European Stocks vs Dedalo Invest Dedalo Four Portfolio Comparison

Last Update: 29 February 2024

The European Stocks Portfolio obtained a 6.89% compound annual return, with a 17.88% standard deviation, in the last 30 Years.

The Dedalo Invest Dedalo Four Portfolio obtained a 8.47% compound annual return, with a 12.42% standard deviation, in the last 30 Years.

Summary

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European Stocks Portfolio Dedalo Invest Dedalo Four Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +6.89% +8.47%
Std Dev 17.88% 12.42%
Max Drawdown -59.77% -43.94%
All time Stats
(Since Jan 1985)
Return +9.84% +9.90%
Std Dev 17.89% 12.51%
Max Drawdown -59.77% -43.94%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
European Stocks Portfolio +2.40 +8.31 +12.91 +7.52 +4.24 +6.89 +9.84
Dedalo Invest Dedalo Four Portfolio +3.94 +11.09 +22.58 +10.41 +9.22 +8.47 +9.90
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

European Stocks Portfolio: an investment of 1$, since March 1994, now would be worth 7.39$, with a total return of 638.80% (6.89% annualized).

Dedalo Invest Dedalo Four Portfolio: an investment of 1$, since March 1994, now would be worth 11.45$, with a total return of 1045.08% (8.47% annualized).

European Stocks Portfolio: an investment of 1$, since January 1985, now would be worth 39.53$, with a total return of 3853.06% (9.84% annualized).

Dedalo Invest Dedalo Four Portfolio: an investment of 1$, since January 1985, now would be worth 40.32$, with a total return of 3932.09% (9.90% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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European Stocks Portfolio
Dedalo Invest Dedalo Four Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-59.77% Nov 2007 Feb 2009 (16) Apr 2014 (78) 30.21
-45.88% Apr 2000 Sep 2002 (30) Dec 2004 (57) 25.84
-43.94% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.64
-33.87% Apr 2000 Sep 2002 (30) Jul 2005 (64) 17.15
-30.98% Sep 2021 Sep 2022 (13) Dec 2023 (28) 12.78
-25.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.06
-22.61% Jan 2022 Sep 2022 (9) Jan 2024 (25) 11.91
-20.91% Jun 2014 Feb 2016 (21) May 2017 (36) 11.28
-19.44% Feb 2018 Dec 2018 (11) Dec 2019 (23) 9.54
-17.08% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.46
-16.03% Aug 1998 Sep 1998 (2) Apr 1999 (9) 7.40
-14.59% May 2011 Sep 2011 (5) Feb 2012 (10) 6.53
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.38
-10.89% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.05
-7.84% Jun 2015 Sep 2015 (4) Jun 2016 (13) 4.16
-7.18% Jan 2000 Jan 2000 (1) Mar 2000 (3) 3.76
-6.06% Apr 2012 May 2012 (2) Aug 2012 (5) 2.81
-5.68% Aug 1997 Aug 1997 (1) Sep 1997 (2) 3.28
-5.18% May 1994 Jun 1994 (2) Aug 1994 (4) 2.96
-4.95% Oct 1997 Oct 1997 (1) Jan 1998 (4) 2.75

Drawdown comparison chart since January 1985.

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European Stocks Portfolio
Dedalo Invest Dedalo Four Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-59.77% Nov 2007 Feb 2009 (16) Apr 2014 (78) 30.21
-45.88% Apr 2000 Sep 2002 (30) Dec 2004 (57) 25.84
-43.94% Nov 2007 Feb 2009 (16) Apr 2011 (42) 20.64
-33.87% Apr 2000 Sep 2002 (30) Jul 2005 (64) 17.15
-30.98% Sep 2021 Sep 2022 (13) Dec 2023 (28) 12.78
-25.65% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.06
-23.64% Sep 1987 Nov 1987 (3) Apr 1989 (20) 11.25
-23.15% Oct 1987 Nov 1987 (2) Jul 1989 (22) 13.00
-22.61% Jan 2022 Sep 2022 (9) Jan 2024 (25) 11.91
-20.91% Jun 2014 Feb 2016 (21) May 2017 (36) 11.28
-20.21% Aug 1990 Sep 1990 (2) May 1992 (22) 10.46
-19.44% Feb 2018 Dec 2018 (11) Dec 2019 (23) 9.54
-17.08% Jan 2020 Mar 2020 (3) Jul 2020 (7) 7.46
-16.03% Aug 1998 Sep 1998 (2) Apr 1999 (9) 7.40
-14.59% May 2011 Sep 2011 (5) Feb 2012 (10) 6.53
-13.47% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.79
-13.02% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.38
-12.85% Jun 1992 Nov 1992 (6) Aug 1993 (15) 7.00
-10.89% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.05
-8.83% May 1986 May 1986 (1) Aug 1986 (4) 5.18

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
+1.15%
-1.23%
+4.46%
0.00%
2023
+20.21%
-11.19%
+21.59%
-7.93%
2022
-16.00%
-30.58%
-17.79%
-22.61%
2021
+16.88%
-5.48%
+18.23%
-3.79%
2020
+6.11%
-25.65%
+16.65%
-17.08%
2019
+24.86%
-5.67%
+25.15%
-4.94%
2018
-14.91%
-19.44%
-4.75%
-10.89%
2017
+26.99%
-0.51%
+18.27%
0.00%
2016
-0.37%
-8.60%
+10.11%
-4.36%
2015
-1.94%
-11.47%
-0.03%
-7.84%
2014
-7.10%
-11.75%
+9.57%
-2.57%
2013
+24.38%
-4.42%
+23.97%
-2.47%
2012
+21.57%
-14.17%
+15.24%
-6.06%
2011
-11.64%
-27.74%
+0.38%
-14.59%
2010
+6.05%
-17.10%
+14.56%
-9.97%
2009
+31.33%
-22.78%
+27.11%
-14.50%
2008
-44.71%
-48.36%
-31.69%
-33.57%
2007
+13.24%
-5.77%
+6.36%
-4.00%
2006
+33.06%
-2.93%
+13.92%
-2.83%
2005
+9.26%
-4.49%
+6.67%
-3.03%
2004
+20.86%
-3.93%
+11.58%
-2.89%
2003
+38.70%
-9.25%
+25.61%
-3.07%
2002
-17.95%
-25.96%
-14.53%
-20.29%
2001
-20.30%
-27.21%
-8.18%
-18.23%
2000
-8.21%
-14.23%
-7.75%
-11.63%
1999
+16.66%
-4.90%
+19.40%
-4.12%
1998
+28.86%
-16.03%
+21.20%
-13.02%
1997
+24.23%
-5.68%
+19.31%
-3.98%
1996
+21.25%
-1.20%
+15.19%
-3.83%
1995
+22.28%
-3.97%
+28.15%
-0.80%
1994
+1.88%
-7.00%
-0.84%
-6.74%
1993
+29.13%
-2.19%
+14.65%
-2.25%
1992
-3.32%
-12.85%
+5.71%
-3.01%
1991
+12.40%
-12.16%
+26.33%
-4.18%
1990
-3.87%
-20.21%
-6.56%
-13.47%
1989
+28.18%
-6.85%
+21.48%
-2.05%
1988
+13.69%
-6.81%
+16.58%
-2.92%
1987
+7.05%
-23.15%
+6.29%
-23.64%
1986
+40.96%
-8.83%
+21.95%
-6.19%
1985
+78.72%
0.00%
+32.60%
-2.61%