Last Update: 31 October 2021
The Tim Maurer Simple Money Portfolio obtained a 7.64% compound annual return, with a 9.00% standard deviation, in the last 25 Years.
The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.77% compound annual return, with a 11.74% standard deviation, in the last 25 Years.
Summary
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| Tim Maurer Simple Money Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 60% | 71% |
| Fixed Income | 40% | 29% | |
| Commodities | 0% | 0% | |
| 25 Years Stats | Return | +7.64% | +8.77% |
| Std Dev | 9.00% | 11.74% | |
| Max Drawdown | -32.39% | -41.80% | |
Last Update: 31 October 2021
Historical Returns
Comparison period starts from January 1995
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| 1M | 3M | 6M | 1Y | 5Y(*) | 10Y(*) | 25Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|---|
| Tim Maurer Simple Money Portfolio | +1.97 | +0.79 | +2.25 | +23.48 | +8.35 | +7.73 | +7.64 | +8.06 |
| Burton Malkiel Late Sixties and Beyond Portfolio | +4.24 | +1.88 | +5.55 | +26.15 | +11.08 | +9.54 | +8.77 | +9.37 |
(*) annualized
Capital Growth
Drawdowns
Yearly Returns
Yearly return comparison. Common historical serie start from January 1995.
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| Year | Tim Maurer Simple Money Portfolio | Burton Malkiel Late Sixties and Beyond Portfolio |
|---|---|---|
| 2021 |
+10.09% | +12.73% |
| 2020 |
+6.87% | +10.03% |
| 2019 |
+16.14% | +22.55% |
| 2018 |
-6.64% | -5.90% |
| 2017 |
+13.36% | +16.49% |
| 2016 |
+8.15% | +8.48% |
| 2015 |
+0.47% | -1.63% |
| 2014 |
+2.33% | +9.01% |
| 2013 |
+17.81% | +12.49% |
| 2012 |
+11.70% | +14.20% |
| 2011 |
-0.69% | +1.01% |
| 2010 |
+12.55% | +14.47% |
| 2009 |
+17.16% | +25.30% |
| 2008 |
-18.42% | -26.02% |
| 2007 |
+5.07% | +5.18% |
| 2006 |
+15.49% | +20.06% |
| 2005 |
+8.71% | +9.86% |
| 2004 |
+16.23% | +14.78% |
| 2003 |
+28.83% | +29.73% |
| 2002 |
-0.10% | -5.70% |
| 2001 |
-0.39% | +5.85% |
| 2000 |
+6.34% | +2.46% |
| 1999 |
+8.40% | +12.48% |
| 1998 |
+10.11% | +5.92% |
| 1997 |
+8.93% | +15.13% |
| 1996 |
+8.40% | +18.95% |
| 1995 |
+20.10% | +20.20% |