Technology Portfolio: ETF allocation and returns

Data Source: from January 1971 to February 2024 (~53 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 01 2024
PORTFOLIO • LIVE PERFORMANCE (USD currency)
1.51%
1 Day
Mar 01 2024
1.51%
Current Month
March 2024

The Technology Portfolio is a Very High Risk portfolio and can be implemented with 1 ETF.

It's exposed for 100% on the Stock Market.

In the last 30 Years, the Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation.

Table of contents
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Asset Allocation and ETFs

The Technology Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Technology Portfolio can be implemented with the following ETFs:

Weight (%) Ticker Currency ETF Name Investment Themes
100.00
QQQ
USD Invesco QQQ Trust Equity, U.S., Large Cap, Growth

Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns as of Feb 29, 2024

The Technology Portfolio guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
TECHNOLOGY PORTFOLIO
Consolidated returns as of 29 February 2024
Live Update: Mar 01 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y 30Y MAX
(~53Y)
Technology Portfolio 1.51 1.51 5.28 16.60 50.57 21.24 18.10 13.98 12.75
US Inflation Adjusted return 5.28 15.28 46.60 16.46 14.91 11.17 8.48
Returns over 1 year are annualized | Available data source: since Jan 1971
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 2.71% , 5Y: 4.10% , 10Y: 2.77% , 30Y: 2.52%

In 2023, the Technology Portfolio granted a 0.95% dividend yield. If you are interested in getting periodic income, please refer to the Technology Portfolio: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% annualized).

The Inflation Adjusted Capital now would be 23.98$, with a net total return of 2297.76% (11.17% annualized).
An investment of 1$, since January 1971, now would be worth 589.71$, with a total return of 58870.60% (12.75% annualized).

The Inflation Adjusted Capital now would be 75.79$, with a net total return of 7478.77% (8.48% annualized).

