Dynamic 40/60 Income vs Fulvio Marchese In Saecula Saeculorum Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 40/60 Income Portfolio obtained a 7.11% compound annual return, with a 8.10% standard deviation, in the last 30 Years.

The Fulvio Marchese In Saecula Saeculorum Portfolio obtained a 7.92% compound annual return, with a 7.80% standard deviation, in the last 30 Years.

Summary

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Dynamic 40/60 Income Portfolio Fulvio Marchese In Saecula Saeculorum Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 40% 45%
Fixed Income 60% 45%
Commodities 0% 10%
30 Years Stats Return +7.11% +7.92%
Std Dev 8.10% 7.80%
Max Drawdown -29.84% -20.39%
All time Stats
(Since Jan 1992)
Return +7.38% +7.82%
Std Dev 7.89% 7.65%
Max Drawdown -29.84% -20.39%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +1.42 +11.29 +12.01 +4.34 +4.62 +7.11 +7.38
Fulvio Marchese In Saecula Saeculorum Portfolio +2.60 +14.97 +14.48 +7.88 +6.91 +7.92 +7.82
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.86$, with a total return of 685.75% (7.11% annualized).

Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since April 1994, now would be worth 9.84$, with a total return of 884.02% (7.92% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 9.93$, with a total return of 893.32% (7.38% annualized).

Fulvio Marchese In Saecula Saeculorum Portfolio: an investment of 1$, since January 1992, now would be worth 11.32$, with a total return of 1032.30% (7.82% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 40/60 Income Portfolio
Fulvio Marchese In Saecula Saeculorum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-20.39% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.50
-18.89% Jan 2022 Sep 2022 (9) Feb 2024 (26) 10.17
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.13% Sep 2000 Sep 2002 (25) May 2003 (33) 6.28
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.50% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-7.93% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.50
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.64% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.84
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.77% Jun 2011 Sep 2011 (4) Oct 2011 (5) 2.06
-4.59% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.33
-4.42% Apr 2000 May 2000 (2) Aug 2000 (5) 2.32
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-4.00% May 2010 Jun 2010 (2) Sep 2010 (5) 2.16
-3.72% May 2010 May 2010 (1) Jul 2010 (3) 2.62

Drawdown comparison chart since January 1992.

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Dynamic 40/60 Income Portfolio
Fulvio Marchese In Saecula Saeculorum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-29.84% Nov 2007 Feb 2009 (16) Dec 2009 (26) 13.01
-20.39% Nov 2007 Feb 2009 (16) Nov 2009 (25) 9.50
-18.89% Jan 2022 Sep 2022 (9) Feb 2024 (26) 10.17
-17.33% Jan 2022 Sep 2022 (9) In progress (27) 10.24
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-10.13% Sep 2000 Sep 2002 (25) May 2003 (33) 6.28
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-8.50% Feb 2020 Mar 2020 (2) May 2020 (4) 4.14
-7.93% Jul 1998 Aug 1998 (2) Nov 1998 (5) 3.50
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.96% Feb 1994 Jun 1994 (5) Feb 1995 (13) 3.77
-5.64% Sep 2018 Dec 2018 (4) Feb 2019 (6) 2.84
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.77% Jun 2011 Sep 2011 (4) Oct 2011 (5) 2.06
-4.59% Mar 2015 Sep 2015 (7) Mar 2016 (13) 2.33
-4.42% Apr 2000 May 2000 (2) Aug 2000 (5) 2.32
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27

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
+3.47%
0.00%
+4.70%
0.00%
2023
+11.97%
-4.99%
+15.53%
-6.32%
2022
-14.37%
-17.33%
-14.97%
-18.89%
2021
+6.72%
-1.83%
+10.12%
-3.03%
2020
+8.28%
-12.42%
+15.89%
-8.50%
2019
+15.91%
-1.51%
+20.14%
-2.10%
2018
-3.18%
-5.09%
-2.76%
-5.64%
2017
+9.18%
0.00%
+12.42%
-0.04%
2016
+7.53%
-1.95%
+7.79%
-2.43%
2015
+0.21%
-4.06%
-0.75%
-4.59%
2014
+7.01%
-1.44%
+8.52%
-2.04%
2013
+6.13%
-3.06%
+10.73%
-2.94%
2012
+12.70%
-2.72%
+10.41%
-2.92%
2011
+2.96%
-7.19%
+6.12%
-4.77%
2010
+11.25%
-3.72%
+14.27%
-4.00%
2009
+22.37%
-15.04%
+15.39%
-9.28%
2008
-14.80%
-23.51%
-11.54%
-16.70%
2007
+0.88%
-3.23%
+8.83%
-2.17%
2006
+9.18%
-1.29%
+10.84%
-2.11%
2005
+5.23%
-1.76%
+5.47%
-1.69%
2004
+8.41%
-3.31%
+7.97%
-3.39%
2003
+21.64%
-1.30%
+18.47%
-1.50%
2002
+1.03%
-6.73%
-1.22%
-5.96%
2001
+8.71%
-3.24%
-1.59%
-6.44%
2000
+3.43%
-4.13%
+0.64%
-5.96%
1999
+11.02%
-2.15%
+9.19%
-2.99%
1998
+6.04%
-9.38%
+15.29%
-7.93%
1997
+16.36%
-2.49%
+16.19%
-2.95%
1996
+16.81%
-1.12%
+9.83%
-2.50%
1995
+23.17%
0.00%
+25.73%
0.00%
1994
-3.19%
-5.36%
-2.41%
-5.96%
1993
+14.73%
-0.57%
+11.66%
-1.36%
1992
+12.95%
-0.70%
+6.70%
-2.12%