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 No Brainer Portfolio obtained a 7.30% compound annual return, with a 11.63% standard deviation, in the last 30 Years.
Summary
| Gold Portfolio | Bill Bernstein No Brainer Portfolio | ||
|---|---|---|---|
| Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 75% |
| Fixed Income | 0% | 25% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.37% | +7.30% |
| Std Dev | 15.53% | 11.63% | |
| Max Drawdown | -42.91% | -40.40% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1970
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | -1.34 | +10.62 | +6.53 | +8.17 | +3.13 | +5.37 | +7.66 |
| Bill Bernstein No Brainer Portfolio | -1.18 | -0.08 | -1.20 | +4.76 | +6.68 | +7.30 | +9.38 |
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 No Brainer Portfolio: an investment of 1000$, since June 1993, now would be worth 8284.04$, with a total return of 728.40% (7.30% 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).
Bill Bernstein No Brainer Portfolio: an investment of 1000$, since January 1970, now would be worth 119994.17$, with a total return of 11899.42% (9.38% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Gold Portfolio |
Bill Bernstein No Brainer Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -42.91% | Sep 2011 | Dec 2015 | |||
| -40.40% | Nov 2007 | Feb 2009 | |||
| -37.17% | Feb 1996 | Aug 1999 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -24.46% | Apr 2000 | Sep 2002 | |||
| -19.76% | Jan 2022 | Sep 2022 | |||
| -18.24% | Jan 2020 | Mar 2020 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -16.20% | May 2011 | Sep 2011 | |||
| -13.95% | May 1998 | Aug 1998 | |||
| -11.92% | Sep 2018 | Dec 2018 | |||
| -11.51% | Aug 1993 | Sep 1993 | |||
| -9.17% | 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.
Gold Portfolio |
Bill Bernstein No Brainer 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 | |||
| -40.40% | Nov 2007 | Feb 2009 | |||
| -33.61% | Jan 1973 | Sep 1974 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -24.46% | Apr 2000 | Sep 2002 | |||
| -24.27% | Feb 1980 | Mar 1980 | |||
| -20.49% | Jul 1973 | Oct 1973 | |||
| -20.28% | Nov 1978 | Nov 1978 | |||
| -19.76% | Jan 2022 | Sep 2022 | |||
| -19.71% | Sep 1987 | Nov 1987 | |||
| -18.24% | Jan 2020 | Mar 2020 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -17.57% | Jan 1970 | Jun 1970 | |||
| -16.62% | Apr 1974 | Jun 1974 | |||
| -16.20% | May 2011 | Sep 2011 | |||
| -14.76% | Jan 1990 | Sep 1990 | |||
| -13.95% | May 1998 | Aug 1998 | |||
| -11.92% | Sep 2018 | Dec 2018 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1970.
| Year | Gold Portfolio | Bill Bernstein No Brainer Portfolio |
|---|---|---|
| 2023 |
+7.47% | +3.63% |
| 2022 |
-0.77% | -13.89% |
| 2021 |
-4.15% | +15.39% |
| 2020 |
+24.81% | +11.61% |
| 2019 |
+17.86% | +19.82% |
| 2018 |
-1.94% | -6.41% |
| 2017 |
+12.81% | +15.70% |
| 2016 |
+8.03% | +11.03% |
| 2015 |
-10.67% | -1.35% |
| 2014 |
-2.19% | +3.78% |
| 2013 |
-28.33% | +22.10% |
| 2012 |
+6.60% | +12.91% |
| 2011 |
+9.57% | -2.59% |
| 2010 |
+29.27% | +14.15% |
| 2009 |
+24.03% | +22.80% |
| 2008 |
+4.92% | -26.26% |
| 2007 |
+30.45% | +7.14% |
| 2006 |
+22.55% | +15.27% |
| 2005 |
+17.76% | +7.66% |
| 2004 |
+4.65% | +13.66% |
| 2003 |
+19.89% | +27.39% |
| 2002 |
+25.57% | -10.88% |
| 2001 |
+0.75% | -4.49% |
| 2000 |
-5.44% | -4.63% |
| 1999 |
+0.85% | +18.99% |
| 1998 |
-0.83% | +12.24% |
| 1997 |
-21.41% | +15.88% |
| 1996 |
-4.59% | +12.52% |
| 1995 |
+0.98% | +20.57% |
| 1994 |
-2.17% | +2.49% |
| 1993 |
+17.68% | +16.21% |
| 1992 |
-5.73% | +4.40% |
| 1991 |
-8.56% | +24.11% |
| 1990 |
-3.11% | -9.08% |
| 1989 |
-2.84% | +18.78% |
| 1988 |
-15.26% | +17.83% |
| 1987 |
+24.53% | +8.39% |
| 1986 |
+18.96% | +25.39% |
| 1985 |
+6.00% | +32.35% |
| 1984 |
-19.38% | +4.70% |
| 1983 |
-16.31% | +21.16% |
| 1982 |
+14.94% | +17.74% |
| 1981 |
-32.60% | +2.36% |
| 1980 |
+15.19% | +24.96% |
| 1979 |
+126.55% | +19.11% |
| 1978 |
+37.01% | +14.56% |
| 1977 |
+22.64% | +6.69% |
| 1976 |
-4.10% | +19.98% |
| 1975 |
-24.80% | +32.96% |
| 1974 |
+66.15% | -16.80% |
| 1973 |
+72.96% | -13.98% |
| 1972 |
+49.02% | +17.61% |
| 1971 |
+16.70% | +18.87% |
| 1970 |
+6.16% | -0.89% |