Portfolio Metrics as of Feb 29, 2024

Metrics of Technology Portfolio, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
TECHNOLOGY PORTFOLIO
Advanced Metrics
Data Source: 1 January 1971 - 29 February 2024 (~53 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~53Y)
Investment Return (%) 5.28 13.19 16.60 50.57 12.51 21.24 18.10 14.13 13.98 12.75
Infl. Adjusted Return (%) details 5.28 12.58 15.28 46.60 6.63 16.46 14.91 11.28 11.17 8.48
US Inflation (%) 0.00 0.54 1.14 2.71 5.52 4.10 2.77 2.56 2.52 3.93
Pending updates, the monthly inflation after Jan 2024 is set at 0%. Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) -8.42 -32.58 -32.58 -32.58 -49.74 -81.08 -81.08
Start to Recovery (# months) details 4 24 24 24 38 175 175
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2000 04 2000 04
Start to Bottom (# months) 3 12 12 12 16 30 30
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12 2009 02 2002 09 2002 09
Bottom to End (# months) 1 12 12 12 22 145 145
End (yyyy mm) 2023 11 2023 12 2023 12 2023 12 2010 12 2014 10 2014 10
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2000 04 2000 04
Start to Bottom (# months) 3 12 12 12 16 30 30
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12 2009 02 2002 09 2002 09
Bottom to End (# months) 1 12 12 12 22 145 145
End (yyyy mm) 2023 11 2023 12 2023 12 2023 12 2010 12 2014 10 2014 10
Longest negative period (# months) details 4 27 28 28 63 174 174
Period Start (yyyy mm) 2023 07 2021 08 2020 09 2020 09 2004 03 2000 04 2000 04
Period End (yyyy mm) 2023 10 2023 10 2022 12 2022 12 2009 05 2014 09 2014 09
Annualized Return (%) -13.95 -1.07 -3.70 -3.70 -0.17 -0.14 -0.14
Deepest Drawdown Depth (%) -9.28 -36.64 -36.64 -36.64 -50.57 -82.10 -82.10
Start to Recovery (# months) details 4 26 26 26 40 206 206
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2000 04 2000 04
Start to Bottom (# months) 3 12 12 12 16 30 30
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12 2009 02 2002 09 2002 09
Bottom to End (# months) 1 14 14 14 24 176 176
End (yyyy mm) 2023 11 2024 02 2024 02 2024 02 2011 02 2017 05 2017 05
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 11 2000 04 2000 04
Start to Bottom (# months) 3 12 12 12 16 30 30
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12 2009 02 2002 09 2002 09
Bottom to End (# months) 1 14 14 14 24 176 176
End (yyyy mm) 2023 11 2024 02 2024 02 2024 02 2011 02 2017 05 2017 05
Longest negative period (# months) details 5 32 34 34 68 207 207
Period Start (yyyy mm) 2023 06 2021 03 2021 01 2021 01 2004 03 2000 04 2000 04
Period End (yyyy mm) 2023 10 2023 10 2023 10 2023 10 2009 10 2017 06 2017 06
Annualized Return (%) -0.62 -1.01 -1.12 -1.12 -0.15 -0.09 -0.09
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 16.29 22.31 21.69 18.36 18.37 24.02 22.54
Sharpe Ratio 2.79 0.46 0.90 0.92 0.70 0.49 0.39
Sortino Ratio 3.77 0.60 1.19 1.25 0.93 0.66 0.53
Ulcer Index 2.98 15.80 12.56 9.41 12.46 39.58 32.24
Ratio: Return / Standard Deviation 3.10 0.56 0.98 0.99 0.77 0.58 0.57
Ratio: Return / Deepest Drawdown 6.01 0.38 0.65 0.56 0.28 0.17 0.16
% Positive Months details 75% 61% 65% 63% 60% 60% 59%
Positive Months 9 22 39 76 146 217 380
Negative Months 3 14 21 44 94 143 258
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 18.10 22.88 22.88 35.78
Worst 10 Years Return (%) - Annualized 10.20 -8.06 -8.06
Best 10 Years Return (%) - Annualized 14.91 20.31 20.31 32.14
Worst 10 Years Return (%) - Annualized 7.67 -10.29 -10.29
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized 124.99 77.31 58.54 22.88 14.62 13.98
Worst Rolling Return (%) - Annualized -67.35 -38.68 -19.54 -8.06 3.50
% Positive Periods 81% 83% 82% 88% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.27 10.82 6.29 3.12 2.10 11.32
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 0.51 10.85
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 117.98 73.35 54.80 20.31 11.82 11.17
Worst Rolling Return (%) - Annualized -68.17 -40.15 -21.47 -10.29 1.39
% Positive Periods 77% 80% 79% 87% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.27 10.82 6.29 3.12 2.10 11.32
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 0.51 10.85
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1971 - Feb 2024)
Best Rolling Return (%) - Annualized 124.99 77.31 58.54 35.78 24.94 15.38
Worst Rolling Return (%) - Annualized -67.35 -38.68 -19.54 -8.06 3.50 9.78
% Positive Periods 79% 84% 86% 94% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.27 10.82 6.29 3.12 2.10 3.35
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 0.51 2.59
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 117.98 73.35 54.80 32.14 20.29 12.83
Worst Rolling Return (%) - Annualized -68.17 -40.15 -21.47 -10.29 1.39 4.57
% Positive Periods 73% 79% 82% 89% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.27 10.82 6.29 3.12 2.10 3.35
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 0.51 2.59
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

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.

TECHNOLOGY PORTFOLIO
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1971 - 29 February 2024 (~53 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-81.08% Apr 2000 Sep 2002 30 Oct 2014 145 175 56.07
-32.58% Jan 2022 Dec 2022 12 Dec 2023 12 24 19.19
-17.20% Aug 1998 Aug 1998 1 Oct 1998 2 3 8.68
-16.96% Sep 2018 Dec 2018 4 Apr 2019 4 8 8.13
-13.51% Feb 1997 Mar 1997 2 May 1997 2 4 7.32
-12.90% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.13
-12.58% Mar 1994 Jun 1994 4 Oct 1994 4 8 7.44
-10.50% Aug 1997 Dec 1997 5 Feb 1998 2 7 5.23
-9.82% Dec 2015 Feb 2016 3 Jul 2016 5 8 5.36
-9.49% Feb 1999 Feb 1999 1 Apr 1999 2 3 4.77
-8.88% Aug 2015 Sep 2015 2 Oct 2015 1 3 5.60
-8.65% Sep 2020 Oct 2020 2 Nov 2020 1 3 5.20
-8.23% May 2019 May 2019 1 Jul 2019 2 3 4.16
-8.14% Jun 1996 Jul 1996 2 Sep 1996 2 4 4.20
-5.68% Sep 2021 Sep 2021 1 Oct 2021 1 2 3.28
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 89 4.1 Months 24.65%
 
