Last Update: 31 March 2024
The Gold Portfolio obtained a 5.69% compound annual return, with a 15.51% standard deviation, in the last 30 Years.
The Stocks/Bonds 60/40 Portfolio obtained a 8.42% compound annual return, with a 9.60% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Stocks/Bonds 60/40 Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | High | |
| Asset Allocation | Stocks | 0% | 60% |
| Fixed Income | 0% | 40% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +8.42% |
| Std Dev | 15.51% | 9.60% | |
| Max Drawdown | -42.91% | -30.55% | |
| All time Stats (Since Jan 1871) |
Return | +2.98% | +7.69% |
| Std Dev | 12.67% | 10.21% | |
| Max Drawdown | -61.78% | -62.03% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1871
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | +8.67 | +19.99 | +12.28 | +11.01 | +5.23 | +5.69 | +2.98 |
| Stocks/Bonds 60/40 Portfolio | +2.12 | +16.12 | +17.74 | +8.77 | +8.05 | +8.42 | +7.69 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Gold Portfolio: an investment of 1$, since April 1994,
now would be worth 5.26$, with a total return of 425.67%
(5.69% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994, now would be worth 11.32$, with a total return of 1031.62% (8.42% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since April 1994, now would be worth 11.32$, with a total return of 1031.62% (8.42% annualized).
Gold Portfolio: an investment of 1$, since January 1871,
now would be worth 89.55$, with a total return of 8855.13%
(2.98% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1871, now would be worth 85205.06$, with a total return of 8520406.05% (7.69% annualized).
Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1871, now would be worth 85205.06$, with a total return of 8520406.05% (7.69% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Gold Portfolio
|
Stocks/Bonds 60/40 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 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -12.29% | Feb 2020 | Mar 2020 (2) | Jul 2020 (6) | 5.29 | |||||
| -10.18% | Jul 1998 | Aug 1998 (2) | Nov 1998 (5) | 4.93 | |||||
| -9.00% | May 2011 | Sep 2011 (5) | Jan 2012 (9) | 3.76 | |||||
| -8.64% | Dec 2004 | May 2005 (6) | Sep 2005 (10) | 5.30 | |||||
| -8.63% | May 2006 | Sep 2006 (5) | Feb 2007 (10) | 4.31 | |||||
| -8.38% | Sep 2018 | Dec 2018 (4) | Mar 2019 (7) | 3.89 | |||||
| -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 | |||||
| -5.35% | Apr 2000 | May 2000 (2) | Aug 2000 (5) | 2.94 | |||||
| -5.24% | Jun 2015 | Sep 2015 (4) | Apr 2016 (11) | 2.81 | |||||
| -5.22% | Jun 2009 | Jun 2009 (1) | Sep 2009 (4) | 2.98 | |||||
| -5.09% | Jul 2010 | Jul 2010 (1) | Aug 2010 (2) | 2.94 | |||||
Drawdown comparison chart since January 1871.
