Gold vs Dynamic 40/60 Income 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 Dynamic 40/60 Income Portfolio obtained a 6.88% compound annual return, with a 8.02% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Gold Portfolio Dynamic 40/60 Income Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 40%
Fixed Income 0% 60%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.88%
Std Dev 15.53% 8.02%
Max Drawdown -42.91% -29.84%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1992

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Gold Portfolio -1.34 +10.62 +6.53 +8.17 +3.13 +5.37 +5.35
Dynamic 40/60 Income Portfolio -0.94 +0.55 -2.03 +2.88 +4.02 +6.88 +7.18
(*) 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).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since June 1993, now would be worth 7356.70$, with a total return of 635.67% (6.88% annualized).

Gold Portfolio: an investment of 1000$, since January 1992, now would be worth 5134.39$, with a total return of 413.44% (5.35% annualized).

Dynamic 40/60 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8836.24$, with a total return of 783.62% (7.18% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Gold Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-29.84% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-17.33% Jan 2022 Sep 2022
-12.42% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-9.38% May 1998 Aug 1998
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.38% Jan 2011 Jan 2011
-5.36% Feb 1994 Jun 1994
-5.22% Jun 2009 Jun 2009
-5.09% Oct 2018 Dec 2018
-5.09% Jul 2010 Jul 2010

Drawdown comparison chart since January 1992.

Swipe left to see all data
Gold Portfolio
Dynamic 40/60 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-29.84% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-17.33% Jan 2022 Sep 2022
-12.42% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-9.38% May 1998 Aug 1998
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.45% Aug 1992 Feb 1993
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.19% Jun 2011 Sep 2011
-6.73% May 2002 Jul 2002
-6.38% Jan 2011 Jan 2011
-5.36% Feb 1994 Jun 1994
-5.22% Jun 2009 Jun 2009
-5.09% Oct 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

Swipe left to see all data
Year Gold Portfolio Dynamic 40/60 Income Portfolio
2023
 +7.47% +3.06%
2022
 -0.77% -14.37%
2021
 -4.15% +6.72%
2020
 +24.81% +8.28%
2019
 +17.86% +15.91%
2018
 -1.94% -3.18%
2017
 +12.81% +9.18%
2016
 +8.03% +7.53%
2015
 -10.67% +0.21%
2014
 -2.19% +7.01%
2013
 -28.33% +6.13%
2012
 +6.60% +12.70%
2011
 +9.57% +2.96%
2010
 +29.27% +11.25%
2009
 +24.03% +22.37%
2008
 +4.92% -14.80%
2007
 +30.45% +0.88%
2006
 +22.55% +9.18%
2005
 +17.76% +5.23%
2004
 +4.65% +8.41%
2003
 +19.89% +21.64%
2002
 +25.57% +1.03%
2001
 +0.75% +8.71%
2000
 -5.44% +3.43%
1999
 +0.85% +11.02%
1998
 -0.83% +6.04%
1997
 -21.41% +16.36%
1996
 -4.59% +16.81%
1995
 +0.98% +23.17%
1994
 -2.17% -3.19%
1993
 +17.68% +14.73%
1992
 -5.73% +12.95%