US Stocks Equal Weight vs Technology Portfolio Comparison

Last Update: 29 February 2024

The US Stocks Equal Weight Portfolio obtained a 9.62% compound annual return, with a 17.09% standard deviation, in the last 20 Years.

The Technology Portfolio obtained a 14.13% compound annual return, with a 18.37% standard deviation, in the last 20 Years.

Summary

Swipe left to see all data
US Stocks Equal Weight Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
20 Years Stats Return +9.62% +14.13%
Std Dev 17.09% 18.37%
Max Drawdown -55.58% -49.74%
All time Stats
(Since May 2003)
Return +11.03% +15.10%
Std Dev 17.00% 18.22%
Max Drawdown -55.58% -49.74%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from May 2003

Swipe left to see all data
1M 6M 1Y 5Y 10Y MAX
US Stocks Equal Weight Portfolio +4.05 +9.48 +13.01 +11.35 +10.23 +11.03
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +15.10
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

US Stocks Equal Weight Portfolio: an investment of 1$, since March 2004, now would be worth 6.28$, with a total return of 527.59% (9.62% annualized).

Technology Portfolio: an investment of 1$, since March 2004, now would be worth 14.05$, with a total return of 1305.36% (14.13% annualized).

US Stocks Equal Weight Portfolio: an investment of 1$, since May 2003, now would be worth 8.85$, with a total return of 784.94% (11.03% annualized).

Technology Portfolio: an investment of 1$, since May 2003, now would be worth 18.73$, with a total return of 1773.00% (15.10% annualized).

Drawdowns

Drawdown comparison chart since March 2004.

Swipe left to see all data
US Stocks Equal Weight Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-55.58% Jun 2007 Feb 2009 (21) Feb 2011 (45) 25.46
-49.74% Nov 2007 Feb 2009 (16) Dec 2010 (38) 25.49
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-26.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.97
-20.69% Jan 2022 Sep 2022 (9) Dec 2023 (24) 9.62
-19.88% May 2011 Sep 2011 (5) Mar 2012 (11) 8.65
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.90% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.16
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.37% Jan 2005 Apr 2005 (4) Nov 2005 (11) 5.80
-11.54% Feb 2006 Jul 2006 (6) Oct 2006 (9) 5.61
-10.79% May 2011 Sep 2011 (5) Jan 2012 (9) 4.65
-10.58% Jun 2015 Jan 2016 (8) May 2016 (12) 5.57
-9.86% Jul 2004 Aug 2004 (2) Nov 2004 (5) 5.87
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.13% Apr 2012 May 2012 (2) Aug 2012 (5) 4.19
-7.69% Apr 2012 May 2012 (2) Sep 2012 (6) 3.67

Drawdown comparison chart since May 2003.

Swipe left to see all data
US Stocks Equal Weight Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-55.58% Jun 2007 Feb 2009 (21) Feb 2011 (45) 25.46
-49.74% Nov 2007 Feb 2009 (16) Dec 2010 (38) 25.49
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-26.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 10.97
-20.69% Jan 2022 Sep 2022 (9) Dec 2023 (24) 9.62
-19.88% May 2011 Sep 2011 (5) Mar 2012 (11) 8.65
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.90% Oct 2018 Dec 2018 (3) Apr 2019 (7) 6.16
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.37% Jan 2005 Apr 2005 (4) Nov 2005 (11) 5.80
-11.54% Feb 2006 Jul 2006 (6) Oct 2006 (9) 5.61
-10.79% May 2011 Sep 2011 (5) Jan 2012 (9) 4.65
-10.58% Jun 2015 Jan 2016 (8) May 2016 (12) 5.57
-9.86% Jul 2004 Aug 2004 (2) Nov 2004 (5) 5.87
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-8.13% Apr 2012 May 2012 (2) Aug 2012 (5) 4.19
-7.69% Apr 2012 May 2012 (2) Sep 2012 (6) 3.67

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+3.16%
-0.85%
+7.20%
0.00%
2023
+13.70%
-11.92%
+54.85%
-8.42%
2022
-11.62%
-20.69%
-32.58%
-32.58%
2021
+29.41%
-3.79%
+27.42%
-5.68%
2020
+12.71%
-26.65%
+48.40%
-12.90%
2019
+28.91%
-6.93%
+38.96%
-8.23%
2018
-7.82%
-13.90%
-0.12%
-16.96%
2017
+18.51%
-1.00%
+32.66%
-2.32%
2016
+14.50%
-5.56%
+7.10%
-8.37%
2015
-2.66%
-9.53%
+9.45%
-8.88%
2014
+14.06%
-2.96%
+19.18%
-3.04%
2013
+35.54%
-2.92%
+36.63%
-2.39%
2012
+17.16%
-7.69%
+18.12%
-8.13%
2011
-0.67%
-19.88%
+3.47%
-10.79%
2010
+21.37%
-13.21%
+20.14%
-12.93%
2009
+44.64%
-18.63%
+54.68%
-7.43%
2008
-40.07%
-41.86%
-41.73%
-43.03%
2007
+0.90%
-8.90%
+19.02%
-6.83%
2006
+15.46%
-4.52%
+7.14%
-11.54%
2005
+7.41%
-5.49%
+1.57%
-12.37%
2004
+16.48%
-4.67%
+10.54%
-9.86%