Marvin Appel One-Decision vs Stocks/Bonds 60/40 Portfolio Comparison

Last Update: 29 February 2024

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

The Stocks/Bonds 60/40 Portfolio obtained a 8.22% compound annual return, with a 9.62% standard deviation, in the last 30 Years.

Summary

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Marvin Appel One-Decision Portfolio Stocks/Bonds 60/40 Portfolio
Portfolio Risk Medium High
Asset Allocation Stocks 50% 60%
Fixed Income 50% 40%
Commodities 0% 0%
30 Years Stats Return +6.99% +8.22%
Std Dev 8.42% 9.62%
Max Drawdown -31.96% -30.55%
All time Stats
(Since Jan 1928)
Return +7.25% +8.36%
Std Dev 9.39% 11.57%
Max Drawdown -47.77% -62.03%
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
Marvin Appel One-Decision Portfolio +1.43 +6.03 +9.54 +5.81 +5.66 +6.99 +7.25
Stocks/Bonds 60/40 Portfolio +2.65 +9.22 +18.40 +8.67 +7.85 +8.22 +8.36
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

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).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since March 1994, now would be worth 10.68$, with a total return of 968.39% (8.22% 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).

Stocks/Bonds 60/40 Portfolio: an investment of 1$, since January 1928, now would be worth 2257.36$, with a total return of 225636.17% (8.36% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Marvin Appel One-Decision Portfolio
Stocks/Bonds 60/40 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
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93
-9.00% May 2011 Sep 2011 (5) Jan 2012 (9) 3.76
-8.52% Jun 2011 Sep 2011 (4) Jan 2012 (8) 3.61
-8.38% Sep 2018 Dec 2018 (4) Mar 2019 (7) 3.89
-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
-5.35% Apr 2000 May 2000 (2) Aug 2000 (5) 2.94
-5.24% Jun 2015 Sep 2015 (4) Apr 2016 (11) 2.81
-4.76% Apr 2015 Sep 2015 (6) Mar 2016 (12) 2.77
-4.65% Apr 2004 Apr 2004 (1) Aug 2004 (5) 2.49
-4.50% Mar 1994 Jun 1994 (4) Aug 1994 (6) 2.85
-3.90% Mar 1994 Nov 1994 (9) Feb 1995 (12) 2.27

Drawdown comparison chart since January 1928.

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Marvin Appel One-Decision Portfolio
Stocks/Bonds 60/40 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-62.03% Sep 1929 May 1932 (33) Jul 1936 (83) 33.36
-47.77% Sep 1929 May 1932 (33) Jul 1936 (83) 23.27
-31.96% Jun 2007 Feb 2009 (21) Oct 2010 (41) 13.28
-31.73% Mar 1937 Mar 1938 (13) Jan 1943 (71) 13.31
-30.55% Nov 2007 Feb 2009 (16) Oct 2010 (36) 13.38
-27.28% Jan 1973 Sep 1974 (21) Jan 1976 (37) 11.90
-23.43% Aug 1937 Mar 1938 (8) Jan 1943 (66) 10.09
-21.56% Sep 2000 Sep 2002 (25) Jan 2004 (41) 11.96
-20.69% Jan 2022 Sep 2022 (9) Feb 2024 (26) 11.44
-19.17% Sep 1987 Nov 1987 (3) Jan 1989 (17) 9.40
-18.76% Dec 1968 Jun 1970 (19) Jan 1971 (26) 9.23
-18.44% Dec 1972 Sep 1974 (22) Jun 1975 (31) 8.48
-16.74% Jan 2022 Sep 2022 (9) In progress (26) 9.35
-13.30% Jun 1946 Nov 1946 (6) Sep 1949 (40) 8.06
-13.04% Feb 2020 Mar 2020 (2) Nov 2020 (10) 5.40
-12.63% Jan 1962 Jun 1962 (6) Mar 1963 (15) 6.40
-12.38% Sep 1987 Nov 1987 (3) Sep 1988 (13) 5.77
-12.29% Feb 2020 Mar 2020 (2) Jul 2020 (6) 5.29
-10.40% Dec 1968 Jun 1970 (19) Nov 1970 (24) 4.31
-10.18% Jul 1998 Aug 1998 (2) Nov 1998 (5) 4.93

