Gold vs Rob Arnott 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 Rob Arnott Portfolio obtained a 6.50% compound annual return, with a 7.11% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Rob Arnott Portfolio
Risk Very High Medium
Asset Allocation Stocks 0% 30%
Fixed Income 0% 60%
Commodities 100% 10%
30 Years Stats Return +5.37% +6.50%
Std Dev 15.53% 7.11%
Max Drawdown -42.91% -24.27%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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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 +4.72
Rob Arnott Portfolio -2.06 -0.57 -6.31 +3.30 +3.64 +6.50 +8.18
(*) 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).

Rob Arnott Portfolio: an investment of 1000$, since June 1993, now would be worth 6620.10$, with a total return of 562.01% (6.50% annualized).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% annualized).

Rob Arnott Portfolio: an investment of 1000$, since January 1985, now would be worth 20486.44$, with a total return of 1948.64% (8.18% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Rob Arnott 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
-24.27% Jun 2008 Feb 2009
-18.08% Aug 2020 Oct 2022
-17.86% Jan 2022 Sep 2022
-11.51% Aug 1993 Sep 1993
-8.72% Feb 2020 Mar 2020
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.37% Feb 1994 Nov 1994
-6.38% Jan 2011 Jan 2011
-6.23% Mar 2015 Jan 2016
-5.66% May 2013 Jun 2013
-5.22% Jun 2009 Jun 2009
-5.09% Jul 2010 Jul 2010
-4.90% Jan 2004 Feb 2004
-4.84% Sep 2018 Dec 2018

Drawdown comparison chart since January 1985.

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Gold Portfolio
Rob Arnott Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-25.83% Mar 2008 Oct 2008
-24.27% Jun 2008 Feb 2009
-18.08% Aug 2020 Oct 2022
-17.86% Jan 2022 Sep 2022
-8.72% Feb 2020 Mar 2020
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.37% Feb 1994 Nov 1994
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-6.23% Mar 2015 Jan 2016
-6.11% Jan 1990 Apr 1990
-5.66% May 2013 Jun 2013
-5.22% Jun 2009 Jun 2009
-5.21% Sep 1987 Nov 1987
-5.09% Jul 2010 Jul 2010
-4.84% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Gold Portfolio Rob Arnott Portfolio
2023
 +7.47% +2.31%
2022
 -0.77% -14.81%
2021
 -4.15% +11.04%
2020
 +24.81% +7.98%
2019
 +17.86% +16.67%
2018
 -1.94% -4.12%
2017
 +12.81% +9.02%
2016
 +8.03% +7.14%
2015
 -10.67% -3.26%
2014
 -2.19% +7.59%
2013
 -28.33% +1.41%
2012
 +6.60% +10.55%
2011
 +9.57% +7.73%
2010
 +29.27% +11.89%
2009
 +24.03% +14.59%
2008
 +4.92% -11.48%
2007
 +30.45% +7.64%
2006
 +22.55% +8.97%
2005
 +17.76% +7.74%
2004
 +4.65% +11.93%
2003
 +19.89% +17.00%
2002
 +25.57% +8.16%
2001
 +0.75% +0.06%
2000
 -5.44% +12.87%
1999
 +0.85% +7.22%
1998
 -0.83% +6.53%
1997
 -21.41% +7.20%
1996
 -4.59% +11.02%
1995
 +0.98% +21.23%
1994
 -2.17% -2.84%
1993
 +17.68% +13.77%
1992
 -5.73% +6.56%
1991
 -8.56% +18.67%
1990
 -3.11% +2.80%
1989
 -2.84% +17.53%
1988
 -15.26% +13.48%
1987
 +24.53% +6.41%
1986
 +18.96% +21.76%
1985
 +6.00% +27.17%