Last Update: 31 March 2024
The Gold Portfolio obtained a 5.69% compound annual return, with a 15.51% standard deviation, in the last 30 Years.
The Bill Bernstein Coward's Portfolio obtained a 7.19% compound annual return, with a 9.08% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Bill Bernstein Coward's Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 60% |
| Fixed Income | 0% | 40% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +7.19% |
| Std Dev | 15.51% | 9.08% | |
| Max Drawdown | -42.91% | -32.68% | |
| All time Stats (Since Jan 1976) |
Return | +5.71% | +9.71% |
| Std Dev | 18.41% | 9.27% | |
| Max Drawdown | -61.78% | -32.68% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1976
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | +8.67 | +19.99 | +12.28 | +11.01 | +5.23 | +5.69 | +5.71 |
| Bill Bernstein Coward's Portfolio | +2.10 | +11.97 | +11.82 | +6.35 | +5.76 | +7.19 | +9.71 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Gold Portfolio: an investment of 1$, since April 1994,
now would be worth 5.26$, with a total return of 425.67%
(5.69% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994, now would be worth 8.02$, with a total return of 702.26% (7.19% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since April 1994, now would be worth 8.02$, with a total return of 702.26% (7.19% annualized).
Gold Portfolio: an investment of 1$, since January 1976,
now would be worth 14.59$, with a total return of 1358.77%
(5.71% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1976, now would be worth 87.55$, with a total return of 8655.01% (9.71% annualized).
Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1976, now would be worth 87.55$, with a total return of 8655.01% (9.71% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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|
Gold Portfolio
|
Bill Bernstein Coward's Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -8.64% | Dec 2004 | May 2005 (6) | Sep 2005 (10) | 5.30 | |||||
| -8.63% | May 2006 | Sep 2006 (5) | Feb 2007 (10) | 4.31 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -8.31% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 5.49 | |||||
| -6.38% | Jan 2011 | Jan 2011 (1) | Mar 2011 (3) | 3.21 | |||||
| -6.36% | Jun 2015 | Feb 2016 (9) | Jun 2016 (13) | 3.44 | |||||
| -5.22% | Jun 2009 | Jun 2009 (1) | Sep 2009 (4) | 2.98 | |||||
| -5.09% | Jul 2010 | Jul 2010 (1) | Aug 2010 (2) | 2.94 | |||||
| -5.08% | Apr 2012 | May 2012 (2) | Sep 2012 (6) | 2.24 | |||||
Drawdown comparison chart since January 1976.
Swipe left to see all data
|
Gold Portfolio
|
Bill Bernstein Coward's Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -61.78% | Oct 1980 | Aug 1999 (227) | Apr 2007 (319) | 44.50 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -32.68% | Nov 2007 | Feb 2009 (16) | Dec 2010 (38) | 14.09 | |||||
| -25.85% | Jan 1976 | Aug 1976 (8) | Feb 1977 (14) | 11.81 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -24.27% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 14.98 | |||||
| -20.28% | Nov 1978 | Nov 1978 (1) | Feb 1979 (4) | 9.71 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -16.51% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 7.56 | |||||
