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 Technology Portfolio obtained a 14.30% compound annual return, with a 23.97% standard deviation, in the last 30 Years.
Summary
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| Gold Portfolio | Technology Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 0% | 100% |
| Fixed Income | 0% | 0% | |
| Commodities | 100% | 0% | |
| 30 Years Stats | Return | +5.69% | +14.30% |
| Std Dev | 15.51% | 23.97% | |
| Max Drawdown | -42.91% | -81.08% | |
| All time Stats (Since Jan 1971) |
Return | +7.81% | +12.75% |
| Std Dev | 19.54% | 22.52% | |
| Max Drawdown | -61.78% | -81.08% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1971
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Gold Portfolio | +8.67 | +19.99 | +12.28 | +11.01 | +5.23 | +5.69 | +7.81 |
| Technology Portfolio | +1.27 | +24.41 | +39.27 | +20.61 | +18.58 | +14.30 | +12.75 |
| 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).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Technology Portfolio: an investment of 1$, since April 1994, now would be worth 55.17$, with a total return of 5417.17% (14.30% annualized).
Gold Portfolio: an investment of 1$, since January 1971,
now would be worth 54.82$, with a total return of 5382.29%
(7.81% annualized).
Technology Portfolio: an investment of 1$, since January 1971, now would be worth 597.22$, with a total return of 59621.70% (12.75% annualized).
Technology Portfolio: an investment of 1$, since January 1971, now would be worth 597.22$, with a total return of 59621.70% (12.75% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
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|
Gold Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -37.17% | Feb 1996 | Aug 1999 (43) | Dec 2003 (95) | 24.75 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -13.51% | Feb 1997 | Mar 1997 (2) | May 1997 (4) | 7.32 | |||||
| -12.90% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 7.13 | |||||
| -10.50% | Aug 1997 | Dec 1997 (5) | Feb 1998 (7) | 5.23 | |||||
| -9.82% | Dec 2015 | Feb 2016 (3) | Jul 2016 (8) | 5.36 | |||||
| -9.49% | Feb 1999 | Feb 1999 (1) | Apr 1999 (3) | 4.77 | |||||
| -8.88% | Aug 2015 | Sep 2015 (2) | Oct 2015 (3) | 5.60 | |||||
| -8.65% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 5.20 | |||||
| -8.64% | Dec 2004 | May 2005 (6) | Sep 2005 (10) | 5.30 | |||||
| -8.63% | May 2006 | Sep 2006 (5) | Feb 2007 (10) | 4.31 | |||||
| -8.37% | Dec 2009 | Jan 2010 (2) | May 2010 (6) | 5.13 | |||||
| -8.31% | Apr 2004 | Apr 2004 (1) | Oct 2004 (7) | 5.49 | |||||
| -8.23% | May 2019 | May 2019 (1) | Jul 2019 (3) | 4.16 | |||||
Drawdown comparison chart since January 1971.
Swipe left to see all data
|
Gold Portfolio
|
Technology Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -81.08% | Apr 2000 | Sep 2002 (30) | Oct 2014 (175) | 56.07 | |||||
| -61.78% | Oct 1980 | Aug 1999 (227) | Apr 2007 (319) | 44.50 | |||||
| -58.37% | Jan 1973 | Sep 1974 (21) | Aug 1978 (68) | 32.58 | |||||
| -44.24% | Jan 1975 | Aug 1976 (20) | Jul 1978 (43) | 22.42 | |||||
| -42.91% | Sep 2011 | Dec 2015 (52) | Jul 2020 (107) | 28.29 | |||||
| -34.57% | Sep 1987 | Nov 1987 (3) | May 1989 (21) | 17.23 | |||||
| -32.58% | Jan 2022 | Dec 2022 (12) | Dec 2023 (24) | 19.19 | |||||
| -27.93% | Jul 1983 | Jul 1984 (13) | Nov 1985 (29) | 16.11 | |||||
