Gold vs All Country World 40/60 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 40/60 Portfolio obtained a 6.07% compound annual return, with a 7.54% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio All Country World 40/60 Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 40%
Fixed Income 0% 60%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.07%
Std Dev 15.53% 7.54%
Max Drawdown -42.91% -25.16%

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 40/60 Portfolio -0.91 +1.78 -0.88 +3.14 +4.31 +6.07 +7.67
(*) 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 40/60 Portfolio: an investment of 1000$, since June 1993, now would be worth 5861.52$, with a total return of 486.15% (6.07% 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 40/60 Portfolio: an investment of 1000$, since January 1985, now would be worth 17114.29$, with a total return of 1611.43% (7.67% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
All Country World 40/60 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
-25.16% Nov 2007 Feb 2009
-19.51% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-11.51% Aug 1993 Sep 1993
-10.07% Feb 2020 Mar 2020
-9.09% Feb 2001 Sep 2002
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.33% May 1998 Aug 1998
-6.92% May 2011 Sep 2011
-6.38% Jan 2011 Jan 2011
-5.70% Feb 1994 Jun 1994
-5.40% Feb 2018 Dec 2018
-5.22% Jun 2009 Jun 2009
-5.18% May 2015 Sep 2015

Drawdown comparison chart since January 1985.

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Gold Portfolio
All Country World 40/60 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
-25.16% Nov 2007 Feb 2009
-19.51% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-12.43% Sep 1987 Nov 1987
-10.07% Feb 2020 Mar 2020
-9.41% Jan 1990 Sep 1990
-9.09% Feb 2001 Sep 2002
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.33% May 1998 Aug 1998
-6.92% May 2011 Sep 2011
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.70% Feb 1994 Jun 1994
-5.40% Feb 2018 Dec 2018
-5.22% Jun 2009 Jun 2009

Yearly Returns

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

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Year Gold Portfolio All Country World 40/60 Portfolio
2023
 +7.47% +4.61%
2022
 -0.77% -15.50%
2021
 -4.15% +6.07%
2020
 +24.81% +10.42%
2019
 +17.86% +16.42%
2018
 -1.94% -3.84%
2017
 +12.81% +12.29%
2016
 +8.03% +5.97%
2015
 -10.67% -0.23%
2014
 -2.19% +5.59%
2013
 -28.33% +7.68%
2012
 +6.60% +11.32%
2011
 +9.57% +1.87%
2010
 +29.27% +9.86%
2009
 +24.03% +18.75%
2008
 +4.92% -16.04%
2007
 +30.45% +7.49%
2006
 +22.55% +10.29%
2005
 +17.76% +6.35%
2004
 +4.65% +8.97%
2003
 +19.89% +17.60%
2002
 +25.57% -2.62%
2001
 +0.75% +0.44%
2000
 -5.44% +0.63%
1999
 +0.85% +12.23%
1998
 -0.83% +13.08%
1997
 -21.41% +8.51%
1996
 -4.59% +9.74%
1995
 +0.98% +19.00%
1994
 -2.17% -1.94%
1993
 +17.68% +17.30%
1992
 -5.73% +2.84%
1991
 -8.56% +18.05%
1990
 -3.11% -3.06%
1989
 -2.84% +13.76%
1988
 -15.26% +13.22%
1987
 +24.53% +7.38%
1986
 +18.96% +26.10%
1985
 +6.00% +30.46%