Gold vs Stocks/Bonds 20/80 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 Stocks/Bonds 20/80 Portfolio obtained a 5.66% compound annual return, with a 4.92% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Gold Portfolio Stocks/Bonds 20/80 Portfolio
Portfolio Risk Very High Low
Asset Allocation Stocks 0% 20%
Fixed Income 0% 80%
Commodities 100% 0%
30 Years Stats Return +5.46% +5.66%
Std Dev 15.44% 4.92%
Max Drawdown -42.91% -16.57%
All time Stats
(Since Jan 1871)
Return +2.92% +5.68%
Std Dev 12.66% 5.11%
Max Drawdown -61.78% -18.94%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1871

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Gold Portfolio +0.46 +5.16 +11.50 +8.83 +4.02 +5.46 +2.92
Stocks/Bonds 20/80 Portfolio -0.02 +4.68 +8.40 +3.30 +3.58 +5.66 +5.68
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).

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since March 1994, now would be worth 5.21$, with a total return of 421.19% (5.66% annualized).

Gold Portfolio: an investment of 1$, since January 1871, now would be worth 82.41$, with a total return of 8140.80% (2.92% annualized).

Stocks/Bonds 20/80 Portfolio: an investment of 1$, since January 1871, now would be worth 4719.99$, with a total return of 471898.99% (5.68% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Gold Portfolio
Stocks/Bonds 20/80 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
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-16.57% Jan 2022 Sep 2022 (9) In progress (26) 10.75
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-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
-4.20% May 2007 Jun 2007 (2) Sep 2007 (5) 2.14
-4.18% May 2011 Jun 2011 (2) Jul 2011 (3) 2.27
-3.92% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.96
-3.69% Mar 1994 Jun 1994 (4) Feb 1995 (12) 2.23
-3.28% Apr 1994 Apr 1994 (1) Sep 1994 (6) 1.39

Drawdown comparison chart since January 1871.

Swipe left to see all data
Gold Portfolio
Stocks/Bonds 20/80 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
-44.24% Jan 1975 Aug 1976 (20) Jul 1978 (43) 22.42
-42.91% Sep 2011 Dec 2015 (52) Jul 2020 (107) 28.29
-25.83% Mar 2008 Oct 2008 (8) May 2009 (15) 10.74
-24.27% Feb 1980 Mar 1980 (2) Jun 1980 (5) 14.98
-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
-18.94% Jun 1930 May 1932 (24) May 1933 (36) 9.19
-18.25% Jan 1948 Jan 1955 (85) Mar 1969 (255) 15.35
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-16.62% Apr 1974 Jun 1974 (3) Nov 1974 (8) 9.02
-16.57% Jan 2022 Sep 2022 (9) In progress (26) 10.75
-12.20% Jan 1876 Jan 1879 (37) Jan 1933 (685) 12.05
-10.14% Mar 1937 Mar 1938 (13) Oct 1938 (20) 4.99
-9.55% Jul 1895 Aug 1896 (14) Jan 1897 (19) 4.93
-8.42% May 2008 Oct 2008 (6) Jul 2009 (15) 4.07
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.25% Sep 1968 May 1970 (21) Nov 1970 (27) 4.01
-7.96% Nov 1973 Aug 1974 (10) Jan 1975 (15) 4.18

