Last Update: 31 March 2024
The 10-year Treasury Portfolio obtained a 4.85% compound annual return, with a 6.78% standard deviation, in the last 30 Years.
The Paul Boyer Portfolio obtained a 6.25% compound annual return, with a 7.46% standard deviation, in the last 30 Years.
Summary
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| 10-year Treasury Portfolio | Paul Boyer Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Low | Medium | |
| Asset Allocation | Stocks | 0% | 25% |
| Fixed Income | 100% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +4.85% | +6.25% |
| Std Dev | 6.78% | 7.46% | |
| Max Drawdown | -23.18% | -18.04% | |
| All time Stats (Since Jan 1976) |
Return | +6.76% | +8.29% |
| Std Dev | 7.96% | 8.30% | |
| Max Drawdown | -23.18% | -18.04% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| 10-year Treasury Portfolio | +0.73 | +5.02 | -1.56 | -0.61 | +1.16 | +4.85 | +6.76 |
| Paul Boyer Portfolio | +3.21 | +11.29 | +4.48 | +3.69 | +3.50 | +6.25 | +8.29 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
10-year Treasury Portfolio: an investment of 1$, since April 1994,
now would be worth 4.14$, with a total return of 314.12%
(4.85% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
10-year Treasury Portfolio: an investment of 1$, since January 1976,
now would be worth 23.48$, with a total return of 2247.56%
(6.76% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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|
10-year Treasury Portfolio
|
Paul Boyer Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -23.18% | Aug 2020 | Oct 2023 (39) | In progress (44) | 13.61 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -9.34% | Oct 1998 | Jan 2000 (16) | Aug 2000 (23) | 5.17 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -7.60% | May 2013 | Dec 2013 (8) | Nov 2014 (19) | 4.38 | |||||
| -7.18% | Aug 2016 | Apr 2018 (21) | May 2019 (34) | 4.82 | |||||
| -6.90% | Feb 1996 | May 1996 (4) | Nov 1996 (10) | 4.58 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -6.65% | Jan 2009 | Jun 2009 (6) | Jun 2010 (18) | 4.33 | |||||
| -6.60% | Nov 2001 | Mar 2002 (5) | Jul 2002 (9) | 3.77 | |||||
| -5.68% | Jun 2003 | Jul 2003 (2) | Dec 2003 (7) | 2.83 | |||||
| -5.64% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.55 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.85% | Apr 2004 | May 2004 (2) | Oct 2004 (7) | 2.96 | |||||
| -4.67% | Sep 2010 | Mar 2011 (7) | Jul 2011 (11) | 2.74 | |||||
| -4.44% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.16 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
10-year Treasury Portfolio
|
Paul Boyer Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -23.18% | Aug 2020 | Oct 2023 (39) | In progress (44) | 13.61 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -15.76% | Jul 1979 | Feb 1980 (8) | May 1980 (11) | 7.54 | |||||
| -14.57% | Jul 1980 | Sep 1981 (15) | Nov 1981 (17) | 9.19 | |||||
