Dedalo Invest Dedalo Eleven Portfolio vs Technology Portfolio Portfolio Comparison

Simulation Settings
Period: January 1985 - April 2025 (~40 years)
Consolidated Returns as of 30 April 2025
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
30 Years
All (since January 1985)
Inflation Adjusted:
Dedalo Invest Dedalo Eleven Portfolio
1.00$
Initial Capital
May 1995
11.34$
Final Capital
April 2025
8.43%
Yearly Return
12.74%
Std Deviation
-44.63%
Max Drawdown
40months
Recovery Period
1.00$
Initial Capital
May 1995
5.39$
Final Capital
April 2025
5.77%
Yearly Return
12.74%
Std Deviation
-45.55%
Max Drawdown
63months
Recovery Period
1.00$
Initial Capital
January 1985
46.98$
Final Capital
April 2025
10.01%
Yearly Return
12.64%
Std Deviation
-44.63%
Max Drawdown
40months
Recovery Period
1.00$
Initial Capital
January 1985
15.50$
Final Capital
April 2025
7.03%
Yearly Return
12.64%
Std Deviation
-45.55%
Max Drawdown
63months
Recovery Period
Technology Portfolio
1.00$
Initial Capital
May 1995
48.48$
Final Capital
April 2025
13.81%
Yearly Return
24.00%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
May 1995
23.02$
Final Capital
April 2025
11.02%
Yearly Return
24.00%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period
1.00$
Initial Capital
January 1985
233.35$
Final Capital
April 2025
14.48%
Yearly Return
23.37%
Std Deviation
-81.08%
Max Drawdown
175months
Recovery Period
1.00$
Initial Capital
January 1985
77.00$
Final Capital
April 2025
11.37%
Yearly Return
23.37%
Std Deviation
-82.10%
Max Drawdown
206months
Recovery Period

As of April 2025, in the previous 30 Years, the Dedalo Invest Dedalo Eleven Portfolio obtained a 8.43% compound annual return, with a 12.74% standard deviation. It suffered a maximum drawdown of -44.63% that required 40 months to be recovered.

As of April 2025, in the previous 30 Years, the Technology Portfolio obtained a 13.81% compound annual return, with a 24.00% standard deviation. It suffered a maximum drawdown of -81.08% that required 175 months to be recovered.

Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.
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Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Dedalo Invest Dedalo Eleven Portfolio
Weight
(%)		 Ticker Name
56.00
VTI
Vanguard Total Stock Market
8.00
EEM
iShares MSCI Emerging Markets
4.00
AAXJ
iShares MSCI All Country Asia ex-Japan ETF
4.00
EWJ
iShares MSCI Japan ETF
4.00
EWL
iShares MSCI Switzerland ETF
4.00
EWU
iShares MSCI United Kingdom ETF
7.00
WIP
SPDR FTSE International Govt Infl-Protd Bond ETF
7.00
BNDX
Vanguard Total International Bond
6.00
BND
Vanguard Total Bond Market
Technology Portfolio
Weight
(%)		 Ticker Name
100.00
QQQ
Invesco QQQ Trust
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Portfolio Returns as of Apr 30, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
RETURN COMPARISON
Period: 1 January 1985 - 30 April 2025 (~40 years)
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Return (%) as of Apr 30, 2025
YTD
(4M) 		1M 6M 1Y 5Y 10Y 30Y MAX
(~40Y)
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_dedaloinvest.webp Dedalo Eleven
Dedalo Invest 		-0.32 0.45 0.68 11.23 10.59 7.90 8.43 10.01
//www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_us_author.webp Technology
-- Market Benchmark 		-6.86 1.40 -1.43 12.67 17.48 16.91 13.81 14.48
Return over 1 year are annualized.
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Capital Growth as of Apr 30, 2025

Dedalo Invest Dedalo Eleven Portfolio: an investment of 1$, since May 1995, now would be worth 11.34$, with a total return of 1034.32% (8.43% annualized).

Technology Portfolio: an investment of 1$, since May 1995, now would be worth 48.48$, with a total return of 4748.05% (13.81% annualized).


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Dedalo Invest Dedalo Eleven Portfolio: an investment of 1$, since January 1985, now would be worth 46.98$, with a total return of 4597.76% (10.01% annualized).