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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
-0.97%
-1.42%
+0.07%
-0.02%
2023
+12.69%
-7.22%
+9.54%
-5.62%
2022
-0.77%
-15.91%
-14.39%
-16.57%
2021
-4.15%
-10.32%
+3.64%
-1.82%
2020
+24.81%
-10.12%
+10.38%
-3.92%
2019
+17.86%
-4.10%
+13.20%
-0.07%
2018
-1.94%
-11.66%
-1.13%
-2.67%
2017
+12.81%
-4.09%
+7.10%
-0.02%
2016
+8.03%
-15.02%
+4.58%
-2.40%
2015
-10.67%
-17.81%
+0.52%
-1.90%
2014
-2.19%
-12.44%
+7.16%
-0.89%
2013
-28.33%
-28.33%
+5.01%
-2.56%
2012
+6.60%
-10.45%
+5.82%
-0.62%
2011
+9.57%
-14.48%
+6.53%
-0.88%
2010
+29.27%
-5.09%
+8.44%
-0.76%
2009
+24.03%
-7.20%
+8.69%
-5.67%
2008
+4.92%
-25.83%
-1.91%
-8.42%
2007
+30.45%
-4.20%
+6.61%
-0.76%
2006
+22.55%
-8.63%
+6.55%
-1.09%
2005
+17.76%
-4.91%
+3.18%
-1.84%
2004
+4.65%
-8.31%
+5.95%
-2.58%
2003
+19.89%
-8.88%
+9.33%
-2.13%
2002
+25.57%
-6.72%
+2.51%
-2.13%
2001
+0.75%
-6.10%
+4.55%
-1.99%
2000
-5.44%
-9.93%
+7.00%
-2.23%
1999
+0.85%
-11.47%
+4.16%
-2.17%
1998
-0.83%
-12.01%
+11.52%
-2.15%
1997
-21.41%
-21.41%
+13.75%
-1.70%
1996
-4.59%
-8.95%
+7.06%
-1.44%
1995
+0.98%
-2.46%
+21.70%
0.00%
1994
-2.17%
-3.91%
-2.16%
-5.50%
1993
+17.68%
-11.51%
+9.87%
-1.10%
1992
-5.73%
-6.97%
+7.53%
-1.25%
1991
-8.56%
-10.05%
+18.68%
-1.05%
1990
-3.11%
-15.14%
+5.70%
-3.09%
1989
-2.84%
-12.30%
+16.54%
-0.87%
1988
-15.26%
-18.05%
+9.35%
-2.17%
1987
+24.53%
-1.97%
+1.75%
-6.14%
1986
+18.96%
-8.14%
+15.00%
-3.14%
1985
+6.00%
-6.67%
+24.05%
-1.20%
1984
-19.38%
-21.80%
+12.45%
-5.25%
1983
-16.31%
-23.52%
+8.71%
-2.55%
1982
+14.94%
-20.13%
+29.01%
-2.01%
1981
-32.60%
-32.60%
+6.70%
-4.80%
1980
+15.19%
-24.27%
+8.94%
-7.35%
1979
+126.55%
-4.46%
+9.13%
-6.01%
1978
+37.01%
-20.28%
+2.61%
-3.91%
1977
+22.64%
-4.00%
+0.16%
-3.03%
1976
-4.10%
-25.85%
+16.30%
-1.12%
1975
-24.80%
-25.92%
+13.45%
-3.39%
1974
+66.15%
-16.62%
-1.00%
-7.35%
1973
+72.96%
-20.49%
-0.06%
-4.25%
1972
+49.02%
-6.88%
+5.70%
-0.85%
1971
+16.70%
-3.48%
+11.12%
-6.85%
1970
+6.16%
-1.56%
+14.75%
-7.32%
1969
-16.07%
-19.25%
-3.75%
-6.02%
1968
+18.16%
-7.38%
+5.00%
-3.25%
1967
+0.28%
0.00%
+5.05%
-2.41%
1966
-0.28%
-0.28%
+2.23%
-5.06%
1965
+0.42%
0.00%
+3.42%
-0.76%
1964
+0.28%
0.00%
+6.40%
-0.13%
1963
-0.28%
-0.28%
+5.54%
-0.77%
1962
-0.42%
-0.42%
+2.64%
-4.17%
1961
-2.74%
-2.74%
+6.45%
-1.47%
1960
+3.55%
0.00%
+10.61%
-1.16%
1959
+0.00%
0.00%
+1.20%
-2.43%
1958
+0.00%
0.00%
+6.71%
-1.94%
1957
+0.14%
0.00%
+4.87%
-2.64%
1956
+0.14%
0.00%
+0.46%
-2.85%
1955
-0.28%
-0.28%
+4.53%
-0.46%
1954
-0.70%
-0.70%
+12.38%
-1.01%
1953
-8.27%
-8.27%
+3.04%
-3.52%
1952
-3.25%
-3.25%
+4.52%
-1.67%
1951
-0.62%
-0.62%
