Gold vs Marvin Appel One-Decision 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 Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 0% 50%
Fixed Income 0% 50%
Commodities 100% 0%
30 Years Stats Return +5.46% +6.99%
Std Dev 15.44% 8.42%
Max Drawdown -42.91% -31.96%
All time Stats
(Since Jan 1928)
Return +4.81% +7.25%
Std Dev 15.91% 9.39%
Max Drawdown -61.78% -47.77%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1928

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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 +4.81
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +7.25
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).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Gold Portfolio: an investment of 1$, since January 1928, now would be worth 91.22$, with a total return of 9021.81% (4.81% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1928, now would be worth 836.91$, with a total return of 83591.36% (7.25% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Marvin Appel One-Decision 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
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-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
-4.90% Jan 2004 Feb 2004 (2) Mar 2004 (3) 3.15

Drawdown comparison chart since January 1928.

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Gold Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-61.78% Oct 1980 Aug 1999 (227) Apr 2007 (319) 44.50
-47.77% Sep 1929 May 1932 (33) Jul 1936 (83) 23.27
-44.24% Jan 1975 Aug 1976 (20) Jul 1978 (43) 22.42
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-24.27% Feb 1980 Mar 1980 (2) Jun 1980 (5) 14.98
-23.43% Aug 1937 Mar 1938 (8) Jan 1943 (66) 10.09
-20.49% Jul 1973 Oct 1973 (4) Jan 1974 (7) 13.59
-20.28% Nov 1978 Nov 1978 (1) Feb 1979 (4) 9.71
-19.77% May 1969 Jan 1970 (9) Dec 1971 (32) 12.66
-18.44% Dec 1972 Sep 1974 (22) Jun 1975 (31) 8.48
-18.25% Jan 1948 Jan 1955 (85) Mar 1969 (255) 15.35
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-16.62% Apr 1974 Jun 1974 (3) Nov 1974 (8) 9.02
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-10.40% Dec 1968 Jun 1970 (19) Nov 1970 (24) 4.31
-9.56% Dec 1961 Jun 1962 (7) Jan 1963 (14) 4.62

