Total Bond US vs Gyroscopic Investing Desert Portfolio Comparison

Last Update: 29 February 2024

The Total Bond US Portfolio obtained a 4.19% compound annual return, with a 4.24% standard deviation, in the last 30 Years.

The Gyroscopic Investing Desert Portfolio obtained a 6.60% compound annual return, with a 5.50% standard deviation, in the last 30 Years.

Summary

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Total Bond US Portfolio Gyroscopic Investing Desert Portfolio
Portfolio Risk Low Medium
Asset Allocation Stocks 0% 30%
Fixed Income 100% 60%
Commodities 0% 10%
30 Years Stats Return +4.19% +6.60%
Std Dev 4.24% 5.50%
Max Drawdown -17.28% -14.72%
All time Stats
(Since Jan 1871)
Return +4.48% +6.18%
Std Dev 4.36% 5.98%
Max Drawdown -17.28% -33.15%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1871

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1M 6M 1Y 5Y 10Y 30Y MAX
Total Bond US Portfolio -1.36 +2.38 +3.47 +0.54 +1.39 +4.19 +4.48
Gyroscopic Investing Desert Portfolio +0.82 +5.92 +11.74 +5.56 +4.76 +6.60 +6.18
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Total Bond US Portfolio: an investment of 1$, since March 1994, now would be worth 3.43$, with a total return of 242.67% (4.19% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since March 1994, now would be worth 6.81$, with a total return of 581.21% (6.60% annualized).

Total Bond US Portfolio: an investment of 1$, since January 1871, now would be worth 827.26$, with a total return of 82625.58% (4.48% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1871, now would be worth 9715.79$, with a total return of 971479.17% (6.18% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Total Bond US Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-17.28% Aug 2020 Oct 2022 (27) In progress (43) 9.84
-14.72% Jan 2022 Sep 2022 (9) In progress (26) 7.92
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.01% May 2013 Aug 2013 (4) May 2014 (13) 2.32
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.88% Apr 2008 Oct 2008 (7) Dec 2008 (9) 1.46
-3.68% Aug 2016 Nov 2016 (4) Aug 2017 (13) 2.01
-3.63% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.20
-3.56% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.89
-3.47% Jun 2003 Jul 2003 (2) Jan 2004 (8) 1.59
-3.44% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.16
-3.28% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.31
-3.24% Sep 2011 Sep 2011 (1) Oct 2011 (2) 1.87
-3.16% Feb 1996 May 1996 (4) Oct 1996 (9) 1.96
-3.03% Apr 2004 May 2004 (2) Aug 2004 (5) 2.03
-2.91% Feb 1999 Feb 1999 (1) Apr 1999 (3) 1.68
-2.78% Apr 2000 May 2000 (2) Jun 2000 (3) 1.66
-2.77% Sep 2018 Dec 2018 (4) Jan 2019 (5) 1.66
-2.70% May 1999 Aug 1999 (4) Oct 1999 (6) 1.66

Drawdown comparison chart since January 1871.

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Total Bond US Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-33.15% Sep 1929 May 1932 (33) Aug 1933 (48) 16.75
-17.28% Aug 2020 Oct 2022 (27) In progress (43) 9.84
-16.03% Mar 1937 Mar 1938 (13) Dec 1939 (34) 6.50
-14.72% Jan 2022 Sep 2022 (9) In progress (26) 7.92
-11.08% May 1969 May 1970 (13) Nov 1970 (19) 6.21
-10.70% Jul 1979 Feb 1980 (8) Apr 1980 (10) 4.87
-10.61% Mar 1974 Sep 1974 (7) Jan 1975 (11) 5.76
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-9.99% Feb 1980 Mar 1980 (2) May 1980 (4) 5.03
-9.36% Aug 1895 Aug 1896 (13) Mar 1897 (20) 4.33
-8.66% May 1958 Sep 1959 (17) Jul 1960 (27) 5.50
-8.66% Jul 1980 Aug 1981 (14) Nov 1981 (17) 6.19
-8.60% Oct 1906 Nov 1907 (14) May 1908 (20) 4.30
-8.49% Sep 1987 Nov 1987 (3) Oct 1988 (14) 3.82
-8.40% Jul 1895 Aug 1896 (14) Jan 1897 (19) 5.09
-8.38% Feb 1893 Jul 1893 (6) Aug 1894 (19) 3.84
-8.12% Apr 1940 May 1940 (2) Jun 1941 (15) 2.87
-7.91% Apr 1971 Jul 1971 (4) Oct 1971 (7) 4.65
-7.91% Aug 1941 Apr 1942 (9) Dec 1942 (17) 4.11
-7.90% Jul 1876 Jun 1877 (12) Apr 1878 (22) 4.20