DD = 0% 24.65%
 
0% < DD <= -5% 49 7.4 Months 13.57%
 
DD <= -5% 38.23%
 
-5% < DD <= -10% 32 11.3 Months 8.86%
 
DD <= -10% 47.09%
 
-10% < DD <= -15% 14 25.8 Months 3.88%
 
DD <= -15% 50.97%
 
-15% < DD <= -20% 9 40.1 Months 2.49%
 
DD <= -20% 53.46%
 
-20% < DD <= -25% 6 60.2 Months 1.66%
 
DD <= -25% 55.12%
 
-25% < DD <= -30% 9 40.1 Months 2.49%
 
DD <= -30% 57.62%
 
-30% < DD <= -35% 8 45.1 Months 2.22%
 
DD <= -35% 59.83%
 
-35% < DD <= -40% 9 40.1 Months 2.49%
 
DD <= -40% 62.33%
 
-40% < DD <= -45% 8 45.1 Months 2.22%
 
DD <= -45% 64.54%
 
-45% < DD <= -50% 11 32.8 Months 3.05%
 
DD <= -50% 67.59%
 
-50% < DD <= -55% 10 36.1 Months 2.77%
 
DD <= -55% 70.36%
 
-55% < DD <= -60% 27 13.4 Months 7.48%
 
DD <= -60% 77.84%
 
-60% < DD <= -65% 29 12.4 Months 8.03%
 
DD <= -65% 85.87%
 
-65% < DD <= -70% 28 12.9 Months 7.76%
 
DD <= -70% 93.63%
 
-70% < DD <= -100% 23 15.7 Months 6.37%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-82.10% Apr 2000 Sep 2002 30 May 2017 176 206 58.33
-36.64% Jan 2022 Dec 2022 12 Feb 2024 14 26 22.19
-17.32% Sep 2018 Dec 2018 4 Apr 2019 4 8 8.45
-17.30% Aug 1998 Aug 1998 1 Oct 1998 2 3 8.74
-13.73% Feb 1997 Mar 1997 2 May 1997 2 4 7.48
-13.29% Mar 1994 Jun 1994 4 Feb 1995 8 12 7.01
-12.65% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.04
-11.27% Aug 1997 Dec 1997 5 Feb 1998 2 7 5.74
-9.49% Feb 1999 Feb 1999 1 Jun 1999 4 5 4.03
-8.96% Sep 2020 Oct 2020 2 Nov 2020 1 3 5.39
-8.49% Jun 1996 Jul 1996 2 Sep 1996 2 4 4.46
-8.25% May 2019 May 2019 1 Jul 2019 2 3 4.17
-6.06% Sep 2021 Sep 2021 1 Oct 2021 1 2 3.50
-5.59% Feb 2018 Mar 2018 2 Jun 2018 3 5 3.22
-4.73% May 1998 May 1998 1 Jun 1998 1 2 2.73
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 69 5.2 Months 19.11%
 