Technology Portfolio: an investment of 1$, since January 1985, now would be worth 233.35$, with a total return of 23234.82% (14.48% annualized).


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Portfolio Metrics as of Apr 30, 2025

The following metrics, updated as of 30 April 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 May 2024 - 30 April 2025 (1 year)
Period: 1 May 2020 - 30 April 2025 (5 years)
Period: 1 May 2015 - 30 April 2025 (10 years)
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1985 - 30 April 2025 (~40 years)
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Dedalo Eleven Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 11.23 12.67
Infl. Adjusted Return (%) 8.97 10.38
DRAWDOWN
Deepest Drawdown Depth (%) -3.46 -10.08
Start to Recovery (months) 5* 3*
Longest Drawdown Depth (%) -3.46 -10.08
Start to Recovery (months) 5* 3*
Longest Negative Period (months) 7* 10*
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 7.95 13.34
Sharpe Ratio 0.81 0.59
Sortino Ratio 1.04 0.78
Ulcer Index 1.58 3.83
Ratio: Return / Standard Deviation 1.41 0.95
Ratio: Return / Deepest Drawdown 3.24 1.26
Metrics calculated over the period 1 May 2024 - 30 April 2025
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Dedalo Eleven Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.59 17.48
Infl. Adjusted Return (%) 5.79 12.39
DRAWDOWN
Deepest Drawdown Depth (%) -23.40 -32.58
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -23.40 -32.58
Start to Recovery (months) 26 24
Longest Negative Period (months) 34 28
RISK INDICATORS
Standard Deviation (%) 13.12 20.33
Sharpe Ratio 0.61 0.74
Sortino Ratio 0.83 0.99
Ulcer Index 8.14 12.52
Ratio: Return / Standard Deviation 0.81 0.86
Ratio: Return / Deepest Drawdown 0.45 0.54
Metrics calculated over the period 1 May 2020 - 30 April 2025
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Dedalo Eleven Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 7.90 16.91
Infl. Adjusted Return (%) 4.69 13.43
DRAWDOWN
Deepest Drawdown Depth (%) -23.40 -32.58
Start to Recovery (months) 26 24
Longest Drawdown Depth (%) -23.40 -32.58
Start to Recovery (months) 26 24
Longest Negative Period (months) 34 28
RISK INDICATORS
Standard Deviation (%) 12.56 18.57
Sharpe Ratio 0.49 0.82
Sortino Ratio 0.65 1.11
Ulcer Index 6.63 9.48
Ratio: Return / Standard Deviation 0.63 0.91
Ratio: Return / Deepest Drawdown 0.34 0.52
Metrics calculated over the period 1 May 2015 - 30 April 2025
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Dedalo Eleven Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 8.43 13.81
Infl. Adjusted Return (%) 5.77 11.02
DRAWDOWN
Deepest Drawdown Depth (%) -44.63 -81.08
Start to Recovery (months) 40 175
Longest Drawdown Depth (%) -31.29 -81.08
Start to Recovery (months) 56 175
Longest Negative Period (months) 116 174
RISK INDICATORS
Standard Deviation (%) 12.74 24.00
Sharpe Ratio 0.48 0.48
Sortino Ratio 0.63 0.65
Ulcer Index 10.65 39.57
Ratio: Return / Standard Deviation 0.66 0.58
Ratio: Return / Deepest Drawdown 0.19 0.17
Metrics calculated over the period 1 May 1995 - 30 April 2025
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Dedalo Eleven Technology
Author Dedalo Invest
ASSET ALLOCATION
Stocks 80% 100%
Fixed Income 20% 0%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 10.01 14.48
Infl. Adjusted Return (%) 7.03 11.37
DRAWDOWN
Deepest Drawdown Depth (%) -44.63 -81.08
Start to Recovery (months) 40 175
Longest Drawdown Depth (%) -31.29 -81.08
Start to Recovery (months) 56 175
Longest Negative Period (months) 116 174
RISK INDICATORS
Standard Deviation (%) 12.64 23.37
Sharpe Ratio 0.54 0.48
Sortino Ratio 0.70 0.66
Ulcer Index 9.56 34.49
Ratio: Return / Standard Deviation 0.79 0.62
Ratio: Return / Deepest Drawdown 0.22 0.18
Metrics calculated over the period 1 January 1985 - 30 April 2025
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Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

