All Country World 80/20 vs Pinwheel Portfolio Comparison

Last Update: 31 May 2023

The All Country World 80/20 Portfolio obtained a 6.32% compound annual return, with a 12.69% standard deviation, in the last 30 Years.

The Pinwheel Portfolio obtained a 7.25% compound annual return, with a 10.41% standard deviation, in the last 30 Years.

Summary

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All Country World 80/20 Portfolio Pinwheel Portfolio
Risk Very High High
Asset Allocation Stocks 80% 65%
Fixed Income 20% 25%
Commodities 0% 10%
30 Years Stats Return +6.32% +7.25%
Std Dev 12.69% 10.41%
Max Drawdown -47.32% -36.89%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
All Country World 80/20 Portfolio -1.11 +2.37 +0.29 +5.56 +6.85 +6.32 +8.16
Pinwheel Portfolio -1.97 +0.66 -2.34 +4.35 +5.19 +7.25 +8.82
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

All Country World 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 6285.17$, with a total return of 528.52% (6.32% annualized).

Pinwheel Portfolio: an investment of 1000$, since June 1993, now would be worth 8174.69$, with a total return of 717.47% (7.25% annualized).

All Country World 80/20 Portfolio: an investment of 1000$, since January 1985, now would be worth 20324.20$, with a total return of 1932.42% (8.16% annualized).

Pinwheel Portfolio: an investment of 1000$, since January 1985, now would be worth 25731.10$, with a total return of 2473.11% (8.82% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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All Country World 80/20 Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-19.49% Jan 2022 Sep 2022
-17.97% Jan 2020 Mar 2020
-14.99% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-11.06% Jun 2002 Sep 2002
-10.78% Jun 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016
-6.85% Feb 1994 Jan 1995
-6.57% Aug 1997 Oct 1997
-5.90% Apr 2012 May 2012
-5.88% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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All Country World 80/20 Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-47.32% Nov 2007 Feb 2009
-36.89% Nov 2007 Feb 2009
-36.69% Apr 2000 Sep 2002
-23.52% Jan 2022 Sep 2022
-22.19% Sep 1987 Nov 1987
-19.99% Jan 1990 Sep 1990
-19.49% Jan 2022 Sep 2022
-17.97% Jan 2020 Mar 2020
-14.99% Jan 2020 Mar 2020
-14.91% Sep 1987 Nov 1987
-14.05% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-12.51% Jan 1990 Sep 1990
-12.27% May 1998 Aug 1998
-11.51% Feb 2018 Dec 2018
-11.06% Jun 2002 Sep 2002
-10.78% Jun 2015 Feb 2016
-8.88% Feb 2001 Sep 2001
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year All Country World 80/20 Portfolio Pinwheel Portfolio
2023
 +6.47% +3.18%
2022
 -17.17% -13.57%
2021
 +14.21% +13.53%
2020
 +14.55% +9.12%
2019
 +23.35% +19.31%
2018
 -7.79% -6.39%
2017
 +20.43% +14.08%
2016
 +7.66% +8.63%
2015
 -1.32% -2.88%
2014
 +4.31% +6.12%
2013
 +17.86% +9.02%
2012
 +15.19% +12.60%
2011
 -4.38% -0.25%
2010
 +12.00% +16.08%
2009
 +28.02% +24.19%
2008
 -34.37% -22.51%
2007
 +8.92% +7.60%
2006
 +15.95% +19.78%
2005
 +8.00% +11.02%
2004
 +11.86% +15.19%
2003
 +26.95% +28.19%
2002
 -14.55% -2.13%
2001
 -11.36% -0.61%
2000
 -9.84% +1.80%
1999
 +20.74% +15.18%
1998
 +17.65% +3.43%
1997
 +11.46% +8.85%
1996
 +10.54% +13.00%
1995
 +17.60% +14.60%
1994
 +1.26% -2.32%
1993
 +20.51% +24.96%
1992
 -3.52% +4.01%
1991
 +17.30% +29.20%
1990
 -13.44% -7.14%
1989
 +14.69% +21.94%
1988
 +18.54% +14.95%
1987
 +13.56% +2.63%
1986
 +37.13% +21.90%
1985
 +37.92% +27.17%