Last Update: 31 March 2024
The All Country World Stocks Portfolio obtained a 6.72% compound annual return, with a 15.61% standard deviation, in the last 30 Years.
The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 8.50% compound annual return, with a 13.55% standard deviation, in the last 30 Years.
Summary
Swipe left to see all data
| All Country World Stocks Portfolio | Burton Malkiel Late Thirties to Early Forties Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 85% |
| Fixed Income | 0% | 15% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +6.72% | +8.50% |
| Std Dev | 15.61% | 13.55% | |
| Max Drawdown | -57.06% | -48.28% | |
| All time Stats (Since Jan 1985) |
Return | +8.56% | +10.32% |
| Std Dev | 15.93% | 13.70% | |
| Max Drawdown | -57.06% | -48.28% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1985
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| All Country World Stocks Portfolio | +3.19 | +19.99 | +22.75 | +10.95 | +8.76 | +6.72 | +8.56 |
| Burton Malkiel Late Thirties to Early Forties Portfolio | +2.49 | +16.46 | +16.56 | +8.06 | +7.42 | +8.50 | +10.32 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
All Country World Stocks Portfolio: an investment of 1$, since April 1994,
now would be worth 7.05$, with a total return of 604.58%
(6.72% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1057.27% (8.50% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since April 1994, now would be worth 11.57$, with a total return of 1057.27% (8.50% annualized).
All Country World Stocks Portfolio: an investment of 1$, since January 1985,
now would be worth 25.09$, with a total return of 2408.80%
(8.56% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since January 1985, now would be worth 47.26$, with a total return of 4626.26% (10.32% annualized).
Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since January 1985, now would be worth 47.26$, with a total return of 4626.26% (10.32% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
All Country World Stocks Portfolio
|
Burton Malkiel Late Thirties to Early Forties Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.06% | Nov 2007 | Feb 2009 (16) | Oct 2013 (72) | 26.60 | |||||
| -48.44% | Apr 2000 | Sep 2002 (30) | Oct 2006 (79) | 26.77 | |||||
| -48.28% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.43 | |||||
| -25.52% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.79 | |||||
| -24.26% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.40 | |||||
| -22.15% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 10.05 | |||||
| -21.55% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 11.57 | |||||
| -19.36% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.83 | |||||
| -18.70% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 7.76 | |||||
| -17.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.44 | |||||
| -14.59% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 7.20 | |||||
| -14.45% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.44 | |||||
| -13.76% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 6.43 | |||||
| -11.04% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.65 | |||||
| -10.51% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.57 | |||||
| -8.28% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 5.31 | |||||
| -6.65% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 3.81 | |||||
| -6.65% | Sep 1994 | Jan 1995 (5) | May 1995 (9) | 3.90 | |||||
| -6.18% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.53 | |||||
| -6.08% | Aug 1997 | Oct 1997 (3) | Feb 1998 (7) | 3.73 | |||||
Drawdown comparison chart since January 1985.
