Emerging Markets Stocks vs Dedalo Invest Dedalo Three Portfolio Comparison

Last Update: 29 February 2024

The Emerging Markets Stocks Portfolio obtained a 4.45% compound annual return, with a 22.53% standard deviation, in the last 30 Years.

The Dedalo Invest Dedalo Three Portfolio obtained a 9.11% compound annual return, with a 15.42% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Dedalo Invest Dedalo Three Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +4.45% +9.11%
Std Dev 22.53% 15.42%
Max Drawdown -60.44% -52.73%
All time Stats
(Since Jan 1976)
Return +7.41% +11.00%
Std Dev 24.03% 15.26%
Max Drawdown -60.44% -52.73%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Emerging Markets Stocks Portfolio +4.17 +4.06 +7.46 +1.11 +2.35 +4.45 +7.41
Dedalo Invest Dedalo Three Portfolio +5.06 +12.98 +26.71 +12.83 +10.93 +9.11 +11.00
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Emerging Markets Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 3.69$, with a total return of 268.88% (4.45% annualized).

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since March 1994, now would be worth 13.69$, with a total return of 1269.12% (9.11% annualized).

Emerging Markets Stocks Portfolio: an investment of 1$, since January 1976, now would be worth 31.25$, with a total return of 3024.55% (7.41% annualized).

Dedalo Invest Dedalo Three Portfolio: an investment of 1$, since January 1976, now would be worth 152.20$, with a total return of 15119.51% (11.00% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Dedalo Invest Dedalo Three Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-53.99% Aug 1997 Aug 1998 (13) Jan 2004 (78) 29.43
-52.73% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.13
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-27.16% Sep 1994 Mar 1995 (7) Jan 1997 (29) 14.80
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.24% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.20
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-6.31% May 2019 May 2019 (1) Jun 2019 (2) 3.64
-5.65% Feb 2018 Mar 2018 (2) Jul 2018 (6) 3.67
-5.40% Jun 1996 Jul 1996 (2) Sep 1996 (4) 2.78

Drawdown comparison chart since January 1976.

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Emerging Markets Stocks Portfolio
Dedalo Invest Dedalo Three Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-60.44% Nov 2007 Feb 2009 (16) Oct 2017 (120) 23.73
-55.33% Mar 1987 Dec 1987 (10) Sep 1989 (31) 35.10
-55.05% Dec 1980 Jul 1982 (20) May 1986 (66) 33.21
-54.22% Feb 1994 Aug 1998 (55) Jan 2004 (120) 26.65
-52.73% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.13
-45.07% Apr 2000 Sep 2002 (30) Apr 2006 (73) 24.01
-36.52% Jul 2021 Oct 2022 (16) In progress (32) 22.80
-34.47% Aug 1990 Sep 1990 (2) Feb 1991 (7) 19.05
-29.69% Feb 2018 Mar 2020 (26) Nov 2020 (34) 15.17
-28.32% Sep 1987 Nov 1987 (3) Apr 1989 (20) 14.33
-25.03% Jan 2022 Sep 2022 (9) Dec 2023 (24) 13.03
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-21.23% Jan 2020 Mar 2020 (3) Jul 2020 (7) 9.48
-18.81% Dec 1980 Jul 1982 (20) Oct 1982 (23) 9.66
-16.81% Jan 1990 Sep 1990 (9) Feb 1991 (14) 8.69
-16.58% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.71
-13.86% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.55
-13.68% Feb 1980 Mar 1980 (2) Nov 1980 (10) 6.61
-11.45% Mar 1980 Mar 1980 (1) Jun 1980 (4) 6.10
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34

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
-0.55%
-4.53%
+5.88%
0.00%
2023
+8.99%
-12.51%
+24.84%
-9.28%
2022
-20.56%
-29.40%
-19.06%
-25.03%
2021
-3.61%
-11.44%
+23.45%
-4.36%
2020
+17.03%
-23.94%
+19.70%
-21.23%
2019
+18.20%
-7.82%
+29.51%
-6.31%
2018
-15.31%
-22.75%
-6.58%
-13.86%
2017
+37.28%
-0.39%
+22.20%
0.00%
2016
+10.87%
-5.81%
+11.53%
-6.09%
2015
-16.18%
-23.20%
-0.31%
-9.69%
2014
-3.93%
-11.58%
+9.88%
-3.55%
2013
-3.69%
-13.17%
+30.30%
-2.87%
2012
+19.10%
-14.96%
+16.65%
-7.77%
2011
-18.82%
-29.09%
-1.57%
-18.86%
2010
+16.51%
-10.81%
+16.12%
-13.01%
2009
+68.93%
-14.98%
+30.02%
-18.21%
2008
-48.88%
-53.98%
-38.95%
-40.28%
2007
+33.31%
-8.97%
+6.65%
-5.35%
2006
+31.19%
-11.14%
+16.62%
-3.54%
2005
+32.62%
-9.06%
+7.06%
-4.28%
2004
+24.63%
-11.25%
+12.94%
-3.65%
2003
+57.65%
-5.76%
+31.01%
-4.47%
2002
-7.43%
-24.27%
-20.48%
-26.93%
2001
-2.88%
-30.79%
-12.85%
-24.35%
2000
-27.56%
-31.63%
-11.93%
-15.88%
1999
+61.57%
-4.87%
+24.17%
-5.11%
1998
-18.12%
-40.98%
+22.27%
-16.58%
1997
-16.82%
-27.85%
+25.58%
-4.71%
1996
+15.83%
-6.73%
+17.95%
-5.40%
1995
+0.56%
-11.22%
+30.12%
-1.35%
1994
-20.17%
-25.83%
+0.74%
-6.46%
1993
+100.42%
-5.91%
+14.07%
-2.83%
1992
-10.90%
-23.01%
+4.36%
-3.17%
1991
+111.70%
-7.61%
+27.75%
-5.00%
1990
-1.92%
-34.47%
-9.84%
-16.81%
1989
+98.20%
-6.54%
+24.23%
-2.98%
1988
+36.81%
-6.67%
+18.48%
-3.64%
1987
-46.69%
-55.33%
+6.82%
-28.32%
1986
+11.58%
-9.07%
+23.00%
-7.23%
1985
+27.58%
-4.87%
+34.39%
-3.95%
1984
+16.85%
-4.31%
+3.23%
-8.43%
1983
+14.20%
-3.85%
+22.81%
-3.17%
1982
-31.65%
-40.30%
+17.69%
-12.44%
1981
-20.21%
-22.51%
-3.92%
-12.31%
1980
+6.80%
-13.68%
+31.48%
-11.45%
1979
+19.35%
-6.39%
+20.74%
-7.20%
1978
+14.19%
-7.84%
+11.35%
-10.24%
1977
+6.78%
-3.89%
-1.78%
-6.78%
1976
+6.79%
-7.97%
+22.91%
-2.35%