Dynamic 60/40 Income vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 31 March 2024

The Dynamic 60/40 Income Portfolio obtained a 7.13% compound annual return, with a 9.33% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 7.15% compound annual return, with a 8.40% standard deviation, in the last 30 Years.

Summary

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Dynamic 60/40 Income Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk High Medium
Asset Allocation Stocks 60% 50%
Fixed Income 40% 50%
Commodities 0% 0%
30 Years Stats Return +7.13% +7.15%
Std Dev 9.33% 8.40%
Max Drawdown -41.44% -31.96%
All time Stats
(Since Jan 1992)		 Return +7.42% +7.23%
Std Dev 9.10% 8.20%
Max Drawdown -41.44% -31.96%
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 60/40 Income Portfolio +1.24 +12.08 +11.69 +5.17 +5.47 +7.13 +7.42
Marvin Appel One-Decision Portfolio +1.66 +11.88 +10.82 +5.85 +5.79 +7.15 +7.23
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Dynamic 60/40 Income Portfolio: an investment of 1$, since April 1994, now would be worth 7.90$, with a total return of 690.39% (7.13% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since April 1994, now would be worth 7.94$, with a total return of 693.75% (7.15% annualized).

Dynamic 60/40 Income Portfolio: an investment of 1$, since January 1992, now would be worth 10.05$, with a total return of 905.43% (7.42% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1992, now would be worth 9.49$, with a total return of 848.80% (7.23% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Dynamic 60/40 Income Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-16.74% Jan 2022 Sep 2022 (9) In progress (27) 9.18
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49
-4.07% Sep 1994 Nov 1994 (3) Feb 1995 (6) 2.01
-3.78% May 2013 Aug 2013 (4) Oct 2013 (6) 2.06

Drawdown comparison chart since January 1992.

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Dynamic 60/40 Income Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-41.44% Jun 2007 Feb 2009 (21) Sep 2010 (40) 16.67
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-18.21% Jan 2022 Sep 2022 (9) In progress (27) 11.22
-16.74% Jan 2022 Sep 2022 (9) In progress (27) 9.18
-14.24% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.81
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-10.41% Jun 2011 Sep 2011 (4) Jan 2012 (8) 4.57
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-7.02% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.48
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.80% Feb 1994 Nov 1994 (10) Apr 1995 (15) 3.87
-6.80% Sep 2018 Dec 2018 (4) Feb 2019 (6) 3.15
-6.19% Apr 2002 Oct 2002 (7) Apr 2003 (13) 2.86
-5.02% Feb 1994 Nov 1994 (10) Mar 1995 (14) 3.05
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-4.42% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.43
-4.29% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.49

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
+2.73%
 -0.14%
+1.87%
 -1.20%
2023
+12.28%
 -6.45%
+12.43%
 -7.22%
2022
-15.89%
 -18.21%
-13.18%
 -16.74%
2021
+15.27%
 -2.58%
+16.51%
 -2.73%
2020
+6.26%
 -14.24%
+5.32%
 -13.04%
2019
+18.59%
 -1.55%
+18.51%
 -2.02%
2018
-3.28%
 -6.80%
-3.64%
 -6.99%
2017
+8.11%
 -0.39%
+8.07%
 -0.59%
2016
+7.39%
 -2.92%
+8.52%
 -3.21%
2015
+0.49%
 -4.42%
-0.25%
 -4.76%
2014
+11.87%
 -2.32%
+11.14%
 -2.54%
2013
+8.15%
 -3.78%
+10.43%
 -2.72%
2012
+12.84%
 -3.09%
+10.65%
 -2.81%
2011
+3.16%
 -10.41%
+3.87%
 -8.52%
2010
+14.75%
 -5.96%
+13.01%
 -6.14%
2009
+25.31%
 -19.50%
+15.30%
 -14.35%
2008
-21.78%
 -30.14%
-16.74%
 -22.59%
2007
-3.54%
 -7.01%
-0.68%
 -5.17%
2006
+14.28%
 -1.89%
+14.45%
 -1.98%
2005
+5.27%
 -2.10%
+5.08%
 -2.36%
2004
+12.11%
 -4.29%
+12.05%
 -4.65%
2003
+22.26%
 0.00%
+18.87%
 -1.57%
2002
-0.78%
 -6.19%
-2.42%
 -7.23%
2001
+5.55%
 -3.29%
+4.32%
 -3.58%
2000
+5.79%
 -3.60%
+9.42%
 -2.13%
1999
+4.89%
 -3.30%
+4.70%
 -3.16%
1998
+5.13%
 -7.02%
+5.32%
 -8.13%
1997
+16.74%
 -0.91%
+17.36%
 -1.24%
1996
+16.21%
 -0.78%
+15.52%
 -1.31%
1995
+20.42%
 -0.12%
+19.02%
 -0.66%
1994
-3.20%
 -6.80%
-1.28%
 -5.02%
1993
+14.00%
 -1.75%
+11.41%
 -1.82%
1992
+13.92%
 -0.48%
+9.68%
 -0.89%