Gold vs Stocks/Bonds 40/60 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 40/60 Portfolio obtained a 7.00% compound annual return, with a 6.99% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Stocks/Bonds 40/60 Portfolio
Portfolio Risk Very High Medium
Asset Allocation Stocks 0% 40%
Fixed Income 0% 60%
Commodities 100% 0%
30 Years Stats Return +5.46% +7.00%
Std Dev 15.44% 6.99%
Max Drawdown -42.91% -19.17%
All time Stats
(Since Jan 1871)
Return +2.92% +6.74%
Std Dev 12.66% 7.38%
Max Drawdown -61.78% -43.68%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1871

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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 40/60 Portfolio +1.32 +6.96 +13.37 +6.01 +5.74 +7.00 +6.74
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 40/60 Portfolio: an investment of 1$, since March 1994, now would be worth 7.61$, with a total return of 661.45% (7.00% 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 40/60 Portfolio: an investment of 1$, since January 1871, now would be worth 21930.96$, with a total return of 2192995.84% (6.74% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Gold Portfolio
Stocks/Bonds 40/60 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
-19.17% Nov 2007 Feb 2009 (16) Nov 2009 (25) 8.87
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-8.64% Dec 2004 May 2005 (6) Sep 2005 (10) 5.30
-8.63% May 2006 Sep 2006 (5) Feb 2007 (10) 4.31
-8.59% Sep 2000 Sep 2002 (25) May 2003 (33) 4.25
-8.37% Dec 2009 Jan 2010 (2) May 2010 (6) 5.13
-8.31% Apr 2004 Apr 2004 (1) Oct 2004 (7) 5.49
-8.09% Feb 2020 Mar 2020 (2) May 2020 (4) 3.88
-6.38% Jan 2011 Jan 2011 (1) Mar 2011 (3) 3.21
-6.25% Jul 1998 Aug 1998 (2) Nov 1998 (5) 2.81
-5.36% Sep 2018 Dec 2018 (4) Mar 2019 (7) 2.59
-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
-4.76% Jun 2011 Sep 2011 (4) Dec 2011 (7) 1.98

Drawdown comparison chart since January 1871.

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Gold Portfolio
Stocks/Bonds 40/60 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
-43.68% Sep 1929 May 1932 (33) Sep 1935 (73) 20.75
-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
-21.33% Mar 1937 Mar 1938 (13) Jul 1941 (53) 7.66
-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
-19.17% Nov 2007 Feb 2009 (16) Nov 2009 (25) 8.87
-18.63% Jan 2022 Sep 2022 (9) In progress (26) 11.00
-18.25% Jan 1948 Jan 1955 (85) Mar 1969 (255) 15.35
-18.08% Aug 2020 Oct 2022 (27) Nov 2023 (40) 8.45
-17.04% Jan 1973 Sep 1974 (21) May 1975 (29) 7.69
-16.62% Apr 1974 Jun 1974 (3) Nov 1974 (8) 9.02
-13.08% Sep 1987 Nov 1987 (3) Oct 1988 (14) 6.07
-12.84% Dec 1968 Jun 1970 (19) Nov 1970 (24) 6.66
-12.20% Jan 1876 Jan 1879 (37) Jan 1933 (685) 12.05
-11.62% Oct 1906 Nov 1907 (14) Jul 1908 (22) 5.75

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.
