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 Gyroscopic Investing Desert Portfolio obtained a 6.77% compound annual return, with a 5.47% standard deviation, in the last 30 Years.
Summary
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| Andrew Tobias Portfolio | Gyroscopic Investing Desert Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | Medium | |
| Asset Allocation | Stocks | 66.67% | 30% |
| Fixed Income | 33.33% | 60% | |
| Commodities | 0% | 10% | |
| 30 Years Stats | Return | +6.66% | +6.77% |
| Std Dev | 9.94% | 5.47% | |
| Max Drawdown | -36.42% | -14.72% | |
| All time Stats (Since Jan 1970) |
Return | +8.70% | +8.50% |
| Std Dev | 10.41% | 6.59% | |
| Max Drawdown | -36.42% | -14.72% | |
| 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 |
| Gyroscopic Investing Desert Portfolio | +2.01 | +11.16 | +10.30 | +5.73 | +5.03 | +6.77 | +8.50 |
| 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).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 1994, now would be worth 7.14$, with a total return of 614.36% (6.77% 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).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1970, now would be worth 83.56$, with a total return of 8256.05% (8.50% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since January 1970, now would be worth 83.56$, with a total return of 8256.05% (8.50% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Andrew Tobias Portfolio
|
Gyroscopic Investing Desert 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 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -13.71% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.18 | |||||
| -13.69% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 5.66 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -9.73% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 5.25 | |||||
| -8.88% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.57 | |||||
| -8.81% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 4.04 | |||||
| -4.42% | Jul 1998 | Aug 1998 (2) | Sep 1998 (3) | 2.25 | |||||
| -3.94% | Feb 2001 | Mar 2001 (2) | Feb 2002 (13) | 1.66 | |||||
| -3.79% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.19 | |||||
| -3.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 2.06 | |||||
| -3.64% | Jan 2000 | Jan 2000 (1) | Mar 2000 (3) | 2.01 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
| -3.49% | Sep 1994 | Nov 1994 (3) | Mar 1995 (7) | 2.15 | |||||
| -3.44% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 2.16 | |||||
| -3.41% | Aug 1997 | Aug 1997 (1) | Sep 1997 (2) | 1.97 | |||||
| -3.24% | Sep 2011 | Sep 2011 (1) | Oct 2011 (2) | 1.87 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Andrew Tobias Portfolio
|
Gyroscopic Investing Desert 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 | |||||
| -14.84% | Mar 1970 | Jun 1970 (4) | Dec 1970 (10) | 7.99 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -14.68% | Sep 1987 | Nov 1987 (3) | Nov 1988 (15) | 6.82 | |||||
| -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 | |||||
| -10.61% | Mar 1974 | Sep 1974 (7) | Jan 1975 (11) | 5.76 | |||||
| -10.17% | Dec 1981 | Jul 1982 (8) | Oct 1982 (11) | 6.08 | |||||
