Gold vs All Country World 60/40 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 60/40 Portfolio obtained a 6.27% compound annual return, with a 9.99% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio All Country World 60/40 Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.27%
Std Dev 15.53% 9.99%
Max Drawdown -42.91% -36.70%

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 60/40 Portfolio -1.01 +2.08 -0.29 +4.38 +5.61 +6.27 +7.98
(*) 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 60/40 Portfolio: an investment of 1000$, since June 1993, now would be worth 6192.54$, with a total return of 519.25% (6.27% 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 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 19108.16$, with a total return of 1810.82% (7.98% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
All Country World 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-36.70% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-23.34% Apr 2000 Sep 2002
-21.52% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-13.80% Jan 2020 Mar 2020
-12.04% May 2011 Sep 2011
-11.51% Aug 1993 Sep 1993
-9.85% May 1998 Aug 1998
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.49% Feb 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.73% Jun 2015 Feb 2016
-6.38% Jan 2011 Jan 2011
-5.70% Apr 2012 May 2012
-5.55% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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Gold Portfolio
All Country World 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-36.70% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-23.34% Apr 2000 Sep 2002
-21.52% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-17.68% Sep 1987 Nov 1987
-14.70% Jan 1990 Sep 1990
-13.80% Jan 2020 Mar 2020
-12.04% May 2011 Sep 2011
-9.85% May 1998 Aug 1998
-8.63% May 2006 Sep 2006
-8.49% Feb 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.73% Jun 2015 Feb 2016
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.70% Apr 2012 May 2012

Yearly Returns

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

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Year Gold Portfolio All Country World 60/40 Portfolio
2023
 +7.47% +5.54%
2022
 -0.77% -16.34%
2021
 -4.15% +10.14%
2020
 +24.81% +12.48%
2019
 +17.86% +19.89%
2018
 -1.94% -5.81%
2017
 +12.81% +16.36%
2016
 +8.03% +6.82%
2015
 -10.67% -0.78%
2014
 -2.19% +4.95%
2013
 -28.33% +12.77%
2012
 +6.60% +13.25%
2011
 +9.57% -1.26%
2010
 +29.27% +10.93%
2009
 +24.03% +23.38%
2008
 +4.92% -25.21%
2007
 +30.45% +8.21%
2006
 +22.55% +13.12%
2005
 +17.76% +7.18%
2004
 +4.65% +10.41%
2003
 +19.89% +22.27%
2002
 +25.57% -8.59%
2001
 +0.75% -5.46%
2000
 -5.44% -4.61%
1999
 +0.85% +16.48%
1998
 -0.83% +15.37%
1997
 -21.41% +9.98%
1996
 -4.59% +10.14%
1995
 +0.98% +18.30%
1994
 -2.17% -0.34%
1993
 +17.68% +18.90%
1992
 -5.73% -0.34%
1991
 -8.56% +17.68%
1990
 -3.11% -8.25%
1989
 -2.84% +14.23%
1988
 -15.26% +15.88%
1987
 +24.53% +10.47%
1986
 +18.96% +31.62%
1985
 +6.00% +34.19%