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Year Return Drawdown Return Drawdown
2024
-0.97%
-1.42%
+1.67%
0.00%
2023
+12.69%
-7.22%
+13.66%
-6.58%
2022
-0.77%
-15.91%
-15.67%
-18.63%
2021
-4.15%
-10.32%
+9.15%
-2.56%
2020
+24.81%
-10.12%
+13.04%
-8.09%
2019
+17.86%
-4.10%
+17.57%
-1.77%
2018
-1.94%
-11.66%
-2.15%
-5.36%
2017
+12.81%
-4.09%
+10.63%
-0.00%
2016
+8.03%
-15.02%
+6.64%
-1.57%
2015
-10.67%
-17.81%
+0.48%
-3.41%
2014
-2.19%
-12.44%
+8.51%
-1.20%
2013
-28.33%
-28.33%
+12.12%
-1.84%
2012
+6.60%
-10.45%
+8.47%
-2.11%
2011
+9.57%
-14.48%
+5.14%
-4.76%
2010
+29.27%
-5.09%
+10.69%
-3.96%
2009
+24.03%
-7.20%
+13.74%
-8.68%
2008
+4.92%
-25.83%
-10.67%
-14.39%
2007
+30.45%
-4.20%
+6.30%
-1.93%
2006
+22.55%
-8.63%
+8.84%
-1.40%
2005
+17.76%
-4.91%
+3.96%
-1.77%
2004
+4.65%
-8.31%
+7.66%
-2.46%
2003
+19.89%
-8.88%
+14.68%
-1.08%
2002
+25.57%
-6.72%
-3.23%
-6.97%
2001
+0.75%
-6.10%
+0.67%
-5.62%
2000
-5.44%
-9.93%
+2.61%
-4.51%
1999
+0.85%
-11.47%
+9.07%
-2.57%
1998
-0.83%
-12.01%
+14.45%
-6.25%
1997
-21.41%
-21.41%
+18.06%
-2.41%
1996
-4.59%
-8.95%
+10.53%
-2.15%
1995
+0.98%
-2.46%
+25.22%
0.00%
1994
-2.17%
-3.91%
-1.66%
-5.98%
1993
+17.68%
-11.51%
+10.06%
-1.23%
1992
-5.73%
-6.97%
+7.93%
-1.27%
1991
-8.56%
-10.05%
+22.10%
-1.98%
1990
-3.11%
-15.14%
+2.76%
-5.70%
1989
-2.84%
-12.30%
+19.43%
-1.12%
1988
-15.26%
-18.05%
+11.34%
-1.71%
1987
+24.53%
-1.97%
+1.97%
-13.08%
1986
+18.96%
-8.14%
+14.89%
-4.37%
1985
+6.00%
-6.67%
+25.86%
-1.17%
1984
-19.38%
-21.80%
+9.88%
-5.84%
1983
-16.31%
-23.52%
+12.20%
-2.64%
1982
+14.94%
-20.13%
+26.88%
-2.17%
1981
-32.60%
-32.60%
+3.99%
-6.81%
1980
+15.19%
-24.27%
+14.99%
-8.39%
1979
+126.55%
-4.46%
+12.91%
-6.34%
1978
+37.01%
-20.28%
+4.07%
-5.90%
1977
+22.64%
-4.00%
-0.72%
-3.59%
1976
-4.10%
-25.85%
+18.84%
-1.06%
1975
-24.80%
-25.92%
+19.54%
-5.93%
1974
+66.15%
-16.62%
-7.71%
-13.50%
1973
+72.96%
-20.49%
-4.59%
-5.73%
1972
+49.02%
-6.88%
+8.68%
-1.10%
1971
+16.70%
-3.48%
+12.75%
-5.80%
1970
+6.16%
-1.56%
+12.26%
-8.78%
1969
-16.07%
-19.25%
-5.38%
-7.12%
1968
+18.16%
-7.38%
+7.09%
-3.10%
1967
+0.28%
0.00%
+10.63%
-2.31%
1966
-0.28%
-0.28%
-0.51%
-7.40%
1965
+0.42%
0.00%
+6.11%
-1.52%
1964
+0.28%
0.00%
+8.90%
-0.46%
1963
-0.28%
-0.28%
+9.44%
-1.27%
1962
-0.42%
-0.42%
-0.42%
-8.22%
1961
-2.74%
-2.74%
+11.57%
-1.78%
1960
+3.55%
0.00%
+8.19%
-2.58%
1959
+0.00%
0.00%
+4.09%
-3.21%
1958
+0.00%
0.00%
+16.24%
-0.74%
1957
+0.14%
0.00%
+1.17%
-4.90%
1956
+0.14%
0.00%
+2.47%
-3.96%
1955
-0.28%
-0.28%
+9.83%
-0.87%
1954
-0.70%
-0.70%
+21.93%
-1.61%
1953
-8.27%
-8.27%
+2.45%
-4.06%
1952
-3.25%
-3.25%
+6.80%
-2.08%
1951
-0.62%
-0.62%
+8.33%
