Gold vs Developed World ex-US 60/40 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 Developed World ex-US 60/40 Portfolio obtained a 5.31% compound annual return, with a 10.22% standard deviation, in the last 30 Years.

Summary

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Gold Portfolio Developed World ex-US 60/40 Portfolio
Risk Very High High
Asset Allocation Stocks 0% 60%
Fixed Income 0% 40%
Commodities 100% 0%
30 Years Stats Return +5.37% +5.31%
Std Dev 15.53% 10.22%
Max Drawdown -42.91% -37.49%

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
Developed World ex-US 60/40 Portfolio -2.24 +3.00 +0.19 +2.27 +3.91 +5.31 +7.83
(*) 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).

Developed World ex-US 60/40 Portfolio: an investment of 1000$, since June 1993, now would be worth 4728.20$, with a total return of 372.82% (5.31% 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).

Developed World ex-US 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 18076.24$, with a total return of 1707.62% (7.83% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Gold Portfolio
Developed World ex-US 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-42.91% Sep 2011 Dec 2015
-37.49% Nov 2007 Feb 2009
-37.17% Feb 1996 Aug 1999
-25.83% Mar 2008 Oct 2008
-22.54% Apr 2000 Sep 2002
-22.40% Sep 2021 Sep 2022
-18.08% Aug 2020 Oct 2022
-14.56% Jan 2020 Mar 2020
-13.28% May 2011 Sep 2011
-11.51% Aug 1993 Sep 1993
-10.09% Feb 2018 Dec 2018
-9.44% May 2015 Feb 2016
-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% Feb 1994 Feb 1995
-7.06% Jul 1997 Dec 1997
-6.93% Jun 1998 Aug 1998
-6.38% Jan 2011 Jan 2011

Drawdown comparison chart since January 1985.

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Gold Portfolio
Developed World ex-US 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-48.26% Dec 1987 Aug 1999
-42.91% Sep 2011 Dec 2015
-37.49% Nov 2007 Feb 2009
-25.83% Mar 2008 Oct 2008
-22.54% Apr 2000 Sep 2002
-22.40% Sep 2021 Sep 2022
-18.51% Jan 1990 Sep 1990
-18.08% Aug 2020 Oct 2022
-14.56% Jan 2020 Mar 2020
-13.28% May 2011 Sep 2011
-10.09% Feb 2018 Dec 2018
-9.44% May 2015 Feb 2016
-8.82% Sep 1987 Oct 1987
-8.78% Jan 1992 Apr 1992
-8.63% May 2006 Sep 2006
-8.37% Dec 2009 Jan 2010
-8.14% Oct 1986 Dec 1986
-7.55% Feb 1994 Feb 1995
-7.06% Jul 1997 Dec 1997
-6.93% Jun 1998 Aug 1998

Yearly Returns

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

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Year Gold Portfolio Developed World ex-US 60/40 Portfolio
2023
 +7.47% +5.55%
2022
 -0.77% -14.32%
2021
 -4.15% +6.09%
2020
 +24.81% +7.71%
2019
 +17.86% +16.72%
2018
 -1.94% -7.73%
2017
 +12.81% +16.81%
2016
 +8.03% +3.45%
2015
 -10.67% +0.25%
2014
 -2.19% -0.09%
2013
 -28.33% +12.77%
2012
 +6.60% +14.95%
2011
 +9.57% -3.94%
2010
 +29.27% +8.42%
2009
 +24.03% +22.61%
2008
 +4.92% -25.33%
2007
 +30.45% +8.69%
2006
 +22.55% +16.94%
2005
 +17.76% +10.15%
2004
 +4.65% +14.59%
2003
 +19.89% +24.77%
2002
 +25.57% -5.65%
2001
 +0.75% -8.83%
2000
 -5.44% -4.89%
1999
 +0.85% +22.89%
1998
 -0.83% +16.75%
1997
 -21.41% -2.77%
1996
 -4.59% +4.67%
1995
 +0.98% +10.88%
1994
 -2.17% +2.94%
1993
 +17.68% +24.52%
1992
 -5.73% -4.11%
1991
 -8.56% +14.26%
1990
 -3.11% -11.99%
1989
 -2.84% +12.15%
1988
 -15.26% +18.91%
1987
 +24.53% +19.68%
1986
 +18.96% +44.57%
1985
 +6.00% +43.60%