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 Portfolio obtained a 10.66% compound annual return, with a 15.56% standard deviation, in the last 30 Years.
Summary
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| Dedalo Invest Dedalo Three Portfolio | US Stocks 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% | +10.66% |
| Std Dev | 15.43% | 15.56% | |
| Max Drawdown | -52.73% | -50.84% | |
| All time Stats (Since Jan 1970) |
Return | +10.15% | +10.74% |
| Std Dev | 15.56% | 15.74% | |
| Max Drawdown | -52.73% | -50.84% | |
| Last Update: 30 June 2024 | |||
Historical Returns as of Jun 30, 2024
Comparison period starts from January 1970
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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 | +10.15 |
| US Stocks Portfolio | +3.08 | +13.57 | +23.27 | +14.05 | +12.10 | +10.66 | +10.74 |
| 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 Portfolio: an investment of 1$, since July 1994, now would be worth 20.86$, with a total return of 1986.09% (10.66% annualized).
US Stocks Portfolio: an investment of 1$, since July 1994, now would be worth 20.86$, with a total return of 1986.09% (10.66% annualized).
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Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1970,
now would be worth 194.63$, with a total return of 19363.06%
(10.15% annualized).
US Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 259.65$, with a total return of 25864.53% (10.74% annualized).
US Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 259.65$, with a total return of 25864.53% (10.74% annualized).
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Drawdowns
Drawdown comparison chart since July 1994.
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|
Dedalo Invest Dedalo Three Portfolio
|
US Stocks 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 | |||||
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -45.07% | Apr 2000 | Sep 2002 (30) | Apr 2006 (73) | 24.01 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -25.03% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.03 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.15 | |||||
| -21.23% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.48 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -16.58% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.71 | |||||
| -14.20% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.63 | |||||
| -13.86% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 6.55 | |||||
| -10.24% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 5.20 | |||||
| -8.84% | Jun 2015 | Sep 2015 (4) | May 2016 (12) | 4.72 | |||||
| -8.44% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 5.11 | |||||
| -6.82% | Apr 2012 | May 2012 (2) | Aug 2012 (5) | 3.19 | |||||
| -6.45% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.72 | |||||
| -6.42% | Jul 1999 | Sep 1999 (3) | Nov 1999 (5) | 3.38 | |||||
| -6.31% | May 2019 | May 2019 (1) | Jun 2019 (2) | 3.64 | |||||
| -6.17% | Jun 1996 | Jul 1996 (2) | Sep 1996 (4) | 3.14 | |||||
Drawdown comparison chart since January 1970.
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|
Dedalo Invest Dedalo Three Portfolio
|
US Stocks 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 | |||||
| -50.84% | Nov 2007 | Feb 2009 (16) | Mar 2012 (53) | 23.06 | |||||
| -45.86% | Jan 1973 | Sep 1974 (21) | Dec 1976 (48) | 20.53 | |||||
| -45.07% | Apr 2000 | Sep 2002 (30) | Apr 2006 (73) | 24.01 | |||||
| -44.80% | Jan 1973 | Sep 1974 (21) | Dec 1976 (48) | 19.54 | |||||
| -43.94% | Sep 2000 | Sep 2002 (25) | Mar 2006 (67) | 23.71 | |||||
