Dynamic 40/60 Income vs Davide Pisicchio PISI Portfolio Comparison

Last Update: 30 June 2024

The Dynamic 40/60 Income Portfolio obtained a 7.20% compound annual return, with a 8.12% standard deviation, in the last 30 Years.

The Davide Pisicchio PISI Portfolio obtained a 7.31% compound annual return, with a 6.48% standard deviation, in the last 30 Years.

Summary

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Dynamic 40/60 Income Portfolio Davide Pisicchio PISI Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 40% 30%
Fixed Income 60% 60%
Commodities 0% 10%
30 Years Stats Return +7.20% +7.31%
Std Dev 8.12% 6.48%
Max Drawdown -29.84% -18.36%
All time Stats
(Since Jan 1992)		 Return +7.35% +7.13%
Std Dev 7.88% 6.42%
Max Drawdown -29.84% -18.36%
Last Update: 30 June 2024

Historical Returns as of Jun 30, 2024

Comparison period starts from January 1992

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1M 6M 1Y 5Y 10Y 30Y MAX
Dynamic 40/60 Income Portfolio +0.79 +4.44 +10.62 +3.95 +4.39 +7.20 +7.35
Davide Pisicchio PISI Portfolio +1.61 +4.44 +9.42 +4.71 +4.99 +7.31 +7.13
Return over 1 year are annualized.

Capital Growth as of Jun 30, 2024

Dynamic 40/60 Income Portfolio: an investment of 1$, since July 1994, now would be worth 8.05$, with a total return of 705.36% (7.20% annualized).

Davide Pisicchio PISI Portfolio: an investment of 1$, since July 1994, now would be worth 8.29$, with a total return of 729.37% (7.31% annualized).


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Dynamic 40/60 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.03$, with a total return of 902.69% (7.35% annualized).

Davide Pisicchio PISI Portfolio: an investment of 1$, since January 1992, now would be worth 9.39$, with a total return of 839.09% (7.13% annualized).


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Drawdowns

Drawdown comparison chart since July 1994.


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Dynamic 40/60 Income Portfolio
Davide Pisicchio PISI 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
-18.36% Jan 2022 Sep 2022 (9) In progress (30) 10.27
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-11.84% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.28
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.45% May 2013 Jun 2013 (2) Oct 2013 (6) 2.44
-4.39% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.26
-4.30% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.20
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-4.06% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.54
-3.72% May 2010 May 2010 (1) Jul 2010 (3) 2.62
-3.71% Feb 1999 Aug 1999 (7) Nov 1999 (10) 2.35
-3.69% Apr 2000 May 2000 (2) Jul 2000 (4) 1.88
-3.41% Feb 2001 Mar 2001 (2) Oct 2001 (9) 1.85
-3.34% Apr 2000 May 2000 (2) Aug 2000 (5) 1.67

Drawdown comparison chart since January 1992.


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Dynamic 40/60 Income Portfolio
Davide Pisicchio PISI 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
-18.36% Jan 2022 Sep 2022 (9) In progress (30) 10.27
-17.33% Jan 2022 Sep 2022 (9) Jun 2024 (30) 9.75
-12.42% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.88
-11.84% Mar 2008 Oct 2008 (8) Aug 2009 (18) 5.28
-9.38% May 1998 Aug 1998 (4) Dec 1998 (8) 4.16
-7.19% Jun 2011 Sep 2011 (4) Jan 2012 (8) 2.89
-6.99% Feb 1994 Jun 1994 (5) Mar 1995 (14) 4.83
-6.73% May 2002 Jul 2002 (3) Jan 2003 (9) 3.81
-5.36% Feb 1994 Jun 1994 (5) Apr 1995 (15) 3.57
-5.09% Oct 2018 Dec 2018 (3) Feb 2019 (5) 2.70
-4.45% May 2013 Jun 2013 (2) Oct 2013 (6) 2.44
-4.39% Aug 2016 Nov 2016 (4) Apr 2017 (9) 2.26
-4.30% Jul 1998 Aug 1998 (2) Sep 1998 (3) 2.20
-4.13% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.13
-4.06% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.27
-4.06% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.54
-3.72% May 2010 May 2010 (1) Jul 2010 (3) 2.62
-3.71% Feb 1999 Aug 1999 (7) Nov 1999 (10) 2.35
-3.69% Apr 2000 May 2000 (2) Jul 2000 (4) 1.88

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
+4.44%
 -2.45%
+4.44%
 -2.89%
2023
+11.97%
 -5.00%
+11.85%
 -6.31%
2022
-14.37%
 -17.33%
-15.32%
 -18.36%
2021
+6.72%
 -1.83%
+5.44%
 -2.73%
2020
+8.28%
 -12.42%
+14.89%
 -3.27%
2019
+15.91%
 -1.51%
+16.74%
 -0.45%
2018
-3.18%
 -5.09%
-1.64%
 -3.17%
2017
+9.18%
 0.00%
+9.63%
 -0.31%
2016
+7.53%
 -1.95%
+5.77%
 -4.39%
2015
+0.21%
 -4.06%
-0.33%
 -3.27%
2014
+7.01%
 -1.44%
+8.90%
 -1.94%
2013
+6.13%
 -3.06%
+3.96%
 -4.45%
2012
+12.70%
 -2.72%
+8.48%
 -1.19%
2011
+2.96%
 -7.19%
+10.04%
 -2.16%
2010
+11.25%
 -3.72%
+13.77%
 -0.81%
2009
+22.37%
 -15.04%
+8.62%
 -7.60%
2008
-14.80%
 -23.51%
-1.41%
 -11.84%
2007
+0.88%
 -3.23%
+10.22%
 -1.06%
2006
+9.18%
 -1.29%
+8.64%
 -1.66%
2005
+5.23%
 -1.76%
+5.11%
 -1.64%
2004
+8.41%
 -3.31%
+6.93%
 -4.06%
2003
+21.64%
 -1.30%
+14.77%
 -2.33%
2002
+1.03%
 -6.73%
+5.17%
 -2.10%
2001
+8.71%
 -3.24%
+0.43%
 -3.41%
2000
+3.43%
 -4.13%
+5.99%
 -3.34%
1999
+11.02%
 -2.15%
+3.16%
 -3.71%
1998
+6.04%
 -9.38%
+15.05%
 -4.30%
1997
+16.36%
 -2.49%
+14.04%
 -2.79%
1996
+16.81%
 -1.12%
+6.11%
 -3.11%
1995
+23.17%
 0.00%
+25.75%
 0.00%
1994
-3.19%
 -5.36%
-4.28%
 -6.99%
1993
+14.73%
 -0.57%
+12.70%
 -1.83%
1992
+12.95%
 -0.70%
+6.47%
 -2.97%