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 Paul Boyer Portfolio obtained a 6.25% compound annual return, with a 7.46% standard deviation, in the last 30 Years.
Summary
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| Andrew Tobias Portfolio | Paul Boyer Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | Medium | |
| Asset Allocation | Stocks | 66.67% | 25% |
| Fixed Income | 33.33% | 50% | |
| Commodities | 0% | 25% | |
| 30 Years Stats | Return | +6.66% | +6.25% |
| Std Dev | 9.94% | 7.46% | |
| Max Drawdown | -36.42% | -18.04% | |
| All time Stats (Since Jan 1976) |
Return | +9.05% | +8.29% |
| Std Dev | 10.14% | 8.30% | |
| Max Drawdown | -36.42% | -18.04% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Andrew Tobias Portfolio | +2.23 | +14.35 | +15.50 | +7.72 | +6.18 | +6.66 | +9.05 |
| Paul Boyer Portfolio | +3.21 | +11.29 | +4.48 | +3.69 | +3.50 | +6.25 | +8.29 |
| 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).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
Paul Boyer Portfolio: an investment of 1$, since April 1994, now would be worth 6.17$, with a total return of 517.13% (6.25% annualized).
Andrew Tobias Portfolio: an investment of 1$, since January 1976,
now would be worth 65.27$, with a total return of 6426.59%
(9.05% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Paul Boyer Portfolio: an investment of 1$, since January 1976, now would be worth 46.71$, with a total return of 4570.69% (8.29% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Andrew Tobias Portfolio
|
Paul Boyer 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 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -13.71% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.18 | |||||
| -13.69% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 5.66 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -9.73% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 5.25 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -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% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -6.74% | Aug 2016 | Dec 2016 (5) | Jul 2017 (12) | 3.32 | |||||
| -6.72% | Feb 2018 | Oct 2018 (9) | Jun 2019 (17) | 2.96 | |||||
| -5.64% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 3.55 | |||||
| -4.97% | Mar 2000 | May 2000 (3) | Jan 2001 (11) | 2.55 | |||||
| -4.44% | Jun 2002 | Jul 2002 (2) | Dec 2002 (7) | 2.16 | |||||
| -4.04% | Oct 1997 | Nov 1997 (2) | Mar 1998 (6) | 2.62 | |||||
| -3.99% | Sep 1994 | Jan 1995 (5) | Apr 1995 (8) | 2.17 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Andrew Tobias Portfolio
|
Paul Boyer 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 | |||||
| -18.04% | Jun 2021 | Oct 2022 (17) | In progress (34) | 9.60 | |||||
| -14.68% | Sep 1987 | Nov 1987 (3) | Nov 1988 (15) | 6.82 | |||||
| -14.53% | Oct 1980 | Jun 1982 (21) | Oct 1982 (25) | 8.36 | |||||
| -13.71% | Jan 2020 | Mar 2020 (3) | Aug 2020 (8) | 6.18 | |||||
| -13.69% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 5.66 | |||||
