Gold vs Larry Swedroe Larry 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 Larry Portfolio obtained a 6.04% compound annual return, with a 5.51% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Gold Portfolio Larry Swedroe Larry Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 30%
Fixed Income 0% 70%
Commodities 100% 0%
30 Years Stats Return +5.37% +6.04%
Std Dev 15.53% 5.51%
Max Drawdown -42.91% -15.96%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1976

Swipe left to see all data
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 Larry Portfolio -1.80 -0.32 -3.20 +1.14 +2.58 +6.04 +8.61
(*) 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 Larry Portfolio: an investment of 1000$, since June 1993, now would be worth 5808.20$, with a total return of 480.82% (6.04% 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 Larry Portfolio: an investment of 1000$, since January 1976, now would be worth 50214.80$, with a total return of 4921.48% (8.61% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Gold Portfolio
Larry Swedroe Larry 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
-18.08% Aug 2020 Oct 2022
-15.96% Jun 2021 Sep 2022
-11.51% Aug 1993 Sep 1993
-11.47% Apr 2008 Feb 2009
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.44% Feb 1994 Jun 1994
-6.38% Jan 2011 Jan 2011
-5.38% Jan 2020 Mar 2020
-5.22% Jun 2009 Jun 2009
-5.14% May 1998 Aug 1998
-5.09% Jul 2010 Jul 2010
-4.90% Jan 2004 Feb 2004
-4.20% May 2007 Jun 2007
-4.18% May 2011 Jun 2011

Drawdown comparison chart since January 1976.

Swipe left to see all data
Gold Portfolio
Larry Swedroe Larry Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-42.91% Sep 2011 Dec 2015
-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
-15.96% Jun 2021 Sep 2022
-11.47% Apr 2008 Feb 2009
-9.49% Sep 1979 Mar 1980
-9.16% Sep 1987 Nov 1987
-8.37% Dec 2009 Jan 2010
-7.44% Feb 1994 Jun 1994
-6.63% Aug 1990 Sep 1990
-6.38% Jan 2011 Jan 2011
-6.26% Mar 1978 Apr 1978
-6.01% Jul 1980 Jul 1980
-5.83% Jul 1981 Sep 1981
-5.66% Oct 1978 Oct 1978
-5.38% Jan 2020 Mar 2020

Yearly Returns

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

Swipe left to see all data
Year Gold Portfolio Larry Swedroe Larry Portfolio
2023
 +7.47% +1.33%
2022
 -0.77% -11.20%
2021
 -4.15% +3.41%
2020
 +24.81% +6.44%
2019
 +17.86% +10.64%
2018
 -1.94% -3.54%
2017
 +12.81% +7.74%
2016
 +8.03% +6.87%
2015
 -10.67% -0.54%
2014
 -2.19% +2.38%
2013
 -28.33% +6.31%
2012
 +6.60% +7.27%
2011
 +9.57% +3.23%
2010
 +29.27% +10.82%
2009
 +24.03% +10.12%
2008
 +4.92% -2.44%
2007
 +30.45% +8.99%
2006
 +22.55% +9.57%
2005
 +17.76% +6.71%
2004
 +4.65% +10.23%
2003
 +19.89% +16.93%
2002
 +25.57% +7.68%
2001
 +0.75% +6.47%
2000
 -5.44% +10.81%
1999
 +0.85% +4.08%
1998
 -0.83% +6.06%
1997
 -21.41% +8.62%
1996
 -4.59% +5.81%
1995
 +0.98% +18.99%
1994
 -2.17% -4.77%
1993
 +17.68% +20.95%
1992
 -5.73% +9.36%
1991
 -8.56% +26.47%
1990
 -3.11% +1.93%
1989
 -2.84% +22.14%
1988
 -15.26% +12.93%
1987
 +24.53% -0.86%
1986
 +18.96% +17.85%
1985
 +6.00% +27.10%
1984
 -19.38% +12.87%
1983
 -16.31% +13.15%
1982
 +14.94% +24.76%
1981
 -32.60% +7.24%
1980
 +15.19% +8.19%
1979
 +126.55% +11.24%
1978
 +37.01% +7.42%
1977
 +22.64% +5.31%
1976
 -4.10% +18.63%