Last Update: 31 December 2022

The Developed World ex-US 20/80 Portfolio obtained a 5.36% compound annual return, with a 5.20% standard deviation, in the last 30 Years.

The Gyroscopic Investing Desert Portfolio obtained a 6.54% compound annual return, with a 5.34% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 20/80 Portfolio Gyroscopic Investing Desert Portfolio
Risk Low Medium
Asset Allocation Stocks 20% 30%
Fixed Income 80% 60%
Commodities 0% 10%
30 Years Stats Return +5.36% +6.54%
Std Dev 5.20% 5.34%
Max Drawdown -16.80% -14.72%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Developed World ex-US 20/80 Portfolio -2.64 -1.83 -13.28 +0.27 +2.28 +5.36 +7.14
Gyroscopic Investing Desert Portfolio -1.70 -1.07 -11.64 +3.65 +4.34 +6.54 +7.61
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Developed World ex-US 20/80 Portfolio: an investment of 1000$, since January 1993, now would be worth 4786.42$, with a total return of 378.64% (5.36% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1993, now would be worth 6698.71$, with a total return of 569.87% (6.54% annualized).

Developed World ex-US 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 13740.49$, with a total return of 1274.05% (7.14% annualized).

Gyroscopic Investing Desert Portfolio: an investment of 1000$, since January 1985, now would be worth 16232.59$, with a total return of 1523.26% (7.61% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Developed World ex-US 20/80 Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-14.72% Jan 2022 Sep 2022
-10.15% Mar 2008 Feb 2009
-7.46% Dec 1996 Apr 1997
-6.51% Feb 1994 Feb 1995
-5.99% Feb 2020 Mar 2020
-5.63% Feb 1994 Jun 1994
-4.48% May 2013 Jun 2013
-4.42% Jul 1998 Aug 1998
-3.94% Feb 2001 Mar 2001
-3.56% Feb 2020 Mar 2020
-3.44% Apr 2004 Apr 2004
-3.24% Sep 2011 Sep 2011
-3.06% Apr 2015 Sep 2015
-2.91% Feb 1999 Feb 1999
-2.78% Apr 2000 May 2000
-2.77% Sep 2018 Dec 2018
-2.76% Oct 2016 Nov 2016
-2.70% May 1999 Aug 1999

Drawdown comparison chart since January 1985.

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Developed World ex-US 20/80 Portfolio
Gyroscopic Investing Desert Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-16.80% Aug 2021 Sep 2022
-15.55% Mar 2008 Nov 2008
-14.72% Jan 2022 Sep 2022
-10.15% Mar 2008 Feb 2009
-8.49% Sep 1987 Nov 1987
-7.46% Dec 1996 Apr 1997
-7.02% Jan 1990 Apr 1990
-6.51% Feb 1994 Feb 1995
-6.31% Aug 1990 Sep 1990
-5.99% Feb 2020 Mar 2020
-5.63% Feb 1994 Jun 1994
-4.48% May 2013 Jun 2013
-4.42% Jul 1998 Aug 1998
-4.18% Jan 1992 Mar 1992
-3.94% Feb 2001 Mar 2001
-3.71% Jan 1990 Apr 1990
-3.56% Feb 2020 Mar 2020
-3.44% Apr 2004 Apr 2004
-3.32% May 1986 May 1986
-3.24% Sep 2011 Sep 2011

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Developed World ex-US 20/80 Portfolio Gyroscopic Investing Desert Portfolio
2022
-13.28% -11.64%
2021
+0.51% +5.76%
2020
+5.67% +12.96%
2019
+10.82% +14.41%
2018
-0.71% -0.94%
2017
+7.20% +8.38%
2016
+4.23% +5.39%
2015
+0.88% +0.02%
2014
+5.80% +5.45%
2013
+3.72% +6.10%
2012
+11.34% +6.70%
2011
+4.42% +6.23%
2010
+8.49% +11.95%
2009
+17.74% +10.05%
2008
-10.01% -2.92%
2007
+6.22% +10.64%
2006
+7.61% +8.85%
2005
+6.71% +5.06%
2004
+8.93% +6.34%
2003
+10.88% +12.64%
2002
+4.31% +4.90%
2001
+4.28% +1.31%
2000
+4.50% +4.70%
1999
+7.82% +5.12%
1998
+16.99% +13.26%
1997
-4.15% +12.53%
1996
+4.66% +6.98%
1995
+17.78% +23.10%
1994
-3.88% -2.86%
1993
+19.11% +11.81%
1992
+6.56% +6.83%
1991
+19.03% +18.44%
1990
+0.80% +3.54%
1989
+11.45% +16.86%
1988
+12.16% +6.82%
1987
+8.87% +4.17%
1986
+25.77% +15.33%
1985
+31.17% +23.33%
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