Last Update: 31 March 2024
The Andrew Tobias Portfolio obtained a 6.66% compound annual return, with a 9.94% standard deviation, in the last 30 Years.
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% standard deviation, in the last 30 Years.
Summary
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| Andrew Tobias Portfolio | Tyler Golden Butterfly Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 66.67% | 40% |
| Fixed Income | 33.33% | 40% | |
| Commodities | 0% | 20% | |
| 30 Years Stats | Return | +6.66% | +7.76% |
| Std Dev | 9.94% | 7.72% | |
| Max Drawdown | -36.42% | -17.79% | |
| All time Stats (Since Jan 1970) |
Return | +8.70% | +9.95% |
| Std Dev | 10.41% | 8.60% | |
| Max Drawdown | -36.42% | -17.79% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1970
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Andrew Tobias Portfolio | +2.23 | +14.35 | +15.50 | +7.72 | +6.18 | +6.66 | +8.70 |
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +9.95 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Andrew Tobias Portfolio: an investment of 1$, since April 1994,
now would be worth 6.93$, with a total return of 592.86%
(6.66% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994, now would be worth 9.42$, with a total return of 841.59% (7.76% annualized).
Andrew Tobias Portfolio: an investment of 1$, since January 1970,
now would be worth 92.44$, with a total return of 9144.49%
(8.70% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1970, now would be worth 171.41$, with a total return of 17041.49% (9.95% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1970, now would be worth 171.41$, with a total return of 17041.49% (9.95% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Andrew Tobias Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.42% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 16.59 | |||||
| -25.91% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 13.82 | |||||
| -18.85% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 9.07 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -13.71% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.18 | |||||
| -13.69% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 5.66 | |||||
| -9.73% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 5.25 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -8.88% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.57 | |||||
| -8.81% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 4.04 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.36% | Apr 2004 | Apr 2004 (1) | Sep 2004 (6) | 2.66 | |||||
| -3.84% | Apr 2013 | Jun 2013 (3) | Sep 2013 (6) | 1.60 | |||||
| -3.79% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.19 | |||||
| -3.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.06 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Andrew Tobias Portfolio
|
Tyler Golden Butterfly Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -36.42% | Nov 2007 | Feb 2009 (16) | Apr 2011 (42) | 16.59 | |||||
| -29.06% | Jan 1973 | Sep 1974 (21) | Jun 1975 (30) | 13.36 | |||||
| -25.91% | Apr 2000 | Sep 2002 (30) | Oct 2004 (55) | 13.82 | |||||
| -18.85% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 9.07 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -14.87% | Apr 1974 | Sep 1974 (6) | Jan 1975 (10) | 8.03 | |||||
| -14.84% | Mar 1970 | Jun 1970 (4) | Dec 1970 (10) | 7.99 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -14.68% | Sep 1987 | Nov 1987 (3) | Nov 1988 (15) | 6.82 | |||||
