Gold vs Andrew Tobias 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 Andrew Tobias Portfolio obtained a 6.28% compound annual return, with a 9.90% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Andrew Tobias Portfolio
Risk Very High High
Asset Allocation Stocks 0% 66.67%
Fixed Income 0% 33.33%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.28%
Std Dev 15.53% 9.90%
Max Drawdown -42.91% -36.42%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1970

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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 +7.66
Andrew Tobias Portfolio -1.37 +3.36 +2.01 +5.03 +5.80 +6.28 +8.55
(*) 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).

Andrew Tobias Portfolio: an investment of 1000$, since June 1993, now would be worth 6216.97$, with a total return of 521.70% (6.28% annualized).

Gold Portfolio: an investment of 1000$, since January 1970, now would be worth 51578.26$, with a total return of 5057.83% (7.66% annualized).

Andrew Tobias Portfolio: an investment of 1000$, since January 1970, now would be worth 80084.48$, with a total return of 7908.45% (8.55% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Andrew Tobias Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-36.42% Nov 2007 Feb 2009
-25.91% Apr 2000 Sep 2002
-25.83% Mar 2008 Oct 2008
-18.85% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-13.71% Jan 2020 Mar 2020
-13.69% May 2011 Sep 2011
-11.51% Aug 1993 Sep 1993
-9.73% Jul 1998 Aug 1998
-8.88% Feb 2018 Dec 2018
-8.81% Jun 2015 Feb 2016
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010

Drawdown comparison chart since January 1970.

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Gold Portfolio
Andrew Tobias Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-44.24% Jan 1975 Aug 1976
-42.91% Sep 2011 Dec 2015
-36.42% Nov 2007 Feb 2009
-29.06% Jan 1973 Sep 1974
-25.91% Apr 2000 Sep 2002
-25.83% Mar 2008 Oct 2008
-24.27% Feb 1980 Mar 1980
-20.49% Jul 1973 Oct 1973
-20.28% Nov 1978 Nov 1978
-18.85% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-16.62% Apr 1974 Jun 1974
-14.84% Mar 1970 Jun 1970
-14.68% Sep 1987 Nov 1987
-13.71% Jan 2020 Mar 2020
-13.69% May 2011 Sep 2011
-12.76% Jan 1990 Sep 1990
-10.17% Dec 1981 Jul 1982
-9.73% Jul 1998 Aug 1998

Yearly Returns

Yearly return comparison. Common historical serie start from January 1970.

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Year Gold Portfolio Andrew Tobias Portfolio
2023
 +7.47% +5.92%
2022
 -0.77% -12.58%
2021
 -4.15% +12.14%
2020
 +24.81% +10.55%
2019
 +17.86% +18.69%
2018
 -1.94% -5.85%
2017
 +12.81% +15.52%
2016
 +8.03% +5.01%
2015
 -10.67% -0.07%
2014
 -2.19% +2.26%
2013
 -28.33% +18.36%
2012
 +6.60% +11.85%
2011
 +9.57% -3.28%
2010
 +29.27% +9.28%
2009
 +24.03% +18.73%
2008
 +4.92% -23.80%
2007
 +30.45% +7.55%
2006
 +22.55% +15.13%
2005
 +17.76% +7.05%
2004
 +4.65% +10.80%
2003
 +19.89% +24.42%
2002
 +25.57% -9.29%
2001
 +0.75% -8.37%
2000
 -5.44% -5.34%
1999
 +0.85% +21.21%
1998
 -0.83% +15.71%
1997
 -21.41% +12.04%
1996
 -4.59% +10.01%
1995
 +0.98% +17.29%
1994
 -2.17% +3.04%
1993
 +17.68% +15.62%
1992
 -5.73% +0.36%
1991
 -8.56% +17.79%
1990
 -3.11% -6.98%
1989
 -2.84% +17.49%
1988
 -15.26% +16.22%
1987
 +24.53% +12.63%
1986
 +18.96% +29.43%
1985
 +6.00% +33.71%
1984
 -19.38% +7.84%
1983
 -16.31% +18.09%
1982
 +14.94% +13.56%
1981
 -32.60% +2.58%
1980
 +15.19% +21.48%
1979
 +126.55% +12.34%
1978
 +37.01% +14.77%
1977
 +22.64% +5.85%
1976
 -4.10% +12.36%
1975
 -24.80% +27.33%
1974
 +66.15% -14.69%
1973
 +72.96% -9.53%
1972
 +49.02% +19.26%
1971
 +16.70% +18.25%
1970
 +6.16% +2.21%