Golden Butterfly 2x Leveraged vs Stocks/Bonds 80/20 Momentum Portfolio Comparison

Last Update: 29 February 2024

The Golden Butterfly 2x Leveraged Portfolio obtained a 6.75% compound annual return, with a 15.78% standard deviation, in the last 10 Years.

The Stocks/Bonds 80/20 Momentum Portfolio obtained a 10.50% compound annual return, with a 12.97% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly 2x Leveraged Portfolio Stocks/Bonds 80/20 Momentum Portfolio
Portfolio Risk High Very High
Asset Allocation Stocks 40% 80%
Fixed Income 40% 20%
Commodities 20% 0%
10 Years Stats Return +6.75% +10.50%
Std Dev 15.78% 12.97%
Max Drawdown -34.50% -27.23%
All time Stats
(Since Mar 2010)
Return +10.70% +12.11%
Std Dev 15.34% 12.42%
Max Drawdown -34.50% -27.23%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from March 2010

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1M 6M 1Y 5Y 10Y MAX
Golden Butterfly 2x Leveraged Portfolio +0.65 +7.07 +11.28 +6.41 +6.75 +10.70
Stocks/Bonds 80/20 Momentum Portfolio +7.82 +19.94 +26.62 +9.80 +10.50 +12.11
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Golden Butterfly 2x Leveraged Portfolio: an investment of 1$, since March 2014, now would be worth 1.92$, with a total return of 92.09% (6.75% annualized).

Stocks/Bonds 80/20 Momentum Portfolio: an investment of 1$, since March 2014, now would be worth 2.71$, with a total return of 171.47% (10.50% annualized).

Golden Butterfly 2x Leveraged Portfolio: an investment of 1$, since March 2010, now would be worth 4.15$, with a total return of 315.02% (10.70% annualized).

Stocks/Bonds 80/20 Momentum Portfolio: an investment of 1$, since March 2010, now would be worth 4.96$, with a total return of 395.54% (12.11% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Golden Butterfly 2x Leveraged Portfolio
Stocks/Bonds 80/20 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.50% Jan 2022 Sep 2022 (9) In progress (26) 22.44
-27.23% Nov 2021 Sep 2022 (11) In progress (28) 18.50
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-6.97% Aug 2016 Nov 2016 (4) Feb 2017 (7) 4.23
-6.78% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.73
-6.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.63
-6.22% Aug 2015 Sep 2015 (2) Mar 2016 (8) 3.19
-5.71% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.71
-5.57% Jul 2014 Sep 2014 (3) Dec 2014 (6) 2.86
-5.55% Feb 2018 Apr 2018 (3) Aug 2018 (7) 3.43
-4.02% Feb 2018 Mar 2018 (2) Jul 2018 (6) 2.22
-3.53% Aug 2016 Nov 2016 (4) Feb 2017 (7) 1.88
-3.39% Mar 2014 Apr 2014 (2) Jun 2014 (4) 1.96
-3.03% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.75
-2.70% May 2016 May 2016 (1) Jun 2016 (2) 1.56
-1.97% Feb 2021 Mar 2021 (2) Apr 2021 (3) 1.06

Drawdown comparison chart since March 2010.

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Golden Butterfly 2x Leveraged Portfolio
Stocks/Bonds 80/20 Momentum Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-34.50% Jan 2022 Sep 2022 (9) In progress (26) 22.44
-27.23% Nov 2021 Sep 2022 (11) In progress (28) 18.50
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-13.21% Sep 2018 Dec 2018 (4) Jun 2019 (10) 6.24
-12.82% Feb 2020 Mar 2020 (2) Jun 2020 (5) 5.97
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-10.88% May 2011 Sep 2011 (5) Jan 2012 (9) 4.39
-9.83% Feb 2015 Sep 2015 (8) Mar 2016 (14) 5.41
-9.39% Sep 2011 Sep 2011 (1) Jan 2012 (5) 4.23
-9.35% May 2010 Jun 2010 (2) Oct 2010 (6) 5.23
-7.59% Apr 2013 Jun 2013 (3) Sep 2013 (6) 3.19
-6.97% Aug 2016 Nov 2016 (4) Feb 2017 (7) 4.23
-6.78% Sep 2020 Oct 2020 (2) Dec 2020 (4) 3.73
-6.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.63
-6.22% Aug 2015 Sep 2015 (2) Mar 2016 (8) 3.19
-5.71% Sep 2021 Sep 2021 (1) Dec 2021 (4) 2.71
-5.63% May 2012 May 2012 (1) Aug 2012 (4) 2.78
-5.57% Jul 2014 Sep 2014 (3) Dec 2014 (6) 2.86
-5.55% Feb 2018 Apr 2018 (3) Aug 2018 (7) 3.43
-5.28% May 2010 Jun 2010 (2) Sep 2010 (5) 2.88

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.
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Year Return Drawdown Return Drawdown
2024
-1.20%
-1.83%
+12.61%
0.00%
2023
+16.76%
-14.97%
+8.41%
-5.88%
2022
-28.62%
-34.50%
-17.23%
-24.45%
2021
+16.84%
-5.71%
+10.32%
-3.67%
2020
+19.29%
-12.82%
+25.42%
-14.33%
2019
+32.73%
-4.42%
+23.57%
-1.46%
2018
-9.56%
-13.21%
-1.35%
-12.46%
2017
+19.44%
-0.55%
+30.71%
0.00%
2016
+17.09%
-6.97%
+4.51%
-3.62%
2015
-5.12%
-9.83%
+7.25%
-6.22%
2014
+12.32%
-5.57%
+12.86%
-3.39%
2013
+17.56%
-7.59%
+27.24%
-2.48%
2012
+16.51%
-5.63%
+12.58%
-5.19%
2011
+12.18%
-9.39%
+6.33%
-10.88%