Last Update: 30 April 2024
The Marvin Appel One-Decision Portfolio obtained a 7.02% compound annual return, with a 8.43% standard deviation, in the last 30 Years.
The Frank Armstrong Ideal Index Portfolio obtained a 6.74% compound annual return, with a 10.69% standard deviation, in the last 30 Years.
Summary
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| Marvin Appel One-Decision Portfolio | Frank Armstrong Ideal Index Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Medium | High | |
| Asset Allocation | Stocks | 50% | 70% |
| Fixed Income | 50% | 30% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +7.02% | +6.74% |
| Std Dev | 8.43% | 10.69% | |
| Max Drawdown | -31.96% | -40.11% | |
| All time Stats (Since Jan 1970) |
Return | +8.65% | +9.13% |
| Std Dev | 8.23% | 10.87% | |
| Max Drawdown | -31.96% | -40.11% | |
| Last Update: 30 April 2024 | |||
Historical Returns as of Apr 30, 2024
Comparison period starts from January 1970
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| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Marvin Appel One-Decision Portfolio | -3.54 | +10.23 | +6.48 | +4.80 | +5.32 | +7.02 | +8.65 |
| Frank Armstrong Ideal Index Portfolio | -3.05 | +12.03 | +7.77 | +5.07 | +5.16 | +6.74 | +9.13 |
| Return over 1 year are annualized. |
Capital Growth as of Apr 30, 2024
Marvin Appel One-Decision Portfolio: an investment of 1$, since May 1994,
now would be worth 7.65$, with a total return of 664.52%
(7.02% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since May 1994, now would be worth 7.07$, with a total return of 607.32% (6.74% annualized).
Marvin Appel One-Decision Portfolio: an investment of 1$, since January 1970,
now would be worth 90.52$, with a total return of 8952.31%
(8.65% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1970, now would be worth 115.47$, with a total return of 11447.25% (9.13% annualized).
Frank Armstrong Ideal Index Portfolio: an investment of 1$, since January 1970, now would be worth 115.47$, with a total return of 11447.25% (9.13% annualized).
Drawdowns
Drawdown comparison chart since May 1994.
Swipe left to see all data
|
Marvin Appel One-Decision Portfolio
|
Frank Armstrong Ideal Index Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.11% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 17.98 | |||||
| -31.96% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 13.28 | |||||
| -18.25% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.72 | |||||
| -17.16% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.90 | |||||
| -16.74% | Jan 2022 | Sep 2022 (9) | In progress (28) | 9.05 | |||||
| -16.33% | Feb 2001 | Sep 2002 (20) | Oct 2003 (33) | 8.83 | |||||
| -15.51% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 6.02 | |||||
| -13.04% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 5.40 | |||||
| -12.21% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.81 | |||||
| -9.48% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.31 | |||||
| -8.72% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.53 | |||||
| -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 | |||||
| -5.59% | Sep 2000 | Nov 2000 (3) | Jan 2001 (5) | 2.62 | |||||
| -4.76% | Apr 2015 | Sep 2015 (6) | Mar 2016 (12) | 2.77 | |||||
| -4.65% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 2.49 | |||||
| -4.20% | Sep 1994 | Nov 1994 (3) | Apr 1995 (8) | 2.39 | |||||
| -4.04% | May 2019 | May 2019 (1) | Jun 2019 (2) | 2.33 | |||||
Drawdown comparison chart since January 1970.
Swipe left to see all data
|
Marvin Appel One-Decision Portfolio
|
Frank Armstrong Ideal Index Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.11% | Nov 2007 | Feb 2009 (16) | Feb 2011 (40) | 17.98 | |||||
| -31.96% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 13.28 | |||||
