Last Update: 31 July 2022

The Tim Maurer Simple Money Portfolio obtained a 7.54% compound annual return, with a 8.72% standard deviation, in the last 30 Years.

The Burton Malkiel Late Sixties and Beyond Portfolio obtained a 8.67% compound annual return, with a 11.30% standard deviation, in the last 30 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%
30 Years Stats Return +7.54% +8.67%
Std Dev 8.72% 11.30%
Max Drawdown -32.39% -41.80%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Tim Maurer Simple Money Portfolio +4.26 -6.73 -8.09 +4.07 +6.34 +7.54 +7.55
Burton Malkiel Late Sixties and Beyond Portfolio +5.34 -8.48 -8.70 +6.30 +7.49 +8.67 +8.59
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Tim Maurer Simple Money Portfolio: an investment of 1000$, since August 1992, now would be worth 8862.34$, with a total return of 786.23% (7.54% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since August 1992, now would be worth 12129.94$, with a total return of 1112.99% (8.67% annualized).

Tim Maurer Simple Money Portfolio: an investment of 1000$, since January 1992, now would be worth 9253.50$, with a total return of 825.35% (7.55% annualized).

Burton Malkiel Late Sixties and Beyond Portfolio: an investment of 1000$, since January 1992, now would be worth 12424.35$, with a total return of 1142.43% (8.59% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Tim Maurer Simple Money Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-32.39% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-14.55% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.86% Sep 2021 Jun 2022
-12.20% May 2002 Sep 2002
-11.27% May 2011 Sep 2011
-9.50% May 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.98% Jun 2002 Sep 2002
-8.67% Sep 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.83% Feb 2001 Sep 2001
-6.66% Jun 2015 Feb 2016

Drawdown comparison chart since January 1992.

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Tim Maurer Simple Money Portfolio
Burton Malkiel Late Sixties and Beyond Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-41.80% Nov 2007 Feb 2009
-32.39% Nov 2007 Feb 2009
-16.89% Jan 2022 Jun 2022
-16.82% Jan 2020 Mar 2020
-16.48% May 1998 Aug 1998
-14.55% Jan 2020 Mar 2020
-13.38% May 2011 Sep 2011
-12.86% Sep 2021 Jun 2022
-12.20% May 2002 Sep 2002
-11.27% May 2011 Sep 2011
-9.50% May 1998 Aug 1998
-9.27% Feb 2001 Sep 2001
-8.98% Jun 2002 Sep 2002
-8.67% Sep 2018 Dec 2018
-8.08% Feb 2018 Dec 2018
-7.72% Mar 2015 Sep 2015
-7.20% Feb 1994 Mar 1994
-7.04% Apr 2004 Apr 2004
-6.83% Feb 2001 Sep 2001
-6.66% Jun 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Tim Maurer Simple Money Portfolio Burton Malkiel Late Sixties and Beyond Portfolio
2022
-9.13% -12.46%
2021
+10.46% +15.40%
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%
1994
-1.91% -3.17%
1993
+18.40% +23.51%
1992
+9.26% +4.84%
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