Gold vs Time Inc Simple and Cheap Portfolio Comparison

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 Time Inc Simple and Cheap Portfolio obtained a 7.02% compound annual return, with a 9.29% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Time Inc Simple and Cheap Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.02%
Std Dev 15.53% 9.29%
Max Drawdown -42.91% -34.84%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1985

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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 +4.72
Time Inc Simple and Cheap Portfolio -1.28 +1.25 -1.96 +4.50 +5.66 +7.02 +8.64
(*) 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).

Time Inc Simple and Cheap Portfolio: an investment of 1000$, since June 1993, now would be worth 7657.22$, with a total return of 665.72% (7.02% annualized).

Gold Portfolio: an investment of 1000$, since January 1985, now would be worth 5881.31$, with a total return of 488.13% (4.72% annualized).

Time Inc Simple and Cheap Portfolio: an investment of 1000$, since January 1985, now would be worth 24172.42$, with a total return of 2317.24% (8.64% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Time Inc Simple and Cheap Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-34.84% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-21.27% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.17% Sep 2000 Sep 2002
-12.92% Feb 2020 Mar 2020
-11.51% Aug 1993 Sep 1993
-10.59% May 2011 Sep 2011
-8.77% Jul 1998 Aug 1998
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.07% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-5.87% May 2015 Sep 2015
-5.25% Feb 1994 Nov 1994
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1985.

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Gold Portfolio
Time Inc Simple and Cheap Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-34.84% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-21.27% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.17% Sep 2000 Sep 2002
-13.73% Sep 1987 Nov 1987
-12.92% Feb 2020 Mar 2020
-10.97% Jan 1990 Sep 1990
-10.59% May 2011 Sep 2011
-8.77% Jul 1998 Aug 1998
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.07% Sep 2018 Dec 2018
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.87% May 2015 Sep 2015
-5.25% Feb 1994 Nov 1994

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Gold Portfolio Time Inc Simple and Cheap Portfolio
2023
 +7.47% +4.57%
2022
 -0.77% -16.81%
2021
 -4.15% +12.62%
2020
 +24.81% +10.84%
2019
 +17.86% +19.89%
2018
 -1.94% -4.76%
2017
 +12.81% +13.64%
2016
 +8.03% +6.91%
2015
 -10.67% -0.32%
2014
 -2.19% +8.51%
2013
 -28.33% +12.39%
2012
 +6.60% +12.38%
2011
 +9.57% +1.58%
2010
 +29.27% +13.14%
2009
 +24.03% +21.82%
2008
 +4.92% -21.66%
2007
 +30.45% +5.64%
2006
 +22.55% +15.14%
2005
 +17.76% +7.42%
2004
 +4.65% +12.96%
2003
 +19.89% +22.44%
2002
 +25.57% -5.38%
2001
 +0.75% -2.47%
2000
 -5.44% +0.68%
1999
 +0.85% +12.52%
1998
 -0.83% +12.75%
1997
 -21.41% +13.37%
1996
 -4.59% +12.15%
1995
 +0.98% +20.32%
1994
 -2.17% -0.47%
1993
 +17.68% +15.69%
1992
 -5.73% +4.56%
1991
 -8.56% +21.90%
1990
 -3.11% -5.00%
1989
 -2.84% +17.09%
1988
 -15.26% +14.76%
1987
 +24.53% +7.32%
1986
 +18.96% +25.13%
1985
 +6.00% +30.58%