US Stocks Momentum Portfolio vs Technology Portfolio Portfolio Comparison

Simulation Settings
Period: January 1982 - February 2026 (~44 years)
Consolidated Returns as of 28 February 2026
Initial Amount: 1$
Currency: USD
Inflation: US
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Results
30 Years
(1996/03 - 2026/02)
All Data
(1982/01 - 2026/02)
Inflation Adjusted:
US Stocks Momentum Portfolio
1.00$
Invested Capital
March 1996
34.35$
Final Capital
February 2026
12.51%
Yearly Return
15.62%
Std Deviation
-53.85%
Max Drawdown
63months
Recovery Period
1.00$
Invested Capital
March 1996
16.30$
Final Capital
February 2026
9.75%
Yearly Return
15.62%
Std Deviation
-54.61%
Max Drawdown
67months
Recovery Period
1.00$
Invested Capital
January 1982
320.69$
Final Capital
February 2026
13.96%
Yearly Return
15.33%
Std Deviation
-53.85%
Max Drawdown
63months
Recovery Period
1.00$
Invested Capital
January 1982
92.38$
Final Capital
February 2026
10.79%
Yearly Return
15.33%
Std Deviation
-54.61%
Max Drawdown
67months
Recovery Period
Technology Portfolio
1.00$
Invested Capital
March 1996
46.85$
Final Capital
February 2026
13.68%
Yearly Return
23.99%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Invested Capital
March 1996
22.23$
Final Capital
February 2026
10.89%
Yearly Return
23.99%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period
1.00$
Invested Capital
January 1982
377.40$
Final Capital
February 2026
14.38%
Yearly Return
22.89%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Invested Capital
January 1982
108.71$
Final Capital
February 2026
11.20%
Yearly Return
22.89%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

As of February 2026, in the previous 30 Years, the US Stocks Momentum Portfolio obtained a 12.51% compound annual return, with a 15.62% standard deviation. It suffered a maximum drawdown of -53.85% that required 63 months to be recovered.

As of February 2026, in the previous 30 Years, the Technology Portfolio obtained a 13.68% compound annual return, with a 23.99% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

US Stocks Momentum Portfolio
Weight
(%)		 Ticker Name
100.00
MTUM
iShares Edge MSCI USA Momentum Fctr
Technology Portfolio
Weight
(%)		 Ticker Name
100.00
QQQ
Invesco QQQ Trust
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Portfolio Returns as of Feb 28, 2026

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
30 Years
(1996/03 - 2026/02)
All Data
(1982/01 - 2026/02)
Inflation Adjusted:
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Momentum
 1 $ 34.35 $ 3 335.47% 12.51%
Technology
 1 $ 46.85 $ 4 585.02% 13.68%
Mar 1996 Feb 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Momentum
 1 $ 16.30 $ 1 530.07% 9.75%
Technology
 1 $ 22.23 $ 2 122.96% 10.89%
Mar 1996 Feb 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Momentum
 1 $ 320.69 $ 31 969.04% 13.96%
Technology
 1 $ 377.40 $ 37 639.73% 14.38%
Jan 1982 Feb 2026

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
US Stocks Momentum
 1 $ 92.38 $ 9 137.71% 10.79%
Technology
 1 $ 108.71 $ 10 771.20% 11.20%
Jan 1982 Feb 2026

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Return (%) as of Feb 28, 2026
YTD
(2M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~44Y)
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp US Stocks Momentum
-- Market Benchmark 		1.06 -1.15 4.32 16.94 10.44 15.15 12.51 13.96
http://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		-1.14 -2.34 6.73 20.11 14.78 20.34 13.68 14.38
Returns over 1 year are annualized.
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Portfolio Metrics as of Feb 28, 2026

