Developed World ex-US Stocks vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Developed World ex-US Stocks Portfolio obtained a 4.92% compound annual return, with a 16.50% 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 Stocks Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 40%
Fixed Income 0% 40%
Commodities 0% 20%
30 Years Stats Return +4.92% +7.56%
Std Dev 16.50% 7.73%
Max Drawdown -57.00% -17.79%
All time Stats
(Since Jan 1970)
Return +8.21% +9.90%
Std Dev 17.13% 8.60%
Max Drawdown -57.00% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
Developed World ex-US Stocks Portfolio +2.74 +8.53 +13.89 +6.75 +4.64 +4.92 +8.21
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +9.90
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Developed World ex-US Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 4.23$, with a total return of 322.51% (4.92% 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 Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 71.96$, with a total return of 7095.88% (8.21% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1970, now would be worth 166.07$, with a total return of 16506.73% (9.90% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Developed World ex-US Stocks 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
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-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
-5.79% May 1996 Jan 1997 (9) May 1997 (13) 3.32
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.28% May 1999 May 1999 (1) Jun 1999 (2) 2.47
-3.84% Apr 2013 Jun 2013 (3) Sep 2013 (6) 1.60

Drawdown comparison chart since January 1970.

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Developed World ex-US Stocks 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
-57.00% Nov 2007 Feb 2009 (16) May 2014 (79) 27.54
-48.19% Jan 2000 Mar 2003 (39) Sep 2005 (69) 26.73
-41.73% Jan 1973 Sep 1974 (21) Sep 1977 (57) 16.13
-31.21% Jan 1990 Sep 1990 (9) Jan 1994 (49) 20.31
-28.08% Sep 2021 Sep 2022 (13) Feb 2024 (30) 11.60
-27.77% Dec 1980 Jul 1982 (20) Mar 1983 (28) 12.17
-27.31% Jan 1970 Jun 1970 (6) Mar 1971 (15) 15.11
-24.14% Feb 2018 Mar 2020 (26) Nov 2020 (34) 10.04
-17.94% Jul 2014 Feb 2016 (20) Apr 2017 (34) 8.32
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.87% Apr 1974 Sep 1974 (6) Jan 1975 (10) 8.03
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.47% Jun 1998 Sep 1998 (4) Dec 1998 (7) 7.17
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-13.46% Sep 1987 Oct 1987 (2) Mar 1988 (7) 8.36
-13.15% Sep 1994 Feb 1995 (6) Mar 1996 (19) 5.48
-11.23% Aug 1997 Dec 1997 (5) Mar 1998 (8) 6.96
-11.03% Feb 1980 Mar 1980 (2) Jul 1980 (6) 5.29
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99

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
+1.63%
-1.09%
-0.45%
-1.54%
2023
+17.94%
-10.71%
+11.98%
-8.07%
2022
-15.36%
-27.52%
-13.35%
-17.79%
2021
+11.67%
-4.89%
+9.35%
-2.45%
2020
+9.74%
-23.99%
+13.93%
-7.16%
2019
+22.62%
-5.21%
+18.03%
-1.83%
2018
-14.75%
-18.62%
-4.03%
-6.37%
2017
+26.42%
0.00%
+10.96%
-0.32%
2016
+2.67%
-8.44%
+10.82%
-3.36%
2015
-0.38%
-12.39%
-3.71%
-6.25%
2014
-5.98%
-10.04%
+9.13%
-3.27%
2013
+21.83%
-5.66%
+6.26%
-3.84%
2012
+18.56%
-13.28%
+8.84%
-2.43%
2011
-12.30%
-23.95%
+8.86%
-3.00%
2010
+8.35%
-15.54%
+16.54%
-2.77%
2009
+27.49%
-22.68%
+10.77%
-10.16%
2008
-40.65%
-45.54%
-4.18%
-13.53%
2007
+11.15%
-6.29%
+9.58%
-2.06%
2006
+26.27%
-3.73%
+12.44%
-2.71%
2005
+13.60%
-4.72%
+8.04%
-1.76%
2004
+20.25%
-3.59%
+9.88%
-4.36%
2003
+38.67%
-8.24%
+18.85%
-2.72%
2002
-15.62%
-23.19%
+3.15%
-6.86%
2001
-21.94%
-26.63%
+2.71%
-4.99%
2000
-14.29%
-17.14%
+6.88%
-3.64%
1999
+37.96%
-4.28%
+4.24%
-3.38%
1998
+16.51%
-14.47%
+8.03%
-9.44%
1997
-1.39%
-11.23%
+13.09%
-2.50%
1996
+4.68%
-4.13%
+8.18%
-2.60%
1995
+3.98%
-8.89%
+21.86%
-0.40%
1994
+9.76%
-5.55%
-1.98%
-4.64%
1993
+29.92%
-10.94%
+14.50%
-1.37%
1992
-14.79%
-15.85%
+9.15%
-1.58%
1991
+9.48%
-9.97%
+19.14%
-1.63%
1990
-24.79%
-31.21%
-2.51%
-7.94%
1989
+12.85%
-7.94%
+14.78%
-0.89%
1988
+25.66%
-9.43%
+9.18%
-1.64%
1987
+30.48%
-13.46%
+5.10%
-10.93%
1986
+63.38%
-8.70%
+17.75%
-2.42%
1985
+56.04%
-1.19%
+25.09%
-1.93%
1984
+7.32%
-6.40%
+3.75%
-4.68%
1983
+23.61%
-3.06%
+11.13%
-2.46%
1982
-1.94%
-22.97%
+28.31%
-5.34%
1981
-2.36%
-10.87%
-1.23%
-8.50%
1980
+22.48%
-11.03%
+15.59%
-13.73%
1979
+4.69%
-8.91%
+38.92%
-6.53%
1978
+32.52%
-5.86%
+13.30%
-7.41%
1977
+17.99%
-2.80%
+7.87%
-1.53%
1976
+2.46%
-11.28%
+20.55%
-2.29%
1975
+35.29%
-12.20%
+16.99%
-8.68%
1974
-23.23%
-31.46%
+5.51%
-14.87%
1973
-14.99%
-16.30%
+7.22%
-5.95%
1972
+36.24%
-0.55%
+17.32%
-1.70%
1971
+29.49%
-3.82%
+14.13%
-3.04%
1970
-11.71%
-27.31%
+8.32%
-8.47%