Gold vs Bill Bernstein Coward's 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 Bill Bernstein Coward's Portfolio obtained a 6.94% compound annual return, with a 9.02% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Bill Bernstein Coward's Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.94%
Std Dev 15.53% 9.02%
Max Drawdown -42.91% -32.68%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1976

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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 +5.55
Bill Bernstein Coward's Portfolio -1.53 -0.78 -2.13 +4.09 +5.45 +6.94 +9.60
(*) 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).

Bill Bernstein Coward's Portfolio: an investment of 1000$, since June 1993, now would be worth 7491.97$, with a total return of 649.20% (6.94% annualized).

Gold Portfolio: an investment of 1000$, since January 1976, now would be worth 12928.40$, with a total return of 1192.84% (5.55% annualized).

Bill Bernstein Coward's Portfolio: an investment of 1000$, since January 1976, now would be worth 77363.70$, with a total return of 7636.37% (9.60% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Bill Bernstein Coward's Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-32.68% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-15.87% Jan 2022 Sep 2022
-14.45% Jan 2020 Mar 2020
-12.22% May 2011 Sep 2011
-12.10% Feb 2001 Sep 2002
-11.51% Aug 1993 Sep 1993
-11.37% May 1998 Aug 1998
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.41% Sep 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-6.38% Jan 2011 Jan 2011
-6.36% Jun 2015 Feb 2016
-5.43% Feb 1994 Mar 1994
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1976.

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Gold Portfolio
Bill Bernstein Coward's Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-42.91% Sep 2011 Dec 2015
-32.68% Nov 2007 Feb 2009
-25.85% Jan 1976 Aug 1976
-25.83% Mar 2008 Oct 2008
-24.27% Feb 1980 Mar 1980
-20.28% Nov 1978 Nov 1978
-18.08% Aug 2020 Oct 2022
-16.51% Sep 1987 Nov 1987
-15.87% Jan 2022 Sep 2022
-14.45% Jan 2020 Mar 2020
-12.22% May 2011 Sep 2011
-12.10% Feb 2001 Sep 2002
-11.37% May 1998 Aug 1998
-10.13% Aug 1990 Sep 1990
-8.70% Feb 1980 Mar 1980
-8.41% Sep 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-7.17% Oct 1978 Oct 1978
-6.47% Jul 1981 Sep 1981

Yearly Returns

Yearly return comparison. Common historical serie start from January 1976.

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Year Gold Portfolio Bill Bernstein Coward's Portfolio
2023
 +7.47% +1.89%
2022
 -0.77% -10.59%
2021
 -4.15% +13.60%
2020
 +24.81% +7.17%
2019
 +17.86% +16.66%
2018
 -1.94% -4.86%
2017
 +12.81% +11.81%
2016
 +8.03% +9.49%
2015
 -10.67% -1.25%
2014
 -2.19% +5.28%
2013
 -28.33% +16.34%
2012
 +6.60% +10.41%
2011
 +9.57% -1.01%
2010
 +29.27% +11.88%
2009
 +24.03% +17.30%
2008
 +4.92% -19.19%
2007
 +30.45% +5.00%
2006
 +22.55% +14.37%
2005
 +17.76% +7.03%
2004
 +4.65% +11.54%
2003
 +19.89% +22.81%
2002
 +25.57% -5.87%
2001
 +0.75% -0.24%
2000
 -5.44% +3.08%
1999
 +0.85% +13.21%
1998
 -0.83% +8.14%
1997
 -21.41% +15.36%
1996
 -4.59% +13.57%
1995
 +0.98% +20.52%
1994
 -2.17% -0.79%
1993
 +17.68% +18.11%
1992
 -5.73% +8.20%
1991
 -8.56% +26.60%
1990
 -3.11% -2.79%
1989
 -2.84% +22.00%
1988
 -15.26% +15.53%
1987
 +24.53% +2.17%
1986
 +18.96% +18.48%
1985
 +6.00% +27.16%
1984
 -19.38% +10.60%
1983
 -16.31% +19.35%
1982
 +14.94% +19.01%
1981
 -32.60% +5.61%
1980
 +15.19% +19.78%
1979
 +126.55% +17.26%
1978
 +37.01% +10.37%
1977
 +22.64% +5.22%
1976
 -4.10% +21.33%