| -27.64% | Jul 1990 | Oct 1990 (4) | Feb 1991 (8) | 16.50 | |||||
| -25.83% | Mar 2008 | Oct 2008 (8) | May 2009 (15) | 10.74 | |||||
| -25.11% | Jun 1981 | Jul 1982 (14) | Nov 1982 (18) | 15.65 | |||||
| -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 | |||||
| -19.01% | Feb 1980 | Mar 1980 (2) | Jul 1980 (6) | 9.28 | |||||
| -18.08% | Aug 2020 | Oct 2022 (27) | Nov 2023 (40) | 8.45 | |||||
| -17.69% | Sep 1978 | Oct 1978 (2) | Jun 1979 (10) | 8.77 | |||||
| -17.20% | Aug 1998 | Aug 1998 (1) | Oct 1998 (3) | 8.68 | |||||
| -16.96% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 8.13 | |||||
| -16.62% | Apr 1974 | Jun 1974 (3) | Nov 1974 (8) | 9.02 | |||||
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.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+7.61%
|
-1.42% |
+8.56%
|
0.00% |
| 2023 |
+12.69%
|
-7.22% |
+54.85%
|
-8.42% |
| 2022 |
-0.77%
|
-15.91% |
-32.58%
|
-32.58% |
| 2021 |
-4.15%
|
-10.32% |
+27.42%
|
-5.68% |
| 2020 |
+24.81%
|
-10.12% |
+48.40%
|
-12.90% |
| 2019 |
+17.86%
|
-4.10% |
+38.96%
|
-8.23% |
| 2018 |
-1.94%
|
-11.66% |
-0.12%
|
-16.96% |
| 2017 |
+12.81%
|
-4.09% |
+32.66%
|
-2.32% |
| 2016 |
+8.03%
|
-15.02% |
+7.10%
|
-8.37% |
| 2015 |
-10.67%
|
-17.81% |
+9.45%
|
-8.88% |
| 2014 |
-2.19%
|
-12.44% |
+19.18%
|
-3.04% |
| 2013 |
-28.33%
|
-28.33% |
+36.63%
|
-2.39% |
| 2012 |
+6.60%
|
-10.45% |
+18.12%
|
-8.13% |
| 2011 |
+9.57%
|
-14.48% |
+3.47%
|
-10.79% |
| 2010 |
+29.27%
|
-5.09% |
+20.14%
|
-12.93% |
| 2009 |
+24.03%
|
-7.20% |
+54.68%
|
-7.43% |
| 2008 |
+4.92%
|
-25.83% |
-41.73%
|
-43.03% |
| 2007 |
+30.45%
|
-4.20% |
+19.02%
|
-6.83% |
| 2006 |
+22.55%
|
-8.63% |
+7.14%
|
-11.54% |
| 2005 |
+17.76%
|
-4.91% |
+1.57%
|
-12.37% |
| 2004 |
+4.65%
|
-8.31% |
+10.54%
|
-9.86% |
| 2003 |
+19.89%
|
-8.88% |
+49.67%
|
-2.90% |
| 2002 |
+25.57%
|
-6.72% |
-37.37%
|
-46.75% |
| 2001 |
+0.75%
|
-6.10% |
-33.34%
|
-54.93% |
| 2000 |
-5.44%
|
-9.93% |
-36.11%
|
-46.69% |
| 1999 |
+0.85%
|
-11.47% |
+101.95%
|
-9.49% |
| 1998 |
-0.83%
|
-12.01% |
+85.30%
|
-17.20% |
| 1997 |
-21.41%
|
-21.41% |
+20.63%
|
-13.51% |
| 1996 |
-4.59%
|
-8.95% |
+42.54%
|
-8.14% |
| 1995 |
+0.98%
|
-2.46% |
+42.54%
|
-3.77% |
| 1994 |
-2.17%
|
-3.91% |
+1.50%
|
-12.97% |
| 1993 |
+17.68%
|
-11.51% |
+10.58%
|
-8.26% |
| 1992 |
-5.73%
|
-6.97% |
+8.86%
|
-13.48% |
| 1991 |
-8.56%
|
-10.05% |
+64.99%
|
-8.89% |
| 1990 |
-3.11%
|
-15.14% |
-10.41%
|
-27.64% |
| 1989 |
-2.84%
|
-12.30% |
+26.17%
|
-4.64% |
| 1988 |
-15.26%
|
-18.05% |
+13.54%
|
-10.50% |
| 1987 |
+24.53%
|
-1.97% |
+10.50%
|
-34.57% |
| 1986 |
+18.96%
|
-8.14% |
+6.89%
|
-15.73% |
| 1985 |
+6.00%
|
-6.67% |
+35.61%
|
-6.97% |
| 1984 |
-19.38%
|
-21.80% |
-11.31%
|
-17.55% |
| 1983 |
-16.31%
|
-23.52% |
+19.87%
|
-13.85% |
| 1982 |
+14.94%
|
-20.13% |
+18.67%
|
-14.55% |
| 1981 |
-32.60%
|
-32.60% |
-3.21%
|
-19.44% |
| 1980 |
+15.19%
|
-24.27% |
+33.88%
|
-19.01% |
| 1979 |
+126.55%
|
-4.46% |
+28.11%
|
-9.91% |
| 1978 |
+37.01%
|
-20.28% |
+12.31%
|
-17.69% |
| 1977 |
+22.64%
|
-4.00% |
+7.33%
|
-3.83% |
| 1976 |
-4.10%
|
-25.85% |
+26.10%
|
-2.85% |
| 1975 |
-24.80%
|
-25.92% |
+29.76%
|
-14.58% |
| 1974 |
+66.15%
|
-16.62% |
-35.11%
|
-41.36% |
| 1973 |
+72.96%
|
-20.49% |
-31.06%
|
-31.06% |
| 1972 |
+49.02%
|
-6.88% |
+17.18%
|
-3.61% |
| 1971 |
+16.70%
|
-3.48% |
+27.35%
|
-7.42% |