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
-1.53%
-1.53%
+1.20%
0.00%
2023
+5.41%
-6.02%
+11.64%
-4.01%
2022
-13.11%
-15.50%
-11.64%
-14.72%
2021
-1.86%
-3.64%
+5.76%
-2.29%
2020
+7.71%
-1.59%
+12.96%
-3.56%
2019
+8.83%
-0.57%
+14.41%
-0.95%
2018
-0.12%
-2.57%
-0.94%
-2.77%
2017
+3.57%
-0.60%
+8.38%
-0.12%
2016
+2.52%
-3.68%
+5.39%
-2.63%
2015
+0.56%
-2.67%
+0.02%
-2.57%
2014
+5.82%
-0.57%
+5.45%
-1.59%
2013
-2.10%
-4.01%
+6.10%
-2.64%
2012
+3.16%
-0.88%
+6.70%
-2.16%
2011
+7.92%
-0.38%
+6.23%
-3.24%
2010
+6.20%
-1.70%
+11.95%
-1.56%
2009
+3.64%
-2.65%
+10.05%
-5.76%
2008
+6.86%
-3.88%
-2.92%
-8.78%
2007
+6.92%
-1.16%
+10.64%
-0.86%
2006
+4.27%
-1.30%
+8.85%
-1.61%
2005
+2.40%
-1.90%
+5.06%
-1.48%
2004
+4.24%
-3.03%
+6.34%
-3.44%
2003
+3.97%
-3.47%
+12.64%
-1.46%
2002
+8.26%
-1.46%
+4.90%
-2.20%
2001
+8.43%
-1.91%
+1.31%
-3.94%
2000
+11.39%
-0.65%
+4.70%
-2.78%
1999
-0.76%
-2.64%
+5.12%
-2.91%
1998
+8.58%
-0.55%
+13.26%
-4.42%
1997
+9.44%
-0.97%
+12.53%
-2.44%
1996
+3.58%
-3.16%
+6.98%
-2.04%
1995
+18.18%
-0.25%
+23.10%
0.00%
1994
-2.66%
-5.01%
-2.86%
-5.63%
1993
+9.68%
-0.97%
+11.81%
-1.14%
1992
+7.14%
-1.39%
+6.83%
-2.19%
1991
+15.25%
-0.06%
+18.44%
-1.44%
1990
+8.65%
-1.97%
+3.54%
-3.71%
1989
+13.64%
-1.60%
+16.86%
-1.08%
1988
+7.35%
-2.64%
+6.82%
-1.71%
1987
+1.54%
-5.86%
+4.17%
-8.49%
1986
+15.10%
-2.05%
+15.33%
-2.55%
1985
+22.24%
-2.00%
+23.33%
-1.21%
1984
+15.01%
-4.66%
+7.73%
-4.82%
1983
+5.22%
-3.80%
+8.30%
-2.24%
1982
+31.13%
-1.93%
+26.32%
-3.26%
1981
+9.41%
-3.80%
+1.14%
-7.38%
1980
+2.88%
-9.24%
+13.20%
-9.99%
1979
+5.35%
-6.28%
+23.14%
-5.87%
1978
+1.15%
-1.89%
+6.93%
-4.01%
1977
+1.04%
-2.47%
+1.88%
-2.73%
1976
+13.75%
-1.18%
+15.78%
-1.19%
1975
+7.36%
-2.79%
+13.28%
-5.90%
1974
+5.70%
-3.75%
+1.69%
-10.61%
1973
+4.47%
-3.37%
+4.52%
-2.49%
1972
+2.72%
-1.31%
+11.82%
-0.45%
1971
+9.50%
-7.91%
+12.65%
-4.66%
1970
+17.24%
-5.95%
+12.37%
-7.35%
1969
-2.12%
-5.02%
-5.97%
-8.03%
1968
+2.90%
-4.78%
+7.55%
-2.19%
1967
-0.53%
-4.27%
+7.92%
-2.06%
1966
+4.97%
-3.15%
+0.34%
-5.94%
1965
+0.72%
-1.64%
+4.73%
-1.03%
1964
+3.89%
-0.04%
+7.24%
-0.32%
1963
+1.64%
-0.38%
+7.30%
-1.00%
1962
+5.71%
-0.50%
+0.50%
-6.18%
1961
+1.32%
-1.90%
+8.58%
-1.52%
1960
+13.04%
-0.30%
+8.43%
-1.54%
1959
-1.70%
-3.66%
+2.81%
-2.68%
1958
-2.81%
-6.22%
+11.74%
-0.94%
1957
+8.57%
-2.26%
+2.18%
-3.74%
1956
-1.55%
-2.73%
+1.63%
-3.23%
1955
-0.77%
-1.93%
+7.22%
-0.52%
1954
+2.83%
-0.97%
+16.77%
-1.29%
1953
+3.64%
-2.98%
+1.55%
-4.32%
1952
+2.25%
-1.66%
+5.05%
-1.76%
1951
+0.05%
-2.58%
+6.18%
-2.19%
1950
-0.12%
-0.72%
+8.93%
-1.90%
1949
+4.38%
-0.16%
+8.23%
-1.05%
