Emerging Markets Stocks vs Tyler Golden Butterfly 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 Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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Emerging Markets Stocks Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 40%
Fixed Income 0% 40%
Commodities 0% 20%
30 Years Stats Return +4.45% +7.56%
Std Dev 22.53% 7.73%
Max Drawdown -60.44% -17.79%
All time Stats
(Since Jan 1976)
Return +7.41% +9.70%
Std Dev 24.03% 8.42%
Max Drawdown -60.44% -17.79%
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
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +9.70
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).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% 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).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1976, now would be worth 86.51$, with a total return of 8551.27% (9.70% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Emerging Markets Stocks Portfolio
Tyler Golden Butterfly 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
-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
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.20% Mar 1994 Mar 1994 (1) Aug 1994 (6) 7.46
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.34% Oct 2005 Oct 2005 (1) Dec 2005 (3) 3.20
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.74% Mar 1997 Apr 1997 (2) Jun 1997 (4) 2.55
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66

Drawdown comparison chart since January 1976.

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Emerging Markets Stocks Portfolio
Tyler Golden Butterfly 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
-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
-23.01% Jun 1992 Dec 1992 (7) Apr 1993 (11) 13.98
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-13.68% Feb 1980 Mar 1980 (2) Nov 1980 (10) 6.61
-11.25% Apr 2004 Jul 2004 (4) Oct 2004 (7) 7.34
-11.14% May 2006 May 2006 (1) Nov 2006 (7) 7.49
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.62% Jan 1990 Apr 1990 (4) Jun 1990 (6) 6.39
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.09% Dec 1980 Sep 1981 (10) Nov 1981 (12) 4.19
-9.07% Sep 1986 Sep 1986 (1) Jan 1987 (5) 4.68
-9.06% Mar 2005 Apr 2005 (2) Jul 2005 (5) 5.61

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%
-0.45%
-1.54%
2023
+8.99%
-12.51%
+11.98%
-8.07%
2022
-20.56%
-29.40%
-13.35%
-17.79%
2021
-3.61%
-11.44%
+9.35%
-2.45%
2020
+17.03%
-23.94%
+13.93%
-7.16%
2019
+18.20%
-7.82%
+18.03%
-1.83%
2018
-15.31%
-22.75%
-4.03%
-6.37%
2017
+37.28%
-0.39%
+10.96%
-0.32%
2016
+10.87%
-5.81%
+10.82%
-3.36%
2015
-16.18%
-23.20%
-3.71%
-6.25%
2014
-3.93%
-11.58%
+9.13%
-3.27%
2013
-3.69%
-13.17%
+6.26%
-3.84%
2012
+19.10%
-14.96%
+8.84%
-2.43%
2011
-18.82%
-29.09%
+8.86%
-3.00%
2010
+16.51%
-10.81%
+16.54%
-2.77%
2009
+68.93%
-14.98%
+10.77%
-10.16%
2008
-48.88%
-53.98%
-4.18%
-13.53%
2007
+33.31%
-8.97%
+9.58%
-2.06%
2006
+31.19%
-11.14%
+12.44%
-2.71%
2005
+32.62%
-9.06%
+8.04%
-1.76%
2004
+24.63%
-11.25%
+9.88%
-4.36%
2003
+57.65%
-5.76%
+18.85%
-2.72%
2002
-7.43%
-24.27%
+3.15%
-6.86%
2001
-2.88%
-30.79%
+2.71%
-4.99%
2000
-27.56%
-31.63%
+6.88%
-3.64%
1999
+61.57%
-4.87%
+4.24%
-3.38%
1998
-18.12%
-40.98%
+8.03%
-9.44%
1997
-16.82%
-27.85%
+13.09%
-2.50%
1996
+15.83%
-6.73%
+8.18%
-2.60%
1995
+0.56%
-11.22%
+21.86%
-0.40%
1994
-20.17%
-25.83%
-1.98%
-4.64%
1993
+100.42%
-5.91%
+14.50%
-1.37%
1992
-10.90%
-23.01%
+9.15%
-1.58%
1991
+111.70%
-7.61%
+19.14%
-1.63%
1990
-1.92%
-34.47%
-2.51%
-7.94%
1989
+98.20%
-6.54%
+14.78%
-0.89%
1988
+36.81%
-6.67%
+9.18%
-1.64%
1987
-46.69%
-55.33%
+5.10%
-10.93%
1986
+11.58%
-9.07%
+17.75%
-2.42%
1985
+27.58%
-4.87%
+25.09%
-1.93%
1984
+16.85%
-4.31%
+3.75%
-4.68%
1983
+14.20%
-3.85%
+11.13%
-2.46%
1982
-31.65%
-40.30%
+28.31%
-5.34%
1981
-20.21%
-22.51%
-1.23%
-8.50%
1980
+6.80%
-13.68%
+15.59%
-13.73%
1979
+19.35%
-6.39%
+38.92%
-6.53%
1978
+14.19%
-7.84%
+13.30%
-7.41%
1977
+6.78%
-3.89%
+7.87%
-1.53%
1976
+6.79%
-7.97%
+20.55%
-2.29%