+4.19%
-2.28%
1950
-0.62%
-0.62%
+5.97%
-1.39%
1949
-3.57%
-3.57%
+7.50%
-0.52%
1948
-2.33%
-2.33%
+2.55%
-2.14%
1947
+12.42%
0.00%
+0.41%
-2.01%
1946
+2.68%
0.00%
-0.68%
-5.01%
1945
+2.76%
0.00%
+11.74%
-0.47%
1944
-0.68%
-0.68%
+6.06%
-0.20%
1943
+2.82%
0.00%
+7.56%
-1.84%
1942
+0.00%
0.00%
+4.38%
-2.52%
1941
+2.90%
0.00%
-0.23%
-3.96%
1940
-1.43%
-1.43%
+2.01%
-6.24%
1939
+0.00%
0.00%
+2.95%
-2.25%
1938
+0.00%
0.00%
+9.18%
-5.26%
1937
+0.00%
0.00%
-5.47%
-7.37%
1936
+0.00%
0.00%
+10.35%
-1.34%
1935
+0.00%
0.00%
+12.39%
-0.51%
1934
+8.29%
0.00%
+6.29%
-2.22%
1933
+56.36%
0.00%
+13.83%
-4.78%
1932
+0.00%
0.00%
+8.09%
-5.48%
1931
+0.00%
0.00%
-10.48%
-13.55%
1930
+0.00%
0.00%
+0.53%
-4.69%
1929
+0.00%
0.00%
+1.14%
-5.50%
1928
+0.00%
0.00%
+6.99%
-1.64%
1927
+0.00%
0.00%
+10.90%
-0.83%
1926
+0.00%
0.00%
+6.06%
-1.10%
1925
+0.00%
0.00%
+7.69%
-1.29%
1924
+0.00%
0.00%
+11.71%
-0.11%
1923
+0.00%
0.00%
+4.04%
-1.81%
1922
+0.00%
0.00%
+10.22%
-1.08%
1921
+0.00%
0.00%
+12.53%
-1.28%
1920
+0.00%
0.00%
-2.63%
-4.36%
1919
+0.00%
0.00%
+5.70%
-1.88%
1918
+0.00%
0.00%
+7.31%
-0.63%
1917
+0.00%
0.00%
-5.08%
-5.08%
1916
+0.00%
0.00%
+4.53%
-0.64%
1915
+0.00%
0.00%
+11.23%
-0.64%
1914
+0.00%
0.00%
+4.10%
-2.03%
1913
+0.00%
0.00%
+2.14%
-1.72%
1912
+0.00%
0.00%
+2.68%
-0.77%
1911
+0.00%
0.00%
+3.97%
-1.88%
1910
+0.00%
0.00%
+2.66%
-0.84%
1909
+0.00%
0.00%
+4.37%
-0.57%
1908
+0.00%
0.00%
+17.01%
-0.21%
1907
+0.00%
0.00%
-5.10%
-5.87%
1906
+0.00%
0.00%
+0.70%
-2.35%
1905
+0.00%
0.00%
+4.77%
-1.63%
1904
+0.00%
0.00%
+11.09%
-0.64%
1903
+0.00%
0.00%
-1.70%
-4.31%
1902
+0.00%
0.00%
+2.43%
-3.06%
1901
+0.00%
0.00%
+5.34%
-2.36%
1900
+0.00%
0.00%
+7.24%
-1.40%
1899
+0.00%
0.00%
+0.41%
-2.47%
1898
+0.00%
0.00%
+9.58%
-5.44%
1897
+0.00%
0.00%
+8.74%
-0.88%
1896
+0.00%
0.00%
+3.90%
-5.00%
1895
+0.00%
0.00%
+1.03%
-5.16%
1894
+0.00%
0.00%
+5.59%
-0.91%
1893
+0.00%
0.00%
+0.02%
-6.08%
1892
+0.00%
0.00%
+2.91%
-0.95%
1891
+0.00%
0.00%
+8.10%
-2.84%
1890
+0.00%
0.00%
-0.25%
-3.07%
1889
+0.00%
0.00%
+3.40%
-0.84%
1888
+0.00%
0.00%
+5.05%
-1.53%
1887
+0.00%
0.00%
+1.03%
-2.94%
1886
+0.00%
0.00%
+2.99%
-1.38%
1885
+0.00%
0.00%
+10.27%
-0.77%
1884
+0.00%
0.00%
+0.67%
-4.87%
1883
+0.00%
0.00%
+2.34%
-1.36%
1882
+0.00%
0.00%
+3.20%
-1.50%
1881
+0.00%
0.00%
+2.83%
-3.42%
1880
+0.00%
0.00%
+9.52%
-1.43%
1879
-0.10%
-0.10%
+12.21%
-0.58%
1878
-2.64%
-2.64%
+8.43%
-0.12%
1877
-4.71%
-4.71%
+2.70%
-2.64%
1876
-5.27%
-5.27%
+2.91%
-3.66%
1875
+1.95%
0.00%
+6.26%
-2.56%
1874
+1.54%
0.00%
+11.91%
-1.89%
1873
-1.94%
-1.94%
+2.89%
-7.49%
1872
+2.66%
0.00%
+3.68%
-3.22%
1871
-1.27%
-1.27%
+5.34%
-1.82%