Gold vs US Stocks 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 US Stocks Value Portfolio obtained a 9.50% compound annual return, with a 15.19% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio US Stocks Value Portfolio
Risk Very High Very High
Asset Allocation Stocks 0% 100%
Fixed Income 0% 0%
Commodities 100% 0%
30 Years Stats Return +5.37% +9.50%
Std Dev 15.53% 15.19%
Max Drawdown -42.91% -55.41%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1975

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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 +4.81
US Stocks Value Portfolio -2.04 +0.34 +2.38 +9.02 +9.61 +9.50 +11.94
(*) 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).

US Stocks Value Portfolio: an investment of 1000$, since June 1993, now would be worth 15216.37$, with a total return of 1421.64% (9.50% annualized).

Gold Portfolio: an investment of 1000$, since January 1975, now would be worth 9722.30$, with a total return of 872.23% (4.81% annualized).

US Stocks Value Portfolio: an investment of 1000$, since January 1975, now would be worth 235082.64$, with a total return of 23408.26% (11.94% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-55.41% Jun 2007 Feb 2009
-42.91% Sep 2011 Dec 2015
-37.17% Feb 1996 Aug 1999
-32.49% Sep 2000 Sep 2002
-26.06% Jan 2020 Mar 2020
-25.83% Mar 2008 Oct 2008
-18.08% Aug 2020 Oct 2022
-17.60% Jul 1998 Aug 1998
-16.63% Jan 2022 Sep 2022
-12.56% Feb 2018 Dec 2018
-11.51% Aug 1993 Sep 1993
-10.70% Jun 2015 Jan 2016
-8.88% Jul 1999 Sep 1999
-8.64% Dec 2004 May 2005
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.31% Apr 2004 Apr 2004
-7.76% May 2019 May 2019
-6.99% Feb 1994 Mar 1994
-6.38% Jan 2011 Jan 2011

Drawdown comparison chart since January 1975.

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Gold Portfolio
US Stocks Value Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-61.78% Oct 1980 Aug 1999
-55.41% Jun 2007 Feb 2009
-44.24% Jan 1975 Aug 1976
-42.91% Sep 2011 Dec 2015
-32.49% Sep 2000 Sep 2002
-30.17% Sep 1987 Nov 1987
-26.06% Jan 2020 Mar 2020
-25.83% Mar 2008 Oct 2008
-24.27% Feb 1980 Mar 1980
-20.28% Nov 1978 Nov 1978
-18.08% Aug 2020 Oct 2022
-17.60% Jul 1998 Aug 1998
-16.63% Jan 2022 Sep 2022
-16.02% Jun 1990 Oct 1990
-13.50% Jan 1977 Feb 1978
-12.56% Feb 2018 Dec 2018
-11.39% Jul 1975 Sep 1975
-11.12% Dec 1981 Jul 1982
-10.70% Jun 2015 Jan 2016
-10.15% Mar 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1975.

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Year Gold Portfolio US Stocks Value Portfolio
2023
 +7.47% +4.41%
2022
 -0.77% -5.39%
2021
 -4.15% +25.21%
2020
 +24.81% +1.55%
2019
 +17.86% +31.48%
2018
 -1.94% -9.18%
2017
 +12.81% +15.08%
2016
 +8.03% +18.48%
2015
 -10.67% -4.32%
2014
 -2.19% +12.75%
2013
 -28.33% +32.19%
2012
 +6.60% +17.36%
2011
 +9.57% -0.29%
2010
 +29.27% +15.81%
2009
 +24.03% +19.61%
2008
 +4.92% -36.01%
2007
 +30.45% -1.38%
2006
 +22.55% +21.90%
2005
 +17.76% +6.59%
2004
 +4.65% +16.71%
2003
 +19.89% +31.72%
2002
 +25.57% -16.07%
2001
 +0.75% -4.82%
2000
 -5.44% +3.67%
1999
 +0.85% +8.54%
1998
 -0.83% +17.96%
1997
 -21.41% +32.64%
1996
 -4.59% +23.15%
1995
 +0.98% +39.35%
1994
 -2.17% +0.35%
1993
 +17.68% +10.42%
1992
 -5.73% +8.69%
1991
 -8.56% +29.07%
1990
 -3.11% -6.16%
1989
 -2.84% +28.73%
1988
 -15.26% +19.63%
1987
 +24.53% +3.51%
1986
 +18.96% +17.17%
1985
 +6.00% +32.40%
1984
 -19.38% +8.57%
1983
 -16.31% +24.55%
1982
 +14.94% +21.31%
1981
 -32.60% +3.13%
1980
 +15.19% +28.37%
1979
 +126.55% +16.21%
1978
 +37.01% +5.15%
1977
 +22.64% -6.25%
1976
 -4.10% +31.05%
1975
 -24.80% +39.03%