Gold vs Dynamic 60/40 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 60/40 Income Portfolio obtained a 6.83% compound annual return, with a 9.22% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Dynamic 60/40 Income Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.83%
Std Dev 15.53% 9.22%
Max Drawdown -42.91% -41.44%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1992

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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 +5.35
Dynamic 60/40 Income Portfolio -1.48 -0.83 -4.63 +3.97 +4.90 +6.83 +7.21
(*) 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 60/40 Income Portfolio: an investment of 1000$, since June 1993, now would be worth 7253.33$, with a total return of 625.33% (6.83% 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 60/40 Income Portfolio: an investment of 1000$, since January 1992, now would be worth 8920.50$, with a total return of 792.05% (7.21% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Dynamic 60/40 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-41.44% Jun 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-18.21% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.24% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-10.41% Jun 2011 Sep 2011
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.02% Jul 1998 Aug 1998
-6.80% Feb 1994 Nov 1994
-6.80% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-6.19% Apr 2002 Oct 2002
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010

Drawdown comparison chart since January 1992.

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Gold Portfolio
Dynamic 60/40 Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-41.44% Jun 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-18.21% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.24% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-10.41% Jun 2011 Sep 2011
-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
-7.02% Jul 1998 Aug 1998
-6.80% Feb 1994 Nov 1994
-6.80% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-6.19% Apr 2002 Oct 2002
-5.22% Jun 2009 Jun 2009

Yearly Returns

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

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Year Gold Portfolio Dynamic 60/40 Income Portfolio
2023
 +7.47% +2.34%
2022
 -0.77% -15.89%
2021
 -4.15% +15.27%
2020
 +24.81% +6.26%
2019
 +17.86% +18.59%
2018
 -1.94% -3.28%
2017
 +12.81% +8.11%
2016
 +8.03% +7.39%
2015
 -10.67% +0.49%
2014
 -2.19% +11.87%
2013
 -28.33% +8.15%
2012
 +6.60% +12.84%
2011
 +9.57% +3.16%
2010
 +29.27% +14.75%
2009
 +24.03% +25.31%
2008
 +4.92% -21.78%
2007
 +30.45% -3.54%
2006
 +22.55% +14.28%
2005
 +17.76% +5.27%
2004
 +4.65% +12.11%
2003
 +19.89% +22.26%
2002
 +25.57% -0.78%
2001
 +0.75% +5.55%
2000
 -5.44% +5.79%
1999
 +0.85% +4.89%
1998
 -0.83% +5.13%
1997
 -21.41% +16.74%
1996
 -4.59% +16.21%
1995
 +0.98% +20.42%
1994
 -2.17% -3.20%
1993
 +17.68% +14.00%
1992
 -5.73% +13.92%