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 Stocks/Bonds 80/20 Portfolio obtained a 8.89% compound annual return, with a 12.33% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Stocks/Bonds 80/20 Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 0% | 80% |
| Fixed Income | 0% | 20% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.37% | +8.89% |
| Std Dev | 15.53% | 12.33% | |
| Max Drawdown | -42.91% | -41.09% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1871
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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 | +2.91 |
| Stocks/Bonds 80/20 Portfolio | +0.12 | +2.34 | +1.26 | +8.29 | +9.50 | +8.89 | +8.40 |
(*) 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).
Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since June 1993, now would be worth 12865.41$, with a total return of 1186.54% (8.89% annualized).
Gold Portfolio: an investment of 1000$, since January 1871, now would be worth 79365.17$, with a total return of 7836.52% (2.91% annualized).
Stocks/Bonds 80/20 Portfolio: an investment of 1000$, since January 1871, now would be worth 218758807.67$, with a total return of 21875780.77% (8.40% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
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Gold Portfolio |
Stocks/Bonds 80/20 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -42.91% | Sep 2011 | Dec 2015 | |||
| -41.09% | Nov 2007 | Feb 2009 | |||
| -37.17% | Feb 1996 | Aug 1999 | |||
| -33.33% | Sep 2000 | Sep 2002 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -22.75% | Jan 2022 | Sep 2022 | |||
| -18.08% | Aug 2020 | Oct 2022 | |||
| -16.53% | Feb 2020 | Mar 2020 | |||
| -13.95% | Jul 1998 | Aug 1998 | |||
| -13.35% | May 2011 | Sep 2011 | |||
| -11.51% | Aug 1993 | Sep 1993 | |||
| -11.32% | Oct 2018 | Dec 2018 | |||
| -8.64% | Dec 2004 | May 2005 | |||
| -8.63% | May 2006 | Sep 2006 | |||
| -8.37% | Dec 2009 | Jan 2010 | |||
| -8.31% | Apr 2004 | Apr 2004 | |||
| -7.05% | Jun 2015 | Sep 2015 | |||
| -6.95% | Feb 1994 | Jun 1994 | |||
| -6.90% | Apr 2000 | May 2000 | |||
| -6.38% | Jan 2011 | Jan 2011 | |||
Drawdown comparison chart since January 1871.
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Gold Portfolio |
Stocks/Bonds 80/20 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -75.27% | Sep 1929 | May 1932 | |||
| -61.78% | Oct 1980 | Aug 1999 | |||
| -44.24% | Jan 1975 | Aug 1976 | |||
| -42.91% | Sep 2011 | Dec 2015 | |||
| -41.09% | Nov 2007 | Feb 2009 | |||
| -36.88% | Jan 1973 | Sep 1974 | |||
| -33.33% | Sep 2000 | Sep 2002 | |||
| -26.75% | Apr 1876 | Jun 1877 | |||
| -25.83% | Mar 2008 | Oct 2008 | |||
| -24.55% | Sep 1987 | Nov 1987 | |||
| -24.50% | Dec 1968 | Jun 1970 | |||
| -24.27% | Feb 1980 | Mar 1980 | |||
| -24.11% | Oct 1906 | Nov 1907 | |||
| -22.75% | Jan 2022 | Sep 2022 | |||
| -21.68% | Oct 1902 | Oct 1903 | |||
| -21.64% | Feb 1893 | Aug 1893 | |||
| -20.49% | Jul 1973 | Oct 1973 | |||
| -20.28% | Nov 1978 | Nov 1978 | |||
| -19.77% | May 1969 | Jan 1970 | |||
| -18.38% | Nov 1919 | Jun 1921 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1871.
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| Year | Gold Portfolio | Stocks/Bonds 80/20 Portfolio |
|---|---|---|
| 2023 |
+7.47% | +7.52% |
| 2022 |
-0.77% | -18.23% |
| 2021 |
-4.15% | +20.16% |
| 2020 |
+24.81% | +18.36% |
| 2019 |
+17.86% | +26.30% |
| 2018 |
-1.94% | -4.19% |
| 2017 |
+12.81% | +17.68% |
| 2016 |
+8.03% | +10.77% |
| 2015 |
-10.67% | +0.40% |
| 2014 |
-2.19% | +11.20% |
| 2013 |
-28.33% | +26.34% |
| 2012 |
+6.60% | +13.79% |
| 2011 |
+9.57% | +2.36% |
| 2010 |
+29.27% | +15.18% |
| 2009 |
+24.03% | +23.84% |
| 2008 |
+4.92% | -28.21% |
| 2007 |
+30.45% | +5.68% |
| 2006 |