-2.81%
1950
-0.62%
-0.62%
+12.06%
-2.45%
1949
-3.57%
-3.57%
+10.62%
-1.47%
1948
-2.33%
-2.33%
+2.50%
-4.32%
1947
+12.42%
0.00%
+1.27%
-2.13%
1946
+2.68%
0.00%
-2.08%
-9.26%
1945
+2.76%
0.00%
+18.36%
-1.37%
1944
-0.68%
-0.68%
+9.86%
-0.57%
1943
+2.82%
0.00%
+12.64%
-3.58%
1942
+0.00%
0.00%
+7.47%
-5.00%
1941
+2.90%
0.00%
-2.69%
-6.19%
1940
-1.43%
-1.43%
-0.28%
-10.39%
1939
+0.00%
0.00%
+2.79%
-5.09%
1938
+0.00%
0.00%
+13.98%
-10.41%
1937
+0.00%
0.00%
-12.81%
-15.42%
1936
+0.00%
0.00%
+16.17%
-2.94%
1935
+0.00%
0.00%
+20.86%
-2.56%
1934
+8.29%
0.00%
+5.30%
-5.32%
1933
+56.36%
0.00%
+24.67%
-9.11%
1932
+0.00%
0.00%
+3.90%
-15.57%
1931
+0.00%
0.00%
-18.89%
-24.29%
1930
+0.00%
0.00%
-6.69%
-13.91%
1929
+0.00%
0.00%
-1.97%
-13.91%
1928
+0.00%
0.00%
+14.91%
-1.98%
1927
+0.00%
0.00%
+16.51%
-1.80%
1926
+0.00%
0.00%
+7.41%
-3.13%
1925
+0.00%
0.00%
+12.21%
-2.63%
1924
+0.00%
0.00%
+15.54%
-0.89%
1923
+0.00%
0.00%
+4.38%
-4.74%
1922
+0.00%
0.00%
+14.92%
-1.92%
1921
+0.00%
0.00%
+11.92%
-3.20%
1920
+0.00%
0.00%
-5.48%
-5.80%
1919
+0.00%
0.00%
+9.18%
-3.41%
1918
+0.00%
0.00%
+10.02%
-1.24%
1917
+0.00%
0.00%
-8.47%
-8.47%
1916
+0.00%
0.00%
+5.41%
-1.10%
1915
+0.00%
0.00%
+16.21%
-0.82%
1914
+0.00%
0.00%
+1.71%
-6.40%
1913
+0.00%
0.00%
+0.41%
-2.35%
1912
+0.00%
0.00%
+3.79%
-1.64%
1911
+0.00%
0.00%
+3.85%
-3.88%
1910
+0.00%
0.00%
+1.13%
-3.45%
1909
+0.00%
0.00%
+7.30%
-0.82%
1908
+0.00%
0.00%
+22.62%
-0.76%
1907
+0.00%
0.00%
-9.88%
-10.61%
1906
+0.00%
0.00%
+0.68%
-4.20%
1905
+0.00%
0.00%
+8.89%
-2.45%
1904
+0.00%
0.00%
+16.35%
-1.04%
1903
+0.00%
0.00%
-5.56%
-9.38%
1902
+0.00%
0.00%
+3.88%
-3.25%
1901
+0.00%
0.00%
+8.86%
-3.45%
1900
+0.00%
0.00%
+10.62%
-1.73%
1899
+0.00%
0.00%
+1.22%
-3.83%
1898
+0.00%
0.00%
+14.49%
-5.07%
1897
+0.00%
0.00%
+11.63%
-1.44%
1896
+0.00%
0.00%
+3.73%
-6.81%
1895
+0.00%
0.00%
+2.01%
-5.62%
1894
+0.00%
0.00%
+5.09%
-1.63%
1893
+0.00%
0.00%
-4.70%
-11.05%
1892
+0.00%
0.00%
+3.70%
-1.24%
1891
+0.00%
0.00%
+10.78%
-2.88%
1890
+0.00%
0.00%
-1.74%
-5.18%
1889
+0.00%
0.00%
+4.31%
-1.08%
1888
+0.00%
0.00%
+4.61%
-1.96%
1887
+0.00%
0.00%
+0.60%
-4.61%
1886
+0.00%
0.00%
+5.22%
-2.17%
1885
+0.00%
0.00%
+15.19%
-0.95%
1884
+0.00%
0.00%
-2.59%
-7.14%
1883
+0.00%
0.00%
+0.38%
-2.52%
1882
+0.00%
0.00%
+3.29%
-2.59%
1881
+0.00%
0.00%
+2.17%
-4.53%
1880
+0.00%
0.00%
+13.77%
-3.35%
1879
-0.10%
-0.10%
+21.48%
-0.68%
1878
-2.64%
-2.64%
+10.38%
-0.17%
1877
-4.71%
-4.71%
+1.75%
-6.47%
1876
-5.27%
-5.27%
-1.36%
-5.59%
1875
+1.95%
0.00%
+6.03%
-1.68%
1874
+1.54%
0.00%
+10.10%
-1.40%
1873
-1.94%
-1.94%
+1.53%
-9.21%
1872
+2.66%
0.00%
+5.54%
-3.01%
1871
-1.27%
-1.27%
+7.90%
-2.38%