Gold vs FundAdvice Ultimate Buy&Hold Portfolio Comparison

Last Update: 31 March 2024

The Gold Portfolio obtained a 5.69% compound annual return, with a 15.51% standard deviation, in the last 30 Years.

The FundAdvice Ultimate Buy&Hold Portfolio obtained a 7.06% compound annual return, with a 9.25% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio FundAdvice Ultimate Buy&Hold Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.69% +7.06%
Std Dev 15.51% 9.25%
Max Drawdown -42.91% -34.23%
All time Stats
(Since Jan 1985)		 Return +4.94% +8.97%
Std Dev 15.10% 9.54%
Max Drawdown -48.26% -34.23%
Last Update: 31 March 2024

Historical Returns as of Mar 31, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Gold Portfolio +8.67 +19.99 +12.28 +11.01 +5.23 +5.69 +4.94
FundAdvice Ultimate Buy&Hold Portfolio +2.09 +11.09 +9.14 +4.77 +4.59 +7.06 +8.97
Return over 1 year are annualized.

Capital Growth as of Mar 31, 2024

Gold Portfolio: an investment of 1$, since April 1994, now would be worth 5.26$, with a total return of 425.67% (5.69% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since April 1994, now would be worth 7.74$, with a total return of 673.99% (7.06% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.64$, with a total return of 563.62% (4.94% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1$, since January 1985, now would be worth 29.16$, with a total return of 2816.03% (8.97% annualized).

Drawdowns

Drawdown comparison chart since April 1994.

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Gold Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-37.17% Feb 1996 Aug 1999 (43) Dec 2003 (95) 24.75
-34.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.90
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-18.44% Jan 2022 Sep 2022 (9) In progress (27) 9.26
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-10.85% May 1998 Aug 1998 (4) Apr 1999 (12) 4.53
-8.84% Jun 2002 Sep 2002 (4) May 2003 (12) 6.00
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-7.07% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.06
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.29% Apr 2012 May 2012 (2) Sep 2012 (6) 2.36
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98

Drawdown comparison chart since January 1985.

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Gold Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index		 Drawdown Start Bottom
Date (#Months)		 Recovery
Date (#Months)		 Ulcer
Index
-48.26% Dec 1987 Aug 1999 (141) Dec 2005 (217) 29.64
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-34.23% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.90
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-18.44% Jan 2022 Sep 2022 (9) In progress (27) 9.26
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-16.12% Sep 1987 Nov 1987 (3) Oct 1988 (14) 7.39
-15.07% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.88
-11.54% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.74
-11.43% May 2011 Sep 2011 (5) Mar 2012 (11) 4.95
-10.85% May 1998 Aug 1998 (4) Apr 1999 (12) 4.53
-8.84% Jun 2002 Sep 2002 (4) May 2003 (12) 6.00
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.59% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.42
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.14% Oct 1986 Dec 1986 (3) Apr 1987 (7) 5.04
-7.07% Feb 2001 Sep 2001 (8) Mar 2002 (14) 3.06
-6.96% May 2015 Feb 2016 (10) Jul 2016 (15) 3.64
-6.89% Feb 1994 Jun 1994 (5) May 1995 (16) 4.69
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+7.61%
 -1.42%
+2.06%
 -1.19%
2023
+12.69%
 -7.22%
+10.81%
 -7.58%
2022
-0.77%
 -15.91%
-12.51%
 -18.44%
2021
-4.15%
 -10.32%
+11.49%
 -2.60%
2020
+24.81%
 -10.12%
+5.84%
 -15.07%
2019
+17.86%
 -4.10%
+16.24%
 -3.25%
2018
-1.94%
 -11.66%
-6.85%
 -8.59%
2017
+12.81%
 -4.09%
+13.54%
 0.00%
2016
+8.03%
 -15.02%
+8.37%
 -2.77%
2015
-10.67%
 -17.81%
-0.60%
 -6.44%
2014
-2.19%
 -12.44%
+3.11%
 -3.32%
2013
-28.33%
 -28.33%
+13.47%
 -3.12%
2012
+6.60%
 -10.45%
+12.20%
 -5.29%
2011
+9.57%
 -14.48%
-0.58%
 -11.43%
2010
+29.27%
 -5.09%
+12.72%
 -7.11%
2009
+24.03%
 -7.20%
+19.90%
 -14.20%
2008
+4.92%
 -25.83%
-20.06%
 -23.98%
2007
+30.45%
 -4.20%
+6.31%
 -4.10%
2006
+22.55%
 -8.63%
+16.25%
 -2.84%
2005
+17.76%
 -4.91%
+9.65%
 -2.20%
2004
+4.65%
 -8.31%
+16.13%
 -4.14%
2003
+19.89%
 -8.88%
+28.61%
 -2.13%
2002
+25.57%
 -6.72%
-0.14%
 -8.84%
2001
+0.75%
 -6.10%
+0.49%
 -7.07%
2000
-5.44%
 -9.93%
+4.94%
 -3.64%
1999
+0.85%
 -11.47%
+11.76%
 -2.66%
1998
-0.83%
 -12.01%
+6.47%
 -10.85%
1997
-21.41%
 -21.41%
+8.09%
 -3.12%
1996
-4.59%
 -8.95%
+9.91%
 -2.67%
1995
+0.98%
 -2.46%
+17.23%
 -1.11%
1994
-2.17%
 -3.91%
-2.80%
 -6.89%
1993
+17.68%
 -11.51%
+22.68%
 -2.37%
1992
-5.73%
 -6.97%
+7.34%
 -1.78%
1991
-8.56%
 -10.05%
+25.36%
 -3.56%
1990
-3.11%
 -15.14%
-5.66%
 -11.54%
1989
-2.84%
 -12.30%
+22.18%
 -1.43%
1988
-15.26%
 -18.05%
+17.37%
 -1.93%
1987
+24.53%
 -1.97%
+4.64%
 -16.12%
1986
+18.96%
 -8.14%
+26.02%
 -3.78%
1985
+6.00%
 -6.67%
+32.30%
 -1.34%