DD = 0% 19.11%
 
0% < DD <= -5% 36 10.0 Months 9.97%
 
DD <= -5% 29.09%
 
-5% < DD <= -10% 27 13.4 Months 7.48%
 
DD <= -10% 36.57%
 
-10% < DD <= -15% 13 27.8 Months 3.60%
 
DD <= -15% 40.17%
 
-15% < DD <= -20% 16 22.6 Months 4.43%
 
DD <= -20% 44.60%
 
-20% < DD <= -25% 17 21.2 Months 4.71%
 
DD <= -25% 49.31%
 
-25% < DD <= -30% 11 32.8 Months 3.05%
 
DD <= -30% 52.35%
 
-30% < DD <= -35% 8 45.1 Months 2.22%
 
DD <= -35% 54.57%
 
-35% < DD <= -40% 8 45.1 Months 2.22%
 
DD <= -40% 56.79%
 
-40% < DD <= -45% 4 90.3 Months 1.11%
 
DD <= -45% 57.89%
 
-45% < DD <= -50% 6 60.2 Months 1.66%
 
DD <= -50% 59.56%
 
-50% < DD <= -55% 13 27.8 Months 3.60%
 
DD <= -55% 63.16%
 
-55% < DD <= -60% 17 21.2 Months 4.71%
 
DD <= -60% 67.87%
 
-60% < DD <= -65% 19 19.0 Months 5.26%
 
DD <= -65% 73.13%
 
-65% < DD <= -70% 53 6.8 Months 14.68%
 
DD <= -70% 87.81%
 
-70% < DD <= -100% 44 8.2 Months 12.19%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-81.08% Apr 2000 Sep 2002 30 Oct 2014 145 175 56.07
-58.37% Jan 1973 Sep 1974 21 Aug 1978 47 68 32.58
-34.57% Sep 1987 Nov 1987 3 May 1989 18 21 17.23
-32.58% Jan 2022 Dec 2022 12 Dec 2023 12 24 19.19
-27.93% Jul 1983 Jul 1984 13 Nov 1985 16 29 16.11
-27.64% Jul 1990 Oct 1990 4 Feb 1991 4 8 16.50
-25.11% Jun 1981 Jul 1982 14 Nov 1982 4 18 15.65
-19.01% Feb 1980 Mar 1980 2 Jul 1980 4 6 9.28
-17.69% Sep 1978 Oct 1978 2 Jun 1979 8 10 8.77
-17.20% Aug 1998 Aug 1998 1 Oct 1998 2 3 8.68
-16.96% Sep 2018 Dec 2018 4 Apr 2019 4 8 8.13
-15.73% Jun 1986 Sep 1986 4 Jan 1987 4 8 9.55
-13.51% Feb 1997 Mar 1997 2 May 1997 2 4 7.32
-13.48% Mar 1992 Aug 1992 6 Nov 1992 3 9 8.98
-12.97% Feb 1994 Jun 1994 5 Feb 1995 8 13 6.32
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 158 4.0 Months 24.73%
 
DD = 0% 24.73%
 
0% < DD <= -5% 94 6.8 Months 14.71%
 
DD <= -5% 39.44%
 
-5% < DD <= -10% 63 10.1 Months 9.86%
 
DD <= -10% 49.30%
 
-10% < DD <= -15% 44 14.5 Months 6.89%
 
DD <= -15% 56.18%
 
-15% < DD <= -20% 34 18.8 Months 5.32%
 
DD <= -20% 61.50%
 
-20% < DD <= -25% 30 21.3 Months 4.69%
 
DD <= -25% 66.20%
 
-25% < DD <= -30% 27 23.7 Months 4.23%
 
DD <= -30% 70.42%
 
-30% < DD <= -35% 24 26.6 Months 3.76%
 
DD <= -35% 74.18%
 
-35% < DD <= -40% 12 53.3 Months 1.88%
 
DD <= -40% 76.06%
 
-40% < DD <= -45% 17 37.6 Months 2.66%
 
DD <= -45% 78.72%
 
-45% < DD <= -50% 14 45.6 Months 2.19%
 
DD <= -50% 80.91%
 
-50% < DD <= -55% 13 49.2 Months 2.03%
 
DD <= -55% 82.94%
 
-55% < DD <= -60% 29 22.0 Months 4.54%
 
DD <= -60% 87.48%
 
-60% < DD <= -65% 29 22.0 Months 4.54%
 
DD <= -65% 92.02%
 
-65% < DD <= -70% 28 22.8 Months 4.38%
 
DD <= -70% 96.40%
 
-70% < DD <= -100% 23 27.8 Months 3.60%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-82.10% Apr 2000 Sep 2002 30 May 2017 176 206 58.33
-65.47% Jun 1972 Sep 1974 28 Jun 1983 105 133 40.87
-36.64% Jan 2022 Dec 2022 12 Feb 2024 14 26 22.19
-35.19% Sep 1987 Nov 1987 3 Jun 1990 31 34 16.20
-31.18% Jul 1983 Jul 1984 13 Feb 1986 19 32 18.84
-29.54% Jul 1990 Oct 1990 4 Feb 1991 4 8 17.95
-17.32% Sep 2018 Dec 2018 4 Apr 2019 4 8 8.45
-17.30% Aug 1998 Aug 1998 1 Oct 1998 2 3 8.74
-16.50% Jun 1986 Sep 1986 4 Feb 1987 5 9 9.74
-14.83% Mar 1992 Aug 1992 6 Dec 1992 4 10 9.45
-13.91% Feb 1994 Jun 1994 5 Feb 1995 8 13 7.28
-13.73% Feb 1997 Mar 1997 2 May 1997 2 4 7.48
-12.65% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.04
-11.27% Aug 1997 Dec 1997 5 Feb 1998 2 7 5.74
-9.49% Feb 1999 Feb 1999 1 Jun 1999 4 5 4.03
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 103 6.2 Months 16.12%
 