+22.55% | +13.41% |
| 2005 |
+17.76% | +5.53% |
| 2004 |
+4.65% | +11.08% |
| 2003 |
+19.89% | +25.40% |
| 2002 |
+25.57% | -14.73% |
| 2001 |
+0.75% | -7.09% |
| 2000 |
-5.44% | -6.18% |
| 1999 |
+0.85% | +18.90% |
| 1998 |
-0.83% | +20.33% |
| 1997 |
-21.41% | +26.68% |
| 1996 |
-4.59% | +17.49% |
| 1995 |
+0.98% | +32.26% |
| 1994 |
-2.17% | -0.67% |
| 1993 |
+17.68% | +10.44% |
| 1992 |
-5.73% | +8.71% |
| 1991 |
-8.56% | +28.96% |
| 1990 |
-3.11% | -3.13% |
| 1989 |
-2.84% | +25.22% |
| 1988 |
-15.26% | +15.32% |
| 1987 |
+24.53% | +2.40% |
| 1986 |
+18.96% | +14.68% |
| 1985 |
+6.00% | +29.47% |
| 1984 |
-19.38% | +4.75% |
| 1983 |
-16.31% | +19.17% |
| 1982 |
+14.94% | +22.62% |
| 1981 |
-32.60% | -1.44% |
| 1980 |
+15.19% | +27.10% |
| 1979 |
+126.55% | +20.47% |
| 1978 |
+37.01% | +6.99% |
| 1977 |
+22.64% | -2.48% |
| 1976 |
-4.10% | +23.93% |
| 1975 |
-24.80% | +31.73% |
| 1974 |
+66.15% | -21.11% |
| 1973 |
+72.96% | -13.65% |
| 1972 |
+49.02% | +14.64% |
| 1971 |
+16.70% | +16.00% |
| 1970 |
+6.16% | +7.28% |
| 1969 |
-16.07% | -8.65% |
| 1968 |
+18.16% | +11.29% |
| 1967 |
+0.28% | +21.80% |
| 1966 |
-0.28% | -5.99% |
| 1965 |
+0.42% | +11.50% |
| 1964 |
+0.28% | +13.90% |
| 1963 |
-0.28% | +17.24% |
| 1962 |
-0.42% | -6.55% |
| 1961 |
-2.74% | +21.82% |
| 1960 |
+3.55% | +3.34% |
| 1959 |
+0.00% | +9.88% |
| 1958 |
+0.00% | +35.29% |
| 1957 |
+0.14% | -6.23% |
| 1956 |
+0.14% | +6.50% |
| 1955 |
-0.28% | +20.42% |
| 1954 |
-0.70% | +41.03% |
| 1953 |
-8.27% | +1.26% |
| 1952 |
-3.25% | +11.34% |
| 1951 |
-0.62% | +16.61% |
| 1950 |
-0.62% | +24.24% |
| 1949 |
-3.57% | +16.85% |
| 1948 |
-2.33% | +2.41% |
| 1947 |
+12.42% | +2.98% |
| 1946 |
+2.68% | -4.87% |
| 1945 |
+2.76% | +31.60% |
| 1944 |
-0.68% | +17.44% |
| 1943 |
+2.82% | +22.81% |
| 1942 |
+0.00% | +13.64% |
| 1941 |
+2.90% | -7.63% |
| 1940 |
-1.43% | -4.87% |
| 1939 |
+0.00% | +2.49% |
| 1938 |
+0.00% | +23.58% |
| 1937 |
+0.00% | -27.51% |
| 1936 |
+0.00% | +27.82% |
| 1935 |
+0.00% | +37.81% |
| 1934 |
+8.29% | +3.30% |
| 1933 |
+56.36% | +46.35% |
| 1932 |
+0.00% | -4.47% |
| 1931 |
+0.00% | -35.71% |
| 1930 |
+0.00% | -21.13% |
| 1929 |
+0.00% | -8.19% |
| 1928 |
+0.00% | +30.76% |
| 1927 |
+0.00% | +27.72% |
| 1926 |
+0.00% | +10.11% |
| 1925 |
+0.00% | +21.26% |
| 1924 |
+0.00% | +23.20% |
| 1923 |
+0.00% | +5.04% |
| 1922 |
+0.00% | +24.33% |
| 1921 |
+0.00% | +10.70% |
| 1920 |
+0.00% | -11.16% |
| 1919 |
+0.00% | +16.14% |
| 1918 |
+0.00% | +15.45% |
| 1917 |
+0.00% | -15.26% |
| 1916 |
+0.00% | +7.17% |
| 1915 |
+0.00% | +26.18% |
| 1914 |
+0.00% | -3.07% |
| 1913 |
+0.00% | -3.04% |
| 1912 |
+0.00% | +6.01% |
| 1911 |
+0.00% | +3.60% |
| 1910 |
+0.00% | -1.92% |
| 1909 |
+0.00% | +13.16% |
| 1908 |
+0.00% | +33.83% |
| 1907 |
+0.00% | -19.45% |
| 1906 |
+0.00% | +0.63% |
| 1905 |
+0.00% | +17.12% |
| 1904 |
+0.00% | +26.86% |
| 1903 |
+0.00% | -13.28% |
| 1902 |
+0.00% | +6.77% |
| 1901 |
+0.00% | +15.88% |
| 1900 |
+0.00% | +17.38% |
| 1899 |
+0.00% | +2.83% |
| 1898 |
+0.00% | +24.31% |
| 1897 |
+0.00% | +17.42% |
| 1896 |
+0.00% | +3.38% |
| 1895 |
+0.00% | +3.97% |
| 1894 |
+0.00% | +4.08% |
| 1893 |
+0.00% | -14.13% |
| 1892 |
+0.00% | +5.29% |
| 1891 |
+0.00% | +16.15% |
| 1890 |
+0.00% | -4.72% |
| 1889 |
+0.00% | +6.12% |
| 1888 |
+0.00% | +3.72% |
| 1887 |
+0.00% | -0.27% |
| 1886 |
+0.00% | +9.69% |
| 1885 |
+0.00% | +25.05% |
| 1884 |
+0.00% | -9.11% |
| 1883 |
+0.00% | -3.56% |
| 1882 |
+0.00% | +3.48% |
| 1881 |
+0.00% | +0.85% |
| 1880 |
+0.00% | +22.26% |
| 1879 |
-0.10% | +40.02% |
| 1878 |
-2.64% | +14.30% |
| 1877 |
-4.71% | -0.16% |
| 1876 |
-5.27% | -9.91% |
| 1875 |
+1.95% | +5.57% |
| 1874 |
+1.54% | +6.48% |
| 1873 |
-1.94% | -1.18% |
| 1872 |
+2.66% | +9.26% |
| 1871 |
-1.27% | +13.02% |