Swipe left to see all data
|
All Country World Stocks Portfolio
|
Burton Malkiel Late Thirties to Early Forties Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.06% | Nov 2007 | Feb 2009 (16) | Oct 2013 (72) | 26.60 | |||||
| -48.44% | Apr 2000 | Sep 2002 (30) | Oct 2006 (79) | 26.77 | |||||
| -48.28% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 22.43 | |||||
| -26.12% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 12.48 | |||||
| -25.52% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 12.79 | |||||
| -25.28% | Jan 1990 | Sep 1990 (9) | May 1993 (41) | 11.61 | |||||
| -24.26% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 12.40 | |||||
| -22.99% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 11.54 | |||||
| -22.15% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 10.05 | |||||
| -21.55% | Sep 2000 | Sep 2002 (25) | Oct 2003 (38) | 11.57 | |||||
| -19.36% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 8.83 | |||||
| -18.70% | May 1998 | Aug 1998 (4) | Mar 1999 (11) | 7.76 | |||||
| -17.29% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 10.02 | |||||
| -17.20% | May 2011 | Sep 2011 (5) | Sep 2012 (17) | 6.44 | |||||
| -14.59% | May 1998 | Aug 1998 (4) | Nov 1998 (7) | 7.20 | |||||
| -14.45% | Feb 2018 | Dec 2018 (11) | Oct 2019 (21) | 5.44 | |||||
| -13.76% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 6.43 | |||||
| -11.04% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 4.65 | |||||
| -10.51% | May 2015 | Feb 2016 (10) | Jul 2016 (15) | 5.57 | |||||
| -8.67% | Jan 1990 | Apr 1990 (4) | Jul 1990 (7) | 4.80 | |||||
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 |
+7.82%
|
0.00% |
+5.03%
|
-0.89% |
| 2023 |
+22.02%
|
-9.69% |
+16.77%
|
-9.38% |
| 2022 |
-18.01%
|
-25.52% |
-17.38%
|
-24.26% |
| 2021 |
+18.27%
|
-4.10% |
+15.84%
|
-3.97% |
| 2020 |
+16.61%
|
-22.15% |
+12.75%
|
-19.36% |
| 2019 |
+26.82%
|
-5.97% |
+24.10%
|
-4.51% |
| 2018 |
-9.76%
|
-14.45% |
-7.61%
|
-11.04% |
| 2017 |
+24.49%
|
0.00% |
+20.64%
|
0.00% |
| 2016 |
+8.51%
|
-6.91% |
+8.99%
|
-4.56% |
| 2015 |
-1.86%
|
-11.65% |
-2.65%
|
-9.75% |
| 2014 |
+3.67%
|
-4.44% |
+7.18%
|
-3.52% |
| 2013 |
+22.95%
|
-3.20% |
+16.37%
|
-3.65% |
| 2012 |
+17.12%
|
-10.01% |
+15.81%
|
-7.03% |
| 2011 |
-7.50%
|
-21.87% |
-2.39%
|
-17.20% |
| 2010 |
+13.08%
|
-12.80% |
+14.99%
|
-10.22% |
| 2009 |
+32.65%
|
-19.35% |
+31.14%
|
-18.01% |
| 2008 |
-43.54%
|
-45.43% |
-32.91%
|
-37.15% |
| 2007 |
+9.64%
|
-5.70% |
+8.39%
|
-5.98% |
| 2006 |
+18.78%
|
-4.43% |
+21.40%
|
-3.91% |
| 2005 |
+8.83%
|
-4.80% |
+11.93%
|
-3.56% |
| 2004 |
+13.30%
|
-4.26% |
+16.16%
|
-6.18% |
| 2003 |
+31.62%
|
-5.55% |
+34.34%
|
-2.28% |
| 2002 |
-20.51%
|
-26.35% |
-10.16%
|
-17.47% |
| 2001 |
-17.26%
|
-26.01% |
-1.34%
|
-16.37% |
| 2000 |
-15.08%
|
-17.07% |
-4.91%
|
-10.02% |
| 1999 |
+25.00%
|
-3.66% |
+22.20%
|
-3.75% |
| 1998 |
+19.93%
|
-14.59% |
+8.06%
|
-18.70% |
| 1997 |
+12.93%
|
-8.28% |
+13.64%
|
-6.08% |
| 1996 |
+10.93%
|
-3.91% |
+17.87%
|
-3.78% |
| 1995 |
+16.90%
|
-2.36% |
+19.80%
|
-1.74% |
| 1994 |
+2.85%
|
-6.20% |
-3.04%
|
-8.61% |
| 1993 |
+22.12%
|
-5.37% |
+29.60%
|
-3.39% |
| 1992 |
-6.70%
|
-8.71% |
+2.17%
|
-4.15% |
| 1991 |
+16.92%
|
-6.55% |
+39.50%
|
-4.68% |
| 1990 |
-18.63%
|
-25.28% |
-7.56%
|
-17.29% |
| 1989 |
+15.15%
|
-4.07% |
+32.71%
|
-2.71% |
| 1988 |
+21.20%
|
-6.38% |
+20.02%
|
-3.27% |
| 1987 |
+16.65%
|
-26.12% |
-1.75%
|
-22.99% |
| 1986 |
+42.65%
|
-5.84% |
+22.02%
|
-5.35% |
| 1985 |
+41.65%
|
-2.26% |
+31.42%
|
-2.87% |
