Gold vs Larry Swedroe Big Rocks 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 Larry Swedroe Big Rocks Portfolio obtained a 6.87% compound annual return, with a 9.06% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Larry Swedroe Big Rocks Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.87%
Std Dev 15.53% 9.06%
Max Drawdown -42.91% -33.80%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1976

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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 +5.55
Larry Swedroe Big Rocks Portfolio -1.97 -1.33 -2.94 +3.40 +5.07 +6.87 +9.65
(*) 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).

Larry Swedroe Big Rocks Portfolio: an investment of 1000$, since June 1993, now would be worth 7331.81$, with a total return of 633.18% (6.87% annualized).

Gold Portfolio: an investment of 1000$, since January 1976, now would be worth 12928.40$, with a total return of 1192.84% (5.55% annualized).

Larry Swedroe Big Rocks Portfolio: an investment of 1000$, since January 1976, now would be worth 78829.32$, with a total return of 7782.93% (9.65% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Larry Swedroe Big Rocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-33.80% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-15.71% Jan 2022 Sep 2022
-15.63% Jan 2020 Mar 2020
-12.59% May 2011 Sep 2011
-11.58% May 1998 Aug 1998
-11.51% Aug 1993 Sep 1993
-10.99% Jun 2002 Sep 2002
-8.79% Sep 2018 Dec 2018
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.30% Feb 2001 Sep 2001
-6.46% Jun 2015 Feb 2016
-6.38% Jan 2011 Jan 2011
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1976.

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Gold Portfolio
Larry Swedroe Big Rocks Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-42.91% Sep 2011 Dec 2015
-33.80% Nov 2007 Feb 2009
-25.85% Jan 1976 Aug 1976
-25.83% Mar 2008 Oct 2008
-24.27% Feb 1980 Mar 1980
-20.28% Nov 1978 Nov 1978
-18.08% Aug 2020 Oct 2022
-16.69% Sep 1987 Nov 1987
-15.71% Jan 2022 Sep 2022
-15.63% Jan 2020 Mar 2020
-12.59% May 2011 Sep 2011
-11.58% May 1998 Aug 1998
-10.99% Jun 2002 Sep 2002
-9.79% Aug 1990 Sep 1990
-9.03% Feb 1980 Mar 1980
-8.79% Sep 2018 Dec 2018
-8.37% Dec 2009 Jan 2010
-7.40% Oct 1978 Oct 1978
-7.30% Feb 2001 Sep 2001

Yearly Returns

Yearly return comparison. Common historical serie start from January 1976.

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Year Gold Portfolio Larry Swedroe Big Rocks Portfolio
2023
 +7.47% +1.08%
2022
 -0.77% -10.13%
2021
 -4.15% +13.59%
2020
 +24.81% +5.25%
2019
 +17.86% +15.98%
2018
 -1.94% -5.45%
2017
 +12.81% +11.28%
2016
 +8.03% +9.71%
2015
 -10.67% -0.97%
2014
 -2.19% +4.48%
2013
 -28.33% +16.68%
2012
 +6.60% +10.73%
2011
 +9.57% -1.31%
2010
 +29.27% +12.32%
2009
 +24.03% +17.83%
2008
 +4.92% -19.64%
2007
 +30.45% +3.90%
2006
 +22.55% +15.44%
2005
 +17.76% +7.49%
2004
 +4.65% +13.68%
2003
 +19.89% +25.46%
2002
 +25.57% -3.83%
2001
 +0.75% +1.46%
2000
 -5.44% +5.09%
1999
 +0.85% +10.77%
1998
 -0.83% +6.51%
1997
 -21.41% +12.72%
1996
 -4.59% +12.51%
1995
 +0.98% +18.49%
1994
 -2.17% -1.08%
1993
 +17.68% +17.22%
1992
 -5.73% +9.42%
1991
 -8.56% +24.15%
1990
 -3.11% -4.70%
1989
 -2.84% +19.42%
1988
 -15.26% +16.48%
1987
 +24.53% +4.41%
1986
 +18.96% +20.58%
1985
 +6.00% +27.95%
1984
 -19.38% +9.53%
1983
 -16.31% +20.22%
1982
 +14.94% +19.04%
1981
 -32.60% +6.74%
1980
 +15.19% +19.74%
1979
 +126.55% +17.56%
1978
 +37.01% +11.95%
1977
 +22.64% +7.71%
1976
 -4.10% +21.01%