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
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
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 |
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.
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.
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.
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% |