Gold vs Frank Armstrong Ideal Index 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 Frank Armstrong Ideal Index Portfolio obtained a 6.58% compound annual return, with a 10.60% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Frank Armstrong Ideal Index Portfolio
Risk Very High High
Asset Allocation Stocks 0% 70%
Fixed Income 0% 30%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.58%
Std Dev 15.53% 10.60%
Max Drawdown -42.91% -40.11%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1970

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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 +7.66
Frank Armstrong Ideal Index Portfolio -2.17 -0.94 -2.80 +3.70 +5.25 +6.58 +9.10
(*) 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).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since June 1993, now would be worth 6770.66$, with a total return of 577.07% (6.58% 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).

Frank Armstrong Ideal Index Portfolio: an investment of 1000$, since January 1970, now would be worth 104828.96$, with a total return of 10382.90% (9.10% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Frank Armstrong Ideal Index Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-40.11% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-18.25% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-17.16% Jan 2020 Mar 2020
-16.33% Feb 2001 Sep 2002
-15.51% May 2011 Sep 2011
-12.21% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-9.48% Sep 2018 Dec 2018
-8.72% 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
-5.59% Sep 2000 Nov 2000
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1970.

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Gold Portfolio
Frank Armstrong Ideal Index 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
-40.11% Nov 2007 Feb 2009
-27.37% Jan 1973 Sep 1974
-25.83% Mar 2008 Oct 2008
-24.27% Feb 1980 Mar 1980
-20.49% Jul 1973 Oct 1973
-20.28% Nov 1978 Nov 1978
-18.25% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-17.16% Jan 2020 Mar 2020
-16.62% Apr 1974 Jun 1974
-16.33% Feb 2001 Sep 2002
-15.93% Jan 1970 Jun 1970
-15.51% May 2011 Sep 2011
-14.90% Sep 1987 Nov 1987
-14.74% Jan 1990 Sep 1990
-12.21% May 1998 Aug 1998
-9.55% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1970.

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Year Gold Portfolio Frank Armstrong Ideal Index Portfolio
2023
+7.47% +1.79%
2022
-0.77% -11.91%
2021
-4.15% +13.98%
2020
+24.81% +6.95%
2019
+17.86% +17.96%
2018
-1.94% -6.68%
2017
+12.81% +13.88%
2016
+8.03% +9.05%
2015
-10.67% -1.66%
2014
-2.19% +4.16%
2013
-28.33% +16.03%
2012
+6.60% +12.36%
2011
+9.57% -2.98%
2010
+29.27% +13.00%
2009
+24.03% +21.58%
2008
+4.92% -24.86%
2007
+30.45% +5.91%
2006
+22.55% +17.74%
2005
+17.76% +8.40%
2004
+4.65% +14.62%
2003
+19.89% +26.78%
2002
+25.57% -7.53%
2001
+0.75% -3.80%
2000
-5.44% +2.04%
1999
+0.85% +13.53%
1998
-0.83% +8.85%
1997
-21.41% +12.22%
1996
-4.59% +11.54%
1995
+0.98% +16.29%
1994
-2.17% +1.99%
1993
+17.68% +17.70%
1992
-5.73% +3.75%
1991
-8.56% +20.38%
1990
-3.11% -9.45%
1989
-2.84% +15.59%
1988
-15.26% +17.45%
1987
+24.53% +10.19%
1986
+18.96% +28.89%
1985
+6.00% +31.78%
1984
-19.38% +7.88%
1983
-16.31% +21.11%
1982
+14.94% +16.37%
1981
-32.60% +4.16%
1980
+15.19% +22.04%
1979
+126.55% +17.78%
1978
+37.01% +15.30%
1977
+22.64% +9.26%
1976
-4.10% +18.88%
1975
-24.80% +28.38%
1974
+66.15% -13.41%
1973
+72.96% -10.09%
1972
+49.02% +17.91%
1971
+16.70% +17.25%
1970
+6.16% +0.66%