| -10.15% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 4.82 | |||||
| -9.99% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 5.03 | |||||
| -9.73% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 5.25 | |||||
| -9.00% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 4.55 | |||||
| -8.88% | Feb 2018 | Dec 2018 (11) | Apr 2019 (15) | 3.57 | |||||
| -8.81% | Jun 2015 | Feb 2016 (9) | Dec 2016 (19) | 4.04 | |||||
| -8.62% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.21 | |||||
| -8.49% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 3.82 | |||||
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.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+5.27%
|
0.00% |
+3.24%
|
0.00% |
| 2023 |
+16.14%
|
-6.52% |
+11.64%
|
-4.01% |
| 2022 |
-12.58%
|
-18.85% |
-11.64%
|
-14.72% |
| 2021 |
+12.14%
|
-2.75% |
+5.76%
|
-2.29% |
| 2020 |
+10.55%
|
-13.71% |
+12.96%
|
-3.56% |
| 2019 |
+18.69%
|
-3.79% |
+14.41%
|
-0.95% |
| 2018 |
-5.85%
|
-8.88% |
-0.94%
|
-2.77% |
| 2017 |
+15.52%
|
0.00% |
+8.38%
|
-0.12% |
| 2016 |
+5.01%
|
-4.55% |
+5.39%
|
-2.63% |
| 2015 |
-0.07%
|
-7.19% |
+0.02%
|
-2.57% |
| 2014 |
+2.26%
|
-2.72% |
+5.45%
|
-1.59% |
| 2013 |
+18.36%
|
-1.78% |
+6.10%
|
-2.64% |
| 2012 |
+11.85%
|
-6.75% |
+6.70%
|
-2.16% |
| 2011 |
-3.28%
|
-13.69% |
+6.23%
|
-3.24% |
| 2010 |
+9.28%
|
-8.62% |
+11.95%
|
-1.56% |
| 2009 |
+18.73%
|
-13.67% |
+10.05%
|
-5.76% |
| 2008 |
-23.80%
|
-25.97% |
-2.92%
|
-8.78% |
| 2007 |
+7.55%
|
-3.36% |
+10.64%
|
-0.86% |
| 2006 |
+15.13%
|
-2.38% |
+8.85%
|
-1.61% |
| 2005 |
+7.05%
|
-2.58% |
+5.06%
|
-1.48% |
| 2004 |
+10.80%
|
-2.56% |
+6.34%
|
-3.44% |
| 2003 |
+24.42%
|
-3.85% |
+12.64%
|
-1.46% |
| 2002 |
-9.29%
|
-13.73% |
+4.90%
|
-2.20% |
| 2001 |
-8.37%
|
-14.61% |
+1.31%
|
-3.94% |
| 2000 |
-5.34%
|
-8.80% |
+4.70%
|
-2.78% |
| 1999 |
+21.21%
|
-2.27% |
+5.12%
|
-2.91% |
| 1998 |
+15.71%
|
-9.73% |
+13.26%
|
-4.42% |
| 1997 |
+12.04%
|
-3.41% |
+12.53%
|
-2.44% |
| 1996 |
+10.01%
|
-2.86% |
+6.98%
|
-2.04% |
| 1995 |
+17.29%
|
-0.92% |
+23.10%
|
0.00% |
| 1994 |
+3.04%
|
-3.64% |
-2.86%
|
-5.63% |
| 1993 |
+15.62%
|
-4.17% |
+11.81%
|
-1.14% |
| 1992 |
+0.36%
|
-4.79% |
+6.83%
|
-2.19% |
| 1991 |
+17.79%
|
-3.72% |
+18.44%
|
-1.44% |
| 1990 |
-6.98%
|
-12.76% |
+3.54%
|
-3.71% |
| 1989 |
+17.49%
|
-1.63% |
+16.86%
|
-1.08% |
| 1988 |
+16.22%
|
-2.96% |
+6.82%
|
-1.71% |
| 1987 |
+12.63%
|
-14.68% |
+4.17%
|
-8.49% |
| 1986 |
+29.43%
|
-4.56% |
+15.33%
|
-2.55% |
| 1985 |
+33.71%
|
-1.51% |
+23.33%
|
-1.21% |
| 1984 |
+7.84%
|
-4.83% |
+7.73%
|
-4.82% |
| 1983 |
+18.09%
|
-2.37% |
+8.30%
|
-2.24% |
| 1982 |
+13.56%
|
-8.27% |
+26.32%
|
-3.26% |
| 1981 |
+2.58%
|
-7.29% |
+1.14%
|
-7.38% |
| 1980 |
+21.48%
|
-8.62% |
+13.20%
|
-9.99% |
| 1979 |
+12.34%
|
-6.12% |
+23.14%
|
-5.87% |
| 1978 |
+14.77%
|
-6.05% |
+6.93%
|
-4.01% |
| 1977 |
+5.85%
|
-2.57% |
+1.88%
|
-2.73% |
| 1976 |
+12.36%
|
-3.09% |
+15.78%
|
-1.19% |
| 1975 |
+27.33%
|
-9.00% |
+13.28%
|
-5.90% |
| 1974 |
-14.69%
|
-21.74% |
+1.69%
|
-10.61% |
| 1973 |
-9.53%
|
-10.02% |
+4.52%
|
-2.49% |
| 1972 |
+19.26%
|
-0.92% |
+11.82%
|
-0.45% |
| 1971 |
+18.25%
|
-5.07% |
+12.65%
|
-4.66% |
| 1970 |
+2.21%
|
-14.84% |
+12.37%
|
-7.35% |