DD = 0% 16.12%
 
0% < DD <= -5% 72 8.9 Months 11.27%
 
DD <= -5% 27.39%
 
-5% < DD <= -10% 49 13.0 Months 7.67%
 
DD <= -10% 35.05%
 
-10% < DD <= -15% 36 17.8 Months 5.63%
 
DD <= -15% 40.69%
 
-15% < DD <= -20% 40 16.0 Months 6.26%
 
DD <= -20% 46.95%
 
-20% < DD <= -25% 32 20.0 Months 5.01%
 
DD <= -25% 51.96%
 
-25% < DD <= -30% 36 17.8 Months 5.63%
 
DD <= -30% 57.59%
 
-30% < DD <= -35% 17 37.6 Months 2.66%
 
DD <= -35% 60.25%
 
-35% < DD <= -40% 28 22.8 Months 4.38%
 
DD <= -40% 64.63%
 
-40% < DD <= -45% 21 30.4 Months 3.29%
 
DD <= -45% 67.92%
 
-45% < DD <= -50% 31 20.6 Months 4.85%
 
DD <= -50% 72.77%
 
-50% < DD <= -55% 28 22.8 Months 4.38%
 
DD <= -55% 77.15%
 
-55% < DD <= -60% 26 24.6 Months 4.07%
 
DD <= -60% 81.22%
 
-60% < DD <= -65% 22 29.0 Months 3.44%
 
DD <= -65% 84.66%
 
-65% < DD <= -70% 54 11.8 Months 8.45%
 
DD <= -70% 93.11%
 
-70% < DD <= -100% 44 14.5 Months 6.89%
 
DD <= -100% 100.00%
 

Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

TECHNOLOGY PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1971 - 29 February 2024 (~53 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -67.35 10/2000
09/2001
0.32$ -7.89 0.92$ 19.58 1.19$ 44.95 1.44$ 124.99 03/1999
02/2000
2.24$ 50.57 18.34%
2Y -51.92 09/2000
08/2002
0.23$ -2.74 0.94$ 15.11 1.32$ 36.68 1.86$ 93.45 01/1998
12/1999
3.74$ 13.31 18.10%
3Y -38.68 04/2000
03/2003
0.23$ -0.88 0.97$ 15.96 1.55$ 31.66 2.28$ 77.31 04/1997
03/2000
5.57$ 12.51 16.92%
5Y -19.54 04/2000
03/2005
0.33$ -1.53 0.92$ 14.56 1.97$ 23.33 2.85$ 58.54 03/1995
02/2000
10.01$ 21.24 17.28%
7Y -12.13 04/2000
03/2007
0.40$ 1.90 1.14$ 10.80 2.04$ 19.73 3.52$ 26.37 07/1994
06/2001
5.14$ 19.85 11.91%
10Y -8.06 03/2000
02/2010
0.43$ 3.77 1.44$ 11.63 3.00$ 18.47 5.44$ 22.88 01/2012
12/2021
7.85$ 18.10 11.62%
15Y 0.35 04/2000
03/2015
1.05$ 5.73 2.30$ 10.35 4.38$ 15.10 8.24$ 21.36 03/2009
02/2024
18.25$ 21.36 0.00%
20Y 3.50 04/2000
03/2020
1.99$ 6.95 3.83$ 10.88 7.88$ 13.61 12.83$ 14.62 08/2002
07/2022
15.32$ 14.13 0.00%
30Y 13.98 03/1994
02/2024
50.61$ 13.98 50.61$ 13.98 50.61$ 13.98 50.61$ 13.98 03/1994
02/2024
50.61$ 13.98 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -68.17 10/2000
09/2001
0.31$ -11.46 0.88$ 17.52 1.17$ 41.26 1.41$ 117.98 03/1999
02/2000
2.17$ 46.60 22.35%
2Y -52.97 09/2000
08/2002
0.22$ -6.98 0.86$ 13.26 1.28$ 33.15 1.77$ 89.39 01/1998
12/1999
3.58$ 8.61 22.85%
3Y -40.15 04/2000
03/2003
0.21$ -3.10 0.90$ 14.03 1.48$ 28.45 2.11$ 73.35 04/1997
03/2000
5.20$ 6.63 19.38%
5Y -21.47 04/2000
03/2005
0.29$ -3.95 0.81$ 11.55 1.72$ 21.12 2.60$ 54.80 03/1995
02/2000
8.89$ 16.46 20.27%
7Y -14.40 04/2000
03/2007