The following metrics, updated as of 28 February 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 March 2025 - 28 February 2026 (1 year)
Period: 1 March 2021 - 28 February 2026 (5 years)
Period: 1 March 2016 - 28 February 2026 (10 years)
Period: 1 March 1996 - 28 February 2026 (30 years)
Period: 1 January 1982 - 28 February 2026 (~44 years)
1 Year
5 Years
10 Years
30 Years
All (1982/01 - 2026/02)
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US Stocks Momentum Technology
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 16.94 20.11
Infl. Adjusted (%) 14.50 17.61
DRAWDOWN
Deepest Drawdown Depth (%) -7.22 -7.59
Start to Recovery (months) 3 3
Longest Drawdown Depth (%) -2.42 -3.34
Start to Recovery (months) 4 4*
Longest Negative Period (months) 5* 4*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 14.44 14.87
Sharpe Ratio 0.89 1.08
Sortino Ratio 1.31 1.49
Ulcer Index 2.46 3.00
Ratio: Return / Standard Deviation 1.17 1.35
Ratio: Return / Deepest Drawdown 2.35 2.65
Metrics calculated over the period 1 March 2025 - 28 February 2026
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US Stocks Momentum Technology
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.44 14.78
Infl. Adjusted (%) 5.80 9.96
DRAWDOWN
Deepest Drawdown Depth (%) -30.16 -32.58
Start to Recovery (months) 29 24
Longest Drawdown Depth (%) -30.16 -32.58
Start to Recovery (months) 29 24
Longest Negative Period (months) 33 27
RISK INDICATORS
Standard Deviation (%) 17.26 19.22
Sharpe Ratio 0.42 0.60
Sortino Ratio 0.59 0.80
Ulcer Index 14.17 12.46
Ratio: Return / Standard Deviation 0.60 0.77
Ratio: Return / Deepest Drawdown 0.35 0.45
Metrics calculated over the period 1 March 2021 - 28 February 2026
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US Stocks Momentum Technology
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 15.15 20.34
Infl. Adjusted (%) 11.53 16.56
DRAWDOWN
Deepest Drawdown Depth (%) -30.16 -32.58
Start to Recovery (months) 29 24
Longest Drawdown Depth (%) -30.16 -32.58
Start to Recovery (months) 29 24
Longest Negative Period (months) 38 28
RISK INDICATORS
Standard Deviation (%) 16.17 18.13
Sharpe Ratio 0.81 1.01
Sortino Ratio 1.10 1.35
Ulcer Index 10.55 9.33
Ratio: Return / Standard Deviation 0.94 1.12
Ratio: Return / Deepest Drawdown 0.50 0.62
Metrics calculated over the period 1 March 2016 - 28 February 2026
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US Stocks Momentum Technology
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 12.51 13.68
Infl. Adjusted (%) 9.75 10.89
DRAWDOWN
Deepest Drawdown Depth (%) -53.85 -81.08
Start to Recovery (months) 63 175
Longest Drawdown Depth (%) -53.85 -81.08
Start to Recovery (months) 63 175
Longest Negative Period (months) 126 174
RISK INDICATORS
Standard Deviation (%) 15.62 23.99
Sharpe Ratio 0.66 0.48
Sortino Ratio 0.88 0.65
Ulcer Index 16.18 39.57
Ratio: Return / Standard Deviation 0.80 0.57
Ratio: Return / Deepest Drawdown 0.23 0.17
Metrics calculated over the period 1 March 1996 - 28 February 2026
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US Stocks Momentum Technology
Author
ASSET ALLOCATION
Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 13.96 14.38
Infl. Adjusted (%) 10.79 11.20
DRAWDOWN
Deepest Drawdown Depth (%) -53.85 -81.08
Start to Recovery (months) 63 175
Longest Drawdown Depth (%) -53.85 -81.08
Start to Recovery (months) 63 175
Longest Negative Period (months) 126 174
RISK INDICATORS
Standard Deviation (%) 15.33 22.89
Sharpe Ratio 0.68 0.47
Sortino Ratio 0.90 0.64
Ulcer Index 14.02 33.21
Ratio: Return / Standard Deviation 0.91 0.63
Ratio: Return / Deepest Drawdown 0.26 0.18
Metrics calculated over the period 1 January 1982 - 28 February 2026
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 March 1996 - 28 February 2026 (30 years)
Period: 1 January 1982 - 28 February 2026 (~44 years)
30 Years
(1996/03 - 2026/02)

