Harry Browne Permanent vs Marvin Appel One-Decision Portfolio Comparison

Last Update: 29 February 2024

The Harry Browne Permanent Portfolio obtained a 6.47% compound annual return, with a 6.59% standard deviation, in the last 30 Years.

The Marvin Appel One-Decision Portfolio obtained a 6.99% compound annual return, with a 8.42% standard deviation, in the last 30 Years.

Summary

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Harry Browne Permanent Portfolio Marvin Appel One-Decision Portfolio
Portfolio Risk Medium Medium
Asset Allocation Stocks 25% 50%
Fixed Income 50% 50%
Commodities 25% 0%
30 Years Stats Return +6.47% +6.99%
Std Dev 6.59% 8.42%
Max Drawdown -15.92% -31.96%
All time Stats
(Since Jan 1928)
Return +6.52% +7.25%
Std Dev 6.88% 9.39%
Max Drawdown -30.61% -47.77%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1928

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1M 6M 1Y 5Y 10Y 30Y MAX
Harry Browne Permanent Portfolio +1.02 +5.26 +10.09 +5.89 +4.86 +6.47 +6.52
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +7.25
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Harry Browne Permanent Portfolio: an investment of 1$, since March 1994, now would be worth 6.57$, with a total return of 556.68% (6.47% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since March 1994, now would be worth 7.59$, with a total return of 658.76% (6.99% annualized).

Harry Browne Permanent Portfolio: an investment of 1$, since January 1928, now would be worth 435.14$, with a total return of 43414.35% (6.52% annualized).

Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1928, now would be worth 836.91$, with a total return of 83591.36% (7.25% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Harry Browne Permanent Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-15.92% Jan 2022 Sep 2022 (9) In progress (26) 8.72
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.63% Mar 2008 Oct 2008 (8) Aug 2009 (18) 4.94
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91
-7.23% Apr 2002 Sep 2002 (6) May 2003 (14) 4.72
-6.99% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.10
-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
-5.43% Sep 2000 Mar 2001 (7) Mar 2002 (19) 2.54
-5.34% Jul 1998 Aug 1998 (2) Oct 1998 (4) 2.52
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-4.43% Jan 2021 Mar 2021 (3) May 2021 (5) 2.62
-4.25% Feb 2018 Oct 2018 (9) Feb 2019 (13) 2.22
-4.20% Apr 2004 Apr 2004 (1) Oct 2004 (7) 2.55
-4.02% Jun 2002 Jul 2002 (2) Dec 2002 (7) 2.00

Drawdown comparison chart since January 1928.

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Harry Browne Permanent Portfolio
Marvin Appel One-Decision Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-47.77% Sep 1929 May 1932 (33) Jul 1936 (83) 23.27
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-30.61% Sep 1929 May 1932 (33) Jun 1933 (46) 15.96
-23.43% Aug 1937 Mar 1938 (8) Jan 1943 (66) 10.09
-18.44% Dec 1972 Sep 1974 (22) Jun 1975 (31) 8.48
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-15.92% Jan 2022 Sep 2022 (9) In progress (26) 8.72
-14.17% Mar 1937 Mar 1938 (13) Jul 1941 (53) 5.11
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.63% Mar 2008 Oct 2008 (8) Aug 2009 (18) 4.94
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-11.68% Dec 1980 Mar 1982 (16) Aug 1982 (21) 7.51
-11.38% Feb 1980 Mar 1980 (2) Jun 1980 (5) 5.46
-11.15% Apr 1974 Sep 1974 (6) Jan 1975 (10) 5.73
-10.91% May 1969 Jun 1970 (14) Jan 1971 (21) 6.39
-10.40% Dec 1968 Jun 1970 (19) Nov 1970 (24) 4.31
-9.56% Dec 1961 Jun 1962 (7) Jan 1963 (14) 4.62
-8.87% Jun 1946 Sep 1946 (4) Apr 1948 (23) 4.38
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.13% Jul 1998 Aug 1998 (2) Dec 1998 (6) 3.91

