Last Update: 31 March 2024
The Aggressive Global Income Portfolio obtained a 8.89% compound annual return, with a 14.40% standard deviation, in the last 30 Years.
The US Stocks Portfolio obtained a 10.49% compound annual return, with a 15.52% standard deviation, in the last 30 Years.
Summary
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| Aggressive Global Income Portfolio | US Stocks Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.89% | +10.49% |
| Std Dev | 14.40% | 15.52% | |
| Max Drawdown | -52.63% | -50.84% | |
| All time Stats (Since Jan 1979) |
Return | +11.03% | +11.87% |
| Std Dev | 13.99% | 15.51% | |
| Max Drawdown | -52.63% | -50.84% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1979
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Aggressive Global Income Portfolio | +3.39 | +13.34 | +12.89 | +5.97 | +5.53 | +8.89 | +11.03 |
| US Stocks Portfolio | +2.90 | +22.88 | +28.85 | +14.15 | +12.23 | +10.49 | +11.87 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Aggressive Global Income Portfolio: an investment of 1$, since April 1994,
now would be worth 12.86$, with a total return of 1186.15%
(8.89% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
US Stocks Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).
Aggressive Global Income Portfolio: an investment of 1$, since January 1979,
now would be worth 113.78$, with a total return of 11278.18%
(11.03% annualized).
US Stocks Portfolio: an investment of 1$, since January 1979, now would be worth 160.13$, with a total return of 15913.31% (11.87% annualized).
US Stocks Portfolio: an investment of 1$, since January 1979, now would be worth 160.13$, with a total return of 15913.31% (11.87% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Aggressive Global Income Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.63% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 23.73 | |||||
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -27.39% | Mar 2000 | Sep 2002 (31) | Dec 2003 (46) | 15.98 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.14 | |||||
| -23.84% | Jan 2020 | Mar 2020 (3) | Feb 2021 (14) | 11.83 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -18.06% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.09 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -17.13% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.79 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Jun 1999 (14) | 7.15 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.63% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 7.95 | |||||
| -9.93% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.94 | |||||
| -8.84% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 4.72 | |||||
| -8.44% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 5.11 | |||||
| -6.82% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 3.19 | |||||
| -6.45% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.72 | |||||
| -6.42% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 3.38 | |||||
| -6.17% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 3.14 | |||||
Drawdown comparison chart since January 1979.
Swipe left to see all data
|
Aggressive Global Income Portfolio
|
US Stocks Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.63% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 23.73 | |||||
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -29.34% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.96 | |||||
| -27.39% | Mar 2000 | Sep 2002 (31) | Dec 2003 (46) | 15.98 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.14 | |||||
| -23.84% | Jan 2020 | Mar 2020 (3) | Feb 2021 (14) | 11.83 | |||||
| -21.38% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.01 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -19.23% | Jan 1990 | Sep 1990 (9) | May 1991 (17) | 9.50 | |||||
| -18.06% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 7.09 | |||||
| -17.85% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 9.42 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -17.13% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.79 | |||||
| -16.20% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 8.96 | |||||
| -15.46% | May 1998 | Aug 1998 (4) | Jun 1999 (14) | 7.15 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.63% | May 2015 | Jan 2016 (9) | Jul 2016 (15) | 7.95 | |||||
| -11.98% | Mar 1980 | Mar 1980 (1) | Jun 1980 (4) | 6.35 | |||||
| -11.49% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 5.68 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+3.17%
|
-0.95% |
+9.56%
|
0.00% |
| 2023 |
+11.91%
|
-7.58% |
+26.05%
|
-9.10% |
| 2022 |
-8.43%
|
-18.06% |
-19.51%
|
-24.81% |
| 2021 |
+17.07%
|
-3.13% |
+25.67%
|
-4.46% |
| 2020 |
-1.13%
|
-23.84% |
+21.03%
|
-20.84% |
| 2019 |
+19.97%
|
-4.74% |
+30.67%
|
-6.45% |
| 2018 |
-8.07%
|
-9.93% |
-5.21%
|
-14.20% |
| 2017 |
+13.53%
|
-0.18% |
+21.21%
|
0.00% |
| 2016 |
+18.29%
|
-3.34% |
+12.83%
|
-5.73% |
| 2015 |
-6.99%
|
-13.07% |
+0.36%
|
-8.84% |
| 2014 |
+3.96%
|
-4.21% |
+12.54%
|
-3.17% |
| 2013 |
+19.30%
|
-3.15% |
+33.45%
|
-3.03% |
| 2012 |
+12.95%
|
-7.73% |
+16.45%
|
-6.82% |
| 2011 |
+0.62%
|
-17.13% |
+0.97%
|
-17.58% |
| 2010 |
+14.37%
|
-10.71% |
+17.42%
|
-13.26% |
| 2009 |
+33.97%
|
-22.88% |
+28.89%
|
-17.72% |
| 2008 |
-34.21%
|
-38.73% |
-36.98%
|
-38.08% |
| 2007 |
+3.78%
|
-6.63% |
+5.37%
|
-5.23% |
| 2006 |
+21.69%
|
-3.86% |
+15.69%
|
-3.22% |
| 2005 |
+12.70%
|
-5.15% |
+6.31%
|
-4.48% |
| 2004 |
+16.76%
|
-2.82% |
+12.79%
|
-3.56% |
| 2003 |
+32.98%
|
-2.92% |
+30.75%
|
-4.27% |
| 2002 |
-7.54%
|
-18.13% |
-20.47%
|
-27.18% |
| 2001 |
-4.83%
|
-16.72% |
-10.97%
|
-23.65% |
| 2000 |
-0.62%
|
-14.41% |
-10.57%
|
-15.87% |
| 1999 |
+48.88%
|
-3.02% |
+23.81%
|
-6.42% |
| 1998 |
+8.84%
|
-15.46% |
+23.26%
|
-17.57% |
| 1997 |
+18.82%
|
-3.75% |
+30.99%
|
-4.56% |
| 1996 |
+13.71%
|
-4.27% |
+20.96%
|
-6.17% |
| 1995 |
+24.10%
|
-1.27% |
+35.79%
|
-1.17% |
| 1994 |
+2.10%
|
-5.06% |
-0.17%
|
-7.43% |
| 1993 |
+19.15%
|
-4.01% |
+10.62%
|
-2.77% |
| 1992 |
+3.24%
|
-3.34% |
+9.11%
|
-2.40% |
| 1991 |
+24.91%
|
-4.27% |
+32.39%
|
-4.47% |
| 1990 |
-13.87%
|
-19.23% |
-6.08%
|
-16.20% |
| 1989 |
+17.94%
|
-3.26% |
+28.12%
|
-3.05% |
| 1988 |
+21.28%
|
-3.17% |
+17.32%
|
-3.42% |
| 1987 |
+8.36%
|
-21.38% |
+2.61%
|
-29.34% |
| 1986 |
+32.40%
|
-3.91% |
+14.57%
|
-7.92% |
| 1985 |
+37.47%
|
-2.20% |
+31.27%
|
-4.77% |
| 1984 |
+6.06%
|
-6.93% |
+2.19%
|
-9.02% |
| 1983 |
+24.33%
|
-2.44% |
+22.66%
|
-4.00% |
| 1982 |
+20.53%
|
-7.77% |
+20.50%
|
-11.21% |
| 1981 |
+4.76%
|
-9.45% |
-4.15%
|
-12.79% |
| 1980 |
+21.29%
|
-11.49% |
+33.15%
|
-11.98% |
| 1979 |
+17.54%
|
-7.85% |
+24.25%
|
-7.22% |
