All Country World Stocks vs Technology Portfolio Comparison

Last Update: 29 February 2024

The All Country World Stocks Portfolio obtained a 6.44% compound annual return, with a 15.63% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

Summary

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All Country World Stocks Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +6.44% +13.98%
Std Dev 15.63% 24.02%
Max Drawdown -57.06% -81.08%
All time Stats
(Since Jan 1971)
Return +8.74% +12.75%
Std Dev 15.79% 22.54%
Max Drawdown -57.06% -81.08%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1971

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1M 6M 1Y 5Y 10Y 30Y MAX
All Country World Stocks Portfolio +4.49 +11.33 +22.34 +10.49 +8.47 +6.44 +8.74
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +12.75
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

All Country World Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 6.51$, with a total return of 550.93% (6.44% annualized).

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% annualized).

All Country World Stocks Portfolio: an investment of 1$, since January 1971, now would be worth 85.92$, with a total return of 8492.01% (8.74% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 589.71$, with a total return of 58870.60% (12.75% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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All Country World Stocks 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
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-25.52% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.79
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-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
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-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
-8.28% Aug 1997 Oct 1997 (3) Feb 1998 (7) 5.31

Drawdown comparison chart since January 1971.

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All Country World Stocks 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
-58.37% Jan 1973 Sep 1974 (21) Aug 1978 (68) 32.58
-57.06% Nov 2007 Feb 2009 (16) Oct 2013 (72) 26.60
-48.44% Apr 2000 Sep 2002 (30) Oct 2006 (79) 26.77
-42.30% Jan 1973 Sep 1974 (21) Dec 1977 (60) 15.57
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.93% Jul 1983 Jul 1984 (13) Nov 1985 (29) 16.11
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-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
-25.11% Jun 1981 Jul 1982 (14) Nov 1982 (18) 15.65
-22.15% Jan 2020 Mar 2020 (3) Aug 2020 (8) 10.05
-21.07% Dec 1980 Jul 1982 (20) Nov 1982 (24) 10.08
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-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

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
+4.49%
0.00%
+7.20%
0.00%
2023
+22.02%
-9.69%
+54.85%
-8.42%
2022
-18.01%
-25.52%
-32.58%
-32.58%
2021
+18.27%
-4.10%
+27.42%
-5.68%
2020
+16.61%
-22.15%
+48.40%
-12.90%
2019
+26.82%
-5.97%
+38.96%
-8.23%
2018
-9.76%
-14.45%
-0.12%
-16.96%
2017
+24.49%
0.00%
+32.66%
-2.32%
2016
+8.51%
-6.91%
+7.10%
-8.37%
2015
-1.86%
-11.65%
+9.45%
-8.88%
2014
+3.67%
-4.44%
+19.18%
-3.04%
2013
+22.95%
-3.20%
+36.63%
-2.39%
2012
+17.12%
-10.01%
+18.12%
-8.13%
2011
-7.50%
-21.87%
+3.47%
-10.79%
2010
+13.08%
-12.80%
+20.14%
-12.93%
2009
+32.65%
-19.35%
+54.68%
-7.43%
2008
-43.54%
-45.43%
-41.73%
-43.03%
2007
+9.64%
-5.70%
+19.02%
-6.83%
2006
+18.78%
-4.43%
+7.14%
-11.54%
2005
+8.83%
-4.80%
+1.57%
-12.37%
2004
+13.30%
-4.26%
+10.54%
-9.86%
2003
+31.62%
-5.55%
+49.67%
-2.90%
2002
-20.51%
-26.35%
-37.37%
-46.75%
2001
-17.26%
-26.01%
-33.34%
-54.93%
2000
-15.08%
-17.07%
-36.11%
-46.69%
1999
+25.00%
-3.66%
+101.95%
-9.49%
1998
+19.93%
-14.59%
+85.30%
-17.20%
1997
+12.93%
-8.28%
+20.63%
-13.51%
1996
+10.93%
-3.91%
+42.54%
-8.14%
1995
+16.90%
-2.36%
+42.54%
-3.77%
1994
+2.85%
-6.20%
+1.50%
-12.97%
1993
+22.12%
-5.37%
+10.58%
-8.26%
1992
-6.70%
-8.71%
+8.86%
-13.48%
1991
+16.92%
-6.55%
+64.99%
-8.89%
1990
-18.63%
-25.28%
-10.41%
-27.64%
1989
+15.15%
-4.07%
+26.17%
-4.64%
1988
+21.20%
-6.38%
+13.54%
-10.50%
1987
+16.65%
-26.12%
+10.50%
-34.57%
1986
+42.65%
-5.84%
+6.89%
-15.73%
1985
+41.65%
-2.26%
+35.61%
-6.97%
1984
+5.68%
-7.06%
-11.31%
-17.55%
1983
+23.14%
-3.10%
+19.87%
-13.85%
1982
+11.14%
-15.33%
+18.67%
-14.55%
1981
-3.39%
-11.40%
-3.21%
-19.44%
1980
+27.59%
-10.22%
+33.88%
-19.01%
1979
+12.57%
-7.36%
+28.11%
-9.91%
1978
+18.11%
-7.38%
+12.31%
-17.69%
1977
+1.91%
-5.11%
+7.33%
-3.83%
1976
+14.60%
-3.44%
+26.10%
-2.85%
1975
+34.35%
-12.40%
+29.76%
-14.58%
1974
-24.56%
-32.45%
-35.11%
-41.36%
1973
-14.59%
-15.92%
-31.06%
-31.06%
1972
+23.43%
-1.54%
+17.18%
-3.61%
1971
+19.46%
-6.12%
+27.35%
-7.42%