Swipe left to see all data
|
Gold Portfolio
|
Stocks/Bonds 60/40 Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -62.03% | Sep 1929 | May 1932 (33) | Jul 1936 (83) | 33.36 | |||||
| -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 | |||||
| -31.73% | Mar 1937 | Mar 1938 (13) | Jan 1943 (71) | 13.31 | |||||
| -30.55% | Nov 2007 | Feb 2009 (16) | Oct 2010 (36) | 13.38 | |||||
| -27.28% | Jan 1973 | Sep 1974 (21) | Jan 1976 (37) | 11.90 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -24.27% | Feb 1980 | Mar 1980 (2) | Jun 1980 (5) | 14.98 | |||||
| -21.56% | Sep 2000 | Sep 2002 (25) | Jan 2004 (41) | 11.96 | |||||
| -20.69% | Jan 2022 | Sep 2022 (9) | Feb 2024 (26) | 11.44 | |||||
| -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% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 9.40 | |||||
| -18.96% | Apr 1876 | Jun 1877 (15) | Jul 1878 (28) | 9.71 | |||||
| -18.76% | Dec 1968 | Jun 1970 (19) | Jan 1971 (26) | 9.23 | |||||
| -18.25% | Jan 1948 | Jan 1955 (85) | Mar 1969 (255) | 15.35 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.90% | Oct 1906 | Nov 1907 (14) | Aug 1908 (23) | 9.30 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.61%
|
-1.42% |
+5.46%
|
0.00% |
| 2023 |
+12.69%
|
-7.22% |
+17.79%
|
-7.47% |
| 2022 |
-0.77%
|
-15.91% |
-16.95%
|
-20.69% |
| 2021 |
-4.15%
|
-10.32% |
+14.66%
|
-3.24% |
| 2020 |
+24.81%
|
-10.12% |
+15.70%
|
-12.29% |
| 2019 |
+17.86%
|
-4.10% |
+21.94%
|
-3.41% |
| 2018 |
-1.94%
|
-11.66% |
-3.17%
|
-8.38% |
| 2017 |
+12.81%
|
-4.09% |
+14.15%
|
0.00% |
| 2016 |
+8.03%
|
-15.02% |
+8.71%
|
-2.95% |
| 2015 |
-10.67%
|
-17.81% |
+0.44%
|
-5.24% |
| 2014 |
-2.19%
|
-12.44% |
+9.85%
|
-1.50% |
| 2013 |
-28.33%
|
-28.33% |
+19.23%
|
-2.27% |
| 2012 |
+6.60%
|
-10.45% |
+11.13%
|
-3.54% |
| 2011 |
+9.57%
|
-14.48% |
+3.75%
|
-9.00% |
| 2010 |
+29.27%
|
-5.09% |
+12.93%
|
-7.13% |
| 2009 |
+24.03%
|
-7.20% |
+18.79%
|
-11.70% |
| 2008 |
+4.92%
|
-25.83% |
-19.44%
|
-22.19% |
| 2007 |
+30.45%
|
-4.20% |
+5.99%
|
-3.07% |
| 2006 |
+22.55%
|
-8.63% |
+11.12%
|
-2.03% |
| 2005 |
+17.76%
|
-4.91% |
+4.74%
|
-2.34% |
| 2004 |
+4.65%
|
-8.31% |
+9.37%
|
-2.68% |
| 2003 |
+19.89%
|
-8.88% |
+20.04%
|
-1.99% |
| 2002 |
+25.57%
|
-6.72% |
-8.98%
|
-13.74% |
| 2001 |
+0.75%
|
-6.10% |
-3.21%
|
-11.68% |
| 2000 |
-5.44%
|
-9.93% |
-1.79%
|
-8.27% |
| 1999 |
+0.85%
|
-11.47% |
+13.98%
|
-3.76% |
| 1998 |
-0.83%
|
-12.01% |
+17.39%
|
-10.18% |
| 1997 |
-21.41%
|
-21.41% |
+22.37%
|
-3.12% |
| 1996 |
-4.59%
|
-8.95% |
+14.01%
|
-3.33% |
| 1995 |
+0.98%
|
-2.46% |
+28.74%
|
-0.20% |
| 1994 |
-2.17%
|
-3.91% |
-1.16%
|
-6.47% |
| 1993 |
+17.68%
|
-11.51% |
+10.25%
|
-1.36% |
| 1992 |
-5.73%
|
-6.97% |
+8.32%
|
-1.65% |
| 1991 |
