Dedalo Invest Dedalo Three vs Technology Portfolio Comparison

Last Update: 31 March 2024

The Dedalo Invest Dedalo Three Portfolio obtained a 9.39% compound annual return, with a 15.40% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.

Summary

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Dedalo Invest Dedalo Three Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +9.39% +14.30%
Std Dev 15.40% 23.97%
Max Drawdown -52.73% -81.08%
All time Stats
(Since Jan 1971)
Return +10.28% +12.75%
Std Dev 15.48% 22.52%
Max Drawdown -52.73% -81.08%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1971

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1M 6M 1Y 5Y 10Y 30Y MAX
Dedalo Invest Dedalo Three Portfolio +2.98 +22.01 +27.01 +13.20 +11.20 +9.39 +10.28
Technology Portfolio +1.27 +24.41 +39.27 +20.61 +18.58 +14.30 +12.75
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since April 1994, now would be worth 14.77$, with a total return of 1376.59% (9.39% annualized).

Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1971, now would be worth 183.41$, with a total return of 18240.59% (10.28% annualized).

Technology Portfolio: an investment of 1$, since January 1971, now would be worth 597.22$, with a total return of 59621.70% (12.75% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dedalo Invest Dedalo Three 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
-52.73% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.13
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-10.50% Aug 1997 Dec 1997 (5) Feb 1998 (7) 5.23
-10.24% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.20
-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
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.14% Jun 1996 Jul 1996 (2) Sep 1996 (4) 4.20

Drawdown comparison chart since January 1971.

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Dedalo Invest Dedalo Three 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
-58.37% Jan 1973 Sep 1974 (21) Aug 1978 (68) 32.58
-52.73% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.13
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-44.80% Jan 1973 Sep 1974 (21) Dec 1976 (48) 19.54
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-28.32% Sep 1987 Nov 1987 (3) Apr 1989 (20) 14.33
-27.93% Jul 1983 Jul 1984 (13) Nov 1985 (29) 16.11
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-25.11% Jun 1981 Jul 1982 (14) Nov 1982 (18) 15.65
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-18.81% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.66
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-16.81% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.69
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71

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
+9.04%
0.00%
+8.56%
0.00%
2023
+24.84%
-9.28%
+54.85%
-8.42%
2022
-19.06%
-25.03%
-32.58%
-32.58%
2021
+23.45%
-4.36%
+27.42%
-5.68%
2020
+19.70%
-21.23%
+48.40%
-12.90%
2019
+29.51%
-6.31%
+38.96%
-8.23%
2018
-6.58%
-13.86%
-0.12%
-16.96%
2017
+22.20%
0.00%
+32.66%
-2.32%
2016
+11.53%
-6.09%
+7.10%
-8.37%
2015
-0.31%
-9.69%
+9.45%
-8.88%
2014
+9.88%
-3.55%
+19.18%
-3.04%
2013
+30.30%
-2.87%
+36.63%
-2.39%
2012
+16.65%
-7.77%
+18.12%
-8.13%
2011
-1.57%
-18.86%
+3.47%
-10.79%
2010
+16.12%
-13.01%
+20.14%
-12.93%
2009
+30.02%
-18.21%
+54.68%
-7.43%
2008
-38.95%
-40.28%
-41.73%
-43.03%
2007
+6.65%
-5.35%
+19.02%
-6.83%
2006
+16.62%
-3.54%
+7.14%
-11.54%
2005
+7.06%
-4.28%
+1.57%
-12.37%
2004
+12.94%
-3.65%
+10.54%
-9.86%
2003
+31.01%
-4.47%
+49.67%
-2.90%
2002
-20.48%
-26.93%
-37.37%
-46.75%
2001
-12.85%
-24.35%
-33.34%
-54.93%
2000
-11.93%
-15.88%
-36.11%
-46.69%
1999
+24.17%
-5.11%
+101.95%
-9.49%
1998
+22.27%
-16.58%
+85.30%
-17.20%
1997
+25.58%
-4.71%
+20.63%
-13.51%
1996
+17.95%
-5.40%
+42.54%
-8.14%
1995
+30.12%
-1.35%
+42.54%
-3.77%
1994
+0.74%
-6.46%
+1.50%
-12.97%
1993
+14.07%
-2.83%
+10.58%
-8.26%
1992
+4.36%
-3.17%
+8.86%
-13.48%
1991
+27.75%
-5.00%
+64.99%
-8.89%
1990
-9.84%
-16.81%
-10.41%
-27.64%
1989
+24.23%
-2.98%
+26.17%
-4.64%
1988
+18.48%
-3.64%
+13.54%
-10.50%
1987
+6.82%
-28.32%
+10.50%
-34.57%
1986
+23.00%
-7.23%
+6.89%
-15.73%
1985
+34.39%
-3.95%
+35.61%
-6.97%
1984
+3.23%
-8.43%
-11.31%
-17.55%
1983
+22.81%
-3.17%
+19.87%
-13.85%
1982
+17.69%
-12.44%
+18.67%
-14.55%
1981
-3.92%
-12.31%
-3.21%
-19.44%
1980
+31.48%
-11.45%
+33.88%
-19.01%
1979
+20.74%
-7.20%
+28.11%
-9.91%
1978
+11.35%
-10.24%
+12.31%
-17.69%
1977
-1.78%
-6.78%
+7.33%
-3.83%
1976
+22.91%
-2.35%
+26.10%
-2.85%
1975
+36.78%
-11.94%
+29.76%
-14.58%
1974
-26.84%
-33.45%
-35.11%
-41.36%
1973
-17.11%
-18.23%
-31.06%
-31.06%
1972
+19.37%
-2.07%
+17.18%
-3.61%
1971
+18.17%
-6.41%
+27.35%
-7.42%