Burton Malkiel Late Thirties to Early Forties vs Technology Portfolio Comparison

Last Update: 29 February 2024

The Burton Malkiel Late Thirties to Early Forties Portfolio obtained a 8.22% compound annual return, with a 13.59% 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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Burton Malkiel Late Thirties to Early Forties Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 85% 100%
Fixed Income 15% 0%
Commodities 0% 0%
30 Years Stats Return +8.22% +13.98%
Std Dev 13.59% 24.02%
Max Drawdown -48.28% -81.08%
All time Stats
(Since Jan 1985)
Return +10.28% +14.68%
Std Dev 13.71% 23.60%
Max Drawdown -48.28% -81.08%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Burton Malkiel Late Thirties to Early Forties Portfolio +3.40 +8.91 +16.20 +7.86 +7.25 +8.22 +10.28
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +14.68
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since March 1994, now would be worth 10.69$, with a total return of 968.82% (8.22% 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).

Burton Malkiel Late Thirties to Early Forties Portfolio: an investment of 1$, since January 1985, now would be worth 46.11$, with a total return of 4511.30% (10.28% annualized).

Technology Portfolio: an investment of 1$, since January 1985, now would be worth 213.86$, with a total return of 21285.50% (14.68% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Burton Malkiel Late Thirties to Early Forties 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
-48.28% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.43
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-24.26% Jan 2022 Sep 2022 (9) In progress (26) 12.63
-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% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-17.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.44
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-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
-11.04% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.65
-10.51% May 2015 Feb 2016 (10) Jul 2016 (15) 5.57
-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

Drawdown comparison chart since January 1985.

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Burton Malkiel Late Thirties to Early Forties 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
-48.28% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.43
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-24.26% Jan 2022 Sep 2022 (9) In progress (26) 12.63
-22.99% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.54
-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% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-17.20% May 2011 Sep 2011 (5) Sep 2012 (17) 6.44
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-13.48% Mar 1992 Aug 1992 (6) Nov 1992 (9) 8.98
-12.97% Feb 1994 Jun 1994 (5) Feb 1995 (13) 6.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-11.04% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.65

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
+2.48%
-0.89%
+7.20%
0.00%
2023
+16.77%
-9.38%
+54.85%
-8.42%
2022
-17.38%
-24.26%
-32.58%
-32.58%
2021
+15.84%
-3.97%
+27.42%
-5.68%
2020
+12.75%
-19.36%
+48.40%
-12.90%
2019
+24.10%
-4.51%
+38.96%
-8.23%
2018
-7.61%
-11.04%
-0.12%
-16.96%
2017
+20.64%
0.00%
+32.66%
-2.32%
2016
+8.99%
-4.56%
+7.10%
-8.37%
2015
-2.65%
-9.75%
+9.45%
-8.88%
2014
+7.18%
-3.52%
+19.18%
-3.04%
2013
+16.37%
-3.65%
+36.63%
-2.39%
2012
+15.81%
-7.03%
+18.12%
-8.13%
2011
-2.39%
-17.20%
+3.47%
-10.79%
2010
+14.99%
-10.22%
+20.14%
-12.93%
2009
+31.14%
-18.01%
+54.68%
-7.43%
2008
-32.91%
-37.15%
-41.73%
-43.03%
2007
+8.39%
-5.98%
+19.02%
-6.83%
2006
+21.40%
-3.91%
+7.14%
-11.54%
2005
+11.93%
-3.56%
+1.57%
-12.37%
2004
+16.16%
-6.18%
+10.54%
-9.86%
2003
+34.34%
-2.28%
+49.67%
-2.90%
2002
-10.16%
-17.47%
-37.37%
-46.75%
2001
-1.34%
-16.37%
-33.34%
-54.93%
2000
-4.91%
-10.02%
-36.11%
-46.69%
1999
+22.20%
-3.75%
+101.95%
-9.49%
1998
+8.06%
-18.70%
+85.30%
-17.20%
1997
+13.64%
-6.08%
+20.63%
-13.51%
1996
+17.87%
-3.78%
+42.54%
-8.14%
1995
+19.80%
-1.74%
+42.54%
-3.77%
1994
-3.04%
-8.61%
+1.50%
-12.97%
1993
+29.60%
-3.39%
+10.58%
-8.26%
1992
+2.17%
-4.15%
+8.86%
-13.48%
1991
+39.50%
-4.68%
+64.99%
-8.89%
1990
-7.56%
-17.29%
-10.41%
-27.64%
1989
+32.71%
-2.71%
+26.17%
-4.64%
1988
+20.02%
-3.27%
+13.54%
-10.50%
1987
-1.75%
-22.99%
+10.50%
-34.57%
1986
+22.02%
-5.35%
+6.89%
-15.73%
1985
+31.42%
-2.87%
+35.61%
-6.97%