Last Update: 30 June 2024
The Dedalo Invest Dedalo Three Portfolio obtained a 9.51% compound annual return, with a 15.43% standard deviation, in the last 30 Years.
The US Stocks Minimum Volatility Portfolio obtained a 10.05% compound annual return, with a 13.70% standard deviation, in the last 30 Years.
Summary
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| Dedalo Invest Dedalo Three Portfolio | US Stocks Minimum Volatility Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +9.51% | +10.05% |
| Std Dev | 15.43% | 13.70% | |
| Max Drawdown | -52.73% | -43.27% | |
| All time Stats (Since Jan 1985) |
Return | +10.57% | +11.15% |
| Std Dev | 15.33% | 14.18% | |
| Max Drawdown | -52.73% | -43.27% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1985
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Dedalo Invest Dedalo Three Portfolio | +2.64 | +12.64 | +21.87 | +13.06 | +11.03 | +9.51 | +10.57 |
| US Stocks Minimum Volatility Portfolio | +1.77 | +8.46 | +15.09 | +8.24 | +10.55 | +10.05 | +11.15 |
| Return over 1 year are annualized. |
Capital Growth as of Jun 30, 2024
Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since July 1994,
now would be worth 15.24$, with a total return of 1424.15%
(9.51% annualized).
US Stocks Minimum Volatility Portfolio: an investment of 1$, since July 1994, now would be worth 17.71$, with a total return of 1671.12% (10.05% annualized).
US Stocks Minimum Volatility Portfolio: an investment of 1$, since July 1994, now would be worth 17.71$, with a total return of 1671.12% (10.05% annualized).
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Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1985,
now would be worth 52.92$, with a total return of 5192.12%
(10.57% annualized).
US Stocks Minimum Volatility Portfolio: an investment of 1$, since January 1985, now would be worth 65.12$, with a total return of 6411.82% (11.15% annualized).
US Stocks Minimum Volatility Portfolio: an investment of 1$, since January 1985, now would be worth 65.12$, with a total return of 6411.82% (11.15% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Dedalo Invest Dedalo Three Portfolio
|
US Stocks Minimum Volatility Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.73% | Nov 2007 | Feb 2009 (16) | Dec 2012 (62) | 23.13 | |||||
| -45.07% | Apr 2000 | Sep 2002 (30) | Apr 2006 (73) | 24.01 | |||||
| -43.27% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 20.28 | |||||
| -35.36% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 18.12 | |||||
| -25.03% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.03 | |||||
| -21.23% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.48 | |||||
| -19.06% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 8.46 | |||||
| -17.35% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 8.33 | |||||
| -16.58% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.71 | |||||
| -16.52% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.42 | |||||
| -13.86% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.55 | |||||
| -11.70% | May 2011 | Sep 2011 (5) | Dec 2011 (8) | 4.61 | |||||
| -10.24% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.20 | |||||
| -9.14% | Jul 1999 | Sep 1999 (3) | Dec 1999 (6) | 4.76 | |||||
| -7.56% | Oct 2018 | Dec 2018 (3) | Feb 2019 (5) | 3.65 | |||||
| -6.31% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.64 | |||||
| -5.65% | Feb 2018 | Mar 2018 (2) | Jul 2018 (6) | 3.67 | |||||
| -5.47% | Aug 1997 | Aug 1997 (1) | Dec 1997 (5) | 2.74 | |||||
| -5.40% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 2.78 | |||||
| -5.28% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 3.13 | |||||
Drawdown comparison chart since January 1985.
