Gold vs High Yield Bonds Income Portfolio Comparison

Last Update: 29 February 2024

The Gold Portfolio obtained a 5.46% compound annual return, with a 15.44% standard deviation, in the last 30 Years.

The High Yield Bonds Income Portfolio obtained a 6.50% compound annual return, with a 8.82% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio High Yield Bonds Income Portfolio
Portfolio Risk Very High Low
Asset Allocation Stocks 0% 0%
Fixed Income 0% 100%
Commodities 100% 0%
30 Years Stats Return +5.46% +6.50%
Std Dev 15.44% 8.82%
Max Drawdown -42.91% -23.97%
All time Stats
(Since Jan 1985)
Return +4.73% +7.73%
Std Dev 15.06% 8.21%
Max Drawdown -48.26% -23.97%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Gold Portfolio +0.46 +5.16 +11.50 +8.83 +4.02 +5.46 +4.73
High Yield Bonds Income Portfolio -0.33 +5.35 +8.92 +1.94 +2.90 +6.50 +7.73
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Gold Portfolio: an investment of 1$, since March 1994, now would be worth 4.93$, with a total return of 393.44% (5.46% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since March 1994, now would be worth 6.62$, with a total return of 561.58% (6.50% annualized).

Gold Portfolio: an investment of 1$, since January 1985, now would be worth 6.11$, with a total return of 510.68% (4.73% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since January 1985, now would be worth 18.46$, with a total return of 1745.99% (7.73% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
High Yield Bonds Income 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
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.42% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.76
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98
-5.09% Jul 2010 Jul 2010 (1) Aug 2010 (2) 2.94
-5.05% Oct 1994 Jan 1995 (4) Jan 1996 (16) 2.75

Drawdown comparison chart since January 1985.

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Gold Portfolio
High Yield Bonds Income 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
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.14% Oct 1986 Dec 1986 (3) Apr 1987 (7) 5.04
-7.89% Aug 1990 Sep 1990 (2) Feb 1991 (7) 4.98
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.63% Mar 1987 Oct 1987 (8) Feb 1988 (12) 4.16
-7.41% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.67% Jan 1985 Feb 1985 (2) Mar 1985 (3) 3.34
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-5.22% Jun 2009 Jun 2009 (1) Sep 2009 (4) 2.98

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
-0.97%
-1.42%
-0.74%
-0.74%
2023
+12.69%
-7.22%
+11.21%
-5.58%
2022
-0.77%
-15.91%
-16.88%
-21.38%
2021
-4.15%
-10.32%
+0.88%
-3.16%
2020
+24.81%
-10.12%
+7.08%
-11.99%
2019
+17.86%
-4.10%
+16.98%
-0.39%
2018
-1.94%
-11.66%
-4.53%
-4.53%
2017
+12.81%
-4.09%
+8.78%
-0.17%
2016
+8.03%
-15.02%
+12.01%
-3.93%
2015
-10.67%
-17.81%
-3.94%
-6.90%
2014
-2.19%
-12.44%
+6.28%
-2.37%
2013
-28.33%
-28.33%
-0.40%
-6.71%
2012
+6.60%
-10.45%
+12.61%
-1.87%
2011
+9.57%
-14.48%
+9.07%
-4.40%
2010
+29.27%
-5.09%
+11.52%
-3.24%
2009
+24.03%
-7.20%
+23.52%
-10.62%
2008
+4.92%
-25.83%
-10.54%
-23.59%
2007
+30.45%
-4.20%
+3.36%
-3.84%
2006
+22.55%
-8.63%
+7.28%
-2.69%
2005
+17.76%
-4.91%
+5.61%
-2.30%
2004
+4.65%
-8.31%
+9.55%
-4.56%
2003
+19.89%
-8.88%
+18.30%
-3.91%
2002
+25.57%
-6.72%
+7.38%
-6.70%
2001
+0.75%
-6.10%
+10.89%
-3.49%
2000
-5.44%
-9.93%
+6.15%
-3.14%
1999
+0.85%
-11.47%
+6.34%
-3.60%
1998
-0.83%
-12.01%
+2.17%
-8.48%
1997
-21.41%
-21.41%
+13.61%
-2.54%
1996
-4.59%
-8.95%
+14.28%
-2.87%
1995
+0.98%
-2.46%
+22.64%
-0.20%
1994
-2.17%
-3.91%
-4.27%
-7.41%
1993
+17.68%
-11.51%
+18.58%
-0.44%
1992
-5.73%
-6.97%
+12.00%
-2.11%
1991
-8.56%
-10.05%
+25.88%
0.00%
1990
-3.11%
-15.14%
-0.59%
-7.89%
1989
-2.84%
-12.30%
+8.29%
-0.68%
1988
-15.26%
-18.05%
+11.12%
-1.52%
1987
+24.53%
-1.97%
+0.07%
-7.63%
1986
+18.96%
-8.14%
+15.01%
-0.64%
1985
+6.00%
-6.67%
+21.64%
-1.39%