| -27.37% | Jan 1973 | Sep 1974 (21) | Jun 1975 (30) | 12.77 | |||||
| -18.44% | Dec 1972 | Sep 1974 (22) | Jun 1975 (31) | 8.48 | |||||
| -18.25% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 8.72 | |||||
| -17.16% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 7.90 | |||||
| -16.74% | Jan 2022 | Sep 2022 (9) | In progress (28) | 9.05 | |||||
| -16.33% | Feb 2001 | Sep 2002 (20) | Oct 2003 (33) | 8.83 | |||||
| -15.93% | Jan 1970 | Jun 1970 (6) | Dec 1970 (12) | 8.19 | |||||
| -15.51% | May 2011 | Sep 2011 (5) | Dec 2012 (20) | 6.02 | |||||
| -14.90% | Sep 1987 | Nov 1987 (3) | Oct 1988 (14) | 6.97 | |||||
| -14.74% | Jan 1990 | Sep 1990 (9) | Mar 1991 (15) | 7.43 | |||||
| -13.04% | Feb 2020 | Mar 2020 (2) | Nov 2020 (10) | 5.40 | |||||
| -12.38% | Sep 1987 | Nov 1987 (3) | Sep 1988 (13) | 5.77 | |||||
| -12.21% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 5.81 | |||||
| -9.55% | Feb 1980 | Mar 1980 (2) | May 1980 (4) | 4.79 | |||||
| -9.48% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 4.31 | |||||
| -9.10% | Jul 1975 | Sep 1975 (3) | Jan 1976 (7) | 4.71 | |||||
| -8.72% | Jun 2015 | Feb 2016 (9) | Jul 2016 (14) | 4.53 | |||||
| -8.62% | Apr 1970 | Jun 1970 (3) | Nov 1970 (8) | 4.52 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-1.74%
|
-3.54% |
+0.07%
|
-3.05% |
| 2023 |
+12.43%
|
-7.22% |
+12.04%
|
-8.06% |
| 2022 |
-13.18%
|
-16.74% |
-11.91%
|
-18.25% |
| 2021 |
+16.51%
|
-2.73% |
+13.98%
|
-2.66% |
| 2020 |
+5.32%
|
-13.04% |
+6.95%
|
-17.16% |
| 2019 |
+18.51%
|
-2.02% |
+17.96%
|
-4.04% |
| 2018 |
-3.64%
|
-6.99% |
-6.68%
|
-9.48% |
| 2017 |
+8.07%
|
-0.59% |
+13.88%
|
-0.15% |
| 2016 |
+8.52%
|
-3.21% |
+9.05%
|
-4.06% |
| 2015 |
-0.25%
|
-4.76% |
-1.66%
|
-7.44% |
| 2014 |
+11.14%
|
-2.54% |
+4.16%
|
-3.12% |
| 2013 |
+10.43%
|
-2.72% |
+16.03%
|
-2.21% |
| 2012 |
+10.65%
|
-2.81% |
+12.36%
|
-6.57% |
| 2011 |
+3.87%
|
-8.52% |
-2.98%
|
-15.51% |
| 2010 |
+13.01%
|
-6.14% |
+13.00%
|
-8.67% |
| 2009 |
+15.30%
|
-14.35% |
+21.58%
|
-16.28% |
| 2008 |
-16.74%
|
-22.59% |
-24.86%
|
-27.96% |
| 2007 |
-0.68%
|
-5.17% |
+5.91%
|
-4.80% |
| 2006 |
+14.45%
|
-1.98% |
+17.74%
|
-2.78% |
| 2005 |
+5.08%
|
-2.36% |
+8.40%
|
-2.89% |
| 2004 |
+12.05%
|
-4.65% |
+14.62%
|
-3.40% |
| 2003 |
+18.87%
|
-1.57% |
+26.78%
|
-3.93% |
| 2002 |
-2.42%
|
-7.23% |
-7.53%
|
-13.72% |
| 2001 |
+4.32%
|
-3.58% |
-3.80%
|
-11.76% |
| 2000 |
+9.42%
|
-2.13% |
+2.04%
|
-5.59% |
| 1999 |
+4.70%
|
-3.16% |
+13.53%
|
-2.81% |
| 1998 |
+5.32%
|
-8.13% |
+8.85%
|
-12.21% |
| 1997 |
+17.36%
|
-1.24% |
+12.22%
|
-4.02% |
| 1996 |
+15.52%
|
-1.31% |
+11.54%
|
-3.03% |
| 1995 |
+19.02%
|
-0.66% |
+16.29%
|
-1.64% |
| 1994 |
-1.28%
|
-5.02% |
+1.99%
|
-4.20% |
| 1993 |
+11.41%
|
-1.82% |
+17.70%
|
-4.41% |
| 1992 |
+9.68%
|
-0.89% |
+3.75%
|
-3.20% |
| 1991 |
+23.01%
|
-1.99% |
+20.38%
|
-3.65% |
| 1990 |
-1.89%
|
-7.50% |
-9.45%
|
-14.74% |
| 1989 |
+15.28%
|
-0.97% |
+15.59%
|
-2.18% |
| 1988 |
+12.57%
|
-1.14% |
+17.45%
|
-2.71% |
| 1987 |
+2.00%
|
-12.38% |
+10.19%
|
-14.90% |
| 1986 |
+13.98%
|
-2.95% |
+28.89%
|
-3.91% |
| 1985 |
+20.92%
|
-1.32% |
+31.78%
|
-1.78% |
| 1984 |
+12.26%
|
-2.55% |
+7.88%
|
-4.89% |
| 1983 |
+19.12%
|
-1.46% |
+21.11%
|
-2.00% |
| 1982 |
+23.18%
|
-1.47% |
+16.37%
|
-6.90% |
| 1981 |
+6.73%
|
-5.61% |
+4.16%
|
-7.60% |
| 1980 |
+17.14%
|
-6.77% |
+22.04%
|
-9.55% |
| 1979 |
+17.24%
|
-6.81% |
+17.78%
|
-7.14% |
| 1978 |
+7.38%
|
-5.77% |
+15.30%
|
-7.53% |
| 1977 |
+6.67%
|
-0.92% |
+9.26%
|
-1.55% |
| 1976 |
+25.20%
|
-1.17% |
+18.88%
|
-2.99% |
| 1975 |
+21.70%
|
-5.67% |
+28.38%
|
-9.10% |
| 1974 |
-10.56%
|
-15.06% |
-13.41%
|
-20.91% |
| 1973 |
-6.39%
|
-6.65% |
-10.09%
|
-10.78% |
| 1972 |
+8.28%
|
-1.29% |
+17.91%
|
-0.27% |
| 1971 |
+8.61%
|
-4.84% |
+17.25%
|
-5.44% |
| 1970 |
+8.28%
|
-8.62% |
+0.66%
|
-15.93% |