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%
+0.21%
-1.20%
2023
+12.69%
-7.22%
+12.43%
-7.22%
2022
-0.77%
-15.91%
-13.18%
-16.74%
2021
-4.15%
-10.32%
+16.51%
-2.73%
2020
+24.81%
-10.12%
+5.32%
-13.04%
2019
+17.86%
-4.10%
+18.51%
-2.02%
2018
-1.94%
-11.66%
-3.64%
-6.99%
2017
+12.81%
-4.09%
+8.07%
-0.59%
2016
+8.03%
-15.02%
+8.52%
-3.21%
2015
-10.67%
-17.81%
-0.25%
-4.76%
2014
-2.19%
-12.44%
+11.14%
-2.54%
2013
-28.33%
-28.33%
+10.43%
-2.72%
2012
+6.60%
-10.45%
+10.65%
-2.81%
2011
+9.57%
-14.48%
+3.87%
-8.52%
2010
+29.27%
-5.09%
+13.01%
-6.14%
2009
+24.03%
-7.20%
+15.30%
-14.35%
2008
+4.92%
-25.83%
-16.74%
-22.59%
2007
+30.45%
-4.20%
-0.68%
-5.17%
2006
+22.55%
-8.63%
+14.45%
-1.98%
2005
+17.76%
-4.91%
+5.08%
-2.36%
2004
+4.65%
-8.31%
+12.05%
-4.65%
2003
+19.89%
-8.88%
+18.87%
-1.57%
2002
+25.57%
-6.72%
-2.42%
-7.23%
2001
+0.75%
-6.10%
+4.32%
-3.58%
2000
-5.44%
-9.93%
+9.42%
-2.13%
1999
+0.85%
-11.47%
+4.70%
-3.16%
1998
-0.83%
-12.01%
+5.32%
-8.13%
1997
-21.41%
-21.41%
+17.36%
-1.24%
1996
-4.59%
-8.95%
+15.52%
-1.31%
1995
+0.98%
-2.46%
+19.02%
-0.66%
1994
-2.17%
-3.91%
-1.28%
-5.02%
1993
+17.68%
-11.51%
+11.41%
-1.82%
1992
-5.73%
-6.97%
+9.68%
-0.89%
1991
-8.56%
-10.05%
+23.01%
-1.99%
1990
-3.11%
-15.14%
-1.89%
-7.50%
1989
-2.84%
-12.30%
+15.28%
-0.97%
1988
-15.26%
-18.05%
+12.57%
-1.14%
1987
+24.53%
-1.97%
+2.00%
-12.38%
1986
+18.96%
-8.14%
+13.98%
-2.95%
1985
+6.00%
-6.67%
+20.92%
-1.32%
1984
-19.38%
-21.80%
+12.26%
-2.55%
1983
-16.31%
-23.52%
+19.12%
-1.46%
1982
+14.94%
-20.13%
+23.18%
-1.47%
1981
-32.60%
-32.60%
+6.73%
-5.61%
1980
+15.19%
-24.27%
+17.14%
-6.77%
1979
+126.55%
-4.46%
+17.24%
-6.81%
1978
+37.01%
-20.28%
+7.38%
-5.77%
1977
+22.64%
-4.00%
+6.67%
-0.92%
1976
-4.10%
-25.85%
+25.20%
-1.17%
1975
-24.80%
-25.92%
+21.70%
-5.67%
1974
+66.15%
-16.62%
-10.56%
-15.06%
1973
+72.96%
-20.49%
-6.39%
-6.65%
1972
+49.02%
-6.88%
+8.28%
-1.29%
1971
+16.70%
-3.48%
+8.61%
-4.84%
1970
+6.16%
-1.56%
+8.28%
-8.62%
1969
-16.07%
-19.25%
-0.95%
-4.58%
1968
+18.16%
-7.38%
+8.59%
-2.35%
1967
+0.28%
0.00%
+11.78%
-2.65%
1966
-0.28%
-0.28%
-0.03%
-6.32%
1965
+0.42%
0.00%
+7.42%
-2.29%
1964
+0.28%
0.00%
+7.72%
-0.79%
1963
-0.28%
-0.28%
+8.66%
-1.64%
1962
-0.42%
-0.42%
-0.86%
-9.52%
1961
-2.74%
-2.74%
+9.51%
-1.97%
1960
+3.55%
0.00%
+3.46%
-3.30%
1959
+0.00%
0.00%
+4.93%
-3.33%
1958
+0.00%
0.00%
+15.16%
-1.24%
1957
+0.14%
0.00%
-0.23%
-5.65%
1956
+0.14%
0.00%
+2.65%
-4.39%
1955
-0.28%
-0.28%
+8.77%
-2.41%
1954
-0.70%
-0.70%
+17.75%
-2.51%
1953
-8.27%
-8.27%
+3.01%
-2.68%
1952
-3.25%
-3.25%
+6.69%
-2.02%
1951
-0.62%
-0.62%
+7.69%
-3.72%
1950
-0.62%
-0.62%
+12.10%
-3.16%
1949
-3.57%
-3.57%
+6.86%
-3.12%
1948
-2.33%
-2.33%
+2.07%
-5.48%
1947
+12.42%
0.00%
+5.70%
-1.97%
1946
+2.68%
0.00%
+2.54%
-8.87%
1945
+2.76%
0.00%
+17.56%
-2.23%
1944
-0.68%
-0.68%
+12.01%
-0.72%
1943
+2.82%
0.00%
+13.73%
-4.78%
1942
+0.00%
0.00%
+7.74%
-6.44%
1941
+2.90%
0.00%
-3.99%
-6.60%
1940
-1.43%
-1.43%
-0.89%
-11.63%
1939
+0.00%
0.00%
-0.68%
-7.87%
1938
+0.00%
0.00%
+10.93%
-13.41%
1937
+0.00%
0.00%
-10.52%
-14.62%
1936
+0.00%
0.00%
+13.90%
-4.16%
1935
+0.00%
0.00%
+16.78%
-6.35%
1934
+8.29%
0.00%
+2.19%
-8.93%
1933
+56.36%
0.00%
+21.91%
-12.56%
1932
+0.00%
0.00%
-1.37%
-21.80%
1931
+0.00%
0.00%
-15.40%
-23.17%
1930
+0.00%
0.00%
-6.85%
-15.85%
1929
+0.00%
0.00%
-2.21%
-17.97%
1928
+0.00%
0.00%
+12.69%
-2.87%