DRAWDOWN COMPARISON
Period: 1 May 1995 - 30 April 2025 (30 years)
Period: 1 January 1985 - 30 April 2025 (~40 years)

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Dedalo Eleven Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-44.63 40 Nov 2007
Feb 2011
-32.58 24 Jan 2022
Dec 2023
-31.29 56 Apr 2000
Nov 2004
-23.40 26 Jan 2022
Feb 2024
-17.40 7 Jan 2020
Jul 2020
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-15.43 11 May 2011
Mar 2012
-15.40 7 May 1998
Nov 1998
-13.51 4 Feb 1997
May 1997
-12.90 3 Feb 2020
Apr 2020
-10.59 15 Feb 2018
Apr 2019
-10.50 7 Aug 1997
Feb 1998
-10.24 14 Jun 2015
Jul 2016

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Dedalo Eleven Technology
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-81.08 175 Apr 2000
Oct 2014
-44.63 40 Nov 2007
Feb 2011
-34.57 21 Sep 1987
May 1989
-32.58 24 Jan 2022
Dec 2023
-31.29 56 Apr 2000
Nov 2004
-27.64 8 Jul 1990
Feb 1991
-23.40 26 Jan 2022
Feb 2024
-22.27 17 Sep 1987
Jan 1989
-17.40 7 Jan 2020
Jul 2020
-17.20 3 Aug 1998
Oct 1998
-16.96 8 Sep 2018
Apr 2019
-15.73 8 Jun 1986
Jan 1987
-15.43 11 May 2011
Mar 2012
-15.40 7 May 1998
Nov 1998
-13.82 7 Aug 1990
Feb 1991

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison
Annualized Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 1985 - 30 April 2025 (~40 years)


Head To Head (Ptf 1 vs Ptf 2):
US Inflation Adjusted:

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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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Dedalo Eleven Technology
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 -0.32 -3.28 -6.86 -10.08
2024
 14.43 -3.28 25.58 -4.37
2023
 19.08 -8.81 54.86 -8.42
2022
 -17.79 -23.40 -32.58 -32.58
2021
 14.88 -3.84 27.42 -5.68
2020
 16.06 -17.40 48.40 -12.90
2019
 23.92 -4.93 38.96 -8.23
2018
 -6.48 -10.59 -0.12 -16.96
2017
 20.57 0.00 32.66 -2.32
2016
 9.00 -4.72 7.10 -8.37
2015
 -2.03 -9.27 9.45 -8.88
2014
 7.15 -3.22 19.18 -3.04
2013
 20.75 -2.50 36.63 -2.39
2012
 15.43 -6.70 18.12 -8.13
2011
 -1.61 -15.43 3.47 -10.79
2010
 14.68 -10.06 20.14 -12.93
2009
 29.38 -15.11 54.68 -7.43
2008
 -31.42 -34.40 -41.73 -43.03
2007
 8.94 -4.89 19.02 -6.83
2006
 16.49 -3.48 7.14 -11.54
2005
 8.27 -3.72 1.57 -12.37
2004
 13.66 -3.47 10.54 -9.86
2003
 29.81 -3.30 49.67 -2.90
2002
 -10.72 -17.84 -37.37 -46.75
2001
 -7.96 -18.92 -33.34 -54.93
2000
 -9.53 -13.55 -36.11 -46.69
1999
 23.84 -3.58 101.95 -9.49
1998
 15.47 -15.40 85.30 -17.20
1997
 15.59 -4.89 20.63 -13.51
1996
 17.33 -4.31 42.54 -8.14
1995
 25.15 -0.82 42.54 -3.77
1994
 -1.82 -7.82 1.50 -12.97
1993
 23.85 -1.33 10.58 -8.26
1992
 3.76 -3.05 8.86 -13.48
1991
 31.02 -4.43 64.99 -8.89
1990
 -0.91 -13.82 -10.41 -27.64
1989
 25.12 -2.91 26.17 -4.64
1988
 16.45 -3.01 13.54 -10.50
1987
 4.26 -22.27 10.50 -34.57
1986
 17.47 -6.19 6.89 -15.73
1985
 32.28 -1.83 35.61 -6.97
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