Gold vs High Yield Bonds 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 High Yield Bonds Income Portfolio obtained a 6.57% compound annual return, with a 8.71% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio High Yield Bonds Income Portfolio
Risk Very High Low
Asset Allocation Stocks 0% 0%
Fixed Income 0% 100%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.57%
Std Dev 15.53% 8.71%
Max Drawdown -42.91% -23.97%

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
High Yield Bonds Income Portfolio -1.64 +0.76 -2.90 +1.25 +2.57 +6.57 +7.68
(*) 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since June 1993, now would be worth 6737.65$, with a total return of 573.76% (6.57% 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).

High Yield Bonds Income Portfolio: an investment of 1000$, since January 1985, now would be worth 17163.39$, with a total return of 1616.34% (7.68% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-18.08% Aug 2020 Oct 2022
-11.99% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.48% Aug 1998 Aug 1998
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.79% Mar 2015 Jan 2016
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010

Drawdown comparison chart since January 1985.

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Gold Portfolio
High Yield Bonds Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-25.83% Mar 2008 Oct 2008
-23.97% Nov 2007 Oct 2008
-21.84% Sep 2021 Sep 2022
-18.08% Aug 2020 Oct 2022
-11.99% Feb 2020 Mar 2020
-8.63% May 2006 Sep 2006
-8.48% Aug 1998 Aug 1998
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.89% Aug 1990 Sep 1990
-7.79% Mar 2015 Jan 2016
-7.63% Mar 1987 Oct 1987
-7.41% Feb 1994 Jun 1994
-6.71% May 2013 Aug 2013
-6.70% May 2002 Jul 2002
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009

Yearly Returns

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

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Year Gold Portfolio High Yield Bonds Income Portfolio
2023
 +7.47% +2.63%
2022
 -0.77% -16.88%
2021
 -4.15% +0.88%
2020
 +24.81% +7.08%
2019
 +17.86% +16.98%
2018
 -1.94% -4.53%
2017
 +12.81% +8.78%
2016
 +8.03% +12.01%
2015
 -10.67% -3.94%
2014
 -2.19% +6.28%
2013
 -28.33% -0.40%
2012
 +6.60% +12.61%
2011
 +9.57% +9.07%
2010
 +29.27% +11.52%
2009
 +24.03% +23.52%
2008
 +4.92% -10.54%
2007
 +30.45% +3.36%
2006
 +22.55% +7.28%
2005
 +17.76% +5.61%
2004
 +4.65% +9.55%
2003
 +19.89% +18.30%
2002
 +25.57% +7.38%
2001
 +0.75% +10.89%
2000
 -5.44% +6.15%
1999
 +0.85% +6.34%
1998
 -0.83% +2.17%
1997
 -21.41% +13.61%
1996
 -4.59% +14.28%
1995
 +0.98% +22.64%
1994
 -2.17% -4.27%
1993
 +17.68% +18.58%
1992
 -5.73% +12.00%
1991
 -8.56% +25.88%
1990
 -3.11% -0.59%
1989
 -2.84% +8.29%
1988
 -15.26% +11.12%
1987
 +24.53% +0.07%
1986
 +18.96% +15.01%
1985
 +6.00% +21.64%