Dedalo Invest Dedalo Three vs US Stocks Quality 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 US Stocks Quality Portfolio obtained a 12.01% compound annual return, with a 15.06% standard deviation, in the last 30 Years.

Summary

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Dedalo Invest Dedalo Three Portfolio US Stocks Quality 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% +12.01%
Std Dev 15.40% 15.06%
Max Drawdown -52.73% -46.25%
All time Stats
(Since Jan 1976)
Return +11.04% +12.47%
Std Dev 15.25% 15.06%
Max Drawdown -52.73% -46.25%
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
Dedalo Invest Dedalo Three Portfolio +2.98 +22.01 +27.01 +13.20 +11.20 +9.39 +11.04
US Stocks Quality Portfolio +2.77 +25.46 +34.18 +14.88 +13.13 +12.01 +12.47
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).

US Stocks Quality Portfolio: an investment of 1$, since April 1994, now would be worth 30.06$, with a total return of 2905.58% (12.01% annualized).

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1976, now would be worth 156.74$, with a total return of 15573.78% (11.04% annualized).

US Stocks Quality Portfolio: an investment of 1$, since January 1976, now would be worth 290.63$, with a total return of 28963.19% (12.47% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dedalo Invest Dedalo Three Portfolio
US Stocks Quality 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
-46.25% Nov 2007 Feb 2009 (16) Feb 2011 (40) 22.18
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-43.01% Sep 2000 Sep 2002 (25) Jan 2007 (77) 22.99
-27.78% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.93
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-19.34% Jan 2020 Mar 2020 (3) Jul 2020 (7) 8.52
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-14.61% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.95
-13.90% May 2011 Sep 2011 (5) Jan 2012 (9) 5.71
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-12.07% Jul 1998 Aug 1998 (2) Oct 1998 (4) 6.02
-10.24% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.20
-7.19% Apr 2012 May 2012 (2) Sep 2012 (6) 3.24
-6.64% Aug 2015 Sep 2015 (2) Oct 2015 (3) 4.28
-6.58% May 2019 May 2019 (1) Jun 2019 (2) 3.80
-6.45% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.73
-6.31% May 2019 May 2019 (1) Jun 2019 (2) 3.64
-6.25% Dec 2015 Jan 2016 (2) Mar 2016 (4) 3.86

Drawdown comparison chart since January 1976.

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Dedalo Invest Dedalo Three Portfolio
US Stocks Quality 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
-46.25% Nov 2007 Feb 2009 (16) Feb 2011 (40) 22.18
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-43.01% Sep 2000 Sep 2002 (25) Jan 2007 (77) 22.99
-29.94% Sep 1987 Nov 1987 (3) May 1989 (21) 16.21
-28.32% Sep 1987 Nov 1987 (3) Apr 1989 (20) 14.33
-27.78% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.93
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-19.34% Jan 2020 Mar 2020 (3) Jul 2020 (7) 8.52
-18.81% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.66
-18.54% Dec 1980 Jul 1982 (20) Oct 1982 (23) 10.10
-17.76% Jan 1977 Feb 1978 (14) Mar 1979 (27) 9.08
-16.81% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.69
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-14.61% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.95
-13.90% May 2011 Sep 2011 (5) Jan 2012 (9) 5.71
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-12.07% Jul 1998 Aug 1998 (2) Oct 1998 (4) 6.02
-11.84% Aug 1990 Sep 1990 (2) Jan 1991 (6) 7.39

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%
+11.95%
0.00%
2023
+24.84%
-9.28%
+30.89%
-6.88%
2022
-19.06%
-25.03%
-20.49%
-27.78%
2021
+23.45%
-4.36%
+26.93%
-6.45%
2020
+19.70%
-21.23%
+17.03%
-19.34%
2019
+29.51%
-6.31%
+33.89%
-6.58%
2018
-6.58%
-13.86%
-5.68%
-14.61%
2017
+22.20%
0.00%
+22.27%
-0.04%
2016
+11.53%
-6.09%
+9.21%
-4.62%
2015
-0.31%
-9.69%
+5.46%
-6.64%
2014
+9.88%
-3.55%
+11.62%
-4.19%
2013
+30.30%
-2.87%
+34.11%
-2.85%
2012
+16.65%
-7.77%
+12.59%
-7.19%
2011
-1.57%
-18.86%
+7.32%
-13.90%
2010
+16.12%
-13.01%
+14.04%
-12.90%
2009
+30.02%
-18.21%
+24.74%
-18.35%
2008
-38.95%
-40.28%
-31.36%
-32.42%
2007
+6.65%
-5.35%
+9.91%
-4.10%
2006
+16.62%
-3.54%
+12.62%
-3.30%
2005
+7.06%
-4.28%
+5.28%
-3.71%
2004
+12.94%
-3.65%
+8.51%
-3.83%
2003
+31.01%
-4.47%
+23.58%
-4.72%
2002
-20.48%
-26.93%
-21.34%
-27.87%
2001
-12.85%
-24.35%
-10.47%
-22.22%
2000
-11.93%
-15.88%
-6.78%
-12.22%
1999
+24.17%
-5.11%
+26.24%
-4.34%
1998
+22.27%
-16.58%
+45.30%
-12.07%
1997
+25.58%
-4.71%
+32.95%
-5.23%
1996
+17.95%
-5.40%
+30.34%
-3.76%
1995
+30.12%
-1.35%
+39.91%
-0.17%
1994
+0.74%
-6.46%
+5.81%
-6.09%
1993
+14.07%
-2.83%
-1.84%
-3.85%
1992
+4.36%
-3.17%
+2.36%
-3.83%
1991
+27.75%
-5.00%
+42.31%
-3.57%
1990
-9.84%
-16.81%
+3.83%
-11.84%
1989
+24.23%
-2.98%
+36.63%
-2.05%
1988
+18.48%
-3.64%
+15.66%
-3.85%
1987
+6.82%
-28.32%
+4.18%
-29.94%
1986
+23.00%
-7.23%
+24.86%
-7.56%
1985
+34.39%
-3.95%
+33.09%
-3.58%
1984
+3.23%
-8.43%
+8.49%
-5.91%
1983
+22.81%
-3.17%
+16.46%
-3.65%
1982
+17.69%
-12.44%
+19.76%
-10.30%
1981
-3.92%
-12.31%
-6.60%
-13.09%
1980
+31.48%
-11.45%
+36.68%
-9.37%
1979
+20.74%
-7.20%
+14.27%
-7.04%
1978
+11.35%
-10.24%
+6.16%
-9.35%
1977
-1.78%
-6.78%
-11.04%
-14.07%
1976
+22.91%
-2.35%
+16.99%
-3.07%