| -15.87% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 7.63 | |||||
| -14.45% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 6.29 | |||||
| -12.22% | May 2011 | Sep 2011 (5) | Mar 2012 (11) | 5.29 | |||||
| -12.10% | Feb 2001 | Sep 2002 (20) | Jul 2003 (30) | 6.41 | |||||
| -11.37% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.07 | |||||
| -10.13% | Aug 1990 | Sep 1990 (2) | Feb 1991 (7) | 5.84 | |||||
| -8.70% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.23 | |||||
| -8.41% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.73 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -7.17% | Oct 1978 | Oct 1978 (1) | Jan 1979 (4) | 4.19 | |||||
| -6.47% | Jul 1981 | Sep 1981 (3) | Nov 1981 (5) | 3.18 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.61%
|
-1.42% |
+3.23%
|
-0.85% |
| 2023 |
+12.69%
|
-7.22% |
+11.70%
|
-6.85% |
| 2022 |
-0.77%
|
-15.91% |
-10.59%
|
-15.87% |
| 2021 |
-4.15%
|
-10.32% |
+13.60%
|
-2.35% |
| 2020 |
+24.81%
|
-10.12% |
+7.17%
|
-14.45% |
| 2019 |
+17.86%
|
-4.10% |
+16.66%
|
-3.85% |
| 2018 |
-1.94%
|
-11.66% |
-4.86%
|
-8.41% |
| 2017 |
+12.81%
|
-4.09% |
+11.81%
|
-0.17% |
| 2016 |
+8.03%
|
-15.02% |
+9.49%
|
-3.00% |
| 2015 |
-10.67%
|
-17.81% |
-1.25%
|
-6.03% |
| 2014 |
-2.19%
|
-12.44% |
+5.28%
|
-2.42% |
| 2013 |
-28.33%
|
-28.33% |
+16.34%
|
-2.03% |
| 2012 |
+6.60%
|
-10.45% |
+10.41%
|
-5.08% |
| 2011 |
+9.57%
|
-14.48% |
-1.01%
|
-12.22% |
| 2010 |
+29.27%
|
-5.09% |
+11.88%
|
-7.73% |
| 2009 |
+24.03%
|
-7.20% |
+17.30%
|
-13.54% |
| 2008 |
+4.92%
|
-25.83% |
-19.19%
|
-21.50% |
| 2007 |
+30.45%
|
-4.20% |
+5.00%
|
-3.66% |
| 2006 |
+22.55%
|
-8.63% |
+14.37%
|
-2.55% |
| 2005 |
+17.76%
|
-4.91% |
+7.03%
|
-2.57% |
| 2004 |
+4.65%
|
-8.31% |
+11.54%
|
-3.15% |
| 2003 |
+19.89%
|
-8.88% |
+22.81%
|
-2.92% |
| 2002 |
+25.57%
|
-6.72% |
-5.87%
|
-11.66% |
| 2001 |
+0.75%
|
-6.10% |
-0.24%
|
-9.23% |
| 2000 |
-5.44%
|
-9.93% |
+3.08%
|
-4.74% |
| 1999 |
+0.85%
|
-11.47% |
+13.21%
|
-2.57% |
| 1998 |
-0.83%
|
-12.01% |
+8.14%
|
-11.37% |
| 1997 |
-21.41%
|
-21.41% |
+15.36%
|
-2.99% |
| 1996 |
-4.59%
|
-8.95% |
+13.57%
|
-2.72% |
| 1995 |
+0.98%
|
-2.46% |
+20.52%
|
-1.13% |
| 1994 |
-2.17%
|
-3.91% |
-0.79%
|
-5.43% |
| 1993 |
+17.68%
|
-11.51% |
+18.11%
|
-2.29% |
| 1992 |
-5.73%
|
-6.97% |
+8.20%
|
-1.49% |
| 1991 |
-8.56%
|
-10.05% |
+26.60%
|
-3.17% |
| 1990 |
-3.11%
|
-15.14% |
-2.79%
|
-10.13% |
| 1989 |
-2.84%
|
-12.30% |
+22.00%
|
-1.82% |
| 1988 |
-15.26%
|
-18.05% |
+15.53%
|
-1.90% |
| 1987 |
+24.53%
|
-1.97% |
+2.17%
|
-16.51% |
| 1986 |
+18.96%
|
-8.14% |
+18.48%
|
-3.70% |
| 1985 |
+6.00%
|
-6.67% |
+27.16%
|
-1.60% |
| 1984 |
-19.38%
|
-21.80% |
+10.60%
|
-3.73% |
| 1983 |
-16.31%
|
-23.52% |
+19.35%
|
-1.56% |
| 1982 |
+14.94%
|
-20.13% |
+19.01%
|
-3.70% |
| 1981 |
-32.60%
|
-32.60% |
+5.61%
|
-6.47% |
| 1980 |
+15.19%
|
-24.27% |
+19.78%
|
-8.70% |
| 1979 |
+126.55%
|
-4.46% |
+17.26%
|
-6.40% |
| 1978 |
+37.01%
|
-20.28% |
+10.37%
|
-7.17% |
| 1977 |
+22.64%
|
-4.00% |
+5.22%
|
-2.06% |
| 1976 |
-4.10%
|
-25.85% |
+21.33%
|
-2.37% |
