Gold vs Pinwheel 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 Pinwheel Portfolio obtained a 7.25% compound annual return, with a 10.41% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Pinwheel Portfolio
Risk Very High High
Asset Allocation Stocks 0% 65%
Fixed Income 0% 25%
Commodities 100% 10%
30 Years Stats Return +5.37% +7.25%
Std Dev 15.53% 10.41%
Max Drawdown -42.91% -36.89%

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
Pinwheel Portfolio -1.97 +0.66 -2.34 +4.35 +5.19 +7.25 +9.87
(*) 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).

Pinwheel Portfolio: an investment of 1000$, since June 1993, now would be worth 8174.69$, with a total return of 717.47% (7.25% 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).

Pinwheel Portfolio: an investment of 1000$, since January 1976, now would be worth 86742.88$, with a total return of 8574.29% (9.87% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-36.89% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-19.49% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.99% Jan 2020 Mar 2020
-14.05% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-11.51% Aug 1993 Sep 1993
-11.06% Jun 2002 Sep 2002
-8.88% Feb 2001 Sep 2001
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-8.24% Feb 2018 Dec 2018
-7.70% Mar 2015 Jan 2016
-6.85% Feb 1994 Jan 1995
-6.38% Jan 2011 Jan 2011

Drawdown comparison chart since January 1976.

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Gold Portfolio
Pinwheel Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-42.91% Sep 2011 Dec 2015
-36.89% 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
-19.49% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.99% Jan 2020 Mar 2020
-14.91% Sep 1987 Nov 1987
-14.05% May 1998 Aug 1998
-12.72% May 2011 Sep 2011
-12.51% Jan 1990 Sep 1990
-12.10% Dec 1980 Jul 1982
-11.81% Feb 1980 Mar 1980
-11.06% Jun 2002 Sep 2002
-8.88% Feb 2001 Sep 2001
-8.37% Dec 2009 Jan 2010
-8.24% Feb 2018 Dec 2018

Yearly Returns

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

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Year Gold Portfolio Pinwheel Portfolio
2023
 +7.47% +3.18%
2022
 -0.77% -13.57%
2021
 -4.15% +13.53%
2020
 +24.81% +9.12%
2019
 +17.86% +19.31%
2018
 -1.94% -6.39%
2017
 +12.81% +14.08%
2016
 +8.03% +8.63%
2015
 -10.67% -2.88%
2014
 -2.19% +6.12%
2013
 -28.33% +9.02%
2012
 +6.60% +12.60%
2011
 +9.57% -0.25%
2010
 +29.27% +16.08%
2009
 +24.03% +24.19%
2008
 +4.92% -22.51%
2007
 +30.45% +7.60%
2006
 +22.55% +19.78%
2005
 +17.76% +11.02%
2004
 +4.65% +15.19%
2003
 +19.89% +28.19%
2002
 +25.57% -2.13%
2001
 +0.75% -0.61%
2000
 -5.44% +1.80%
1999
 +0.85% +15.18%
1998
 -0.83% +3.43%
1997
 -21.41% +8.85%
1996
 -4.59% +13.00%
1995
 +0.98% +14.60%
1994
 -2.17% -2.32%
1993
 +17.68% +24.96%
1992
 -5.73% +4.01%
1991
 -8.56% +29.20%
1990
 -3.11% -7.14%
1989
 -2.84% +21.94%
1988
 -15.26% +14.95%
1987
 +24.53% +2.63%
1986
 +18.96% +21.90%
1985
 +6.00% +27.17%
1984
 -19.38% +8.12%
1983
 -16.31% +17.25%
1982
 +14.94% +13.76%
1981
 -32.60% -0.90%
1980
 +15.19% +18.33%
1979
 +126.55% +29.93%
1978
 +37.01% +15.63%
1977
 +22.64% +10.76%
1976
 -4.10% +19.79%