Gold vs FundAdvice Ultimate Buy&Hold 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 FundAdvice Ultimate Buy&Hold Portfolio obtained a 6.95% compound annual return, with a 9.20% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio FundAdvice Ultimate Buy&Hold Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.95%
Std Dev 15.53% 9.20%
Max Drawdown -42.91% -34.23%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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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 +4.72
FundAdvice Ultimate Buy&Hold Portfolio -2.49 -0.53 -3.56 +2.64 +4.46 +6.95 +8.87
(*) 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).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since June 1993, now would be worth 7507.80$, with a total return of 650.78% (6.95% annualized).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% annualized).

FundAdvice Ultimate Buy&Hold Portfolio: an investment of 1000$, since January 1985, now would be worth 26217.33$, with a total return of 2521.73% (8.87% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-34.23% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.44% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-15.07% Jan 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-11.43% May 2011 Sep 2011
-10.85% May 1998 Aug 1998
-8.84% Jun 2002 Sep 2002
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.59% Feb 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.07% Feb 2001 Sep 2001
-6.96% May 2015 Feb 2016
-6.89% Feb 1994 Jun 1994
-6.38% Jan 2011 Jan 2011

Drawdown comparison chart since January 1985.

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Gold Portfolio
FundAdvice Ultimate Buy&Hold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-34.23% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.44% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-16.12% Sep 1987 Nov 1987
-15.07% Jan 2020 Mar 2020
-11.54% Jan 1990 Sep 1990
-11.43% May 2011 Sep 2011
-10.85% May 1998 Aug 1998
-8.84% Jun 2002 Sep 2002
-8.63% May 2006 Sep 2006
-8.59% Feb 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.07% Feb 2001 Sep 2001
-6.96% May 2015 Feb 2016
-6.89% Feb 1994 Jun 1994
-6.67% Jan 1985 Feb 1985

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Gold Portfolio FundAdvice Ultimate Buy&Hold Portfolio
2023
 +7.47% +1.68%
2022
 -0.77% -12.51%
2021
 -4.15% +11.49%
2020
 +24.81% +5.84%
2019
 +17.86% +16.24%
2018
 -1.94% -6.85%
2017
 +12.81% +13.54%
2016
 +8.03% +8.37%
2015
 -10.67% -0.60%
2014
 -2.19% +3.11%
2013
 -28.33% +13.47%
2012
 +6.60% +12.20%
2011
 +9.57% -0.58%
2010
 +29.27% +12.72%
2009
 +24.03% +19.90%
2008
 +4.92% -20.06%
2007
 +30.45% +6.31%
2006
 +22.55% +16.25%
2005
 +17.76% +9.65%
2004
 +4.65% +16.13%
2003
 +19.89% +28.61%
2002
 +25.57% -0.14%
2001
 +0.75% +0.49%
2000
 -5.44% +4.94%
1999
 +0.85% +11.76%
1998
 -0.83% +6.47%
1997
 -21.41% +8.09%
1996
 -4.59% +9.91%
1995
 +0.98% +17.23%
1994
 -2.17% -2.80%
1993
 +17.68% +22.68%
1992
 -5.73% +7.34%
1991
 -8.56% +25.36%
1990
 -3.11% -5.66%
1989
 -2.84% +22.18%
1988
 -15.26% +17.37%
1987
 +24.53% +4.64%
1986
 +18.96% +26.02%
1985
 +6.00% +32.30%