Gold vs iShares Lifepath Fund 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 iShares Lifepath Fund Portfolio obtained a 6.36% compound annual return, with a 6.89% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio iShares Lifepath Fund Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 40.42%
Fixed Income 0% 59.58%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.36%
Std Dev 15.53% 6.89%
Max Drawdown -42.91% -21.23%

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
iShares Lifepath Fund Portfolio -1.13 +1.71 -1.54 +3.71 +4.61 +6.36 +7.99
(*) 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).

iShares Lifepath Fund Portfolio: an investment of 1000$, since June 1993, now would be worth 6359.49$, with a total return of 535.95% (6.36% 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).

iShares Lifepath Fund Portfolio: an investment of 1000$, since January 1985, now would be worth 19142.48$, with a total return of 1814.25% (7.99% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
iShares Lifepath Fund 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
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-11.51% Aug 1993 Sep 1993
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.33% Feb 2020 Mar 2020
-8.31% Apr 2004 Apr 2004
-7.15% Feb 2001 Sep 2002
-6.38% Jan 2011 Jan 2011
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010
-4.90% Jan 2004 Feb 2004

Drawdown comparison chart since January 1985.

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Gold Portfolio
iShares Lifepath Fund 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
-21.23% Nov 2007 Feb 2009
-18.92% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-10.86% Sep 1987 Nov 1987
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.33% Feb 2020 Mar 2020
-8.14% Oct 1986 Dec 1986
-7.15% Feb 2001 Sep 2002
-7.10% Aug 1990 Sep 1990
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.78% Jan 1990 Apr 1990
-5.64% May 2011 Sep 2011
-5.36% Jul 1998 Aug 1998
-5.27% Sep 2018 Dec 2018
-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 iShares Lifepath Fund Portfolio
2023
 +7.47% +4.22%
2022
 -0.77% -15.14%
2021
 -4.15% +8.05%
2020
 +24.81% +11.47%
2019
 +17.86% +16.20%
2018
 -1.94% -3.49%
2017
 +12.81% +11.24%
2016
 +8.03% +6.11%
2015
 -10.67% -0.37%
2014
 -2.19% +6.00%
2013
 -28.33% +9.07%
2012
 +6.60% +9.09%
2011
 +9.57% +3.66%
2010
 +29.27% +10.07%
2009
 +24.03% +15.04%
2008
 +4.92% -12.05%
2007
 +30.45% +7.94%
2006
 +22.55% +10.06%
2005
 +17.76% +5.27%
2004
 +4.65% +9.19%
2003
 +19.89% +16.31%
2002
 +25.57% -1.88%
2001
 +0.75% -0.13%
2000
 -5.44% +3.22%
1999
 +0.85% +8.91%
1998
 -0.83% +13.44%
1997
 -21.41% +14.26%
1996
 -4.59% +8.55%
1995
 +0.98% +21.33%
1994
 -2.17% -0.37%
1993
 +17.68% +13.45%
1992
 -5.73% +4.84%
1991
 -8.56% +19.41%
1990
 -3.11% +0.16%
1989
 -2.84% +17.85%
1988
 -15.26% +12.45%
1987
 +24.53% +5.68%
1986
 +18.96% +22.44%
1985
 +6.00% +28.90%