Gold vs Time Inc Tilt Toward Value 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 Tilt Toward Value Portfolio obtained a 7.25% compound annual return, with a 9.29% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Time Inc Tilt Toward Value Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +7.25%
Std Dev 15.53% 9.29%
Max Drawdown -42.91% -34.63%

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 Tilt Toward Value Portfolio -1.51 +0.14 -2.61 +4.47 +5.80 +7.25 +8.82
(*) 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 Tilt Toward Value Portfolio: an investment of 1000$, since June 1993, now would be worth 8163.29$, with a total return of 716.33% (7.25% 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 Tilt Toward Value Portfolio: an investment of 1000$, since January 1985, now would be worth 25674.32$, with a total return of 2467.43% (8.82% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Time Inc Tilt Toward Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-34.63% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.45% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-13.65% Jan 2020 Mar 2020
-12.06% Feb 2001 Sep 2002
-11.51% Aug 1993 Sep 1993
-10.48% May 2011 Sep 2011
-9.30% 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
-7.55% Sep 2018 Dec 2018
-6.38% Jan 2011 Jan 2011
-5.68% Mar 2015 Sep 2015
-5.58% Feb 1994 Nov 1994
-5.22% Jun 2009 Jun 2009

Drawdown comparison chart since January 1985.

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Gold Portfolio
Time Inc Tilt Toward Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-34.63% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-20.45% Jan 2022 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.41% Sep 1987 Nov 1987
-13.65% Jan 2020 Mar 2020
-12.06% Feb 2001 Sep 2002
-10.60% Jan 1990 Sep 1990
-10.48% May 2011 Sep 2011
-9.30% Jul 1998 Aug 1998
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.55% Sep 2018 Dec 2018
-6.67% Jan 1985 Feb 1985
-6.38% Jan 2011 Jan 2011
-5.68% Mar 2015 Sep 2015
-5.58% 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 Tilt Toward Value Portfolio
2023
 +7.47% +3.54%
2022
 -0.77% -15.72%
2021
 -4.15% +13.78%
2020
 +24.81% +9.48%
2019
 +17.86% +19.75%
2018
 -1.94% -4.70%
2017
 +12.81% +12.64%
2016
 +8.03% +8.44%
2015
 -10.67% -0.49%
2014
 -2.19% +9.15%
2013
 -28.33% +13.63%
2012
 +6.60% +12.28%
2011
 +9.57% +2.21%
2010
 +29.27% +13.64%
2009
 +24.03% +20.60%
2008
 +4.92% -20.90%
2007
 +30.45% +4.31%
2006
 +22.55% +15.11%
2005
 +17.76% +6.98%
2004
 +4.65% +13.17%
2003
 +19.89% +22.49%
2002
 +25.57% -5.34%
2001
 +0.75% -0.93%
2000
 -5.44% +3.38%
1999
 +0.85% +10.63%
1998
 -0.83% +11.41%
1997
 -21.41% +15.12%
1996
 -4.59% +13.03%
1995
 +0.98% +21.70%
1994
 -2.17% -0.98%
1993
 +17.68% +15.63%
1992
 -5.73% +7.03%
1991
 -8.56% +23.14%
1990
 -3.11% -4.76%
1989
 -2.84% +17.35%
1988
 -15.26% +15.07%
1987
 +24.53% +5.60%
1986
 +18.96% +22.92%
1985
 +6.00% +30.01%