-8.56%
|
-10.05% |
+25.53%
|
-2.86% |
| 1990 |
-3.11%
|
-15.14% |
-0.19%
|
-8.52% |
| 1989 |
-2.84%
|
-12.30% |
+22.33%
|
-1.36% |
| 1988 |
-15.26%
|
-18.05% |
+13.33%
|
-2.24% |
| 1987 |
+24.53%
|
-1.97% |
+2.18%
|
-19.17% |
| 1986 |
+18.96%
|
-8.14% |
+14.79%
|
-5.58% |
| 1985 |
+6.00%
|
-6.67% |
+27.66%
|
-2.15% |
| 1984 |
-19.38%
|
-21.80% |
+7.32%
|
-6.58% |
| 1983 |
-16.31%
|
-23.52% |
+15.69%
|
-2.85% |
| 1982 |
+14.94%
|
-20.13% |
+24.75%
|
-4.29% |
| 1981 |
-32.60%
|
-32.60% |
+1.27%
|
-8.82% |
| 1980 |
+15.19%
|
-24.27% |
+21.05%
|
-9.57% |
| 1979 |
+126.55%
|
-4.46% |
+16.69%
|
-6.65% |
| 1978 |
+37.01%
|
-20.28% |
+5.53%
|
-7.92% |
| 1977 |
+22.64%
|
-4.00% |
-1.60%
|
-4.89% |
| 1976 |
-4.10%
|
-25.85% |
+21.38%
|
-1.34% |
| 1975 |
-24.80%
|
-25.92% |
+25.64%
|
-8.13% |
| 1974 |
+66.15%
|
-16.62% |
-14.41%
|
-20.38% |
| 1973 |
+72.96%
|
-20.49% |
-9.12%
|
-9.87% |
| 1972 |
+49.02%
|
-6.88% |
+11.66%
|
-1.45% |
| 1971 |
+16.70%
|
-3.48% |
+14.37%
|
-5.73% |
| 1970 |
+6.16%
|
-1.56% |
+9.77%
|
-11.52% |
| 1969 |
-16.07%
|
-19.25% |
-7.02%
|
-8.24% |
| 1968 |
+18.16%
|
-7.38% |
+9.19%
|
-3.30% |
| 1967 |
+0.28%
|
0.00% |
+16.22%
|
-2.87% |
| 1966 |
-0.28%
|
-0.28% |
-3.25%
|
-9.79% |
| 1965 |
+0.42%
|
0.00% |
+8.81%
|
-2.63% |
| 1964 |
+0.28%
|
0.00% |
+11.40%
|
-0.78% |
| 1963 |
-0.28%
|
-0.28% |
+13.34%
|
-1.77% |
| 1962 |
-0.42%
|
-0.42% |
-3.49%
|
-12.63% |
| 1961 |
-2.74%
|
-2.74% |
+16.69%
|
-2.07% |
| 1960 |
+3.55%
|
0.00% |
+5.77%
|
-4.00% |
| 1959 |
+0.00%
|
0.00% |
+6.99%
|
-3.96% |
| 1958 |
+0.00%
|
0.00% |
+25.76%
|
-0.76% |
| 1957 |
+0.14%
|
0.00% |
-2.53%
|
-7.55% |
| 1956 |
+0.14%
|
0.00% |
+4.48%
|
-5.10% |
| 1955 |
-0.28%
|
-0.28% |
+15.12%
|
-1.72% |
| 1954 |
-0.70%
|
-0.70% |
+31.48%
|
-2.16% |
| 1953 |
-8.27%
|
-8.27% |
+1.85%
|
-4.96% |
| 1952 |
-3.25%
|
-3.25% |
+9.07%
|
-2.48% |
| 1951 |
-0.62%
|
-0.62% |
+12.47%
|
-3.94% |
| 1950 |
-0.62%
|
-0.62% |
+18.15%
|
-3.45% |
| 1949 |
-3.57%
|
-3.57% |
+13.74%
|
-2.42% |
| 1948 |
-2.33%
|
-2.33% |
+2.46%
|
-6.51% |
| 1947 |
+12.42%
|
0.00% |
+2.12%
|
-3.61% |
| 1946 |
+2.68%
|
0.00% |
-3.48%
|
-13.30% |
| 1945 |
+2.76%
|
0.00% |
+24.98%
|
-2.30% |
| 1944 |
-0.68%
|
-0.68% |
+13.65%
|
-0.91% |
| 1943 |
+2.82%
|
0.00% |
+17.73%
|
-5.22% |
| 1942 |
+0.00%
|
0.00% |
+10.55%
|
-7.45% |
| 1941 |
+2.90%
|
0.00% |
-5.16%
|
-8.44% |
| 1940 |
-1.43%
|
-1.43% |
-2.58%
|
-14.56% |
| 1939 |
+0.00%
|
0.00% |
+2.64%
|
-8.45% |
| 1938 |
+0.00%
|
0.00% |
+18.78%
|
-15.43% |
| 1937 |
+0.00%
|
0.00% |
-20.16%
|
-23.31% |
| 1936 |
+0.00%
|
0.00% |
+22.00%
|
-4.48% |
| 1935 |
+0.00%
|
0.00% |
+29.34%
|
-5.09% |
| 1934 |
+8.29%
|
0.00% |
+4.30%
|
-9.46% |
| 1933 |
+56.36%
|
0.00% |
+35.51%
|
-12.66% |
| 1932 |
+0.00%
|
0.00% |
-0.28%