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
+0.21%
-1.20%
+3.27%
0.00%
2023
+12.43%
-7.22%
+17.79%
-7.47%
2022
-13.18%
-16.74%
-16.95%
-20.69%
2021
+16.51%
-2.73%
+14.66%
-3.24%
2020
+5.32%
-13.04%
+15.70%
-12.29%
2019
+18.51%
-2.02%
+21.94%
-3.41%
2018
-3.64%
-6.99%
-3.17%
-8.38%
2017
+8.07%
-0.59%
+14.15%
0.00%
2016
+8.52%
-3.21%
+8.71%
-2.95%
2015
-0.25%
-4.76%
+0.44%
-5.24%
2014
+11.14%
-2.54%
+9.85%
-1.50%
2013
+10.43%
-2.72%
+19.23%
-2.27%
2012
+10.65%
-2.81%
+11.13%
-3.54%
2011
+3.87%
-8.52%
+3.75%
-9.00%
2010
+13.01%
-6.14%
+12.93%
-7.13%
2009
+15.30%
-14.35%
+18.79%
-11.70%
2008
-16.74%
-22.59%
-19.44%
-22.19%
2007
-0.68%
-5.17%
+5.99%
-3.07%
2006
+14.45%
-1.98%
+11.12%
-2.03%
2005
+5.08%
-2.36%
+4.74%
-2.34%
2004
+12.05%
-4.65%
+9.37%
-2.68%
2003
+18.87%
-1.57%
+20.04%
-1.99%
2002
-2.42%
-7.23%
-8.98%
-13.74%
2001
+4.32%
-3.58%
-3.21%
-11.68%
2000
+9.42%
-2.13%
-1.79%
-8.27%
1999
+4.70%
-3.16%
+13.98%
-3.76%
1998
+5.32%
-8.13%
+17.39%
-10.18%
1997
+17.36%
-1.24%
+22.37%
-3.12%
1996
+15.52%
-1.31%
+14.01%
-3.33%
1995
+19.02%
-0.66%
+28.74%
-0.20%
1994
-1.28%
-5.02%
-1.16%
-6.47%
1993
+11.41%
-1.82%
+10.25%
-1.36%
1992
+9.68%
-0.89%
+8.32%
-1.65%
1991
+23.01%
-1.99%
+25.53%
-2.86%
1990
-1.89%
-7.50%
-0.19%
-8.52%
1989
+15.28%
-0.97%
+22.33%
-1.36%
1988
+12.57%
-1.14%
+13.33%
-2.24%
1987
+2.00%
-12.38%
+2.18%
-19.17%
1986
+13.98%
-2.95%
+14.79%
-5.58%
1985
+20.92%
-1.32%
+27.66%
-2.15%
1984
+12.26%
-2.55%
+7.32%
-6.58%
1983
+19.12%
-1.46%
+15.69%
-2.85%
1982
+23.18%
-1.47%
+24.75%
-4.29%
1981
+6.73%
-5.61%
+1.27%
-8.82%
1980
+17.14%
-6.77%
+21.05%
-9.57%
1979
+17.24%
-6.81%
+16.69%
-6.65%
1978
+7.38%
-5.77%
+5.53%
-7.92%
1977
+6.67%
-0.92%
-1.60%
-4.89%
1976
+25.20%
-1.17%
+21.38%
-1.34%
1975
+21.70%
-5.67%
+25.64%
-8.13%
1974
-10.56%
-15.06%
-14.41%
-20.38%
1973
-6.39%
-6.65%
-9.12%
-9.87%
1972
+8.28%
-1.29%
+11.66%
-1.45%
1971
+8.61%
-4.84%
+14.37%
-5.73%
1970
+8.28%
-8.62%
+9.77%
-11.52%
1969
-0.95%
-4.58%
-7.02%
-8.24%
1968
+8.59%
-2.35%
+9.19%
-3.30%
1967
+11.78%
-2.65%
+16.22%
-2.87%
1966
-0.03%
-6.32%
-3.25%
-9.79%
1965
+7.42%
-2.29%
+8.81%
-2.63%
1964
+7.72%
-0.79%
+11.40%
-0.78%
1963
+8.66%
-1.64%
+13.34%
-1.77%
1962
-0.86%
-9.52%
-3.49%
-12.63%
1961
+9.51%
-1.97%
+16.69%
-2.07%
1960
+3.46%
-3.30%
+5.77%
-4.00%
1959
+4.93%
-3.33%
+6.99%
-3.96%
1958
+15.16%
-1.24%
+25.76%
-0.76%
1957
-0.23%
-5.65%
-2.53%
-7.55%
1956
+2.65%
-4.39%
+4.48%
-5.10%
1955
+8.77%
-2.41%
+15.12%
-1.72%
1954
+17.75%
-2.51%
+31.48%
-2.16%
1953
+3.01%
-2.68%
+1.85%
-4.96%
1952
+6.69%
-2.02%
+9.07%
-2.48%
1951
+7.69%
-3.72%
+12.47%
-3.94%
1950
+12.10%
-3.16%
+18.15%
-3.45%
1949
+6.86%
-3.12%
+13.74%
-2.42%
1948
+2.07%
-5.48%
+2.46%
-6.51%
1947
+5.70%
-1.97%
+2.12%
-3.61%
1946
+2.54%
-8.87%
-3.48%
-13.30%
1945
+17.56%
-2.23%
+24.98%
-2.30%
1944
+12.01%
-0.72%
+13.65%
-0.91%
1943
+13.73%
-4.78%
+17.73%
-5.22%
1942
+7.74%
-6.44%
+10.55%
-7.45%
1941
-3.99%
-6.60%
-5.16%
-8.44%
1940
-0.89%
-11.63%
-2.58%
-14.56%
1939
-0.68%
-7.87%
+2.64%
-8.45%
1938
+10.93%
-13.41%
+18.78%
-15.43%
1937
-10.52%
-14.62%
-20.16%
-23.31%
1936
+13.90%
-4.16%
+22.00%
-4.48%
1935
+16.78%
-6.35%
+29.34%
-5.09%
1934
+2.19%
-8.93%
+4.30%
-9.46%
1933
+21.91%
-12.56%
+35.51%
-12.66%
1932
-1.37%
-21.80%
-0.28%
-25.51%
1931
-15.40%
-23.17%
-27.30%
-34.34%
1930
-6.85%
-15.85%
-13.91%
-22.76%
1929
-2.21%
-17.97%
-5.08%
-21.42%
1928
+12.69%
-2.87%
+22.84%
-2.72%