Last Update: 31 March 2024
The All Country World 80/20 Portfolio obtained a 6.73% compound annual return, with a 12.74% standard deviation, in the last 30 Years.
The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.
Summary
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| All Country World 80/20 Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 80% | 100% |
| Fixed Income | 20% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.73% | +14.30% |
| Std Dev | 12.74% | 23.97% | |
| Max Drawdown | -47.32% | -81.08% | |
| All time Stats (Since Jan 1985) |
Return | +8.45% | +14.68% |
| Std Dev | 13.09% | 23.57% | |
| Max Drawdown | -47.32% | -81.08% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World 80/20 Portfolio | +2.79 | +17.39 | +18.94 | +8.88 | +7.47 | +6.73 | +8.45 |
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +14.68 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World 80/20 Portfolio: an investment of 1$, since April 1994,
now would be worth 7.07$, with a total return of 606.63%
(6.73% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
All Country World 80/20 Portfolio: an investment of 1$, since January 1985,
now would be worth 24.15$, with a total return of 2314.90%
(8.45% annualized).
Technology Portfolio: an investment of 1$, since January 1985, now would be worth 216.58$, with a total return of 21557.88% (14.68% annualized).
Technology Portfolio: an investment of 1$, since January 1985, now would be worth 216.58$, with a total return of 21557.88% (14.68% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
All Country World 80/20 Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.78% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.78 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
| -8.14% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 4.20 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
All Country World 80/20 Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -47.32% | Nov 2007 | Feb 2009 (16) | Jan 2013 (63) | 19.94 | |||||
| -36.69% | Apr 2000 | Sep 2002 (30) | Sep 2005 (66) | 19.39 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -23.52% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.85 | |||||
| -22.19% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 10.97 | |||||
| -19.99% | Jan 1990 | Sep 1990 (9) | Dec 1991 (24) | 9.06 | |||||
| -17.97% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 7.88 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -15.73% | Jun 1986 | Sep 1986 (4) | Jan 1987 (8) | 9.55 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -13.48% | Mar 1992 | Aug 1992 (6) | Nov 1992 (9) | 8.98 | |||||
| -12.97% | Feb 1994 | Jun 1994 (5) | Feb 1995 (13) | 6.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -12.27% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 5.82 | |||||
| -11.51% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.87 | |||||
| -10.80% | Oct 1989 | Jan 1990 (4) | May 1990 (8) | 5.82 | |||||
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 |
+6.24%
|
-0.09% |
+8.56%
|
0.00% |
| 2023 |
+19.08%
|
-8.64% |
+54.85%
|
-8.42% |
| 2022 |
-17.17%
|
-23.52% |
-32.58%
|
-32.58% |
| 2021 |
+14.21%
|
-3.60% |
+27.42%
|
-5.68% |
| 2020 |
+14.55%
|
-17.97% |
+48.40%
|
-12.90% |
| 2019 |
+23.35%
|
-4.62% |
+38.96%
|
-8.23% |
| 2018 |
-7.79%
|
-11.51% |
-0.12%
|
-16.96% |
| 2017 |
+20.43%
|
0.00% |
+32.66%
|
-2.32% |
| 2016 |
+7.66%
|
-5.08% |
+7.10%
|
-8.37% |
| 2015 |
-1.32%
|
-9.49% |
+9.45%
|
-8.88% |
| 2014 |
+4.31%
|
-3.32% |
+19.18%
|
-3.04% |
| 2013 |
+17.86%
|
-3.46% |
+36.63%
|
-2.39% |
| 2012 |
+15.19%
|
-7.89% |
+18.12%
|
-8.13% |
| 2011 |
-4.38%
|
-17.02% |
+3.47%
|
-10.79% |
| 2010 |
+12.00%
|
-9.60% |
+20.14%
|
-12.93% |
| 2009 |
+28.02%
|
-16.08% |
+54.68%
|
-7.43% |
| 2008 |
-34.37%
|
-37.13% |
-41.73%
|
-43.03% |
| 2007 |
+8.92%
|
-4.35% |
+19.02%
|
-6.83% |
| 2006 |
+15.95%
|
-3.66% |
+7.14%
|
-11.54% |
| 2005 |
+8.00%
|
-3.65% |
+1.57%
|
-12.37% |
| 2004 |
+11.86%
|
-3.52% |
+10.54%
|
-9.86% |
| 2003 |
+26.95%
|
-3.85% |
+49.67%
|
-2.90% |
| 2002 |
-14.55%
|
-20.27% |
-37.37%
|
-46.75% |
| 2001 |
-11.36%
|
-19.42% |
-33.34%
|
-54.93% |
| 2000 |
-9.84%
|
-12.38% |
-36.11%
|
-46.69% |
| 1999 |
+20.74%
|
-3.34% |
+101.95%
|
-9.49% |
| 1998 |
+17.65%
|
-12.27% |
+85.30%
|
-17.20% |
| 1997 |
+11.46%
|
-6.57% |
+20.63%
|
-13.51% |
| 1996 |
+10.54%
|
-2.89% |
+42.54%
|
-8.14% |
| 1995 |
+17.60%
|
-1.58% |
+42.54%
|
-3.77% |
| 1994 |
+1.26%
|
-5.88% |
+1.50%
|
-12.97% |
| 1993 |
+20.51%
|
-4.44% |
+10.58%
|
-8.26% |
| 1992 |
-3.52%
|
-6.64% |
+8.86%
|
-13.48% |
| 1991 |
+17.30%
|
-5.18% |
+64.99%
|
-8.89% |
| 1990 |
-13.44%
|
-19.99% |
-10.41%
|
-27.64% |
| 1989 |
+14.69%
|
-2.34% |
+26.17%
|
-4.64% |
| 1988 |
+18.54%
|
-4.91% |
+13.54%
|
-10.50% |
| 1987 |
+13.56%
|
-22.19% |
+10.50%
|
-34.57% |
| 1986 |
+37.13%
|
-5.17% |
+6.89%
|
-15.73% |
| 1985 |
+37.92%
|
-1.68% |
+35.61%
|
-6.97% |