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|
Dedalo Invest Dedalo Three Portfolio
|
US Stocks Minimum Volatility Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -52.73% | Nov 2007 | Feb 2009 (16) | Dec 2012 (62) | 23.13 | |||||
| -45.07% | Apr 2000 | Sep 2002 (30) | Apr 2006 (73) | 24.01 | |||||
| -43.27% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 20.28 | |||||
| -35.36% | Sep 2000 | Sep 2002 (25) | Jul 2005 (59) | 18.12 | |||||
| -30.08% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 16.33 | |||||
| -28.32% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 14.33 | |||||
| -25.03% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.03 | |||||
| -21.23% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.48 | |||||
| -19.06% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 8.46 | |||||
| -17.35% | Jan 2022 | Sep 2022 (9) | Jan 2024 (25) | 8.33 | |||||
| -16.81% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.69 | |||||
| -16.58% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.71 | |||||
| -16.52% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.42 | |||||
| -14.10% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 7.72 | |||||
| -13.86% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.55 | |||||
| -11.70% | May 2011 | Sep 2011 (5) | Dec 2011 (8) | 4.61 | |||||
| -10.24% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.20 | |||||
| -9.14% | Jul 1999 | Sep 1999 (3) | Dec 1999 (6) | 4.76 | |||||
| -8.39% | Sep 1986 | Sep 1986 (1) | Jan 1987 (5) | 3.95 | |||||
| -7.56% | Oct 2018 | Dec 2018 (3) | Feb 2019 (5) | 3.65 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+12.64%
|
-4.12% |
+8.46%
|
-3.74% |
| 2023 |
+24.84%
|
-9.28% |
+10.33%
|
-4.29% |
| 2022 |
-19.06%
|
-25.03% |
-9.42%
|
-17.35% |
| 2021 |
+23.45%
|
-4.36% |
+20.84%
|
-4.99% |
| 2020 |
+19.70%
|
-21.23% |
+5.64%
|
-19.06% |
| 2019 |
+29.51%
|
-6.31% |
+27.69%
|
-1.61% |
| 2018 |
-6.58%
|
-13.86% |
+1.36%
|
-7.56% |
| 2017 |
+22.20%
|
0.00% |
+18.91%
|
-0.35% |
| 2016 |
+11.53%
|
-6.09% |
+10.57%
|
-5.27% |
| 2015 |
-0.31%
|
-9.69% |
+5.45%
|
-5.12% |
| 2014 |
+9.88%
|
-3.55% |
+16.33%
|
-3.04% |
| 2013 |
+30.30%
|
-2.87% |
+25.09%
|
-3.26% |
| 2012 |
+16.65%
|
-7.77% |
+10.82%
|
-2.17% |
| 2011 |
-1.57%
|
-18.86% |
+12.70%
|
-11.70% |
| 2010 |
+16.12%
|
-13.01% |
+14.52%
|
-12.81% |
| 2009 |
+30.02%
|
-18.21% |
+18.18%
|
-19.43% |
| 2008 |
-38.95%
|
-40.28% |
-25.77%
|
-28.06% |
| 2007 |
+6.65%
|
-5.35% |
+4.15%
|
-5.15% |
| 2006 |
+16.62%
|
-3.54% |
+14.77%
|
-3.11% |
| 2005 |
+7.06%
|
-4.28% |
+6.45%
|
-3.39% |
| 2004 |
+12.94%
|
-3.65% |
+14.34%
|
-2.88% |
| 2003 |
+31.01%
|
-4.47% |
+19.79%
|
-5.68% |
| 2002 |
-20.48%
|
-26.93% |
-15.44%
|
-24.56% |
| 2001 |
-12.85%
|
-24.35% |
-7.96%
|
-20.58% |
| 2000 |
-11.93%
|
-15.88% |
+2.67%
|
-9.24% |
| 1999 |
+24.17%
|
-5.11% |
+7.63%
|
-9.14% |
| 1998 |
+22.27%
|
-16.58% |
+22.82%
|
-16.52% |
| 1997 |
+25.58%
|
-4.71% |
+30.20%
|
-5.47% |
| 1996 |
+17.95%
|
-5.40% |
+14.96%
|
-5.24% |
| 1995 |
+30.12%
|
-1.35% |
+36.61%
|
-0.39% |
| 1994 |
+0.74%
|
-6.46% |
+0.13%
|
-7.03% |
| 1993 |
+14.07%
|
-2.83% |
+11.82%
|
-2.26% |
| 1992 |
+4.36%
|
-3.17% |
+6.42%
|
-2.83% |
| 1991 |
+27.75%
|
-5.00% |
+28.86%
|
-4.68% |
| 1990 |
-9.84%
|
-16.81% |
-2.01%
|
-14.10% |
| 1989 |
+24.23%
|
-2.98% |
+35.71%
|
-2.13% |
| 1988 |
+18.48%
|
-3.64% |
+15.74%
|
-3.84% |
| 1987 |
+6.82%
|
-28.32% |
+3.77%
|
-30.08% |
| 1986 |
+23.00%
|
-7.23% |
+17.36%
|
-8.39% |
| 1985 |
+34.39%
|
-3.95% |
+32.55%
|
-3.71% |
