High Yield Bonds Income vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The High Yield Bonds Income Portfolio obtained a 6.50% compound annual return, with a 8.82% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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High Yield Bonds Income Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Low High
Asset Allocation Stocks 0% 40%
Fixed Income 100% 40%
Commodities 0% 20%
30 Years Stats Return +6.50% +7.56%
Std Dev 8.82% 7.73%
Max Drawdown -23.97% -17.79%
All time Stats
(Since Jan 1985)
Return +7.73% +8.57%
Std Dev 8.21% 7.64%
Max Drawdown -23.97% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
High Yield Bonds Income Portfolio -0.33 +5.35 +8.92 +1.94 +2.90 +6.50 +7.73
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

High Yield Bonds Income Portfolio: an investment of 1$, since March 1994, now would be worth 6.62$, with a total return of 561.58% (6.50% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

High Yield Bonds Income Portfolio: an investment of 1$, since January 1985, now would be worth 18.46$, with a total return of 1745.99% (7.73% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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High Yield Bonds Income Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.42% Mar 1994 Jun 1994 (4) Apr 1995 (14) 3.76
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.56% Apr 2004 May 2004 (2) Aug 2004 (5) 2.79
-4.53% Jan 2018 Dec 2018 (12) Feb 2019 (14) 2.74
-4.40% Aug 2011 Sep 2011 (2) Oct 2011 (3) 2.28
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66

Drawdown comparison chart since January 1985.

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High Yield Bonds Income Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-23.97% Nov 2007 Oct 2008 (12) Jul 2009 (21) 10.67
-21.84% Sep 2021 Sep 2022 (13) In progress (30) 13.05
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-11.99% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.58
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.48% Aug 1998 Aug 1998 (1) Apr 1999 (9) 3.89
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.89% Aug 1990 Sep 1990 (2) Feb 1991 (7) 4.98
-7.79% Mar 2015 Jan 2016 (11) Jun 2016 (16) 4.03
-7.63% Mar 1987 Oct 1987 (8) Feb 1988 (12) 4.16
-7.41% Feb 1994 Jun 1994 (5) May 1995 (16) 5.26
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.71% May 2013 Aug 2013 (4) Feb 2014 (10) 4.26
-6.70% May 2002 Jul 2002 (3) Nov 2002 (7) 3.27
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05

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
-0.74%
-0.74%
-0.45%
-1.54%
2023
+11.21%
-5.58%
+11.98%
-8.07%
2022
-16.88%
-21.38%
-13.35%
-17.79%
2021
+0.88%
-3.16%
+9.35%
-2.45%
2020
+7.08%
-11.99%
+13.93%
-7.16%
2019
+16.98%
-0.39%
+18.03%
-1.83%
2018
-4.53%
-4.53%
-4.03%
-6.37%
2017
+8.78%
-0.17%
+10.96%
-0.32%
2016
+12.01%
-3.93%
+10.82%
-3.36%
2015
-3.94%
-6.90%
-3.71%
-6.25%
2014
+6.28%
-2.37%
+9.13%
-3.27%
2013
-0.40%
-6.71%
+6.26%
-3.84%
2012
+12.61%
-1.87%
+8.84%
-2.43%
2011
+9.07%
-4.40%
+8.86%
-3.00%
2010
+11.52%
-3.24%
+16.54%
-2.77%
2009
+23.52%
-10.62%
+10.77%
-10.16%
2008
-10.54%
-23.59%
-4.18%
-13.53%
2007
+3.36%
-3.84%
+9.58%
-2.06%
2006
+7.28%
-2.69%
+12.44%
-2.71%
2005
+5.61%
-2.30%
+8.04%
-1.76%
2004
+9.55%
-4.56%
+9.88%
-4.36%
2003
+18.30%
-3.91%
+18.85%
-2.72%
2002
+7.38%
-6.70%
+3.15%
-6.86%
2001
+10.89%
-3.49%
+2.71%
-4.99%
2000
+6.15%
-3.14%
+6.88%
-3.64%
1999
+6.34%
-3.60%
+4.24%
-3.38%
1998
+2.17%
-8.48%
+8.03%
-9.44%
1997
+13.61%
-2.54%
+13.09%
-2.50%
1996
+14.28%
-2.87%
+8.18%
-2.60%
1995
+22.64%
-0.20%
+21.86%
-0.40%
1994
-4.27%
-7.41%
-1.98%
-4.64%
1993
+18.58%
-0.44%
+14.50%
-1.37%
1992
+12.00%
-2.11%
+9.15%
-1.58%
1991
+25.88%
0.00%
+19.14%
-1.63%
1990
-0.59%
-7.89%
-2.51%
-7.94%
1989
+8.29%
-0.68%
+14.78%
-0.89%
1988
+11.12%
-1.52%
+9.18%
-1.64%
1987
+0.07%
-7.63%
+5.10%
-10.93%
1986
+15.01%
-0.64%
+17.75%
-2.42%
1985
+21.64%
-1.39%
+25.09%
-1.93%