|
-25.51% |
| 1931 |
+0.00%
|
0.00% |
-27.30%
|
-34.34% |
| 1930 |
+0.00%
|
0.00% |
-13.91%
|
-22.76% |
| 1929 |
+0.00%
|
0.00% |
-5.08%
|
-21.42% |
| 1928 |
+0.00%
|
0.00% |
+22.84%
|
-2.72% |
| 1927 |
+0.00%
|
0.00% |
+22.12%
|
-2.70% |
| 1926 |
+0.00%
|
0.00% |
+8.76%
|
-5.17% |
| 1925 |
+0.00%
|
0.00% |
+16.74%
|
-3.95% |
| 1924 |
+0.00%
|
0.00% |
+19.37%
|
-1.79% |
| 1923 |
+0.00%
|
0.00% |
+4.71%
|
-7.60% |
| 1922 |
+0.00%
|
0.00% |
+19.63%
|
-2.80% |
| 1921 |
+0.00%
|
0.00% |
+11.31%
|
-5.11% |
| 1920 |
+0.00%
|
0.00% |
-8.32%
|
-9.02% |
| 1919 |
+0.00%
|
0.00% |
+12.66%
|
-4.87% |
| 1918 |
+0.00%
|
0.00% |
+12.74%
|
-2.11% |
| 1917 |
+0.00%
|
0.00% |
-11.87%
|
-11.87% |
| 1916 |
+0.00%
|
0.00% |
+6.29%
|
-1.98% |
| 1915 |
+0.00%
|
0.00% |
+21.19%
|
-1.32% |
| 1914 |
+0.00%
|
0.00% |
-0.68%
|
-11.08% |
| 1913 |
+0.00%
|
0.00% |
-1.31%
|
-4.21% |
| 1912 |
+0.00%
|
0.00% |
+4.90%
|
-2.48% |
| 1911 |
+0.00%
|
0.00% |
+3.72%
|
-5.85% |
| 1910 |
+0.00%
|
0.00% |
-0.39%
|
-6.05% |
| 1909 |
+0.00%
|
0.00% |
+10.23%
|
-1.46% |
| 1908 |
+0.00%
|
0.00% |
+28.22%
|
-1.72% |
| 1907 |
+0.00%
|
0.00% |
-14.66%
|
-16.56% |
| 1906 |
+0.00%
|
0.00% |
+0.65%
|
-6.03% |
| 1905 |
+0.00%
|
0.00% |
+13.00%
|
-3.42% |
| 1904 |
+0.00%
|
0.00% |
+21.60%
|
-1.44% |
| 1903 |
+0.00%
|
0.00% |
-9.42%
|
-14.64% |
| 1902 |
+0.00%
|
0.00% |
+5.32%
|
-4.68% |
| 1901 |
+0.00%
|
0.00% |
+12.37%
|
-5.10% |
| 1900 |
+0.00%
|
0.00% |
+14.00%
|
-2.99% |
| 1899 |
+0.00%
|
0.00% |
+2.03%
|
-5.60% |
| 1898 |
+0.00%
|
0.00% |
+19.40%
|
-4.72% |
| 1897 |
+0.00%
|
0.00% |
+14.52%
|
-2.89% |
| 1896 |
+0.00%
|
0.00% |
+3.55%
|
-8.59% |
| 1895 |
+0.00%
|
0.00% |
+2.99%
|
-6.94% |
| 1894 |
+0.00%
|
0.00% |
+4.58%
|
-2.96% |
| 1893 |
+0.00%
|
0.00% |
-9.41%
|
-16.37% |
| 1892 |
+0.00%
|
0.00% |
+4.50%
|
-1.55% |
| 1891 |
+0.00%
|
0.00% |
+13.47%
|
-3.11% |
| 1890 |
+0.00%
|
0.00% |
-3.23%
|
-7.81% |
| 1889 |
+0.00%
|
0.00% |
+5.21%
|
-1.48% |
| 1888 |
+0.00%
|
0.00% |
+4.16%
|
-2.40% |
| 1887 |
+0.00%
|
0.00% |
+0.17%
|
-6.26% |
| 1886 |
+0.00%
|
0.00% |
+7.45%
|
-2.95% |
| 1885 |
+0.00%
|
0.00% |
+20.12%
|
-1.12% |
| 1884 |
+0.00%
|
0.00% |
-5.85%
|
-9.42% |
| 1883 |
+0.00%
|
0.00% |
-1.59%
|
-3.70% |
| 1882 |
+0.00%
|
0.00% |
+3.39%
|
-3.65% |
| 1881 |
+0.00%
|
0.00% |
+1.51%
|
-6.38% |
| 1880 |
+0.00%
|
0.00% |
+18.01%
|
-5.21% |
| 1879 |
-0.10%
|
-0.10% |
+30.75%
|
-0.79% |
| 1878 |
-2.64%
|
-2.64% |
+12.34%
|
-0.38% |
| 1877 |
-4.71%
|
-4.71% |
+0.79%
|
-10.85% |
| 1876 |
-5.27%
|
-5.27% |
-5.64%
|
-9.33% |
| 1875 |
+1.95%
|
0.00% |
+5.80%
|
-2.06% |
| 1874 |
+1.54%
|
0.00% |
+8.29%
|
-2.74% |
| 1873 |
-1.94%
|
-1.94% |
+0.18%
|
-11.04% |
| 1872 |
+2.66%
|
0.00% |
+7.40%
|
-2.81% |
| 1871 |
-1.27%
|
-1.27% |
+10.46%
|
-3.08% |