| -13.73% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.54 | |||||
| -13.71% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.18 | |||||
| -13.69% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 5.66 | |||||
| -12.76% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 6.48 | |||||
| -10.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 5.04 | |||||
| -10.17% | Dec 1981 | Jul 1982 (8) | Oct 1982 (11) | 6.08 | |||||
| -9.73% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 5.25 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -9.09% | Dec 1980 | Sep 1981 (10) | Nov 1981 (12) | 4.19 | |||||
| -9.00% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 4.55 | |||||
| -8.88% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.57 | |||||
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 |
+5.27%
|
0.00% |
+2.76%
|
-1.54% |
| 2023 |
+16.14%
|
-6.52% |
+11.98%
|
-8.07% |
| 2022 |
-12.58%
|
-18.85% |
-13.35%
|
-17.79% |
| 2021 |
+12.14%
|
-2.75% |
+9.35%
|
-2.45% |
| 2020 |
+10.55%
|
-13.71% |
+13.93%
|
-7.16% |
| 2019 |
+18.69%
|
-3.79% |
+18.03%
|
-1.83% |
| 2018 |
-5.85%
|
-8.88% |
-4.03%
|
-6.37% |
| 2017 |
+15.52%
|
0.00% |
+10.96%
|
-0.32% |
| 2016 |
+5.01%
|
-4.55% |
+10.82%
|
-3.36% |
| 2015 |
-0.07%
|
-7.19% |
-3.71%
|
-6.25% |
| 2014 |
+2.26%
|
-2.72% |
+9.13%
|
-3.27% |
| 2013 |
+18.36%
|
-1.78% |
+6.26%
|
-3.84% |
| 2012 |
+11.85%
|
-6.75% |
+8.84%
|
-2.43% |
| 2011 |
-3.28%
|
-13.69% |
+8.86%
|
-3.00% |
| 2010 |
+9.28%
|
-8.62% |
+16.54%
|
-2.77% |
| 2009 |
+18.73%
|
-13.67% |
+10.77%
|
-10.16% |
| 2008 |
-23.80%
|
-25.97% |
-4.18%
|
-13.53% |
| 2007 |
+7.55%
|
-3.36% |
+9.58%
|
-2.06% |
| 2006 |
+15.13%
|
-2.38% |
+12.44%
|
-2.71% |
| 2005 |
+7.05%
|
-2.58% |
+8.04%
|
-1.76% |
| 2004 |
+10.80%
|
-2.56% |
+9.88%
|
-4.36% |
| 2003 |
+24.42%
|
-3.85% |
+18.85%
|
-2.72% |
| 2002 |
-9.29%
|
-13.73% |
+3.15%
|
-6.86% |
| 2001 |
-8.37%
|
-14.61% |
+2.71%
|
-4.99% |
| 2000 |
-5.34%
|
-8.80% |
+6.88%
|
-3.64% |
| 1999 |
+21.21%
|
-2.27% |
+4.24%
|
-3.38% |
| 1998 |
+15.71%
|
-9.73% |
+8.03%
|
-9.44% |
| 1997 |
+12.04%
|
-3.41% |
+13.09%
|
-2.50% |
| 1996 |
+10.01%
|
-2.86% |
+8.18%
|
-2.60% |
| 1995 |
+17.29%
|
-0.92% |
+21.86%
|
-0.40% |
| 1994 |
+3.04%
|
-3.64% |
-1.98%
|
-4.64% |
| 1993 |
+15.62%
|
-4.17% |
+14.50%
|
-1.37% |
| 1992 |
+0.36%
|
-4.79% |
+9.15%
|
-1.58% |
| 1991 |
+17.79%
|
-3.72% |
+19.14%
|
-1.63% |
| 1990 |
-6.98%
|
-12.76% |
-2.51%
|
-7.94% |
| 1989 |
+17.49%
|
-1.63% |
+14.78%
|
-0.89% |
| 1988 |
+16.22%
|
-2.96% |
+9.18%
|
-1.64% |
| 1987 |
+12.63%
|
-14.68% |
+5.10%
|
-10.93% |
| 1986 |
+29.43%
|
-4.56% |
+17.75%
|
-2.42% |
| 1985 |
+33.71%
|
-1.51% |
+25.09%
|
-1.93% |
| 1984 |
+7.84%
|
-4.83% |
+3.75%
|
-4.68% |
| 1983 |
+18.09%
|
-2.37% |
+11.13%
|
-2.46% |
| 1982 |
+13.56%
|
-8.27% |
+28.31%
|
-5.34% |
| 1981 |
+2.58%
|
-7.29% |
-1.23%
|
-8.50% |
| 1980 |
+21.48%
|
-8.62% |
+15.59%
|
-13.73% |
| 1979 |
+12.34%
|
-6.12% |
+38.92%
|
-6.53% |
| 1978 |
+14.77%
|
-6.05% |
+13.30%
|
-7.41% |
| 1977 |
+5.85%
|
-2.57% |
+7.87%
|
-1.53% |
| 1976 |
+12.36%
|
-3.09% |
+20.55%
|
-2.29% |
| 1975 |
+27.33%
|
-9.00% |
+16.99%
|
-8.68% |
| 1974 |
-14.69%
|
-21.74% |
+5.51%
|
-14.87% |
| 1973 |
-9.53%
|
-10.02% |
+7.22%
|
-5.95% |
| 1972 |
+19.26%
|
-0.92% |
+17.32%
|
-1.70% |
| 1971 |
+18.25%
|
-5.07% |
+14.13%
|
-3.04% |
| 1970 |
+2.21%
|
-14.84% |
+8.32%
|
-8.47% |