0.33$ -0.76 0.94$ 8.61 1.78$ 17.55 3.10$ 23.10 07/1994
06/2001
4.28$ 15.83 16.25%
10Y -10.29 03/2000
02/2010
0.33$ 1.19 1.12$ 9.31 2.43$ 15.98 4.40$ 20.31 01/2012
12/2021
6.35$ 14.91 12.03%
15Y -1.78 04/2000
03/2015
0.76$ 3.25 1.61$ 7.74 3.06$ 12.82 6.10$ 18.36 03/2009
02/2024
12.53$ 18.36 4.97%
20Y 1.39 04/2000
03/2020
1.31$ 4.72 2.51$ 8.54 5.15$ 10.80 7.76$ 11.82 08/2002
07/2022
9.34$ 11.28 0.00%
30Y 11.17 03/1994
02/2024
23.97$ 11.17 23.97$ 11.17 23.97$ 11.17 23.97$ 11.17 03/1994
02/2024
23.97$ 11.17 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -67.35 10/2000
09/2001
0.32$ -10.80 0.89$ 16.67 1.16$ 39.70 1.39$ 124.99 03/1999
02/2000
2.24$ 50.57 20.89%
2Y -51.92 09/2000
08/2002
0.23$ -1.86 0.96$ 14.16 1.30$ 29.37 1.67$ 93.45 01/1998
12/1999
3.74$ 13.31 17.07%
3Y -38.68 04/2000
03/2003
0.23$ -0.58 0.98$ 14.91 1.51$ 25.10 1.95$ 77.31 04/1997
03/2000
5.57$ 12.51 15.26%
5Y -19.54 04/2000
03/2005
0.33$ 1.49 1.07$ 14.14 1.93$ 21.92 2.69$ 58.54 03/1995
02/2000
10.01$ 21.24 13.82%
7Y -12.13 04/2000
03/2007
0.40$ 4.33 1.34$ 14.54 2.58$ 20.63 3.71$ 43.22 04/1993
03/2000
12.36$ 19.85 6.31%
10Y -8.06 03/2000
02/2010
0.43$ 7.18 2.00$ 13.93 3.68$ 18.98 5.68$ 35.78 09/1990
08/2000
21.29$ 18.10 5.39%
15Y 0.35 04/2000
03/2015
1.05$ 8.21 3.26$ 13.46 6.65$ 16.82 10.29$ 27.95 04/1985
03/2000
40.30$ 21.36 0.00%
20Y 3.50 04/2000
03/2020
1.99$ 9.85 6.54$ 12.51 10.55$ 16.24 20.28$ 24.94 04/1980
03/2000
85.91$ 14.13 0.00%
30Y 9.78 10/1972
09/2002
16.43$ 11.87 28.92$ 13.17 40.96$ 14.01 51.08$ 15.38 10/1990
09/2020
73.03$ 13.98 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -68.17 10/2000
09/2001
0.31$ -15.00 0.85$ 11.71 1.11$ 35.66 1.35$ 117.98 03/1999
02/2000
2.17$ 46.60 26.32%
2Y -52.97 09/2000
08/2002
0.22$ -6.12 0.88$ 9.48 1.19$ 25.83 1.58$ 89.39 01/1998
12/1999
3.58$ 8.61 23.90%
3Y -40.15 04/2000
03/2003
0.21$ -3.75 0.89$ 9.72 1.32$ 21.40 1.78$ 73.35 04/1997
03/2000
5.20$ 6.63 20.23%
5Y -21.47 04/2000
03/2005
0.29$ -2.61 0.87$ 9.21 1.55$ 19.20 2.40$ 54.80 03/1995
02/2000
8.89$ 16.46 17.44%
7Y -14.40 04/2000
03/2007
0.33$ 0.60 1.04$ 9.00 1.82$ 18.26 3.23$ 39.70 03/1993
02/2000
10.38$ 15.83 14.41%
10Y -10.29 03/2000
02/2010
0.33$ 2.29 1.25$ 9.59 2.49$ 16.34 4.54$ 32.14 09/1990
08/2000
16.22$ 14.91 10.60%
15Y -1.78 04/2000
03/2015
0.76$ 3.86 1.76$ 9.47 3.88$ 13.50 6.68$ 23.99 04/1985
03/2000
25.17$ 18.36 2.18%
20Y 1.39 04/2000
03/2020
1.31$ 6.14 3.29$ 9.13 5.74$ 11.73 9.19$ 20.29 04/1980
03/2000
40.24$ 11.28 0.00%
30Y 4.57 10/1972
09/2002
3.82$ 7.85 9.64$ 9.45 15.01$ 10.80 21.69$ 12.83 01/1991
12/2020
37.36$ 11.17 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Technology Portfolio: Rolling Returns page.

