Dedalo Invest Dedalo Three vs US Stocks 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 Portfolio obtained a 10.49% compound annual return, with a 15.52% 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 +9.39% +10.49%
Std Dev 15.40% 15.52%
Max Drawdown -52.73% -50.84%
All time Stats
(Since Jan 1970)
Return +10.14% +10.72%
Std Dev 15.57% 15.75%
Max Drawdown -52.73% -50.84%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1970

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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 +10.14
US Stocks Portfolio +2.90 +22.88 +28.85 +14.15 +12.23 +10.49 +10.72
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 Portfolio: an investment of 1$, since April 1994, now would be worth 19.94$, with a total return of 1894.37% (10.49% annualized).

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1970, now would be worth 188.42$, with a total return of 18741.75% (10.14% annualized).

US Stocks Portfolio: an investment of 1$, since January 1970, now would be worth 250.49$, with a total return of 24949.11% (10.72% annualized).

Drawdowns

Drawdown comparison chart since April 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) 13.14
-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) 13.14
-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.
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Year Return Drawdown Return Drawdown
2024
+9.04%
0.00%
+9.56%
0.00%
2023
+24.84%
-9.28%
+26.05%
-9.10%
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%