%
-8.31%
2022
-32.58%
-32.58%
-18.23%
-22.75%
2021
+27.42%
-5.68%
+20.16%
-3.88%
2020
+48.40%
-12.90%
+18.36%
-16.53%
2019
+38.96%
-8.23%
+26.30%
-4.97%
2018
-0.12%
-16.96%
-4.19%
-11.32%
2017
+32.66%
-2.32%
+17.68%
0.00%
2016
+7.10%
-8.37%
+10.77%
-4.34%
2015
+9.45%
-8.88%
+0.40%
-7.05%
2014
+19.18%
-3.04%
+11.20%
-2.23%
2013
+36.63%
-2.39%
+26.34%
-2.66%
2012
+18.12%
-8.13%
+13.79%
-5.21%
2011
+3.47%
-10.79%
+2.36%
-13.35%
2010
+20.14%
-12.93%
+15.18%
-10.23%
2009
+54.68%
-7.43%
+23.84%
-14.71%
2008
-41.73%
-43.03%
-28.21%
-30.13%
2007
+19.02%
-6.83%
+5.68%
-4.17%
2006
+7.14%
-11.54%
+13.41%
-2.63%
2005
+1.57%
-12.37%
+5.53%
-3.41%
2004
+10.54%
-9.86%
+11.08%
-2.95%
2003
+49.67%
-2.90%
+25.40%
-3.13%
2002
-37.37%
-46.75%
-14.73%
-20.47%
2001
-33.34%
-54.93%
-7.09%
-17.69%
2000
-36.11%
-46.69%
-6.18%
-12.05%
1999
+101.95%
-9.49%
+18.90%
-5.12%
1998
+85.30%
-17.20%
+20.33%
-13.95%
1997
+20.63%
-13.51%
+26.68%
-3.85%
1996
+42.54%
-8.14%
+17.49%
-4.78%
1995
+42.54%
-3.77%
+32.26%
-0.70%
1994
+1.50%
-12.97%
-0.67%
-6.95%
1993
+10.58%
-8.26%
+10.44%
-2.06%
1992
+8.86%
-13.48%
+8.71%
-2.02%
1991
+64.99%
-8.89%
+28.96%
-3.69%
1990
-10.41%
-27.64%
-3.13%
-12.23%
1989
+26.17%
-4.64%
+25.22%
-2.00%
1988
+13.54%
-10.50%
+15.32%
-2.84%
1987
+10.50%
-34.57%
+2.40%
-24.55%
1986
+6.89%
-15.73%
+14.68%
-6.76%
1985
+35.61%
-6.97%
+29.47%
-3.45%
1984
-11.31%
-17.55%
+4.75%
-7.80%
1983
+19.87%
-13.85%
+19.17%
-3.09%
1982
+18.67%
-14.55%
+22.62%
-7.08%
1981
-3.21%
-19.44%
-1.44%
-10.81%
1980
+33.88%
-19.01%
+27.10%
-10.71%
1979
+28.11%
-9.91%
+20.47%
-6.94%
1978
+12.31%
-17.69%
+6.99%
-9.83%
1977
+7.33%
-3.83%
-2.48%
-6.59%
1976
+26.10%
-2.85%
+23.93%
-1.62%
1975
+29.76%
-14.58%
+31.73%
-10.05%
1974
-35.11%
-41.36%
-21.11%
-27.27%
1973
-31.06%
-31.06%
-13.65%
-14.55%
1972
+17.18%
-3.61%
+14.64%
-1.96%
1971
+27.35%
-7.42%
+16.00%
-6.14%