Developed World ex-US 80/20 vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US 80/20 Portfolio obtained a 5.19% compound annual return, with a 13.24% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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Developed World ex-US 80/20 Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 40%
Fixed Income 20% 40%
Commodities 0% 20%
30 Years Stats Return +5.19% +7.56%
Std Dev 13.24% 7.73%
Max Drawdown -47.74% -17.79%
All time Stats
(Since Jan 1985)
Return +8.02% +8.57%
Std Dev 14.17% 7.64%
Max Drawdown -47.74% -17.79%
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
Developed World ex-US 80/20 Portfolio +2.08 +7.55 +12.46 +5.52 +4.24 +5.19 +8.02
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US 80/20 Portfolio: an investment of 1$, since March 1994, now would be worth 4.56$, with a total return of 355.77% (5.19% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

Developed World ex-US 80/20 Portfolio: an investment of 1$, since January 1985, now would be worth 20.51$, with a total return of 1951.28% (8.02% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US 80/20 Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-47.74% Nov 2007 Feb 2009 (16) Sep 2013 (71) 20.50
-36.04% Apr 2000 Mar 2003 (36) Nov 2004 (56) 20.53
-25.24% Sep 2021 Sep 2022 (13) In progress (30) 10.99
-19.27% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.88
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.39% Feb 2018 Dec 2018 (11) Dec 2019 (23) 6.33
-13.21% May 2015 Feb 2016 (10) Mar 2017 (23) 6.27
-10.26% Sep 1994 Feb 1995 (6) Nov 1995 (15) 4.12
-10.17% Jun 1998 Sep 1998 (4) Nov 1998 (6) 5.44
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.05% Aug 1997 Dec 1997 (5) Mar 1998 (8) 5.44
-7.17% Jul 2014 Dec 2014 (6) Apr 2015 (10) 3.94
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.40% Dec 1996 Jan 1997 (2) May 1997 (6) 3.83
-5.30% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.03
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05

Drawdown comparison chart since January 1985.

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Developed World ex-US 80/20 Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-47.74% Nov 2007 Feb 2009 (16) Sep 2013 (71) 20.50
-36.04% Apr 2000 Mar 2003 (36) Nov 2004 (56) 20.53
-25.24% Sep 2021 Sep 2022 (13) In progress (30) 10.99
-24.86% Jan 1990 Sep 1990 (9) Apr 1993 (40) 14.35
-19.27% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.88
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.39% Feb 2018 Dec 2018 (11) Dec 2019 (23) 6.33
-13.21% May 2015 Feb 2016 (10) Mar 2017 (23) 6.27
-11.30% Sep 1987 Oct 1987 (2) Mar 1988 (7) 6.82
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.26% Sep 1994 Feb 1995 (6) Nov 1995 (15) 4.12
-10.17% Jun 1998 Sep 1998 (4) Nov 1998 (6) 5.44
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.05% Aug 1997 Dec 1997 (5) Mar 1998 (8) 5.44
-8.74% Sep 1993 Nov 1993 (3) Jan 1994 (5) 4.04
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.44% May 1988 Aug 1988 (4) Oct 1988 (6) 3.96
-7.39% Sep 1986 Oct 1986 (2) Dec 1986 (4) 3.69
-7.17% Jul 2014 Dec 2014 (6) Apr 2015 (10) 3.94

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
+1.08%
-0.99%
-0.45%
-1.54%
2023
+16.11%
-9.05%
+11.98%
-8.07%
2022
-14.84%
-24.60%
-13.35%
-17.79%
2021
+8.88%
-4.09%
+9.35%
-2.45%
2020
+8.72%
-19.27%
+13.93%
-7.16%
2019
+19.67%
-4.01%
+18.03%
-1.83%
2018
-11.24%
-14.39%
-4.03%
-6.37%
2017
+21.61%
0.00%
+10.96%
-0.32%
2016
+3.06%
-6.24%
+10.82%
-3.36%
2015
-0.06%
-10.16%
-3.71%
-6.25%
2014
-3.03%
-7.17%
+9.13%
-3.27%
2013
+17.30%
-5.38%
+6.26%
-3.84%
2012
+16.75%
-10.50%
+8.84%
-2.43%
2011
-8.12%
-18.69%
+8.86%
-3.00%
2010
+8.38%
-11.60%
+16.54%
-2.77%
2009
+25.05%
-18.06%
+10.77%
-10.16%
2008
-32.99%
-37.70%
-4.18%
-13.53%
2007
+9.92%
-4.83%
+9.58%
-2.06%
2006
+21.60%
-3.01%
+12.44%
-2.71%
2005
+11.88%
-3.26%
+8.04%
-1.76%
2004
+17.42%
-2.80%
+9.88%
-4.36%
2003
+31.72%
-6.16%
+18.85%
-2.72%
2002
-10.63%
-17.69%
+3.15%
-6.86%
2001
-15.38%
-19.79%
+2.71%
-4.99%
2000
-9.59%
-12.40%
+6.88%
-3.64%
1999
+30.43%
-3.75%
+4.24%
-3.38%
1998
+16.63%
-10.17%
+8.03%
-9.44%
1997
-2.08%
-9.05%
+13.09%
-2.50%
1996
+4.67%
-2.78%
+8.18%
-2.60%
1995
+7.43%
-6.85%
+21.86%
-0.40%
1994
+6.35%
-4.29%
-1.98%
-4.64%
1993
+27.22%
-8.74%
+14.50%
-1.37%
1992
-9.45%
-11.62%
+9.15%
-1.58%
1991
+11.87%
-7.63%
+19.14%
-1.63%
1990
-18.39%
-24.86%
-2.51%
-7.94%
1989
+12.50%
-5.01%
+14.78%
-0.89%
1988
+22.29%
-7.44%
+9.18%
-1.64%
1987
+25.08%
-11.30%
+5.10%
-10.93%
1986
+53.97%
-7.39%
+17.75%
-2.42%
1985
+49.82%
-0.79%
+25.09%
-1.93%