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 Roger Gibson Talmud Portfolio obtained a 8.00% compound annual return, with a 10.64% standard deviation, in the last 30 Years.
Summary
| Gold Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 66.67% |
| Fixed Income | 0% | 33.33% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.37% | +8.00% |
| Std Dev | 15.53% | 10.64% | |
| Max Drawdown | -42.91% | -40.17% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1928
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | -1.34 | +10.62 | +6.53 | +8.17 | +3.13 | +5.37 | +4.80 |
| Roger Gibson Talmud Portfolio | -1.52 | -0.90 | -5.44 | +5.36 | +6.35 | +8.00 | +7.71 |
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).
Roger Gibson Talmud Portfolio: an investment of 1000$, since June 1993, now would be worth 10063.64$, with a total return of 906.36% (8.00% annualized).
Gold Portfolio: an investment of 1000$, since January 1928, now would be worth 87850.04$, with a total return of 8685.00% (4.80% annualized).
Roger Gibson Talmud Portfolio: an investment of 1000$, since January 1928, now would be worth 1193372.06$, with a total return of 119237.21% (7.71% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Gold Portfolio |
Roger Gibson Talmud Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -42.91% | Sep 2011 | Dec 2015 | |||
| -40.17% | Jun 2007 | Feb 2009 | |||
| -37.17% | Feb 1996 | Aug 1999 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -22.88% | Jan 2022 | Sep 2022 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -11.51% | Aug 1993 | Sep 1993 | |||
| -10.50% | Jun 2011 | Sep 2011 | |||
| -10.43% | Jul 1998 | Aug 1998 | |||
| -8.70% | Oct 1993 | Nov 1994 | |||
| -8.64% | Dec 2004 | May 2005 | |||
| -8.63% | May 2006 | Sep 2006 | |||
| -8.37% | Dec 2009 | Jan 2010 | |||
| -8.31% | Apr 2004 | Apr 2004 | |||
| -8.26% | Apr 2002 | Oct 2002 | |||
| -7.57% | Sep 2018 | Dec 2018 | |||
| -6.69% | Apr 2004 | Apr 2004 | |||
| -6.38% | Jan 2011 | Jan 2011 | |||
| -5.69% | Apr 2015 | Aug 2015 | |||
Drawdown comparison chart since January 1928.
Gold Portfolio |
Roger Gibson Talmud Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -61.78% | Oct 1980 | Aug 1999 | |||
| -57.05% | Sep 1929 | May 1932 | |||
| -44.24% | Jan 1975 | Aug 1976 | |||
| -42.91% | Sep 2011 | Dec 2015 | |||
| -40.17% | Jun 2007 | Feb 2009 | |||
| -29.48% | Aug 1937 | Mar 1938 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -25.53% | Dec 1972 | Sep 1974 | |||
| -24.27% | Feb 1980 | Mar 1980 | |||
| -22.88% | Jan 2022 | Sep 2022 | |||
| -20.49% | Jul 1973 | Oct 1973 | |||
| -20.28% | Nov 1978 | Nov 1978 | |||
| -19.77% | May 1969 | Jan 1970 | |||
| -18.25% | Jan 1948 | Jan 1955 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -16.62% | Apr 1974 | Jun 1974 | |||
| -15.52% | Sep 1987 | Nov 1987 | |||
| -15.49% | Dec 1968 | Jun 1970 | |||
| -15.16% | Feb 2020 | Mar 2020 | |||
| -13.02% | Dec 1961 | Jun 1962 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1928.