| -29.34% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 14.96 | |||||
| -28.32% | Sep 1987 | Nov 1987 (3) | Apr 1989 (20) | 14.33 | |||||
| -25.03% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.03 | |||||
| -24.81% | Jan 2022 | Sep 2022 (9) | Dec 2023 (24) | 13.15 | |||||
| -21.23% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.48 | |||||
| -20.84% | Jan 2020 | Mar 2020 (3) | Jul 2020 (7) | 9.03 | |||||
| -20.09% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 9.81 | |||||
| -19.06% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 9.01 | |||||
| -18.81% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 9.66 | |||||
| -17.85% | Dec 1980 | Jul 1982 (20) | Oct 1982 (23) | 9.42 | |||||
| -17.57% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 9.03 | |||||
| -16.81% | Jan 1990 | Sep 1990 (9) | Feb 1991 (14) | 8.69 | |||||
| -16.58% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 8.71 | |||||
| -16.20% | Jun 1990 | Oct 1990 (5) | Feb 1991 (9) | 8.96 | |||||
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% |
+13.57%
|
-4.34% |
| 2023 |
+24.84%
|
-9.28% |
+26.05%
|
-9.11% |
| 2022 |
-19.06%
|
-25.03% |
-19.51%
|
-24.81% |
| 2021 |
+23.45%
|
-4.36% |
+25.67%
|
-4.46% |
| 2020 |
+19.70%
|
-21.23% |
+21.03%
|
-20.84% |
| 2019 |
+29.51%
|
-6.31% |
+30.67%
|
-6.45% |
| 2018 |
-6.58%
|
-13.86% |
-5.21%
|
-14.20% |
| 2017 |
+22.20%
|
0.00% |
+21.21%
|
0.00% |
| 2016 |
+11.53%
|
-6.09% |
+12.83%
|
-5.73% |
| 2015 |
-0.31%
|
-9.69% |
+0.36%
|
-8.84% |
| 2014 |
+9.88%
|
-3.55% |
+12.54%
|
-3.17% |
| 2013 |
+30.30%
|
-2.87% |
+33.45%
|
-3.03% |
| 2012 |
+16.65%
|
-7.77% |
+16.45%
|
-6.82% |
| 2011 |
-1.57%
|
-18.86% |
+0.97%
|
-17.58% |
| 2010 |
+16.12%
|
-13.01% |
+17.42%
|
-13.26% |
| 2009 |
+30.02%
|
-18.21% |
+28.89%
|
-17.72% |
| 2008 |
-38.95%
|
-40.28% |
-36.98%
|
-38.08% |
| 2007 |
+6.65%
|
-5.35% |
+5.37%
|
-5.23% |
| 2006 |
+16.62%
|
-3.54% |
+15.69%
|
-3.22% |
| 2005 |
+7.06%
|
-4.28% |
+6.31%
|
-4.48% |
| 2004 |
+12.94%
|
-3.65% |
+12.79%
|
-3.56% |
| 2003 |
+31.01%
|
-4.47% |
+30.75%
|
-4.27% |
| 2002 |
-20.48%
|
-26.93% |
-20.47%
|
-27.18% |
| 2001 |
-12.85%
|
-24.35% |
-10.97%
|
-23.65% |
| 2000 |
-11.93%
|
-15.88% |
-10.57%
|
-15.87% |
| 1999 |
+24.17%
|
-5.11% |
+23.81%
|
-6.42% |
| 1998 |
+22.27%
|
-16.58% |
+23.26%
|
-17.57% |
| 1997 |
+25.58%
|
-4.71% |
+30.99%
|
-4.56% |
| 1996 |
+17.95%
|
-5.40% |
+20.96%
|
-6.17% |
| 1995 |
+30.12%
|
-1.35% |
+35.79%
|
-1.17% |
| 1994 |
+0.74%
|
-6.46% |
-0.17%
|
-7.43% |
| 1993 |
+14.07%
|
-2.83% |
+10.62%
|
-2.77% |
| 1992 |
+4.36%
|
-3.17% |
+9.11%
|
-2.40% |
| 1991 |
+27.75%
|
-5.00% |
+32.39%
|
-4.47% |
| 1990 |
-9.84%
|
-16.81% |
-6.08%
|
-16.20% |
| 1989 |
+24.23%
|
-2.98% |
+28.12%
|
-3.05% |
| 1988 |
+18.48%
|
-3.64% |
+17.32%
|
-3.42% |
| 1987 |
+6.82%
|
-28.32% |
+2.61%
|
-29.34% |
| 1986 |
+23.00%
|
-7.23% |
+14.57%
|
-7.92% |
| 1985 |
+34.39%
|
-3.95% |
+31.27%
|
-4.77% |
| 1984 |
+3.23%
|
-8.43% |
+2.19%
|
-9.02% |
| 1983 |
+22.81%
|
-3.17% |
+22.66%
|
-4.00% |
| 1982 |
+17.69%
|
-12.44% |
+20.50%
|
-11.21% |
| 1981 |
-3.92%
|
-12.31% |
-4.15%
|
-12.79% |
| 1980 |
+31.48%
|
-11.45% |
+33.15%
|
-11.98% |
| 1979 |
+20.74%
|
-7.20% |
+24.25%
|
-7.22% |
| 1978 |
+11.35%
|
-10.24% |
+8.45%
|
-11.64% |
| 1977 |
-1.78%
|
-6.78% |
-3.36%
|
-8.29% |
| 1976 |
+22.91%
|
-2.35% |
+26.47%
|
-2.10% |
| 1975 |
+36.78%
|
-11.94% |
+37.82%
|
-11.74% |
| 1974 |
-26.84%
|
-33.45% |
-27.81%
|
-34.15% |
| 1973 |
-17.11%
|
-18.23% |
-18.18%
|
-19.22% |
| 1972 |
+19.37%
|
-2.07% |
+17.62%
|
-2.45% |
| 1971 |
+18.17%
|
-6.41% |
+17.63%
|
-6.54% |
| 1970 |
+2.73%
|
-20.09% |
+4.79%
|
-19.06% |