Seasonality

In which months is it better to invest in Technology Portfolio?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
1.40
80%
-1.15
20%
2.50
80%
2.66
80%
0.69
40%
3.51
80%
5.79
100%
1.33
40%
-5.23
20%
2.23
60%
6.73
100%
1.30
80%
Best 10.6
2023
5.3
2024
9.5
2023
15.0
2020
7.9
2023
7.6
2019
12.6
2022
10.9
2020
0.9
2019
7.9
2021
11.2
2020
5.6
2023
Worst -8.7
2022
-6.1
2020
-7.3
2020
-13.6
2022
-8.2
2019
-8.9
2022
2.3
2019
-5.1
2022
-10.5
2022
-3.0
2020
2.0
2021
-9.0
2022
Monthly Seasonality over the period Feb 1971 - Feb 2024
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
2.09
70%
0.60
40%
1.22
60%
1.49
70%
2.41
70%
1.47
60%
4.87
100%
1.37
60%
-2.75
20%
1.97
60%
4.10
90%
-0.42
60%
Best 10.6
2023
7.2
2015
9.5
2023
15.0
2020
7.9
2023
7.6
2019
12.6
2022
10.9
2020
2.2
2016
11.4
2015
11.2
2020
5.6
2023
Worst -8.7
2022
-6.1
2020
-7.3
2020
-13.6
2022
-8.2
2019
-8.9
2022
1.2
2014
-6.8
2015
-10.5
2022
-8.6
2018
-0.3
2018
-9.0
2022
Monthly Seasonality over the period Feb 1971 - Feb 2024
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
2.99
69%
0.53
52%
0.94
64%
1.84
64%
1.45
62%
0.63
53%
1.24
62%
0.54
55%
-0.85
51%
1.35
58%
2.41
70%
1.54
55%
Best 17.9
1987
19.0
2000
10.3
2009
17.9
2001
14.7
1990
12.4
2000
15.6
1997
13.6
2000
18.0
1998
18.5
2002
17.0
2001
25.0
1999
Worst -11.9
2008
-26.2
2001
-17.5
2001
-13.6
2022
-12.3
2000
-13.1
2002
-11.0
1986
-17.2
1998
-20.9
2001
-27.0
1987
-22.9
2000
-12.1
2002
Monthly Seasonality over the period Feb 1971 - Feb 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Technology Portfolio over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

TECHNOLOGY PORTFOLIO
Monthly Returns Distribution
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1971 - 29 February 2024 (~53 years)
217 Positive Months (60%) - 143 Negative Months (40%)
380 Positive Months (60%) - 258 Negative Months (40%)
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(Scroll down to see all data)
Investment Returns, up to December 1999, have been derived using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
You can find additional information on extended Data Sources here.

In particular, the series derived from equivalent datasets are:
  • QQQ - Invesco QQQ Trust (QQQ), up to December 1999

Portfolio efficiency

No other portfolio in our database granted a higher return over 30 Years and a less severe drawdown at the same time.

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30 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +13.98 24.02 -81.08 100 0 0

The following portfolios share asset allocation strategy and/or similar asset weights.

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5 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +21.24 21.69 -32.58 100 0 0
Ark Tech Portfolio Cathie Wood +7.09 37.99 -69.47 100 0 0

Here's a list containing the Best Classic Portfolios, with the highest returns over 30 Years and Very High Risk categorization.

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30 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +13.98 24.02 -81.08 100 0 0
US Stocks Momentum +12.68 15.38 -53.85 100 0 0
US Stocks Quality +11.77 15.08 -46.25 100 0 0
Stocks/Bonds 80/20 Momentum +11.32 12.42 -43.61 80 20 0
US Stocks +10.22 15.55 -50.84 100 0 0
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