US Inflation Protection vs Gyroscopic Investing Desert Portfolio Comparison

Last Update: 29 February 2024

The US Inflation Protection Portfolio obtained a 4.98% compound annual return, with a 6.01% 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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US Inflation Protection 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 +4.98% +6.60%
Std Dev 6.01% 5.50%
Max Drawdown -14.76% -14.72%
All time Stats
(Since Jan 1985)
Return +6.69% +7.71%
Std Dev 6.63% 5.71%
Max Drawdown -14.76% -14.72%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
US Inflation Protection Portfolio -1.05 +1.78 +1.82 +2.23 +1.77 +4.98 +6.69
Gyroscopic Investing Desert Portfolio +0.82 +5.92 +11.74 +5.56 +4.76 +6.60 +7.71
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

US Inflation Protection Portfolio: an investment of 1$, since March 1994, now would be worth 4.30$, with a total return of 330.19% (4.98% 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).

US Inflation Protection Portfolio: an investment of 1$, since January 1985, now would be worth 12.62$, with a total return of 1162.01% (6.69% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1985, now would be worth 18.34$, with a total return of 1734.00% (7.71% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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US Inflation Protection 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
-14.76% Jan 2022 Oct 2023 (22) In progress (26) 10.39
-14.72% Jan 2022 Sep 2022 (9) In progress (26) 7.92
-11.79% Sep 2008 Oct 2008 (2) Sep 2009 (13) 5.42
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-9.24% Dec 2012 Dec 2013 (13) Mar 2019 (76) 4.32
-7.43% Mar 1994 Oct 1994 (8) Mar 1995 (13) 5.08
-6.47% Feb 1996 May 1996 (4) Oct 1996 (9) 4.44
-5.32% Feb 1999 Dec 1999 (11) Mar 2000 (14) 3.77
-5.32% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.32
-4.82% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.77
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.37% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.17
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.63% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.20
-3.56% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.89
-3.44% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.16
-3.37% Nov 2001 Dec 2001 (2) Apr 2002 (6) 2.07
-3.24% Sep 2011 Sep 2011 (1) Oct 2011 (2) 1.87
-3.05% Nov 2010 Dec 2010 (2) Apr 2011 (6) 2.01
-2.91% Feb 1999 Feb 1999 (1) Apr 1999 (3) 1.68

Drawdown comparison chart since January 1985.

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US Inflation Protection 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
-14.76% Jan 2022 Oct 2023 (22) In progress (26) 10.39
-14.72% Jan 2022 Sep 2022 (9) In progress (26) 7.92
-11.79% Sep 2008 Oct 2008 (2) Sep 2009 (13) 5.42
-10.68% Feb 1994 Oct 1994 (9) May 1995 (16) 7.40
-10.15% Mar 2008 Feb 2009 (12) Sep 2009 (19) 4.82
-9.45% Mar 1987 Sep 1987 (7) Jan 1988 (11) 4.91
-9.24% Dec 2012 Dec 2013 (13) Mar 2019 (76) 4.32
-8.49% Sep 1987 Nov 1987 (3) Oct 1988 (14) 3.82
-6.47% Feb 1996 May 1996 (4) Oct 1996 (9) 4.44
-5.63% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.86
-5.32% Feb 1999 Dec 1999 (11) Mar 2000 (14) 3.77
-5.32% Jun 2003 Jul 2003 (2) Dec 2003 (7) 2.32
-4.82% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.77
-4.70% Mar 1988 May 1988 (3) Sep 1988 (7) 2.66
-4.42% Dec 1989 Apr 1990 (5) Jun 1990 (7) 2.28
-4.42% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.25
-4.37% Dec 1996 Mar 1997 (4) Jun 1997 (7) 2.17
-4.18% May 1986 May 1986 (1) Jun 1986 (2) 2.41
-3.94% Feb 2001 Mar 2001 (2) Feb 2002 (13) 1.66
-3.82% Jan 1992 Apr 1992 (4) Jun 1992 (6) 2.47

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
-0.72%
-1.05%
+1.20%
0.00%
2023
+3.27%
-5.35%
+11.64%
-4.01%
2022
-13.10%
-14.74%
-11.64%
-14.72%
2021
+5.67%
-1.95%
+5.76%
-2.29%
2020
+10.84%
-1.76%
+12.96%
-3.56%
2019
+8.35%
-1.14%
+14.41%
-0.95%
2018
-1.42%
-2.47%
-0.94%
-2.77%
2017
+2.92%
-0.91%
+8.38%
-0.12%
2016
+4.68%
-2.64%
+5.39%
-2.63%
2015
-1.75%
-4.83%
+0.02%
-2.57%
2014
+3.59%
-2.59%
+5.45%
-1.59%
2013
-8.49%
-9.10%
+6.10%
-2.64%
2012
+6.39%
-1.43%
+6.70%
-2.16%
2011
+13.28%
-0.01%
+6.23%
-3.24%
2010
+6.14%
-3.05%
+11.95%
-1.56%
2009
+8.94%
-2.24%
+10.05%
-5.76%
2008
+0.04%
-11.79%
-2.92%
-8.78%
2007
+11.92%
-1.52%
+10.64%
-0.86%
2006
+0.28%
-2.37%
+8.85%
-1.61%
2005
+2.49%
-2.47%
+5.06%
-1.48%
2004
+8.28%
-4.82%
+6.34%
-3.44%
2003
+8.00%
-5.32%
+12.64%
-1.46%
2002
+16.61%
-2.75%
+4.90%
-2.20%
2001
+7.61%
-3.37%
+1.31%
-3.94%
2000
+17.65%
-0.84%
+4.70%
-2.78%
1999
-4.47%
-5.32%
+5.12%
-2.91%
1998
+9.27%
-0.76%
+13.26%
-4.42%
1997
+12.71%
-2.48%
+12.53%
-2.44%
1996
+1.33%
-6.47%
+6.98%
-2.04%
1995
+23.02%
-0.42%
+23.10%
0.00%
1994
-6.25%
-10.68%
-2.86%
-5.63%
1993
+15.75%
-1.45%
+11.81%
-1.14%
1992
+8.74%
-3.82%
+6.83%
-2.19%
1991
+18.60%
-0.30%
+18.44%
-1.44%
1990
+8.20%
-4.32%
+3.54%
-3.71%
1989
+15.77%
-2.48%
+16.86%
-1.08%
1988
+6.51%
-4.70%
+6.82%
-1.71%
1987
-0.24%
-9.45%
+4.17%
-8.49%
1986
+18.39%
-4.18%
+15.33%
-2.55%
1985
+26.04%
-3.65%
+23.33%
-1.21%