Harry Browne Permanent vs Harry Browne Permanent with Bitcoin Portfolio Comparison

Last Update: 29 February 2024

The Harry Browne Permanent Portfolio obtained a 4.86% compound annual return, with a 7.25% standard deviation, in the last 10 Years.

The Harry Browne Permanent with Bitcoin Portfolio obtained a 8.16% compound annual return, with a 8.43% standard deviation, in the last 10 Years.

Summary

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Harry Browne Permanent Portfolio Harry Browne Permanent with Bitcoin Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 25% 25%
Fixed Income 50% 50%
Commodities 25% 25%
10 Years Stats Return +4.86% +8.16%
Std Dev 7.25% 8.43%
Max Drawdown -15.92% -16.88%
All time Stats
(Since Jan 2009)
Return +5.92% +16.46%
Std Dev 7.08% 35.71%
Max Drawdown -15.92% -37.49%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Harry Browne Permanent Portfolio +1.02 +5.26 +10.09 +5.89 +4.86 +5.92
Harry Browne Permanent with Bitcoin Portfolio +1.87 +7.84 +12.96 +7.84 +8.16 +16.46
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Harry Browne Permanent Portfolio: an investment of 1$, since March 2014, now would be worth 1.61$, with a total return of 60.77% (4.86% annualized).

Harry Browne Permanent with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.19$, with a total return of 119.06% (8.16% annualized).

Harry Browne Permanent Portfolio: an investment of 1$, since January 2009, now would be worth 2.39$, with a total return of 139.16% (5.92% annualized).

Harry Browne Permanent with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 10.08$, with a total return of 907.99% (16.46% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Harry Browne Permanent Portfolio
Harry Browne Permanent with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-16.88% Jan 2022 Sep 2022 (9) In progress (26) 9.20
-15.92% Jan 2022 Sep 2022 (9) In progress (26) 8.72
-6.98% Aug 2016 Dec 2016 (5) Aug 2017 (13) 3.48
-6.73% Feb 2015 Dec 2015 (11) Apr 2016 (15) 4.30
-6.32% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.83
-6.17% Aug 2016 Nov 2016 (4) Apr 2017 (9) 3.11
-4.62% Feb 2018 Oct 2018 (9) Mar 2019 (14) 2.48
-4.43% Jan 2021 Mar 2021 (3) May 2021 (5) 2.62
-4.25% Feb 2018 Oct 2018 (9) Feb 2019 (13) 2.22
-3.30% Sep 2020 Oct 2020 (2) Dec 2020 (4) 1.84
-2.85% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.64
-2.83% Sep 2014 Sep 2014 (1) Dec 2014 (4) 1.61
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.57
-2.64% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.64
-2.63% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.66
-2.62% Sep 2014 Sep 2014 (1) Dec 2014 (4) 1.47
-2.44% Feb 2020 Mar 2020 (2) Apr 2020 (3) 1.25
-1.67% Feb 2020 Mar 2020 (2) Apr 2020 (3) 0.85
-1.64% Sep 2019 Sep 2019 (1) Jan 2020 (5) 0.79
-1.56% Sep 2017 Sep 2017 (1) Oct 2017 (2) 0.90

Drawdown comparison chart since January 2009.

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Harry Browne Permanent Portfolio
Harry Browne Permanent with Bitcoin Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-37.49% Jul 2011 Nov 2011 (5) Nov 2013 (29) 24.47
-23.85% Dec 2013 Dec 2013 (1) Aug 2017 (45) 15.89
-16.88% Jan 2022 Sep 2022 (9) In progress (26) 9.20
-15.92% Jan 2022 Sep 2022 (9) In progress (26) 8.72
-6.98% Aug 2016 Dec 2016 (5) Aug 2017 (13) 3.48
-6.86% Oct 2012 Jun 2013 (9) Feb 2014 (17) 3.11
-6.73% Feb 2015 Dec 2015 (11) Apr 2016 (15) 4.30
-6.36% Jan 2009 Feb 2009 (2) Jul 2009 (7) 3.57
-6.22% Jan 2009 Feb 2009 (2) Jul 2009 (7) 3.49
-4.62% Feb 2018 Oct 2018 (9) Mar 2019 (14) 2.48
-4.43% Jan 2021 Mar 2021 (3) May 2021 (5) 2.62
-4.25% Feb 2018 Oct 2018 (9) Feb 2019 (13) 2.22
-3.30% Sep 2020 Oct 2020 (2) Dec 2020 (4) 1.84
-3.07% Dec 2009 Jan 2010 (2) Apr 2010 (5) 1.77
-2.89% Dec 2009 Jan 2010 (2) Apr 2010 (5) 1.66
-2.85% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.64
-2.73% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.57
-2.64% Sep 2020 Oct 2020 (2) Nov 2020 (3) 1.64
-2.63% Jan 2021 Feb 2021 (2) Apr 2021 (4) 1.66
-2.62% Sep 2014 Sep 2014 (1) Dec 2014 (4) 1.47

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
+0.48%
-0.53%
+1.36%
-0.50%
2023
+11.55%
-5.68%
+14.36%
-5.74%
2022
-12.53%
-15.92%
-13.79%
-16.88%
2021
+4.21%
-4.43%
+5.47%
-2.85%
2020
+16.10%
-3.30%
+21.71%
-2.64%
2019
+16.17%
-1.10%
+17.70%
-1.64%
2018
-1.76%
-4.25%
-3.15%
-4.62%
2017
+10.97%
-0.83%
+36.15%
-1.56%
2016
+5.54%
-6.98%
+7.86%
-6.17%
2015
-3.06%
-6.73%
-2.10%
-6.32%
2014
+9.40%
-2.62%
+8.27%
-2.83%
2013
-2.08%
-6.04%
+122.23%
-23.85%
2012
+6.41%
-1.83%
+9.90%
-1.72%
2011
+11.11%
-1.85%
+40.38%
-37.49%
2010
+13.92%
-0.53%
+20.30%
-0.51%
2009
+7.85%
-6.22%
+7.37%
-6.36%