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US Stocks Momentum Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-53.85 63 Nov 2007
Jan 2013
-43.19 59 Sep 2000
Jul 2005
-32.58 24 Jan 2022
Dec 2023
-30.16 29 Nov 2021
Mar 2024
-17.90 5 Feb 2020
Jun 2020
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-15.44 9 Oct 2018
Jun 2019
-13.51 4 Feb 1997
May 1997
-12.90 3 Feb 2020
Apr 2020
-11.51 3 Aug 1998
Oct 1998
-10.50 7 Aug 1997
Feb 1998
-10.08 5 Feb 2025
Jun 2025
-9.82 8 Dec 2015
Jul 2016

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US Stocks Momentum Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-53.85 63 Nov 2007
Jan 2013
-43.19 59 Sep 2000
Jul 2005
-34.57 21 Sep 1987
May 1989
-32.58 24 Jan 2022
Dec 2023
-30.55 23 Sep 1987
Jul 1989
-30.16 29 Nov 2021
Mar 2024
-27.93 29 Jul 1983
Nov 1985
-27.64 8 Jul 1990
Feb 1991
-17.90 5 Feb 2020
Jun 2020
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-15.73 8 Jun 1986
Jan 1987
-15.44 9 Oct 2018
Jun 2019
-14.55 10 Jan 1982
Oct 1982

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1982 - 28 February 2026 (~44 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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US Stocks Momentum Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2026
 1.06 -1.15 -1.14 -2.34
2025
 22.15 -7.52 20.77 -10.08
2024
 32.89 -5.47 25.58 -4.37
2023
 9.15 -6.59 54.86 -8.42
2022
 -18.26 -26.94 -32.58 -32.58
2021
 13.37 -4.41 27.42 -5.68
2020
 29.85 -17.90 48.40 -12.90
2019
 27.26 -2.20 38.96 -8.23
2018
 -1.66 -15.44 -0.12 -16.96
2017
 37.50 0.00 32.66 -2.32
2016
 5.00 -5.03 7.10 -8.37
2015
 8.93 -7.78 9.45 -8.88
2014
 14.61 -4.38 19.18 -3.04
2013
 34.58 -2.81 36.63 -2.39
2012
 14.94 -6.80 18.12 -8.13
2011
 5.93 -14.50 3.47 -10.79
2010
 18.02 -12.13 20.14 -12.93
2009
 17.45 -19.56 54.68 -7.43
2008
 -40.96 -41.23 -41.73 -43.03
2007
 17.64 -2.82 19.02 -6.83
2006
 10.56 -3.64 7.14 -11.54
2005
 19.14 -1.25 1.57 -12.37
2004
 16.70 -2.66 10.54 -9.86
2003
 25.99 -4.14 49.67 -2.90
2002
 -12.28 -22.85 -37.37 -46.75
2001
 -17.35 -26.75 -33.34 -54.93
2000
 -9.61 -13.35 -36.11 -46.69
1999
 40.42 -1.57 101.95 -9.49
1998
 48.76 -11.51 85.30 -17.20
1997
 36.86 -4.89 20.63 -13.51
1996
 29.83 -3.81 42.54 -8.14
1995
 42.32 -0.02 42.54 -3.77
1994
 -1.09 -7.23 1.50 -12.97
1993
 13.22 -2.14 10.58 -8.26
1992
 4.32 -3.35 8.86 -13.48
1991
 36.90 -4.00 64.99 -8.89
1990
 1.49 -12.56 -10.41 -27.64
1989
 42.76 -1.57 26.17 -4.64
1988
 7.07 -5.33 13.54 -10.50
1987
 2.34 -30.55 10.50 -34.57
1986
 22.70 -7.79 6.89 -15.73
1985
 32.38 -3.74 35.61 -6.97
1984
 -0.83 -10.30 -11.31 -17.55
1983
 16.95 -3.61 19.87 -13.85
1982
 30.44 -4.93 18.67 -14.55
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