Data Source: from January 1800 to June 2026
Consolidated Returns as of 30 June 2026

Managing the Gyroscopic Investing Desert Portfolio To GBP with a yearly rebalancing, you would have obtained a 10.87% compound annual return in the last 30 Years.

With a quarterly rebalancing, over the same period, the return would have been 6.95%.

How do returns and drawdowns change, implementing different rebalancing strategies?

Rebalancing Strategies

In order to keep risk under control, you should rebalance assets quotes from time to time, so to keep them at the original percentage of the asset allocation.

Portfolio Returns as of Jun 30, 2026

Implementing different rebalancing strategies, the Gyroscopic Investing Desert Portfolio To GBP guaranteed the following returns.

GYROSCOPIC INVESTING DESERT PORTFOLIO TO GBP RETURNS
Period: January 1800 - June 2026
Annualized Returns
Swipe left to see all data
Return (%) and number of rebalances as of Jun 30, 2026
Rebalancing Strategy 1Y 5Y 10Y 30Y MAX
(~227Y)
No Rebalancing 25.68 (0) 13.44 (0) 15.20 (0) 10.87 (0) 8.52 (0)
Yearly Rebalancing 4.09 (1) 5.03 (5) 5.73 (10) 7.10 (30) 6.47 (227)
Half Yearly Rebalancing 3.65 (2) 4.81 (10) 5.66 (20) 6.95 (60) 6.45 (453)
Quarterly Rebalancing 2.10 (4) 4.50 (20) 5.57 (40) 6.99 (120) 6.44 (906)
5% Tolerance per asset 1.13 (2) 4.31 (4) 5.43 (7) 7.02 (23) 6.47 (98)
10% Tolerance per asset -2.23 (1) 3.88 (2) 5.31 (3) 7.21 (10) 6.59 (37)

In order to have complete information about the portfolio, please refer to the Gyroscopic Investing Desert Portfolio To GBP: ETF allocation and returns page.

Performances as of Jun 30, 2026

Historical returns and stats of Gyroscopic Investing Desert Portfolio To GBP, after implementing different rebalancing strategies.

GYROSCOPIC INVESTING DESERT PORTFOLIO TO GBP PERFORMANCES
Period: January 1800 - June 2026
Swipe left to see all data
Standard Deviation
Max Drawdown (%)
Rebalancing Strategy Return % Std Dev(%) Ret. / Std Dev MaxDD(%) Ret. / MaxDD
No Rebalancing 8.52 (0) 13.32 0.64 -75.97 0.11
Yearly Rebalancing 6.47 (227) 6.73 0.96 -24.91 0.26
Half Yearly Rebalancing 6.45 (453) 6.77 0.95 -25.65 0.25
Quarterly Rebalancing 6.44 (906) 6.78 0.95 -25.93 0.25
5% Tolerance per asset 6.47 (98) 6.80 0.95 -25.70 0.25
10% Tolerance per asset 6.59 (37) 6.95 0.95 -25.19 0.26
(*) Since Jan 1800 (~227 yrs) | Annualized Returns (and number of rebalances)

Drawdowns as of Jun 30, 2026

Historical Drawdowns of Gyroscopic Investing Desert Portfolio To GBP, after implementing different rebalancing strategies.

GYROSCOPIC INVESTING DESERT PORTFOLIO TO GBP DRAWDOWNS
Period: January 1800 - June 2026
Swipe left to see all data
Rebalancing
Tolerance per asset
No Rebalancing Yearly Half Yearly Quarterly 5% 10%
-75.97
Sep 1929 - May 1943
-24.91
Feb 1861 - Apr 1865
-25.65
Feb 1861 - Apr 1865
-25.93
Feb 1861 - Apr 1865
-25.70
Feb 1861 - Apr 1865
-25.19
Feb 1861 - Apr 1865
-48.15
Sep 2000 - Dec 2010
-21.57
Nov 1986 - May 1989
-20.80
Nov 1986 - May 1989
-21.86
Sep 1931 - May 1933
-21.66
Sep 1931 - Jun 1933
-21.04
Dec 1986 - May 1989
-45.24
Jan 1973 - Jan 1976
-20.17
Sep 1931 - Jul 1935
-20.38
Sep 1931 - Aug 1932
-20.59
Dec 1986 - May 1989
-20.29
Dec 1986 - Apr 1989
-20.69
Sep 1931 - Jun 1933
-36.91
Sep 1987 - May 1989
-19.88
Dec 1989 - May 1991
-19.85
Dec 1989 - May 1991
-19.88
Dec 1989 - May 1991
-20.07
Dec 1989 - May 1991
-19.88
Dec 1989 - May 1991
-30.53
Sep 1989 - May 1991
-16.96
Feb 1813 - Feb 1817
-17.01
Feb 1813 - Feb 1817
-17.06
Feb 1813 - Feb 1817
-17.11
Feb 1813 - Feb 1817
-17.65
Feb 1813 - Jan 1817
5 Worst Drawdowns - Average
-47.36 -20.70 -20.74 -21.06 -20.97 -20.89
10 Worst Drawdowns - Average
-36.43 -17.41 -17.60 -17.69 -17.82 -18.07

For a deeper insight, please refer to the Gyroscopic Investing Desert Portfolio To GBP: ETF allocation and returns page.