Gold vs All Country World 20/80 Portfolio Comparison

Last Update: 31 May 2023

The Gold Portfolio obtained a 5.37% compound annual return, with a 15.53% standard deviation, in the last 30 Years.

The All Country World 20/80 Portfolio obtained a 5.75% compound annual return, with a 5.54% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio All Country World 20/80 Portfolio
Risk Very High Low
Asset Allocation Stocks 0% 20%
Fixed Income 0% 80%
Commodities 100% 0%
30 Years Stats Return +5.37% +5.75%
Std Dev 15.53% 5.54%
Max Drawdown -42.91% -17.97%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +4.72
All Country World 20/80 Portfolio -0.81 +1.46 -1.47 +1.85 +2.97 +5.75 +7.24
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Gold Portfolio: an investment of 1000$, since June 1993, now would be worth 4803.84$, with a total return of 380.38% (5.37% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since June 1993, now would be worth 5349.48$, with a total return of 434.95% (5.75% annualized).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% annualized).

All Country World 20/80 Portfolio: an investment of 1000$, since January 1985, now would be worth 14657.23$, with a total return of 1365.72% (7.24% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-17.97% Sep 2021 Sep 2022
-14.04% May 2008 Oct 2008
-11.51% Aug 1993 Sep 1993
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.55% Feb 2020 Mar 2020
-6.38% Jan 2011 Jan 2011
-6.27% Feb 1994 Jun 1994
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010
-4.90% Jan 2004 Feb 2004
-4.73% Aug 1998 Aug 1998
-4.30% May 2013 Jun 2013
-4.20% May 2007 Jun 2007

Drawdown comparison chart since January 1985.

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Gold Portfolio
All Country World 20/80 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-17.97% Sep 2021 Sep 2022
-14.04% May 2008 Oct 2008
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-6.67% Jan 1985 Feb 1985
-6.55% Feb 2020 Mar 2020
-6.38% Jan 2011 Jan 2011
-6.27% Feb 1994 Jun 1994
-6.26% Sep 1987 Nov 1987
-5.58% Jan 1990 Apr 1990
-5.31% Aug 1990 Sep 1990
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010
-4.73% Aug 1998 Aug 1998
-4.63% Apr 1985 May 1985

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Gold Portfolio All Country World 20/80 Portfolio
2023
 +7.47% +3.68%
2022
 -0.77% -14.66%
2021
 -4.15% +2.00%
2020
 +24.81% +8.36%
2019
 +17.86% +12.96%
2018
 -1.94% -1.87%
2017
 +12.81% +8.23%
2016
 +8.03% +5.12%
2015
 -10.67% +0.31%
2014
 -2.19% +6.24%
2013
 -28.33% +2.59%
2012
 +6.60% +9.39%
2011
 +9.57% +4.99%
2010
 +29.27% +8.78%
2009
 +24.03% +14.11%
2008
 +4.92% -6.88%
2007
 +30.45% +6.77%
2006
 +22.55% +7.46%
2005
 +17.76% +5.53%
2004
 +4.65% +7.53%
2003
 +19.89% +12.92%
2002
 +25.57% +3.34%
2001
 +0.75% +6.33%
2000
 -5.44% +5.87%
1999
 +0.85% +7.97%
1998
 -0.83% +10.80%
1997
 -21.41% +7.03%
1996
 -4.59% +9.34%
1995
 +0.98% +19.70%
1994
 -2.17% -3.54%
1993
 +17.68% +15.69%
1992
 -5.73% +6.02%
1991
 -8.56% +18.43%
1990
 -3.11% +2.13%
1989
 -2.84% +13.30%
1988
 -15.26% +10.56%
1987
 +24.53% +4.29%
1986
 +18.96% +20.59%
1985
 +6.00% +26.72%