| Year | Gold Portfolio | Roger Gibson Talmud Portfolio |
|---|---|---|
| 2023 |
+7.47% | +3.05% |
| 2022 |
-0.77% | -19.62% |
| 2021 |
-4.15% | +21.44% |
| 2020 |
+24.81% | +8.02% |
| 2019 |
+17.86% | +22.79% |
| 2018 |
-1.94% | -3.78% |
| 2017 |
+12.81% | +9.90% |
| 2016 |
+8.03% | +7.99% |
| 2015 |
-10.67% | +1.11% |
| 2014 |
-2.19% | +16.24% |
| 2013 |
-28.33% | +11.22% |
| 2012 |
+6.60% | +12.41% |
| 2011 |
+9.57% | +5.83% |
| 2010 |
+29.27% | +17.33% |
| 2009 |
+24.03% | +20.87% |
| 2008 |
+4.92% | -22.37% |
| 2007 |
+30.45% | -1.40% |
| 2006 |
+22.55% | +18.42% |
| 2005 |
+17.76% | +6.88% |
| 2004 |
+4.65% | +15.93% |
| 2003 |
+19.89% | +23.46% |
| 2002 |
+25.57% | -2.82% |
| 2001 |
+0.75% | +3.27% |
| 2000 |
-5.44% | +9.05% |
| 1999 |
+0.85% | +6.34% |
| 1998 |
-0.83% | +5.18% |
| 1997 |
-21.41% | +19.74% |
| 1996 |
-4.59% | +19.46% |
| 1995 |
+0.98% | +22.03% |
| 1994 |
-2.17% | -3.74% |
| 1993 |
+17.68% | +13.33% |
| 1992 |
-5.73% | +10.28% |
| 1991 |
-8.56% | +27.78% |
| 1990 |
-3.11% | -4.26% |
| 1989 |
-2.84% | +16.87% |
| 1988 |
-15.26% | +12.71% |
| 1987 |
+24.53% | +0.17% |
| 1986 |
+18.96% | +16.28% |
| 1985 |
+6.00% | +24.20% |
| 1984 |
-19.38% | +12.71% |
| 1983 |
-16.31% | +19.51% |
| 1982 |
+14.94% | +24.41% |
| 1981 |
-32.60% | +3.76% |
| 1980 |
+15.19% | +20.13% |
| 1979 |
+126.55% | +21.82% |
| 1978 |
+37.01% | +6.65% |
| 1977 |
+22.64% | +6.70% |
| 1976 |
-4.10% | +29.26% |
| 1975 |
-24.80% | +21.49% |
| 1974 |
+66.15% | -14.51% |
| 1973 |
+72.96% | -9.74% |
| 1972 |
+49.02% | +9.45% |
| 1971 |
+16.70% | +10.45% |
| 1970 |
+6.16% | +10.08% |
| 1969 |
-16.07% | -1.80% |
| 1968 |
+18.16% | +6.81% |
| 1967 |
+0.28% | +9.72% |
| 1966 |
-0.28% | -0.84% |
| 1965 |
+0.42% | +5.52% |
| 1964 |
+0.28% | +7.19% |
| 1963 |
-0.28% | +8.31% |
| 1962 |
-0.42% | -1.20% |
| 1961 |
-2.74% | +9.75% |
| 1960 |
+3.55% | +4.91% |
| 1959 |
+0.00% | +3.73% |
| 1958 |
+0.00% | +14.22% |
| 1957 |
+0.14% | +0.45% |
| 1956 |
+0.14% | +2.62% |
| 1955 |
-0.28% | +8.32% |
| 1954 |
-0.70% | +18.11% |
| 1953 |
-8.27% | +5.28% |
| 1952 |
-3.25% | +6.76% |
| 1951 |
-0.62% | +8.95% |
| 1950 |
-0.62% | +11.28% |
| 1949 |
-3.57% | +8.15% |
| 1948 |
-2.33% | +2.34% |
| 1947 |
+12.42% | +8.22% |
| 1946 |
+2.68% | +6.18% |
| 1945 |
+2.76% | +18.38% |
| 1944 |
-0.68% | +13.36% |
| 1943 |
+2.82% | +13.94% |
| 1942 |
+0.00% | +7.12% |
| 1941 |
+2.90% | -5.41% |
| 1940 |
-1.43% | +0.15% |
| 1939 |
+0.00% | +1.38% |
| 1938 |
+0.00% | +10.63% |
| 1937 |
+0.00% | -10.14% |
| 1936 |
+0.00% | +13.80% |
| 1935 |
+0.00% | +19.99% |
| 1934 |
+8.29% | +4.17% |
| 1933 |
+56.36% | +18.79% |
| 1932 |
+0.00% | -2.29% |
| 1931 |
+0.00% | -18.11% |
| 1930 |
+0.00% | -8.30% |
| 1929 |
+0.00% | -3.04% |
| 1928 |
+0.00% | +13.08% |