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%
+0.21%
-1.20%
2023
+11.55%
-5.68%
+12.43%
-7.22%
2022
-12.53%
-15.92%
-13.18%
-16.74%
2021
+4.21%
-4.43%
+16.51%
-2.73%
2020
+16.10%
-3.30%
+5.32%
-13.04%
2019
+16.17%
-1.10%
+18.51%
-2.02%
2018
-1.76%
-4.25%
-3.64%
-6.99%
2017
+10.97%
-0.83%
+8.07%
-0.59%
2016
+5.54%
-6.98%
+8.52%
-3.21%
2015
-3.06%
-6.73%
-0.25%
-4.76%
2014
+9.40%
-2.62%
+11.14%
-2.54%
2013
-2.08%
-6.04%
+10.43%
-2.72%
2012
+6.41%
-1.83%
+10.65%
-2.81%
2011
+11.11%
-1.85%
+3.87%
-8.52%
2010
+13.92%
-0.53%
+13.01%
-6.14%
2009
+7.85%
-6.22%
+15.30%
-14.35%
2008
+0.87%
-12.63%
-16.74%
-22.59%
2007
+12.69%
-1.20%
-0.68%
-5.17%
2006
+10.94%
-2.12%
+14.45%
-1.98%
2005
+8.91%
-1.25%
+5.08%
-2.36%
2004
+6.83%
-4.20%
+12.05%
-4.65%
2003
+13.32%
-2.34%
+18.87%
-1.57%
2002
+5.85%
-4.02%
-2.42%
-7.23%
2001
-0.52%
-4.13%
+4.32%
-3.58%
2000
+2.40%
-3.23%
+9.42%
-2.13%
1999
+5.17%
-3.54%
+4.70%
-3.16%
1998
+10.09%
-5.34%
+5.32%
-8.13%
1997
+7.19%
-2.33%
+17.36%
-1.24%
1996
+5.08%
-2.02%
+15.52%
-1.31%
1995
+18.11%
0.00%
+19.02%
-0.66%
1994
-1.37%
-3.63%
-1.28%
-5.02%
1993
+12.00%
-0.99%
+11.41%
-1.82%
1992
+3.57%
-1.77%
+9.68%
-0.89%
1991
+11.72%
-0.88%
+23.01%
-1.99%
1990
+1.11%
-4.53%
-1.89%
-7.50%
1989
+12.90%
-1.18%
+15.28%
-0.97%
1988
+4.39%
-1.50%
+12.57%
-1.14%
1987
+7.42%
-5.78%
+2.00%
-12.38%
1986
+17.64%
-1.28%
+13.98%
-2.95%
1985
+20.47%
-2.05%
+20.92%
-1.32%
1984
+2.22%
-3.58%
+12.26%
-2.55%
1983
+3.46%
-2.83%
+19.12%
-1.46%
1982
+23.27%
-5.51%
+23.18%
-1.47%
1981
-5.34%
-9.88%
+6.73%
-5.61%
1980
+13.65%
-11.38%
+17.14%
-6.77%
1979
+39.77%
-4.50%
+17.24%
-6.81%
1978
+12.78%
-5.31%
+7.38%
-5.77%
1977
+6.43%
-2.00%
+6.67%
-0.92%
1976
+11.22%
-2.75%
+25.20%
-1.17%
1975
+6.98%
-7.00%
+21.70%
-5.67%
1974
+12.43%
-11.15%
-10.56%
-15.06%
1973
+15.65%
-6.85%
-6.39%
-6.65%
1972
+18.84%
-1.56%
+8.28%
-1.29%
1971
+12.86%
-1.09%
+8.61%
-4.84%
1970
+7.89%
-4.68%
+8.28%
-8.62%
1969
-6.38%
-8.20%
-0.95%
-4.58%
1968
+9.27%
-1.10%
+8.59%
-2.35%
1967
+6.11%
-1.37%
+11.78%
-2.65%
1966
-0.04%
-3.86%
-0.03%
-6.32%
1965
+4.59%
-0.95%
+7.42%
-2.29%
1964
+6.00%
-0.25%
+7.72%
-0.79%
1963
+6.05%
-0.74%
+8.66%
-1.64%
1962
-0.23%
-4.93%
-0.86%
-9.52%
1961
+6.50%
-1.00%
+9.51%
-1.97%
1960
+5.64%
-1.14%
+3.46%
-3.30%
1959
+2.72%
-1.85%
+4.93%
-3.33%
1958
+9.97%
-0.31%
+15.16%
-1.24%
1957
+0.57%
-2.86%
-0.23%
-5.65%
1956
+1.35%
-2.43%
+2.65%
-4.39%
1955
+6.24%
-0.67%
+8.77%
-2.41%
1954
+14.12%
-0.94%
+17.75%
-2.51%
1953
-0.87%
-4.16%
+3.01%
-2.68%
1952
+3.37%
-1.26%
+6.69%
-2.02%
1951
+4.37%
-1.85%
+7.69%
-3.72%
1950
+7.47%
-1.53%
+12.10%
-3.16%
1949
+6.13%
-1.15%
+6.86%
-3.12%
1948
+1.16%
-2.70%
+2.07%
-5.48%
1947
+3.61%
-1.52%
+5.70%
-1.97%
1946
-0.66%
-5.77%
+2.54%
-8.87%
1945
+12.40%
-0.87%
+17.56%
-2.23%
1944
+5.95%
-0.36%
+12.01%
-0.72%
1943
+8.33%
-2.35%
+13.73%
-4.78%
1942
+5.04%
-3.00%
+7.74%
-6.44%
1941
-1.49%
-3.80%
-3.99%
-6.60%
1940
-0.01%
-6.09%
-0.89%
-11.63%
1939
+1.75%
-3.29%
-0.68%
-7.87%
1938
+8.45%
-6.59%
+10.93%
-13.41%
1937
-8.65%
-10.20%
-10.52%
-14.62%
1936
+10.39%
-1.85%
+13.90%
-4.16%
1935
+12.79%
-1.85%
+16.78%
-6.35%
1934
+5.72%
-3.27%
+2.19%
-8.93%
1933
+28.60%
-5.74%
+21.91%
-12.56%
1932
+2.17%
-10.03%
-1.37%
-21.80%
1931
-12.64%
-16.23%
-15.40%
-23.17%
1930
-4.39%
-9.07%
-6.85%
-15.85%
1929
-0.83%
-9.26%
-2.21%
-17.97%
1928
+10.25%
-1.14%
+12.69%
-2.87%