| -14.53% | Oct 1980 | Jun 1982 (21) | Oct 1982 (25) | 8.36 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.60% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.57 | |||||
| -10.87% | Mar 1987 | Sep 1987 (7) | Jan 1988 (11) | 5.88 | |||||
| -10.14% | Nov 1993 | Nov 1994 (13) | May 1995 (19) | 6.64 | |||||
| -9.34% | Oct 1998 | Jan 2000 (16) | Aug 2000 (23) | 5.17 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -7.99% | Feb 1984 | May 1984 (4) | Aug 1984 (7) | 4.01 | |||||
| -7.71% | Mar 1987 | Oct 1987 (8) | Jun 1988 (16) | 3.69 | |||||
| -7.60% | May 2013 | Dec 2013 (8) | Nov 2014 (19) | 4.38 | |||||
| -7.18% | Aug 2016 | Apr 2018 (21) | May 2019 (34) | 4.82 | |||||
| -6.93% | Feb 1994 | Jan 1995 (12) | May 1995 (16) | 4.74 | |||||
| -6.90% | Feb 1996 | May 1996 (4) | Nov 1996 (10) | 4.58 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-1.30%
|
-2.08% |
+1.61%
|
-1.89% |
| 2023 |
+3.64%
|
-8.81% |
+7.92%
|
-7.34% |
| 2022 |
-15.19%
|
-16.91% |
-13.57%
|
-17.86% |
| 2021 |
-3.33%
|
-5.73% |
+0.51%
|
-3.38% |
| 2020 |
+10.01%
|
-2.02% |
+15.04%
|
-3.07% |
| 2019 |
+8.03%
|
-2.59% |
+13.97%
|
-1.05% |
| 2018 |
+0.99%
|
-3.19% |
-3.50%
|
-6.72% |
| 2017 |
+2.55%
|
-1.90% |
+11.87%
|
-0.61% |
| 2016 |
+1.00%
|
-6.50% |
+7.19%
|
-6.74% |
| 2015 |
+1.51%
|
-4.25% |
-5.29%
|
-9.15% |
| 2014 |
+9.07%
|
-1.05% |
+6.63%
|
-3.72% |
| 2013 |
-6.09%
|
-7.60% |
-5.67%
|
-8.07% |
| 2012 |
+3.66%
|
-2.67% |
+6.80%
|
-2.93% |
| 2011 |
+15.64%
|
-1.29% |
+8.99%
|
-2.80% |
| 2010 |
+9.37%
|
-4.30% |
+15.54%
|
-0.81% |
| 2009 |
-6.59%
|
-6.65% |
+12.50%
|
-6.62% |
| 2008 |
+17.91%
|
-4.15% |
+1.32%
|
-13.66% |
| 2007 |
+10.37%
|
-1.85% |
+16.13%
|
-0.86% |
| 2006 |
+2.52%
|
-2.87% |
+12.57%
|
-3.53% |
| 2005 |
+2.64%
|
-3.19% |
+11.99%
|
-2.10% |
| 2004 |
+4.12%
|
-4.85% |
+9.39%
|
-5.64% |
| 2003 |
+5.29%
|
-5.68% |
+17.95%
|
-2.85% |
| 2002 |
+15.45%
|
-4.13% |
+9.85%
|
-4.44% |
| 2001 |
+5.40%
|
-5.21% |
+3.66%
|
-3.75% |
| 2000 |
+17.28%
|
-1.12% |
+2.00%
|
-4.97% |
| 1999 |
-7.83%
|
-8.11% |
+9.10%
|
-3.56% |
| 1998 |
+14.64%
|
-1.61% |
+2.30%
|
-9.22% |
| 1997 |
+11.97%
|
-2.02% |
+0.72%
|
-4.04% |
| 1996 |
-0.00%
|
-6.90% |
+3.88%
|
-3.10% |
| 1995 |
+25.55%
|
-1.23% |
+14.46%
|
-0.96% |
| 1994 |
-7.19%
|
-9.56% |
-5.01%
|
-6.22% |
| 1993 |
+12.97%
|
-2.55% |
+25.08%
|
-1.38% |
| 1992 |
+7.23%
|
-4.02% |
+3.02%
|
-1.92% |
| 1991 |
+18.91%
|
-0.54% |
+24.71%
|
-1.74% |
| 1990 |
+7.70%
|
-4.48% |
+0.64%
|
-5.76% |
| 1989 |
+17.84%
|
-2.30% |
+21.34%
|
-0.54% |
| 1988 |
+6.90%
|
-4.60% |
+7.47%
|
-2.31% |
| 1987 |
-2.64%
|
-10.87% |
-0.04%
|
-7.71% |
| 1986 |
+21.35%
|
-3.93% |
+17.71%
|
-1.63% |
| 1985 |
+29.85%
|
-3.33% |
+21.84%
|
-2.32% |
| 1984 |
+14.87%
|
-7.99% |
+4.29%
|
-3.80% |
| 1983 |
+2.30%
|
-6.29% |
+3.33%
|
-3.72% |
| 1982 |
+39.57%
|
-2.66% |
+20.74%
|
-7.63% |
| 1981 |
+5.28%
|
-7.42% |
-6.40%
|
-12.16% |
| 1980 |
-1.29%
|
-11.52% |
+10.07%
|
-13.60% |
| 1979 |
+1.83%
|
-8.62% |
+40.68%
|
-5.53% |
| 1978 |
-0.74%
|
-2.31% |
+13.69%
|
-5.99% |
| 1977 |
+0.53%
|
-3.55% |
+9.52%
|
-1.78% |
| 1976 |
+15.29%
|
-1.33% |
+11.89%
|
-4.01% |