| -13.66% | Mar 2008 | Oct 2008 (8) | Jul 2009 (17) | 5.30 | |||||
| -13.60% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 6.57 | |||||
| -12.76% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 6.48 | |||||
| -10.17% | Dec 1981 | Jul 1982 (8) | Oct 1982 (11) | 6.08 | |||||
| -9.73% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 5.25 | |||||
| -9.22% | May 1998 | Aug 1998 (4) | Apr 1999 (12) | 4.01 | |||||
| -9.15% | Feb 2015 | Dec 2015 (11) | Jun 2016 (17) | 5.18 | |||||
| -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 | |||||
| -8.62% | Oct 2012 | Jun 2013 (9) | Jun 2014 (21) | 4.10 | |||||
| -7.71% | Mar 1987 | Oct 1987 (8) | Jun 1988 (16) | 3.69 | |||||
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 |
+5.27%
|
0.00% |
+1.61%
|
-1.89% |
| 2023 |
+16.14%
|
-6.52% |
+7.92%
|
-7.34% |
| 2022 |
-12.58%
|
-18.85% |
-13.57%
|
-17.86% |
| 2021 |
+12.14%
|
-2.75% |
+0.51%
|
-3.38% |
| 2020 |
+10.55%
|
-13.71% |
+15.04%
|
-3.07% |
| 2019 |
+18.69%
|
-3.79% |
+13.97%
|
-1.05% |
| 2018 |
-5.85%
|
-8.88% |
-3.50%
|
-6.72% |
| 2017 |
+15.52%
|
0.00% |
+11.87%
|
-0.61% |
| 2016 |
+5.01%
|
-4.55% |
+7.19%
|
-6.74% |
| 2015 |
-0.07%
|
-7.19% |
-5.29%
|
-9.15% |
| 2014 |
+2.26%
|
-2.72% |
+6.63%
|
-3.72% |
| 2013 |
+18.36%
|
-1.78% |
-5.67%
|
-8.07% |
| 2012 |
+11.85%
|
-6.75% |
+6.80%
|
-2.93% |
| 2011 |
-3.28%
|
-13.69% |
+8.99%
|
-2.80% |
| 2010 |
+9.28%
|
-8.62% |
+15.54%
|
-0.81% |
| 2009 |
+18.73%
|
-13.67% |
+12.50%
|
-6.62% |
| 2008 |
-23.80%
|
-25.97% |
+1.32%
|
-13.66% |
| 2007 |
+7.55%
|
-3.36% |
+16.13%
|
-0.86% |
| 2006 |
+15.13%
|
-2.38% |
+12.57%
|
-3.53% |
| 2005 |
+7.05%
|
-2.58% |
+11.99%
|
-2.10% |
| 2004 |
+10.80%
|
-2.56% |
+9.39%
|
-5.64% |
| 2003 |
+24.42%
|
-3.85% |
+17.95%
|
-2.85% |
| 2002 |
-9.29%
|
-13.73% |
+9.85%
|
-4.44% |
| 2001 |
-8.37%
|
-14.61% |
+3.66%
|
-3.75% |
| 2000 |
-5.34%
|
-8.80% |
+2.00%
|
-4.97% |
| 1999 |
+21.21%
|
-2.27% |
+9.10%
|
-3.56% |
| 1998 |
+15.71%
|
-9.73% |
+2.30%
|
-9.22% |
| 1997 |
+12.04%
|
-3.41% |
+0.72%
|
-4.04% |
| 1996 |
+10.01%
|
-2.86% |
+3.88%
|
-3.10% |
| 1995 |
+17.29%
|
-0.92% |
+14.46%
|
-0.96% |
| 1994 |
+3.04%
|
-3.64% |
-5.01%
|
-6.22% |
| 1993 |
+15.62%
|
-4.17% |
+25.08%
|
-1.38% |
| 1992 |
+0.36%
|
-4.79% |
+3.02%
|
-1.92% |
| 1991 |
+17.79%
|
-3.72% |
+24.71%
|
-1.74% |
| 1990 |
-6.98%
|
-12.76% |
+0.64%
|
-5.76% |
| 1989 |
+17.49%
|
-1.63% |
+21.34%
|
-0.54% |
| 1988 |
+16.22%
|
-2.96% |
+7.47%
|
-2.31% |
| 1987 |
+12.63%
|
-14.68% |
-0.04%
|
-7.71% |
| 1986 |
+29.43%
|
-4.56% |
+17.71%
|
-1.63% |
| 1985 |
+33.71%
|
-1.51% |
+21.84%
|
-2.32% |
| 1984 |
+7.84%
|
-4.83% |
+4.29%
|
-3.80% |
| 1983 |
+18.09%
|
-2.37% |
+3.33%
|
-3.72% |
| 1982 |
+13.56%
|
-8.27% |
+20.74%
|
-7.63% |
| 1981 |
+2.58%
|
-7.29% |
-6.40%
|
-12.16% |
| 1980 |
+21.48%
|
-8.62% |
+10.07%
|
-13.60% |
| 1979 |
+12.34%
|
-6.12% |
+40.68%
|
-5.53% |
| 1978 |
+14.77%
|
-6.05% |
+13.69%
|
-5.99% |
| 1977 |
+5.85%
|
-2.57% |
+9.52%
|
-1.78% |
| 1976 |
+12.36%
|
-3.09% |
+11.89%
|
-4.01% |
