All Country World 60/40 vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The All Country World 60/40 Portfolio obtained a 6.36% compound annual return, with a 10.07% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

Summary

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All Country World 60/40 Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 50%
Fixed Income 40% 50%
Commodities 0% 0%
30 Years Stats Return +6.36% +6.99%
Std Dev 10.07% 8.42%
Max Drawdown -36.70% -31.96%
All time Stats
(Since Jan 1985)
Return +8.15% +8.02%
Std Dev 10.40% 8.21%
Max Drawdown -36.70% -31.96%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
All Country World 60/40 Portfolio +2.40 +8.14 +15.51 +6.57 +5.92 +6.36 +8.15
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +8.02
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

All Country World 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 6.36$, with a total return of 536.24% (6.36% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

All Country World 60/40 Portfolio: an investment of 1$, since January 1985, now would be worth 21.49$, with a total return of 2049.08% (8.15% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1985, now would be worth 20.55$, with a total return of 1954.90% (8.02% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World 60/40 Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 16.68
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-23.34% Apr 2000 Sep 2002 (30) Jan 2004 (46) 12.33
-21.52% Jan 2022 Sep 2022 (9) In progress (26) 11.46
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.80% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.11
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.04% May 2011 Sep 2011 (5) Mar 2012 (11) 5.34
-9.85% May 1998 Aug 1998 (4) Nov 1998 (7) 4.41
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.49% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.64
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.73% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.20
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-5.70% Apr 2012 May 2012 (2) Aug 2012 (5) 2.61
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.76% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.03
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-3.90% Mar 1994 Nov 1994 (9) Feb 1995 (12) 2.27

Drawdown comparison chart since January 1985.

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All Country World 60/40 Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-36.70% Nov 2007 Feb 2009 (16) Jan 2011 (39) 16.68
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-23.34% Apr 2000 Sep 2002 (30) Jan 2004 (46) 12.33
-21.52% Jan 2022 Sep 2022 (9) In progress (26) 11.46
-17.68% Sep 1987 Nov 1987 (3) Dec 1988 (16) 8.37
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-14.70% Jan 1990 Sep 1990 (9) May 1991 (17) 7.12
-13.80% Jan 2020 Mar 2020 (3) Jul 2020 (7) 6.11
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-12.04% May 2011 Sep 2011 (5) Mar 2012 (11) 5.34
-9.85% May 1998 Aug 1998 (4) Nov 1998 (7) 4.41
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.49% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.64
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.73% Jun 2015 Feb 2016 (9) Jul 2016 (14) 4.20
-7.50% Jul 1990 Oct 1990 (4) Jan 1991 (7) 4.35
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-5.70% Apr 2012 May 2012 (2) Aug 2012 (5) 2.61

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
+2.21%
-0.19%
+0.21%
-1.20%
2023
+16.14%
-7.53%
+12.43%
-7.22%
2022
-16.34%
-21.52%
-13.18%
-16.74%
2021
+10.14%
-3.08%
+16.51%
-2.73%
2020
+12.48%
-13.80%
+5.32%
-13.04%
2019
+19.89%
-3.21%
+18.51%
-2.02%
2018
-5.81%
-8.49%
-3.64%
-6.99%
2017
+16.36%
0.00%
+8.07%
-0.59%
2016
+6.82%
-3.26%
+8.52%
-3.21%
2015
-0.78%
-7.28%
-0.25%
-4.76%
2014
+4.95%
-2.27%
+11.14%
-2.54%
2013
+12.77%
-3.73%
+10.43%
-2.72%
2012
+13.25%
-5.70%
+10.65%
-2.81%
2011
-1.26%
-12.04%
+3.87%
-8.52%
2010
+10.93%
-6.54%
+13.01%
-6.14%
2009
+23.38%
-12.81%
+15.30%
-14.35%
2008
-25.21%
-28.83%
-16.74%
-22.59%
2007
+8.21%
-2.94%
-0.68%
-5.17%
2006
+13.12%
-2.85%
+14.45%
-1.98%
2005
+7.18%
-2.50%
+5.08%
-2.36%
2004
+10.41%
-2.77%
+12.05%
-4.65%
2003
+22.27%
-2.14%
+18.87%
-1.57%
2002
-8.59%
-14.20%
-2.42%
-7.23%
2001
-5.46%
-12.83%
+4.32%
-3.58%
2000
-4.61%
-7.73%
+9.42%
-2.13%
1999
+16.48%
-3.00%
+4.70%
-3.16%
1998
+15.37%
-9.85%
+5.32%
-8.13%
1997
+9.98%
-4.76%
+17.36%
-1.24%
1996
+10.14%
-1.85%
+15.52%
-1.31%
1995
+18.30%
-0.82%
+19.02%
-0.66%
1994
-0.34%
-5.55%
-1.28%
-5.02%
1993
+18.90%
-3.47%
+11.41%
-1.82%
1992
-0.34%
-5.40%
+9.68%
-0.89%
1991
+17.68%
-4.03%
+23.01%
-1.99%
1990
-8.25%
-14.70%
-1.89%
-7.50%
1989
+14.23%
-2.13%
+15.28%
-0.97%
1988
+15.88%
-3.42%
+12.57%
-1.14%
1987
+10.47%
-17.68%
+2.00%
-12.38%
1986
+31.62%
-4.45%
+13.98%
-2.95%
1985
+34.19%
-1.07%
+20.92%
-1.32%