1948
+2.60%
-0.75%
+2.04%
-3.26%
1947
-0.45%
-2.67%
+2.08%
-1.75%
1946
+0.72%
-1.65%
-1.19%
-7.09%
1945
+5.13%
-1.00%
+14.80%
-0.95%
1944
+2.27%
0.00%
+7.66%
-0.40%
1943
+2.47%
-0.05%
+10.14%
-2.72%
1942
+1.30%
-0.49%
+5.79%
-3.76%
1941
+2.24%
-1.81%
-1.40%
-4.91%
1940
+4.30%
-2.10%
+0.28%
-8.12%
1939
+3.10%
-4.92%
+2.55%
-3.58%
1938
+4.38%
-0.49%
+11.07%
-7.87%
1937
+1.88%
-2.31%
-9.33%
-11.51%
1936
+4.52%
-0.11%
+12.80%
-2.18%
1935
+3.91%
-1.14%
+16.19%
-1.56%
1934
+7.29%
-2.01%
+5.87%
-3.60%
1933
+2.99%
-1.79%
+24.58%
-6.82%
1932
+12.27%
-2.08%
+4.75%
-11.02%
1931
-2.07%
-4.78%
-14.48%
-18.82%
1930
+7.75%
-0.13%
-3.87%
-9.84%
1929
+4.25%
-1.56%
-0.87%
-10.20%
1928
-0.93%
-2.02%
+11.04%
-1.69%
1927
+5.30%
-0.10%
+13.17%
-1.35%
1926
+4.71%
0.00%
+6.25%
-2.21%
1925
+3.17%
-0.35%
+9.62%
-1.97%
1924
+7.88%
-0.13%
+12.81%
-0.53%
1923
+3.71%
-0.08%
+3.83%
-3.40%
1922
+5.52%
-0.75%
+12.02%
-1.47%
1921
+13.13%
0.00%
+10.91%
-2.31%
1920
+0.21%
-3.65%
-4.08%
-4.57%
1919
+2.22%
-0.74%
+7.21%
-2.63%
1918
+4.60%
-1.27%
+8.21%
-0.86%
1917
-1.69%
-3.86%
-6.61%
-6.61%
1916
+3.65%
-0.88%
+4.61%
-0.73%
1915
+6.25%
-0.73%
+13.09%
-0.63%
1914
+6.48%
-0.09%
+2.24%
-4.37%
1913
+3.87%
-2.10%
+0.88%
-1.69%
1912
+1.57%
-0.39%
+3.08%
-1.23%
1911
+4.10%
-0.98%
+3.48%
-2.91%
1910
+4.18%
-0.25%
+1.46%
-2.32%
1909
+1.45%
-1.44%
+5.68%
-0.54%
1908
+11.41%
-0.17%
+18.68%
-0.40%
1907
-0.31%
-4.13%
-7.48%
-7.79%
1906
+0.73%
-1.43%
+0.61%
-3.23%
1905
+0.66%
-2.86%
+6.76%
-1.92%
1904
+5.83%
-0.24%
+13.11%
-0.82%
1903
+2.16%
-1.20%
-3.84%
-6.90%
1902
+0.98%
-4.62%
+3.02%
-2.49%
1901
+1.83%
-1.18%
+6.91%
-2.80%
1900
+3.87%
-1.78%
+8.52%
-1.39%
1899
-0.40%
-2.91%
+0.85%
-2.91%
1898
+4.67%
-5.80%
+11.56%
-4.68%
1897
+5.85%
-1.15%
+9.58%
-0.87%
1896
+4.07%
-3.68%
+3.39%
-5.61%
1895
+0.04%
-6.46%
+1.49%
-4.85%
1894
+6.09%
-0.76%
+4.71%
-1.07%
1893
+4.74%
-2.03%
-2.82%
-8.38%
1892
+2.12%
-1.18%
+3.08%
-1.03%
1891
+5.41%
-3.16%
+8.89%
-2.54%
1890
+1.24%
-2.39%
-1.12%
-4.05%
1889
+2.49%
-0.71%
+3.60%
-0.90%
1888
+5.49%
-1.09%
+4.28%
-1.64%
1887
+1.47%
-2.25%
+0.66%
-3.68%
1886
+0.76%
-1.61%
+4.03%
-1.72%
1885
+5.34%
-0.60%
+12.18%
-0.80%
1884
+3.94%
-2.60%
-1.36%
-5.75%
1883
+4.31%
-0.89%
+0.92%
-1.92%
1882
+3.10%
-1.35%
+2.90%
-2.02%
1881
+3.49%
-2.35%
+2.14%
-3.73%
1880
+5.28%
-2.00%
+11.10%
-2.45%
1879
+2.94%
-1.57%
+16.53%
-0.59%
1878
+6.47%
-0.62%
+8.46%
-0.14%
1877
+3.66%
-1.67%
+1.37%
-4.98%
1876
+7.19%
-2.17%
-0.48%
-4.25%
1875
+6.49%
-3.41%
+5.68%
-1.78%
1874
+13.72%
-2.38%
+9.77%
-1.41%
1873
+4.25%
-5.87%
+1.59%
-7.83%
1872
+1.82%
-3.44%
+4.67%
-2.79%
1871
+2.78%
-1.85%
+6.19%
-1.95%